Ungrind
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client onboarding CRM

Transform chaotic client onboarding into a smooth, automated process. Ungrind automatically organizes your prospects and tracks every interaction from first contact to closed deal.

The Problem

Managing client onboarding as a solopreneur means juggling multiple prospects across emails, calendar invites, and scattered notes. Without a systematic approach, potential clients slip through the cracks, follow-ups get forgotten, and the entire process feels overwhelming and unprofessional.

  • Losing track of where each prospect is in your onboarding process
  • Forgetting to follow up after initial meetings or proposals
  • Spending hours manually updating spreadsheets or CRM systems
  • Missing important client details discussed in meetings
  • Appearing disorganized to prospects due to poor information management

Cost of inaction: Poor client onboarding leads to lost deals, damaged reputation, and missed revenue opportunities. Studies show that 68% of customers leave due to poor onboarding experiences.

How Ungrind Solves This

Ungrind automates your entire client onboarding workflow by syncing with your existing tools and intelligently organizing prospect information.

1

Automatic Prospect Discovery

When you schedule meetings with potential clients, Ungrind automatically detects new prospects from your Google Calendar. No manual data entry required - your CRM populates itself as you book discovery calls and client meetings.

Google Calendar integration with auto-discovery
2

Organize Onboarding Pipeline

Your prospects are automatically organized into a visual Kanban pipeline with stages like 'Initial Contact,' 'Discovery Call,' 'Proposal Sent,' and 'Contract Signed.' Simply drag and drop clients between stages as they progress through your onboarding process.

Kanban pipeline with drag-and-drop
3

Capture Every Detail

During onboarding calls, Ungrind's AI meeting assistant records, transcribes, and summarizes key information about client needs, budget, timeline, and requirements. All crucial onboarding details are automatically saved to the client's profile.

AI meeting assistant with recording and transcription
4

Never Miss Follow-ups

Based on your meeting outcomes and pipeline stage changes, Ungrind helps you stay on top of follow-up tasks. Whether it's sending a proposal, scheduling the next call, or checking in after a quiet period, your client onboarding stays moving forward.

Automated workflow tracking and reminders

Before vs After

✕ Without

  • Manually tracking prospects in spreadsheets or notebooks
  • Forgetting client details from discovery calls
  • Missing follow-up opportunities with warm prospects
  • Spending hours updating client information and status
  • Looking unprofessional due to disorganized onboarding

✓ With Ungrind

  • Prospects automatically organized in visual pipeline
  • Complete meeting summaries and client details captured
  • Systematic follow-up process keeps deals moving
  • Zero manual data entry - CRM updates itself
  • Professional, organized approach impresses prospects

Who This Is For

Freelance consultants onboarding new clientsSolo service providers managing multiple prospectsSmall agencies handling client intake processesCoaches and consultants with discovery call workflowsIndependent professionals who want to scale without administrative overheadSmall teams (1-5 people) needing shared client visibility

Frequently Asked Questions

How does Ungrind automatically detect new prospects during onboarding?+
Ungrind syncs with your Google Calendar and identifies external meeting attendees as potential prospects. When you schedule discovery calls or client meetings, these contacts are automatically added to your CRM with their meeting details.
Can I customize the onboarding pipeline stages?+
Yes, you can customize your Kanban pipeline stages to match your specific client onboarding process. Whether you use 'Discovery,' 'Proposal,' 'Contract,' or other stages, the drag-and-drop interface adapts to your workflow.
How does the AI meeting assistant help with client onboarding?+
The AI assistant records your onboarding calls, transcribes the conversation, and creates summaries highlighting key client requirements, budget discussions, timelines, and next steps. This ensures no important onboarding details are lost.
Is client data secure and GDPR compliant for onboarding processes?+
Yes, Ungrind is fully GDPR compliant with servers located in Frankfurt, EU. All client onboarding data is securely stored and processed according to European privacy standards, giving you and your clients peace of mind.
What happens if I'm onboarding clients through different meeting platforms?+
Ungrind integrates with Google Meet and Microsoft Teams, so regardless of which platform you use for onboarding calls, the AI meeting assistant can capture and organize the information in your CRM automatically.

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