Remindoo feature
Import lead and proposal history for Accountants
Import lead and proposal history in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Import lead and proposal history is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
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.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
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.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
See it in action
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.”
