Leads
Lead Source Tracking for Accountants
Every Remindoo lead has a source field. Recording it consistently shows which websites, campaigns and referrals bring your practice new enquiries.
Built for UK accountants, bookkeepers and growing accountancy practices.
How to do it in Remindoo
- Open the Leads dashboard.
- Review the source breakdown.
- Open lead capture forms.
- Review the form fields shown.
Leads broken down by source and employee
The Leads Breakdown table summarises total, new, in progress, converted and not responding leads with their value, by lead source or by employee. Switch between the two views and export to CSV for your sales reporting.
Manage your lead capture forms
Create as many lead capture forms as you need, switch each one on or off, preview, edit or delete them.
Where lead source appears
Source is a standard lead field.
Shown as a column in the detailed lead table
Optional field on Kanban cards
Available when filtering and sorting leads
Why accountants track lead source
Without a source, it is hard to know whether a website form, a campaign or a referral partner is worth the effort. Using separate lead capture forms for different pages or campaigns makes the origin of each enquiry clear.
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 moreA Complete Workspace for Every Accounting Lead
Give every prospect a complete workspace in Remindoo with contacts, tasks, proposals, timeline, communications, notes and documents.
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 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. Source is one of the lead fields available in filters and sorting.
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.”
