Leads
Track Every Lead in One List
The Leads list is the home of your sales pipeline. Status tabs across the top show how many leads sit in each stage, and every row shows the lead name, date created, assignees, email, source and status.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Lead tracking for accountants works best when every enquiry has one clear status the whole team understands. The Remindoo Leads list puts those statuses across the top as tabs with live counts. A manager can open the page on Monday morning and see 35 new leads, one in progress and one not responding without building a report. Each row shows the lead name, creation date, owner, email, how the lead arrived (the Source column, for example Manual) and its current status. Click a lead name and a quick view opens with the email, status, lead handler, phone number and enquiry notes, for example a limited company asking for annual accounts, CT600 and quarterly VAT returns. From there you can open the full profile, edit the lead, create a proposal, update the status, send an email or add a timeline note. Changing status is a simple dialog: existing status on the left, searchable new status on the right. Every change is written to the lead's timeline, which gives you a reliable record of how each prospect moved through the pipeline when several people handle new business.
All your leads, with status counts at a glance
Status tabs such as New Lead, In-Progress, Wants to talk to an accountant, Not Responding, Converted to Client, Archived, Cold Lead and Warm Lead let you jump straight to the leads in each stage. Each row shows who owns the lead, how it arrived and where it sits in your pipeline.
What you can see
View this screenshot’s checklistWhy it matters: Daily counts show which stages are building up.
Move a lead to the next stage
Change a lead's status from the lead's quick view or straight from the Status column. Search the status list to find the right stage quickly. Every change is recorded on the lead's timeline.
What you can see
- Update Lead Status dialog.
- Existing Status (New Lead) with an arrow to New Status.
- Search box at the top of the status list.
- Options: Archived, Cold Lead, In-Progress, New Lead, Not Responding, Wants to talk to an accountant.
Why it matters: Statuses stay accurate because changing them takes seconds.
Quick view and one-click actions
Click a lead name to open a quick view with email, status, lead handler, phone number and notes, plus buttons to go to the full lead profile, edit the lead, create a proposal, update the status, send an email, add a timeline note or delete the lead.
What you can see
- Harbourline Bakery Ltd, lead type Other.
- Email, Status, Postal Code, Lead Handler, Country, Phone Number, Business Website, Notes.
- Notes recording a request for annual accounts, CT600 and quarterly VAT returns.
- Buttons: Go to Lead Profile, Edit Lead Profile, Create Proposal, Update Lead Status, Send Lead Email, Add Timeline Note, Delete Lead.
Why it matters: The next step, including a proposal, is one click from the list.
Frequently asked questions
Can I create my own lead statuses?
Yes. Lead Settings let you add custom statuses and reorder them.
Can I see how many leads are in each stage?
Yes. Each status tab shows a live count.
What does the Source column show?
How the lead arrived, for example Manual for leads added by your team.
Can I create a proposal from the leads list?
Yes. Click the lead name, then Create Proposal in the quick view.
Continue the Leads guide
See lead management in Remindoo
Book a Demo to explore your firm's enquiry-to-client process.
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 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.”
