Website Lead Capture Forms That Feed Your CRM
Build the form, copy the HTML onto your site, and every inquiry lands in Remindoo already qualified.
Lead capture forms in Remindoo are website inquiry forms you build in Lead Settings. You choose the standard and custom fields, add a header and footer, preview the form and copy its HTML to embed on your site. Submissions arrive in the Leads module, so accounting firms stop rekeying inquiries from email.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Forms are built in Lead Settings, under the Lead Capture Form tab.
- Each form has a name, an optional description and an Active toggle.
- Forms can include standard fields and your custom fields, such as type of business, revenue and payroll.
- A rich text editor sets the form header and footer.
- Preview Form shows the form before you publish it.
- Copy HTML gives you the embed code for your website.
- Submissions land in the Leads module.
The problem
Website inquiries arrive as email
A contact form that sends a plain email to one address, which is then forwarded, replied to and eventually lost.
Retyping every submission
Someone copies the name, email and message out of an email and into a spreadsheet or a CRM, when they get to it.
Forms that ask nothing useful
Name, email, message. No entity type, no revenue, no services, so the first call is spent asking basics.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Inquiries lost in a shared inbox | Form submissions land directly in the Leads module | Every website inquiry becomes a tracked lead |
| Manual rekeying | The prospect's answers populate the lead record | No one retypes what the prospect already typed |
| Forms that do not qualify | Standard fields plus your custom fields such as type of business and revenue | The first call starts from a qualified record |
| Waiting on a web developer | Copy HTML and paste it into your website | The form goes live without a development ticket |
Who it's for
Firm owners and partners
See what new business is in play, and what it is worth, without asking around.
Practice managers
Make sure every inquiry has an owner and a next step during filing season.
Business development
Run a follow-up round across a whole batch of prospects in one pass.
CPAs and bookkeepers
Pick up an assigned lead with the entity, the revenue and the notes already there.
How it works in Remindoo
Create a lead capture form and give it a name, such as Contact us - Website.
Switch the form to Active and create it.
Choose the fields to capture, including custom fields such as type of business and annual revenue.
Add a form header and footer with the rich text editor, then preview the form.
Copy the form's HTML to embed it on your website.
Save the form. Submissions land in the Leads module.
See how Remindoo turns inquiries into clients
Twenty minutes, your pipeline, your questions.
Why it matters for US accounting firms
Most US firms now get their first contact with a prospect through the website rather than a referral phone call, and the gap between a submission and a reply is where those prospects are won or lost. A form that creates a lead record puts the inquiry in front of whoever is on rotation immediately, instead of leaving it in an info@ inbox that three people assume someone else is watching.
The qualifying questions do more work on a website form than anywhere else. A prospect who selects S corporation, names payroll and picks monthly bookkeeping from a dropdown has effectively routed themselves, and the team can decide in seconds whether this is a quick individual return or a recurring engagement worth a proper consultation.
Practices that run seasonal campaigns, a January individual tax landing page or an outsourced accounting page aimed at small business owners, can run more than one form and switch a form off with the Active toggle when the season ends, without touching the website code again.
Remindoo vs spreadsheets, inboxes and generic CRMs
| What you need | Spreadsheets, inboxes and generic CRMs | Remindoo |
|---|---|---|
| Where new inquiries land | An inbox, a voicemail and a sticky note on somebody's monitor | A website form or a manual entry that creates a lead record |
| Prospect detail | Whatever the caller happened to mention that day | Entity type, annual revenue, payroll, services needed and estimated value |
| Pipeline visibility | Nobody can say how much new work is in play | A Kanban board by status with a value total on every column |
| Who owns the inquiry | Decided in a group chat, sometimes not at all | Round-robin rotation, or bulk assignment to a team or team member |
| Follow-up | One email at a time, when somebody remembers | Bulk email to selected leads with templates and personalization tokens |
| Qualifying questions | A generic CRM built for software sales, not for tax and accounting | Custom fields you define, used on the profile and on the website form |
| Finding the right leads | Scrolling a spreadsheet with more columns than anyone can read | Status tabs, multi-condition filters, column control and saved views |
| Winning the work | The prospect goes quiet and nobody notices for a month | Status moves to Converted to Client, then onboarding starts in Clients |
Frequently asked questions
How do I add an inquiry form to my accounting website?
Build the form in Remindoo under Lead Settings, Lead Capture Form, choose your fields, then use Copy HTML and paste that code into the page on your website where the form should appear. No further setup is needed for submissions to reach your Leads module.
Where do form submissions go?
Submissions land in the Leads module as lead records, with the answers the prospect gave in the fields you chose. From there they appear in the Leads list and on the Kanban board like any other lead, and can be assigned, filtered and followed up.
Can I add my own questions?
Yes. Any custom lead field you have created, such as type of business, annual revenue, payroll or services needed, can be included on the form. That means the prospect answers your qualifying questions before anyone in the firm makes contact.
Do I need a developer to embed the form?
Usually not. Remindoo gives you the form's HTML with Copy HTML, and most website platforms accept pasted HTML in a page or a custom block. A developer is only needed if your site does not allow custom HTML on a page.
Can I have more than one form?
Yes. Firms often run one general contact form and separate forms for specific services or campaigns, each with its own fields and its own wording, so the questions match the page the prospect is reading.
Can I switch a form off?
Yes. Each form has an Active toggle, so a seasonal form can be turned off after the deadline passes without deleting it or removing the embed code from your website.
Related features
Remindoo is practice management software for US accounting, CPA, tax and bookkeeping firms. See the CRM and lead management hub or pricing with unlimited users.
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