A pipeline built for accounting firms, not generic sales teams
Leads Overview
Track inquiries, quote quickly, chase automatically and convert leads into fully onboarded clients without leaving the platform.
What you get
- Kanban pipeline with stage-based automation
- Estimated fee and service mix per lead
- Automated follow-up sequences
- Proposal and engagement letter from the lead record
- Instant conversion to a client with services attached
- Win-rate and source reporting
+32%
Conversion
Minutes
Response time
0
Lost inquiries
More features
Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.