Leads & Pipeline in Remindoo
Capture, assign and convert enquiries. These walkthroughs show UK accounting practices exactly how it works. Learn more on the leads management software for accountants page.
Leads & Pipeline
How to add custom statuses to your leads module in Remindoo
Learn how to capture qualified leads
Watch demo: add custom statuses to your leads moduleLeads & Pipeline
How to automate fair lead distribution across your team in Remindoo
Learn how to set up balanced lead distribution
Watch demo: automate fair lead distribution across your teamLeads & Pipeline
How to build complete lead profiles in Remindoo
Capture prospect information
Watch demo: build complete lead profilesLeads & Pipeline
How to build and customise lead fields in Remindoo
Learn how to create custom lead fields
Watch demo: build and customise lead fieldsLeads & Pipeline
How to create and embed lead capture forms in Remindoo
Learn how to create a lead capture form in Remindoo
Watch demo: create and embed lead capture formsLeads & Pipeline
How to customise your lead view and organise data in Remindoo
Learn how to customise column visibility
Watch demo: customise your lead view and organise dataLeads & Pipeline
How to filter and assign leads instantly in Remindoo
Learn how to refine your lead pipeline with custom filters
Watch demo: filter and assign leads instantlyLeads & Pipeline
How to manage bulk lead management in Remindoo
Discover how to streamline lead management by bulk emailing personalised campaigns
Watch demo: manage bulk lead managementLeads & Pipeline
How to manage your sales pipeline with Remindoo in Remindoo
Learn how to track proposals
Watch demo: manage your sales pipeline with RemindooLeads & Pipeline
How to manage your sales pipeline with Remindoo CRM in Remindoo
Discover how to centralise lead management
Watch demo: manage your sales pipeline with Remindoo CRMWhy 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.”
