Leads
Round-Robin Lead Assignment
Automatically distribute incoming client enquiries fairly to team members with Remindoo Round-Robin Lead Assignment. No missed leads, no manual allocation.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
When enquiries land in a shared inbox, they tend to go to whoever is free or keenest, and some are picked up by nobody. Round-robin lead assignment for accountants removes the guesswork. In Lead Settings, open Round Robin Selection and choose the employees who should receive new leads. The screen states the rule plainly: only the listed employees are used, and all other employees in the company are excluded. Add More Employees brings people into the rotation, and edit and delete buttons let you change the group as staffing changes, for example during holidays or ahead of the January Self Assessment peak. When a lead is created with Assignment Type set to Round-Robin, Remindoo chooses the owner from the rotation when the lead is saved. The aim, as the settings page puts it, is to distribute new leads so every eligible team member receives assignments fairly. Fair distribution gives faster first contact, balanced workloads across your sales or onboarding team and clear accountability. Every enquiry has a named owner from the start, so nothing waits for someone to claim it.
Share new leads fairly
Choose which employees take part in round-robin assignment. New leads are distributed between them automatically; everyone else is excluded.
What you can see
- Round Robin Selection tab in Lead Settings.
- "Distribute new leads automatically so every eligible team member receives assignments fairly."
- Selected Employees for Round-Robin Assignment on Leads.
- Note that all other employees will be excluded.
- Add More Employees, plus edit and delete per employee.
Why it matters: New enquiries are shared evenly and never left unowned.
Loved by 100+ accountants and bookkeepers.
Distribute Enquiries Fairly and Automatically
Remindoo Round-Robin Selection feature ensures incoming leads are automatically assigned to selected team members in a structured and balanced manner.
No manual allocation. No favouritism. No missed enquiries.
Select Eligible Team Members
Choose exactly who participates in lead allocation.
- Include specific employees
- Exclude others where necessary
- Maintain full control over assignment rules
Only selected team members will receive leads.
Automatic Fair Distribution
Leads are assigned in rotation.
- Equal opportunity allocation
- Balanced workload across the team
- Reduced response time pressure
Ensures no single team member is overloaded.
Improve Response Times
Structured allocation leads to faster follow-up.
- Instant assignment on lead creation
- Clear ownership from day one
- Reduced delays in first contact
Critical for firms competing for new business.
Better Performance Tracking
With clear ownership, accountability improves.
- Measure conversion rates by employee
- Track response efficiency
- Identify high performers
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Round-Robin Lead Assignment for Fair Team Distribution
Automatically assign incoming client enquiries to your team members, ensuring balanced workloads and no missed opportunities.
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What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Ensure every enquiry is fairly and automatically assigned to your team without manual intervention. Start using Remindoo and never miss a client lead again.
Frequently asked questions
Only the employees you select.
Set Assignment Type to Round-Robin in Create Lead.
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.
See it in action
More walkthroughs
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.”
