Unlimited Leads & Multiple Assignees
Assign Multiple Leads to Multiple Accountants With Remindoo, handling of large inquiries becomes more organised and efficient than before. Multiple accountant
Assign Multiple Leads to Multiple Accountants With Remindoo, handling of large inquiries becomes more organised and efficient than before. Multiple accountants can coordinate on a single lead, keeping follow-ups on clients rapid and uninterrupted. Si
With Remindoo, handling of large inquiries becomes more organised and efficient than before. Multiple accountants can coordinate on a single lead, keeping follow-ups on clients rapid and uninterrupted.
Team-Driven Lead Management for Faster Conversions
Remindoo allows accountants to assign one lead to multiple team members, making it ideal for firms where sales, admin, and partners work together. Your whole team can operate simultaneously by adding notes, changing details, managing tasks, and monitoring progress. This level of transparency removes the possibility of doing the same thing twice.
Access & Assign Lead to Your Team
You can assign a lead in three ways; <br/> <br/> 1. Assign a lead while creating a new lead. <br/> 2. Assign a lead while editing the lead profile. <br/> 3. Reassign a lead through our automation feature.
Assign a lead while creating a new lead
Assign a lead while editing the lead Profile
Re-Assign a lead
Built for Firms With Shared or Rotating Sales Roles
Remindoo supports cooperation among teams with rotating or shared sales roles. It takes the burden of sales and follow-up, as everyone is aligned through real-time updates, shared notes, and task visibility. Thus, leads progress seamlessly no matter who is in charge of it at the time.
Keep Leads Active Even During the Team’s Downtime
Shared assignments allow accountants to secure the lead's continuous development in case someone is absent, busy, or on vacation. Colleagues can instantly take over with complete access to notes and updates. Thus, eliminating lag, safeguarding chances, and maintaining a regularly active lead pipeline.
Faster Decision Making for Prospective Clients
When multiple team members collaborate on a lead, clients benefit from quicker responses and clearer guidance. This kind of synchronised teamwork not only clears up any uncertainties but also builds trust, ultimately speeding up the decision-making process for potential clients. As a result, this approach can boost the conversion rate and enhance the firm's sales.
Ready to Transform Your Practice?
Join hundreds of accounting firms already using Remindoo to streamline their operations and grow their business.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
“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.”
