Lead search & filters

Set it up once

Turn Lead search & filters on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.

Run it day to day

Your team works in leads management as normal. Lead search & filters keeps the detail attached to the right client and job, and updates everyone automatically when something changes.

See the whole picture

Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.

Less admin

Stop rebuilding the same job in spreadsheets. Lead search & filters removes the manual steps your team repeats every week.

Nothing slips

Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.

One source of truth

Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.

What is Lead search & filters in Remindoo?

Lead search & filters sits inside the Leads Management module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.

Which plan includes Lead search & filters?

Lead search & filters is included on every Remindoo plan, starting with Core — there is no add-on cost.

How long does it take to set up Lead search & filters?

Most practices have Lead search & filters running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.

Can I try Lead search & filters before paying?

Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Lead search & filters against your real client list before committing.