Visual lead pipeline

Set it up once

Turn Visual lead pipeline 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. Visual lead pipeline 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. Visual lead pipeline 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 Visual lead pipeline in Remindoo?

Visual lead pipeline 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 Visual lead pipeline?

Visual lead pipeline is included on every Remindoo plan, starting with Core — there is no add-on cost.

How long does it take to set up Visual lead pipeline?

Most practices have Visual lead pipeline 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 Visual lead pipeline before paying?

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