Leads
Lead Management Software Built for Accountants
Remindoo is lead management software for accountants that captures every enquiry, helps you qualify the right prospects and keeps every follow-up moving. Accountants and bookkeepers get one connected workspace for website lead capture, pipeline management, team assignment, automated follow-up, proposals and client conversion.
Built for UK accountants, bookkeepers and growing accountancy practices.
Interactive walkthroughs
See it in action
Step through 10 real Remindoo demos for leads management software for accountants, the practice management software for accountants in the UK.
Manage the complete journey from enquiry to client
- Website form
- Remindoo lead
- Assignment
- Qualification
- Follow-up
- Proposal
- Client
Website form
A prospect submits a Remindoo website lead form.
Remindoo lead
The submitted information automatically creates a structured lead in the Remindoo pipeline.
Assignment
The lead is assigned manually or through round-robin assignment.
Qualification
The team qualifies the lead using standard and custom fields.
Follow-up
Remindoo can send an automated email, create a task or change the lead’s status.
Proposal
Team members manage tasks, notes, contacts, communications, proposals and documents from the lead workspace.
Client
The successful lead is converted into a client using information already stored in Remindoo.
Capture website enquiries automatically
Every website enquiry lands automatically in your Remindoo lead pipeline, ready for qualification, assignment and follow-up.
Lead capture forms
Create multiple lead capture forms for your website, landing pages or campaigns. Forms can capture names, email addresses, telephone numbers, business type, turnover and relevant custom fields. You can preview, edit, activate or deactivate each form. Every submission creates a structured lead in the Leads pipeline, which removes the need to copy enquiries from an inbox into a spreadsheet.
Lead capture formsCreate leads manually or import company information
Create a lead
Leads can be created manually with a name, several telephone numbers and email addresses, and notes. Lead creation is split into basic information, contacts and information/attachments, and you can save and exit or continue.
Create a leadCompanies House sync
Companies House search prefills available company information, reducing repetitive entry.
Companies House syncQualify prospective accounting clients
- Lead name and contact information
- Business type and turnover
- Estimated opportunity value
- Payroll and PAYE requirements
- Services needed
- Address, town or city, postcode and country
- Lead source and creation date
- Internal notes and practice-specific custom fields
Create custom lead fields
Add qualification fields, rename them, use dropdowns and add or remove options, mark fields as compulsory and filter configured fields. Custom fields can be used on lead records, tables, forms and Kanban cards where supported.
Custom lead fieldsManage a visual accounting sales pipeline
Kanban pipeline
Leads are grouped by status with a lead total and estimated value total for each column. Cards show the lead name, assignees, email and estimated value, with optional business and location fields, and open straight into the lead workspace. Switch back to the table at any time.
Leads overviewDetailed lead table
See name, creation date, assignees, email, source, status, address, city, postcode, country, website, turnover, estimated value and custom fields. Sort columns, multi-select leads and update the status of active leads directly.
Leads overviewCustomise the lead table and Kanban cards
- Choose which columns appear in the table
- Search available columns and custom fields
- Reorder visible columns
- Freeze up to five important columns
- Show or hide standard and custom fields
- Customise Kanban cards
Kanban card fields
Lead name, assignees, email and estimated value always appear on Kanban cards. Optional card fields include address, city, country, creation date, postcode, source, status, turnover, website and custom fields.
Create a pipeline that matches your firm
Search, sort and filter accounting leads
Assign leads to the right team members
Assign one or several employees to a lead. Ownership is shown in the table, on Kanban cards and in the lead profile, so responsibility stays visible.
Automatic round-robin lead assignment
New leads are distributed fairly across employees chosen by an administrator. Employees not selected are excluded, and people can be added, edited or removed from the rotation.
Round-robin assignment 02Multiple assignees
Give a lead to one person or a whole team — everyone assigned sees the lead in their list and shares responsibility for the follow-up.
Multiple assigneesGive every prospect a complete lead workspace
Each lead has contacts, tasks, proposals, timeline, communications, notes, document attachments and quick actions, plus editing, deletion and client conversion. Prospect information stays connected instead of being spread across personal inboxes.
Tasks and follow-ups
Create tasks from the lead, assign follow-up work, set deadlines and monitor progress — or have lead automation create them.
Task managementProposals
Create a proposal from the lead workspace and review it in the lead’s Proposals tab, moving from qualification to proposal without losing context.
Proposals and engagement lettersTimeline, contacts and communications
Keep a chronological history with notes, search, filters and sorting. Store primary and additional contacts, create or import contacts, email the lead and review communication history.
Activity timelineDocuments
Upload documents to a lead, see the attachment count and show or hide the attachment panel.
Lead workspaceWhy accountants and bookkeepers use Remindoo for leads
Sole practitioners
Every enquiry lands in one list with an automatic acknowledgement, so nothing waits while you are with clients.
Small accountancy firms
Clear ownership through assignment means everyone knows who is following up each prospect.
Growing accounting practices
Round-robin assignment and status-based automation keep follow-up consistent as enquiry volume rises.
Bookkeeping practices
Capture business type, turnover and services needed so quotes are based on the right information.
Tax advisers
Custom fields and timelines record what each prospect needs before a proposal is sent.
Multi-team practices
Teams, multiple assignees and shared lead workspaces replace spreadsheets passed between departments.
Quick answers
What is lead management software for accountants?
It is a system that records every enquiry a practice receives, tracks it through qualification and follow-up stages, and turns successful prospects into clients. In Remindoo, leads, tasks, emails, proposals and client conversion sit in one workspace.
How do website leads enter an accounting CRM?
1. The prospect submits a Remindoo lead form on your website. 2. A structured lead is created automatically. 3. It appears in the Leads pipeline, ready to assign and qualify — no copying from an inbox.
How does automated lead follow-up work?
You create a rule on a lead status. When a lead enters that status, Remindoo sends a templated email, creates a task or changes the status, immediately or after a delay. If the lead moves on first, the delayed action is cancelled.
What is round-robin lead assignment?
New leads are distributed in turn across employees an administrator has selected, so ownership is fair and clear without anyone assigning each lead by hand.
How can accountants stop leads falling through the cracks?
Capture enquiries with forms, assign every lead to a named owner, use statuses that reflect your process, and automate the first email and follow-up task.
What information should an accountant collect from a new lead?
Name and contact details, business type, turnover, services needed, payroll or PAYE requirements, address, lead source and an estimated opportunity value, plus any practice-specific custom fields.
All lead features
Lead capture forms
Build website and campaign forms that create structured leads automatically.
Learn moreCreate a lead
Add leads manually with multiple phone numbers, emails, notes and attachments.
Learn moreCompanies House sync
Prefill available company information instead of retyping it.
Learn moreLeads overview
Kanban pipeline and detailed lead table in one place.
Learn moreCustom lead fields
Add the qualification questions your practice needs.
Learn moreCustom lead statuses
Build a pipeline that matches how your firm sells.
Learn moreRound-robin assignment
Distribute new leads fairly across selected employees.
Learn moreMultiple assignees
Assign one or several team members to the same lead.
Learn moreImport lead and proposal history
Bring existing prospect history into Remindoo.
Learn moreTeams and team leads
Organise people into teams with clear leads.
Learn moreAutomated 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 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 moreControls that keep your pipeline tidy
Role-based lead pipeline access
Control who can view, create, update, reassign or delete leads, add timeline notes, manage lead tasks and convert successful opportunities into clients.
Explore Roles & PermissionsLead activity notifications
Configure notifications for lead assignments, updates, conversions, notes and lead tasks.
Explore Practice ControlsStatus-based lead automation
Send a chosen email template or move a lead to another pipeline status when it enters a stage.
Explore status-based automationFrequently asked questions
What is lead management software for accountants?
It is a system that records every enquiry a practice receives, tracks it through qualification and follow-up stages, and turns successful prospects into clients. In Remindoo, leads, tasks, emails, proposals and client conversion sit in one workspace.
Can Remindoo capture enquiries from my website?
Yes. You can create multiple lead capture forms for websites, landing pages or campaigns.
Does a website form automatically create a lead?
Yes. Every form submission creates a structured lead in Remindoo.
Where does a new website lead appear?
In the Leads pipeline, in both the Kanban and table views.
Can Remindoo assign website leads automatically?
Yes, using round-robin assignment across selected employees. Leads can also be assigned manually.
What is round-robin lead assignment?
New leads are distributed in turn across employees an administrator has selected, so ownership is fair and clear without anyone assigning each lead by hand.
Can I create custom lead stages?
Yes. Select or remove default statuses, add your own such as Warm Lead or Cold Lead, and reorder them.
Can I create custom qualification fields?
Yes. Add fields, rename them, use dropdowns and mark fields as compulsory.
Can I import company information from Companies House?
Yes. Companies House search can prefill available company information when creating a lead.
Can Remindoo send an automatic follow-up email?
Yes. A lead automation rule can send an existing email template when a lead enters a chosen status.
Can Remindoo create follow-up tasks automatically?
Yes. A lead automation rule can create a task.
Can Remindoo change a lead’s status automatically?
Yes. A rule can move a lead to a destination status you choose.
What happens if a lead changes status before a delayed automation runs?
The scheduled action is cancelled.
Can multiple team members be assigned to one lead?
Yes. One or several employees can be assigned to the same lead.
Can I switch between Kanban and table views?
Yes. You can move between the Kanban pipeline and the detailed lead table.
Can I customise the lead table?
Yes. Choose, search and reorder columns, freeze up to five columns and show or hide standard and custom fields.
Can I customise Kanban cards?
Yes. Name, assignees, email and estimated value are always shown; optional fields such as source, status, turnover and custom fields can be added.
Can I keep proposals and tasks against a lead?
Yes. Both are created from and shown in the lead workspace.
Can I store lead documents?
Yes. Upload documents to an individual lead and access them from its workspace.
Can I convert a lead into a client?
Yes. Use Convert to Client to create the client using information already stored in Remindoo.
Is Remindoo suitable for bookkeepers?
Yes. Remindoo is built for UK accountants and bookkeepers.
Is Remindoo suitable for small accounting firms?
Yes. Pricing is per client, so sole practitioners and small firms can start small.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
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