Leads
A Complete Workspace for Every Accounting Lead
Every lead in Remindoo has its own workspace. Contact details, tasks, proposals, timeline, communications, notes and documents sit together, so prospect information is not spread across inboxes and spreadsheets.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
The lead profile is the single record your whole team works from. At the top are the business name and phone number, with Convert to Client, timeline note, edit and delete buttons. Five tabs (Tasks, Proposals, Timeline, Contacts and Communication) organise everything that has happened with the prospect. The Tasks tab lists follow-ups with a status and due date, for example "Call Sarah to discuss quote and onboarding", Not started, due 13 Oct 2026. Primary Contact Info shows who to speak to and how to reach them. Attachments holds documents such as the original enquiry PDF, with an Upload document area for more. Quick Access offers the four actions people use most: Create Proposal, Add Notes, Import Contact and Send New Email. In an accounting practice this means the person preparing the fee quote, the person making the call and the partner signing off all see the same facts. No one has to search through inboxes for the turnover band, the services requested or the last conversation. When the prospect is ready, both the proposal and the conversion to a client start from this page.
Everything about a lead on one page
The lead profile brings together tasks, proposals, timeline, contacts and communication in tabs, with the primary contact details underneath and Convert to Client, timeline note, edit and delete buttons at the top.
What you can see
- HARBOURLINE BAKERY LTD header with phone number and a Back to lead link.
- Convert to Client, plus note, edit and delete icons.
- Tabs: Tasks, Proposals, Timeline, Contacts, Communication.
- Task "Call Sarah to discuss quote and onboarding", Not started, Due 13 Oct 2026, with Create New Task.
- Primary Contact Info for Sarah Whitmore.
Why it matters: Handovers keep the full context of the prospect.
Attachments and quick actions
Keep the lead's documents in Attachments and use Quick Access to create a proposal, add notes, import a contact or send a new email.
What you can see
- Attachments (1): Harbourline-Bakery-Enquiry.pdf.
- Upload document area.
- Quick Access: "Jump straight to common lead actions."
- Create Proposal, Add Notes, Import Contact, Send New Email.
Why it matters: Documents and next actions sit together, shortening the time from enquiry to proposal.
What each lead workspace contains
The workspace is organised into clear areas.
Primary contact information and additional contacts
Tasks and proposals
Timeline and communications
Notes and document attachments
Quick actions, lead editing and lead deletion
Convert to Client
Contacts and communications
Keep prospect conversations visible to the team.
Create or import contacts
Send a new email to the lead
Review communication history
Use direct email links
Documents on the lead
Upload documents to an individual lead, see the attachment count, and show or hide the attachment panel while you work.
Why a lead workspace matters
It replaces the habit of keeping prospect details in personal email folders. Anyone with access can see the full picture and continue the work. It connects with proposals, tasks, the activity timeline and client conversion.
Related lead features
Lead management hub
The full journey from enquiry to client.
Open hubAutomated Lead Follow-Up for Accountants
Automate lead follow-up in Remindoo: send templated emails, create tasks and change lead statuses immediately or after a delay.
Learn moreLead Activity Timeline for Accounting Practices
Keep a chronological history of every prospect in Remindoo. Add timeline notes, then search, filter and sort lead activity.
Learn moreBulk Lead Actions for Accounting Practices
Select individual or all visible leads in Remindoo and update them together, including direct status updates from the lead table.
Learn moreLead Source Tracking for Accountants
Record where every accounting lead came from in Remindoo and see lead source in the table, on Kanban cards and in filters.
Learn moreLead Conversion Analytics for Accounting Practices
See lead totals and estimated value by status in Remindoo, and understand how prospects move from enquiry to client.
Learn moreFrequently asked questions
Yes. Documents can be uploaded to an individual lead and accessed from its workspace.
Yes. Proposals and tasks are created from and shown in the lead workspace.
Tasks, Proposals, Timeline, Contacts and Communication.
Yes. Use Upload document in Attachments.
Continue the Leads guide
Turn More Accounting Enquiries into Clients
See how Remindoo captures website enquiries, distributes leads, automates follow-ups and keeps every opportunity moving from first contact to client conversion.
Book a personalised demonstration based on your firm’s own process.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
