Loved by 100+ accountants and bookkeepers.
Leads Overview
Full Visibility of Every Opportunity
The Leads table in Remindoo gives you a structured, real-time view of all enquiries in one place.
Track progress. Monitor performance. Stay in control.
Complete Lead Information at a Glance
Each lead record displays key information clearly and consistently.
- Name and contact details
- Date of creation
- Assigned team member
- Source of enquiry
- Status
- Address and location
- Website and company information
No need to open multiple screens to understand the lead.
Status-Based Filtering
Quickly filter leads by stage.
- New Lead
- In Progress
- Converted to Client
- Archived
- Custom statuses
See exactly where your pipeline stands at any moment.
Clear Ownership and Accountability
Every lead shows its assigned team member.
- Know who is responsible
- Avoid duplication of effort
- Ensure timely follow-up
Ownership is visible from day one.
Multiple View Options
Switch between table view and Kanban view.
- Structured data view for reporting
- Visual pipeline view for sales tracking
Adapt the layout to suit your working style.
Strong filters
- Search leads instantly
- Apply filters
- Track conversions
- Monitor pipeline movement
Remindoo turns lead management into a measurable, controlled process rather than a scattered email chain.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Structured Leads Overview for Accountants
Get complete visibility of all client enquiries in one centralised table, enabling better tracking, performance monitoring, and pipeline management.
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 Leads Overview lets accounting firms track all client enquiries in one structured, real-time table. Monitor progress, measure performance, and keep your sales pipeline fully visible and organised. Start managing leads smarter today.