Loved by 100+ accountants and bookkeepers.
Import Lead & Proposal History
Remindoo Import Lead & Proposal History feature ensures your firm starts with complete visibility. When firms migrate from spreadsheets, CRMs, or legacy systems, historical proposal and lead data often remains scattered. This makes tracking past engagement activity difficult and creates gaps in reporting.
Centralised Historical Records
Instead of manually recreating past proposals or losing valuable lead information, you can import previously created leads directly into the Proposals module. This allows your firm to:
- Maintain continuity of sales data
- Preserve proposal timelines
- Retain lead contact information
- Keep engagement records organised
All historical information becomes part of a single, structured system.
Complete Proposal Lifecycle Visibility
By importing past records, firms gain access to:
- Previously sent proposals
- Historical pricing data
- Engagement records
- Lead conversion details
- Sales pipeline history
This ensures that when reviewing a client relationship, your team sees the full journey, from initial enquiry to signed engagement.
Better Reporting & Performance Tracking
Having historical proposal data inside the system allows firms to:
- Analyse past conversion rates
- Track performance by time period
- Review pricing trends
- Identify sales patterns
- Monitor lead sources
Without imported data, reporting can feel incomplete. With it, your firm gains meaningful insights from day one.
Seamless Transition from Old Systems
For firms transitioning from manual processes or other platforms, importing leads reduces disruption. You can:
- Avoid re-entering data manually
- Reduce administrative workload
- Prevent data loss
- Ensure smooth onboarding to Remindoo
This makes the shift to structured proposal management efficient and stress-free.
Why Importing History Matters for Accounting Firms
Sales and engagement data are long-term assets. Losing historical context can impact decision-making and client relationship management. Import Lead & Proposal History helps firms:
- Start with a complete dataset
- Improve pipeline visibility
- Strengthen reporting accuracy
- Maintain organised records
- Transition smoothly to digital proposal management
By centralising past and present data, your firm builds a stronger foundation for scalable growth.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Complete Lead & Proposal History Import
Remindoo lets accounting firms import historical leads and proposals from spreadsheets, CRMs, or legacy systems, ensuring full visibility and accurate reporting from the start.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Import your historical lead and proposal data directly into Remindoo, giving your firm complete visibility and continuity from day one. Start tracking past engagement effortlessly.