How to manage your sales pipeline with Remindoo CRM in Remindoo

Discover how to centralise lead management, track conversion performance, and optimise your sales pipeline. Export leads instantly, monitor team performance, and close deals faster in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Discover how to centralise lead management
Track conversion performance
Optimise your sales pipeline
Export leads instantly
Monitor team performance

Why does it matter for your practice?

Enquiries that sit in inboxes are easy to lose. Keeping every lead in one pipeline gives partners a clear view of new business and helps the team follow up on time.

Step-by-step

Open the relevant area in Remindoo.
Discover how to centralise lead management.
Track conversion performance.
Optimise your sales pipeline.
Export leads instantly.
Save your changes and check the result with your team.

Want to see this with your own clients?

Book a Demo Start free trial

Frequently asked questions

What does this Remindoo walkthrough cover?

Discover how to centralise lead management, track conversion performance, and optimise your sales pipeline. Export leads instantly, monitor team performance, and close deals faster in Remindoo.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about leads management software for accountants in Remindoo, or browse all Leads & Pipeline help articles.

Screenshot: How to add custom statuses to your leads module in Remindoo

Video

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 module

Screenshot: How to automate fair lead distribution across your team in Remindoo

Video

Leads & 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 team

Screenshot: How to build complete lead profiles in Remindoo

Video

Leads & Pipeline

How to build complete lead profiles in Remindoo

Capture prospect information

Watch demo: build complete lead profiles

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.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd