Every new client starts as an enquiry. Remindoo gives UK accounting and bookkeeping practices one place to capture leads, track where each one sits in your pipeline, follow up by email, task and note, and convert them into clients without re-typing anything. Use the step-by-step guide below to see every part of the Leads module with real product screenshots.
In practice
Most UK practices don't lose new business on price. They lose it because an enquiry sits in an inbox with no owner and no follow-up. Lead management software for accountants fixes this by giving every enquiry a home, a status and a next step. In Remindoo the Leads list shows every prospect with live counts per stage, from New Lead and In-Progress to Wants to talk to an accountant, Not Responding and Converted to Client. The Kanban view shows the same accountancy practice lead pipeline as columns, each with a lead count and total estimated value, so partners can see how much fee income is in play. Leads arrive by manual entry, a Companies House import or website lead capture forms, and round-robin assignment shares them fairly across the team. Every lead keeps its tasks, notes, emails, attachments and full timeline. When the prospect signs, you convert it to a client in one click. For a firm planning capacity around year ends, Self Assessment season and quarterly VAT under MTD, a clear pipeline shows what work is coming and who is chasing it. The chapters below go through each part of this CRM for accountants.
A prospect submits a Remindoo website lead form.
The submitted information automatically creates a structured lead in the Remindoo pipeline.
The lead is assigned manually or through round-robin assignment.
The team qualifies the lead using standard and custom fields.
Remindoo can send an automated email, create a task or change the lead’s status.
Team members manage tasks, notes, contacts, communications, proposals and documents from the lead workspace.
The successful lead is converted into a client using information already stored in Remindoo.
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.
Creating a lead takes three short steps. Capture the enquiry details, add the people you will be speaking to, then record the estimated value and any documents the prospect has sent.
Switch the Leads list to Kanban view to see your pipeline as columns, one per status. Each column shows how many leads it holds and their total estimated value.
As your pipeline grows, Remindoo helps you find the right leads fast.
Email, update, reassign or delete selected leads.
Contacts, tasks, proposals and communication.
Turn every next step into a task so no enquiry is left waiting.
Record calls, comments and status changes.
Follow up with prospects without leaving the lead.
When the prospect says yes, click Convert to Client on the lead profile.
Choose and reorder your pipeline statuses.
Collect the details your practice needs.
Share new leads across selected employees.
Capture website enquiries in Remindoo.
Connect a status trigger, a wait and an action.
Review conversion rates, sources and recent leads.
Follow the enquiry-to-client process step by step.
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.
Why it matters: One list with live stage counts shows how many enquiries are waiting, being worked or won.
Columns such as New Lead, In-Progress, Wants to talk to an accountant and Not Responding show every lead as a card with its key details, owner and quick counts for contacts, linked items and attachments. Use Show Table View to switch back at any time.
Why it matters: Partners can read pipeline value by stage without running a report.
Every website enquiry lands automatically in your Remindoo lead pipeline, ready for qualification, assignment and follow-up.
Create multiple lead capture forms for your website, landing pages or campaigns. Forms can capture names, email addresses, telephone numbers, business type, turnover and relevant custom fields. You can preview, edit, activate or deactivate each form. Every submission creates a structured lead in the Leads pipeline, which removes the need to copy enquiries from an inbox into a spreadsheet.
Lead capture formsLeads can be created manually with a name, several telephone numbers and email addresses, and notes. Lead creation is split into basic information, contacts and information/attachments, and you can save and exit or continue.
Create a leadCompanies House search prefills available company information, reducing repetitive entry.
Companies House syncAdd qualification fields, rename them, use dropdowns and add or remove options, mark fields as compulsory and filter configured fields. Custom fields can be used on lead records, tables, forms and Kanban cards where supported.
Custom lead fieldsLeads are grouped by status with a lead total and estimated value total for each column. Cards show the lead name, assignees, email and estimated value, with optional business and location fields, and open straight into the lead workspace. Switch back to the table at any time.
Leads overviewSee name, creation date, assignees, email, source, status, address, city, postcode, country, website, turnover, estimated value and custom fields. Sort columns, multi-select leads and update the status of active leads directly.
Leads overviewLead name, assignees, email and estimated value always appear on Kanban cards. Optional card fields include address, city, country, creation date, postcode, source, status, turnover, website and custom fields.
Assign one or several employees to a lead. Ownership is shown in the table, on Kanban cards and in the lead profile, so responsibility stays visible.
New leads are distributed fairly across employees chosen by an administrator. Employees not selected are excluded, and people can be added, edited or removed from the rotation.
Round-robin assignment 02Give a lead to one person or a whole team, everyone assigned sees the lead in their list and shares responsibility for the follow-up.
Multiple assigneesEach lead has contacts, tasks, proposals, timeline, communications, notes, document attachments and quick actions, plus editing, deletion and client conversion. Prospect information stays connected instead of being spread across personal inboxes.
Create tasks from the lead, assign follow-up work, set deadlines and monitor progress, or have lead automation create them.
Task managementCreate a proposal from the lead workspace and review it in the lead’s Proposals tab, moving from qualification to proposal without losing context.
Proposals and engagement lettersKeep a chronological history with notes, search, filters and sorting. Store primary and additional contacts, create or import contacts, email the lead and review communication history.
Activity timelineUpload documents to a lead, see the attachment count and show or hide the attachment panel.
Lead workspaceEvery enquiry lands in one list with an automatic acknowledgement, so nothing waits while you are with clients.
Clear ownership through assignment means everyone knows who is following up each prospect.
Round-robin assignment and status-based automation keep follow-up consistent as enquiry volume rises.
Capture business type, turnover and services needed so quotes are based on the right information.
Custom fields and timelines record what each prospect needs before a proposal is sent.
Teams, multiple assignees and shared lead workspaces replace spreadsheets passed between departments.
It is a system that records every enquiry a practice receives, tracks it through qualification and follow-up stages, and turns successful prospects into clients. In Remindoo, leads, tasks, emails, proposals and client conversion sit in one workspace.
1. The prospect submits a Remindoo lead form on your website. 2. A structured lead is created automatically. 3. It appears in the Leads pipeline, ready to assign and qualify, no copying from an inbox.
You create a rule on a lead status. When a lead enters that status, Remindoo sends a templated email, creates a task or changes the status, immediately or after a delay. If the lead moves on first, the delayed action is cancelled.
New leads are distributed in turn across employees an administrator has selected, so ownership is fair and clear without anyone assigning each lead by hand.
Capture enquiries with forms, assign every lead to a named owner, use statuses that reflect your process, and automate the first email and follow-up task.
Name and contact details, business type, turnover, services needed, payroll or PAYE requirements, address, lead source and an estimated opportunity value, plus any practice-specific custom fields.
Build website and campaign forms that create structured leads automatically.
Learn moreAdd leads manually with multiple phone numbers, emails, notes and attachments.
Learn morePrefill available company information instead of retyping it.
Learn moreKanban pipeline and detailed lead table in one place.
Learn moreAdd the qualification questions your practice needs.
Learn moreBuild a pipeline that matches how your firm sells.
Learn moreDistribute new leads fairly across selected employees.
Learn moreAssign one or several team members to the same lead.
Learn moreBring existing prospect history into Remindoo.
Learn moreOrganise people into teams with clear leads.
Learn moreAutomate lead follow-up in Remindoo: send templated emails, create tasks and change lead statuses immediately or after a delay.
Learn moreKeep a chronological history of every prospect in Remindoo. Add timeline notes, then search, filter and sort lead activity.
Learn moreGive every prospect a complete workspace in Remindoo with contacts, tasks, proposals, timeline, communications, notes and documents.
Learn moreSelect individual or all visible leads in Remindoo and update them together, including direct status updates from the lead table.
Learn moreRecord where every accounting lead came from in Remindoo and see lead source in the table, on Kanban cards and in filters.
Learn moreSee lead totals and estimated value by status in Remindoo, and understand how prospects move from enquiry to client.
Learn moreControl who can view, create, update, reassign or delete leads, add timeline notes, manage lead tasks and convert successful opportunities into clients.
Explore Roles & PermissionsConfigure notifications for lead assignments, updates, conversions, notes and lead tasks.
Explore Practice ControlsSend a chosen email template or move a lead to another pipeline status when it enters a stage.
Explore status-based automationIt is software that keeps every new client enquiry in one place, from the first contact through follow-up to becoming a client. In Remindoo each lead has a status, an owner, contacts, notes, tasks, emails and attachments.
You can add leads manually, import company details from Companies House while creating a lead, or capture them automatically from website lead capture forms.
Yes. Round-robin assignment distributes new leads between the employees you choose.
Yes. Lead automations can change a lead's status, create a task or send an email after a set time when a lead enters a status, such as Not Responding.
Use Convert to Client on the lead profile. The conversion is recorded on the lead timeline with the new client ID.
Yes. You can create multiple lead capture forms for websites, landing pages or campaigns.
Yes. Every form submission creates a structured lead in Remindoo.
In the Leads pipeline, in both the Kanban and table views.
Yes, using round-robin assignment across selected employees. Leads can also be assigned manually.
New leads are distributed in turn across employees an administrator has selected, so ownership is fair and clear without anyone assigning each lead by hand.
Yes. Select or remove default statuses, add your own such as Warm Lead or Cold Lead, and reorder them.
Yes. Add fields, rename them, use dropdowns and mark fields as compulsory.
Yes. Companies House search can prefill available company information when creating a lead.
Yes. A lead automation rule can send an existing email template when a lead enters a chosen status.
Yes. A lead automation rule can create a task.
Yes. A rule can move a lead to a destination status you choose.
The scheduled action is cancelled.
Yes. One or several employees can be assigned to the same lead.
Yes. You can move between the Kanban pipeline and the detailed lead table.
Yes. Choose, search and reorder columns, freeze up to five columns and show or hide standard and custom fields.
Yes. Name, assignees, email and estimated value are always shown; optional fields such as source, status, turnover and custom fields can be added.
Yes. Both are created from and shown in the lead workspace.
Yes. Upload documents to an individual lead and access them from its workspace.
Yes. Use Convert to Client to create the client using information already stored in Remindoo.
Yes. Remindoo is built for UK accountants and bookkeepers.
Yes. Pricing is per client, so sole practitioners and small firms can start small.
For leads, yes. It covers capture, statuses, assignment, tasks, notes, email, automations and conversion to a client.
Yes. The Kanban view shows the lead count and total estimated value for each status.
See how Remindoo captures website enquiries, distributes leads, automates follow-ups and keeps every opportunity moving from first contact to client conversion.
Book a personalised demonstration based on your firm’s own process.
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.
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
E-signed engagement letters confirm scope and responsibilities before work begins.
Converting a won lead into a client keeps the details you already collected.
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“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.”
Leads & Pipeline
Learn how to capture qualified leads
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Learn how to set up balanced lead distribution
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Capture prospect information
Watch demo: build complete lead profilesLeads & Pipeline
Learn how to create custom lead fields
Watch demo: build and customise lead fieldsLeads & Pipeline
Learn how to create a lead capture form in Remindoo
Watch demo: create and embed lead capture formsLeads & Pipeline
Learn how to customise column visibility
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Learn how to refine your lead pipeline with custom filters
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Discover how to streamline lead management by bulk emailing personalised campaigns
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Learn how to track proposals
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Discover how to centralise lead management
Watch demo: manage your sales pipeline with Remindoo CRMRemindoo offers Core and Growth plans. See the current plan comparison and charges before choosing a plan; do not assume every feature is included in Core.
Product screenshots illustrate documented workflows, not a guarantee of plan entitlement. Ask for a demonstration to confirm suitability and current availability.
Scope notes checked against product and pricing documentation on ; this is not a review date for every instruction or screenshot.
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