Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Lead management for accountants for UK accountants
Record every enquiry, follow up on time and move prospects through a clear pipeline. Each page shows where the leak happens, how to fix it step by step, and how Remindoo plugs it.
Why Accounting Firms Lose Leads (and How to Stop It)
Accounting firms lose leads mainly through poor recording rather than poor selling: enquiries land in a personal inbox or on a sticky note, nobody owns the follow-up, and the prospect quietly signs with whoever replies first. A shared pipeline with owners, statuses and reminders — like Remindoo's, free for 60 days — closes that gap.
Read moreLead Tracking for Accountants: Record Every Enquiry
Lead tracking for accountants means recording every enquiry — phone, email, website or referral — in one shared system with an owner, status and source, rather than scattered across inboxes and memory. It matters because untracked enquiries quietly die with nobody noticing. Remindoo gives UK practices a leads overview built for this, free for 60 days.
Read moreThe Lead Follow-Up Process That Converts Enquiries Into Clients
A lead follow-up process is a fixed, repeatable sequence of contact points from first enquiry to signed engagement, so conversion doesn't depend on any one person remembering to chase. Most practices lose leads not from a weak pitch but from an inconsistent or absent follow-up schedule. Remindoo's pipeline, reminders and proposal filters, free for 60 days, make the sequence automatic to see and hard to miss.
Read moreLog Every Call and Email Against a Lead
Logging calls and emails against a lead means recording every interaction — who spoke to whom, when, and what was agreed — directly on the lead's record rather than in a personal inbox or memory. It matters because leads regularly stall when the one person who knows the history is unavailable. Remindoo's notes and timeline, free for 60 days, keep that history visible to the whole team.
Read moreLead Follow-Up Email Templates for Accountants
Lead follow-up email templates are pre-written, ready-to-personalise messages for each stage of an enquiry — first response, proposal sent, chase, final follow-up — so nobody has to compose one from scratch under time pressure. They matter because a delayed, badly worded reply loses winnable clients. Remindoo's email templates and tokens, free for 60 days, keep them consistent and quick to send.
Read moreSales Pipeline Stages for an Accounting Practice
Sales pipeline stages for an accounting practice are the defined steps an enquiry moves through — typically new, contacted, qualified, proposal sent, awaiting signature, won and lost. They matter because without them, every lead looks identical and nobody can tell what needs attention today. Remindoo's custom lead statuses, free for 60 days, let you build stages that match how your practice actually works.
Read moreCRM for Bookkeepers
A CRM for bookkeepers records every client enquiry, tracks it through to a signed engagement, and keeps client records, AML notes and recurring deadlines in one system — rather than forcing a generic sales CRM to fit a bookkeeping practice. Remindoo is a free CRM for bookkeepers and accountants, free for 60 days, then priced per client with unlimited users.
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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 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.”
