Leads
Automated Lead Follow-Up for Accountants
Lead automation in Remindoo lets you set a rule on a lead status. When a lead enters that status, Remindoo can send a templated email, create a task or move the lead to another status, either straight away or after a delay you choose.
Built for UK accountants, bookkeepers and growing accountancy practices.
How a lead automation rule is built
Each rule has a condition, a timing and an action. You set it up once and it keeps running until you pause it.
Condition: choose the lead status the rule applies to
Timing: run immediately, or choose “After” and enter a delay in minutes, hours or days
Action: send an automated email, create a task or change the lead status
Emails use an existing email template and the recipients you select
Status changes use the destination status you select
How the automation behaves
Rules are designed to avoid duplicate or out-of-date follow-ups.
A rule applies to leads in the chosen status
A lead is acted on once each time it enters that status — the action does not keep repeating while it stays there
If the lead leaves and later returns to the status, the rule can run again
If a delayed action is waiting and the lead leaves the required status, the scheduled action is cancelled
The rule keeps operating until it is paused
Manage every rule from one screen
The automation list shows total, active and paused rule counts, so you can see what is running at a glance.
Activate or pause individual rules
Duplicate a rule to build a similar one quickly
Delete rules you no longer need
Why accountants use lead automation
The manual problem it replaces is remembering to acknowledge each enquiry, create a follow-up reminder and update the pipeline by hand. With rules in place, every new lead gets the same response and the next step is created for the right person. It connects with lead capture forms, round-robin assignment, email templates, tasks and custom lead statuses.
Example: from website enquiry to client
A website form creates a New Lead.
Round-robin assignment gives the lead to an eligible employee.
A templated acknowledgement email is sent.
A follow-up task is created.
The lead is moved through the pipeline based on the firm’s process.
The successful lead is converted into a client.
Related lead features
Lead management hub
The full journey from enquiry to client.
Open hubLead 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 moreFrequently asked questions
Can Remindoo send an automatic follow-up email to a lead?
Yes. A rule can send an existing email template to selected recipients when a lead enters a chosen status, immediately or after a delay.
Can Remindoo create follow-up tasks automatically?
Yes. A rule can create a task when a lead enters the chosen status.
Can Remindoo change a lead’s status automatically?
Yes. Choose the destination status and the rule moves the lead when its condition and timing are met.
What happens if a lead changes status before a delayed automation runs?
The scheduled action is cancelled, so the lead does not receive an out-of-date follow-up.
Does a rule repeat while the lead stays in the same status?
No. A lead is acted on once each time it enters the status. If it leaves and returns, the rule can run again.
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.”
