Leads
Email Leads Directly from Remindoo
Follow up with prospects without leaving the lead.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A quick email follow-up is one of the simplest ways to win more enquiries, provided it is easy to send and easy to find later. Remindoo lets you email leads straight from the CRM, using the Communication tab or Quick Access. Choose which company mailbox to send from and pick an email template, or leave the template empty to write your own. Recipients are filled in from the lead, a BCC field takes extra addresses, and Attach files adds documents. Adjustable Tokens such as ::Status Option::, ::Date of Lead Creation::, ::Contact Number:: and ::Name of Lead Handler:: can be copied into the message to personalise it. A typical follow-up after a call confirms the scope, such as annual accounts, Corporation Tax return, quarterly VAT returns and monthly payroll, and says the proposal and engagement letter will follow by Friday. The same window handles bulk sends: select several leads in the list and use the email action. Lead follow-up for accounting firms becomes quicker and more consistent, and every message is recorded against the lead so the whole team can see what was sent and when.
Write and send from the lead
From the Communication tab or Quick Access, choose the mailbox to send from, pick an email template or write your own, add recipients and BCC, insert adjustable tokens such as lead status or lead handler, and attach files. Emails can also be sent to several leads at once.
What you can see
- "Send Email to 1 lead", with a note that emails can be sent in bulk.
- From, Select Email Template, Recipients, Subject and BCC fields.
- Adjustable Tokens panel with search and copy icons.
- Attach files, plus a reminder not to add a logo and signature.
- Rich-text body, with Cancel and Send buttons.
Why it matters: Personalised follow-ups go out while the prospect is still warm.
Email several leads in one go
Select multiple leads in the list and use the bulk email action.
What you can see
View this screenshot’s checklistWhy it matters: One message can reach a whole group, such as everyone from one event.
Frequently asked questions
Can I send a custom email instead of a template?
Yes. Leave Select Email Template empty.
What are adjustable tokens?
Placeholders such as ::Name of Lead Handler:: that personalise the email.
Continue the Leads guide
See lead management in Remindoo
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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.”
