Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Choosing & switching software
CRM for Accountants: Leads, Clients and Proposals in One Place
Track enquiries through to signed, onboarded clients without switching tools.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
Create and manage leads
Every enquiry captured in one place.
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
A CRM for accountants tracks leads, proposals and existing clients in one system, rather than splitting sales activity from client delivery. It matters because most practice growth comes from referrals and enquiries that are easy to lose track of without a shared pipeline.
What is a CRM for accountants and why does it matter for UK practices?
It matters because accountancy firms often separate 'sales' from 'delivery' when they are really the same client journey - a CRM keeps that journey visible from first enquiry to years of ongoing service.
Generic CRMs are built for sales teams closing one-off deals. Accountancy and bookkeeping firms need something different: a way to track an enquiry through to a signed engagement, and then keep that same client visible for years of recurring work, without switching to a separate system once they convert.
A CRM built for accountants should handle lead capture, pipeline stages, proposals and engagement letters, then hand the client straight into ongoing task and deadline management, all without re-entering their details.
Why do enquiries and leads keep falling through the cracks?
Enquiries land in a personal inbox
Without a shared pipeline, only the person who received the enquiry knows about it, and it is easily missed during a busy week.
No visibility of where each lead stands
Partners cannot say how many enquiries are open, awaiting a proposal, or waiting on the client, without checking several inboxes.
Follow-up is inconsistent
Some leads get a fast, thorough response; others wait days because nobody owns the follow-up.
Won clients start again from scratch
Details captured during the sales conversation are not carried through to onboarding, so clients repeat information.
No record of why a client chose you
Without tracking lead sources, firms cannot tell which referral relationships or marketing actually bring in clients.
What does poor lead and client tracking cost an accounting firm?
Slow or missed follow-up directly costs new client revenue, while poor handover from lead to client wastes time and creates a weak first impression.
Prospective clients approaching an accountant are usually comparing more than one firm. A slow or inconsistent response is often enough to lose the enquiry to a competitor who replied faster. Beyond lost leads, firms that cannot see their pipeline struggle to plan capacity for new client work alongside existing commitments.
How do you build a reliable lead-to-client process? Step by step
- 1
Capture every enquiry in one place
Route website forms, phone enquiries and referrals into a single pipeline rather than separate inboxes.
- 2
Set a maximum response time
Agree an internal standard, such as responding within one working day, and track whether it is being met.
- 3
Assign ownership of every lead
Make sure each enquiry has a named owner so follow-up does not depend on whoever happens to see it first.
- 4
Track pipeline stages
Move each lead through defined stages - enquiry, proposal sent, awaiting signature, won or lost - so status is visible at a glance.
- 5
Send a proposal and engagement letter promptly
A fast, professional proposal signals competence before the engagement even begins.
- 6
Carry lead details into onboarding
Reuse information already captured rather than asking a new client to repeat themselves.
- 7
Record where each client came from
Track referral sources so you know which relationships and channels are actually converting.
How does Remindoo work as a CRM for accountants?
Remindoo tracks leads from first enquiry through to signed engagement and ongoing client management in one system. Lead capture forms bring website enquiries straight into your pipeline, custom lead statuses let you build stages that match how your firm actually sells, and round-robin assignment shares new enquiries fairly across the team. Proposal templates and engagement letters, complete with e-signatures, mean a lead can be converted into a signed engagement quickly, and a won lead becomes a client record automatically, carrying across the details already captured rather than starting again. The leads overview gives partners a clear picture of pipeline health without chasing individual inboxes, and you can import your existing lead and proposal history rather than losing it during a switch. It is free for 60 days, so you can run your actual pipeline through it before paying anything.
Create and manage leads
Every enquiry captured in one place.
See featureCustom lead statuses and pipelines
Track enquiries through your own stages.
See featureLead capture forms
Website enquiries land straight in the CRM.
See featureRound-robin lead assignment
Share enquiries fairly across the team.
See featureConvert won leads into clients
Signed leads become active clients without re-keying.
See featureSpreadsheets vs Remindoo: what changes?
| Area | Spreadsheets & email | With Remindoo |
|---|---|---|
| Enquiries | Land in a personal inbox | Captured in a shared pipeline |
| Follow-up | Depends on who noticed it | Assigned owner and status tracking |
| Proposals | Written from scratch each time | Built from reusable templates |
| Won leads | Re-entered as a new client | Converted automatically into a client record |
| Lead sources | Not tracked consistently | Recorded against every enquiry |
| Pipeline visibility | Only the person handling it knows status | Leads overview visible to the whole team |
See it with your own clients
A 30-minute walkthrough using your services and deadlines.
Is there really a free CRM for accountants?
Remindoo is free to use in full for 60 days, after which it moves to per-client pricing - it is a genuine trial rather than a permanently free tier.
Some tools marketed as 'free' restrict features until you pay. Remindoo's free period gives full functionality for 60 days so a firm can properly judge fit, but it is honestly a trial, not a free product indefinitely.
Why not just use a generic sales CRM?
Generic CRMs are built around one-off deal closing, not the long, recurring client relationships accountancy firms manage after a sale.
A generic CRM stops being useful the moment a deal closes. Accountancy work is the opposite: the relationship really begins once the engagement is signed, and a CRM for accountants needs to carry that client into years of recurring deadlines and tasks.
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
Is Remindoo really free for accountants?
Remindoo is free to use in full for 60 days. After the trial it moves to per-client pricing - it is a genuine trial, not a free product forever.
Can I use Remindoo just as a CRM without practice management?
You can, though most firms find the value comes from leads and client delivery living in the same system, so a won lead flows straight into ongoing work.
Does Remindoo integrate with my accounting software?
Remindoo does not currently integrate with Xero, QuickBooks, Sage or FreeAgent. It focuses on client, lead and task management rather than bookkeeping.
Can leads be assigned automatically to different partners?
Yes, round-robin assignment can share new leads across your team so no one person is overloaded with follow-up.
Can I import my existing lead history?
Yes, Remindoo supports importing lead and proposal history so you are not starting your pipeline from zero.
Is this suitable for bookkeepers as well as accountants?
Yes, the same CRM structure works for bookkeeping firms managing enquiries and proposals alongside their existing client base.
How is Remindoo's CRM different from a spreadsheet of leads?
A spreadsheet cannot assign ownership, track pipeline stages automatically, or convert a won lead directly into a client record with its history intact.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to best accounting practice management software.
Last updated: . General guidance, not regulatory advice. Check with your professional body.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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.”
