Leads
Kanban Pipeline View for Leads
Switch the Leads list to Kanban view to see your pipeline as columns, one per status. Each column shows how many leads it holds and their total estimated value.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Some partners think in lists and others in boards. The Kanban view gives an accountancy practice lead pipeline the board layout many sales teams prefer. Click Show Kanban View and each status becomes a column: New Lead, In-Progress, Wants to talk to an accountant, Not Responding and any custom stages you have added. Each column header shows how many leads it holds and their combined estimated value. In the sample, New Lead holds 35 leads worth £6,000 and Wants to talk to an accountant holds one worth £2,400, so you can see where value is building up and where it is stalling. Cards show the lead name and type, address details, date created, source and an email link. The footer shows the assignee and counts of contacts, linked items and attachments. Customise card controls the optional fields. Lead Name, Assignees, Email and Estimated Value are always shown, and you can add Address, City, Country, Date of Creation, Postal Code, Source, Status, Turnover or Website. In a weekly pipeline meeting, a board like this is quicker to discuss than a spreadsheet.
Your lead pipeline as a board
Columns such as New Lead, In-Progress, Wants to talk to an accountant and Not Responding show every lead as a card with its key details, owner and quick counts for contacts, linked items and attachments. Use Show Table View to switch back at any time.
What you can see
View this screenshot’s checklistWhy it matters: Pipeline value by stage is always visible.
Choose what each card shows
Use Customise card to pick which fields appear on Kanban cards, such as address, city, country, date of creation, postal code and source. Lead name, assignees, email and estimated value always show.
What you can see
- Customise card panel with a Search custom fields box.
- REQUIRED fields: Assignees, Email, Estimated Value, Lead Name.
- Ticked optional fields: Address, City, Country, Date of Creation, Postal Code, Source.
- Unticked options include Status, Turnover and Website.
- "Selected: 6 / 6", with Cancel and Save Changes.
Why it matters: Cards show only what your team uses.
Frequently asked questions
Which fields always appear on a lead card?
Lead Name, Assignees, Email and Estimated Value.
Can I switch back to the table?
Yes. Click Show Table View.
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.”
