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CRM with invoice tracking

Keep track of every invoice and payment status directly in your CRM. Never lose sight of what clients owe you while managing your sales pipeline.

The Problem

Freelancers and solopreneurs struggle to track which invoices are paid, pending, or overdue across multiple clients. Without integrated invoice tracking in their CRM, they lose valuable time switching between accounting software and client management tools.

  • Manually updating invoice statuses across different platforms
  • Missing follow-ups on overdue payments
  • No visibility into client payment history during sales calls
  • Difficulty connecting invoice status to ongoing client relationships
  • Time wasted reconciling payments with client records

Cost of inaction: Late payments pile up, cash flow becomes unpredictable, and client relationships suffer from poor payment communication. You'll spend hours each week manually tracking invoices instead of focusing on growing your business.

How Ungrind Solves This

Ungrind's auto-CRM connects your invoice tracking directly to your client pipeline, giving you complete financial visibility.

1

Auto-discover invoice opportunities

When Ungrind syncs with your Google Calendar and Gmail, it automatically identifies completed client work and project milestones. The system flags opportunities to send invoices based on meeting notes and email conversations about deliverables.

Automatic prospect discovery from calendar and email
2

Track invoice status in pipeline

Add invoice tracking stages to your Kanban pipeline view. Move clients through 'Work Complete', 'Invoice Sent', 'Payment Pending', and 'Paid' stages with simple drag-and-drop. Each client card shows their complete payment history and current invoice status.

Kanban pipeline with drag-and-drop
3

AI-powered payment insights

The AI meeting assistant automatically captures payment discussions, due dates, and invoice details during client calls. Meeting summaries include action items for invoice follow-ups and payment terms, ensuring nothing falls through the cracks.

AI meeting assistant with transcription and summaries
4

Automated follow-up tracking

Ungrind monitors your email conversations to detect payment confirmations and invoice acknowledgments automatically. The system updates invoice status based on client responses and schedules follow-up reminders for overdue payments without manual input.

Gmail sync with automatic data extraction

Before vs After

✕ Without

  • Switching between CRM, accounting software, and spreadsheets to track invoices
  • Manually following up on overdue payments without client context
  • Missing invoice opportunities after completing client work
  • No visibility into payment patterns during client meetings
  • Spending hours reconciling payments with client records

✓ With Ungrind

  • Complete invoice status visible directly in your client pipeline
  • Automatic follow-up reminders based on payment history and client relationships
  • AI-detected invoicing opportunities from meeting notes and emails
  • Payment history and outstanding invoices available during every client interaction
  • Seamless invoice tracking that updates itself from your existing workflows

Who This Is For

Freelance consultants managing multiple client projectsCreative agencies tracking project payments and retainersService-based solopreneurs with recurring billingContractors managing milestone-based paymentsSmall teams handling client invoicing and collectionsProfessionals who need payment visibility during client calls

Frequently Asked Questions

Does Ungrind generate invoices or just track them?+
Ungrind focuses on tracking invoice status and connecting payment information to your client relationships. It identifies invoicing opportunities and tracks payment status through your existing email communications, but you'll use your preferred invoicing tool for actual invoice generation.
How does the AI detect invoice status from emails?+
Ungrind's AI analyzes your Gmail conversations to identify payment confirmations, invoice acknowledgments, and payment-related discussions. It automatically updates your client records when it detects phrases like 'payment sent', 'invoice received', or specific payment amounts.
Can I customize the invoice tracking stages in the pipeline?+
Yes, you can customize your Kanban pipeline to match your invoicing workflow. Add stages like 'Ready to Invoice', 'Invoice Sent', 'Payment Processing', 'Overdue', and 'Paid' to track clients through your specific payment process.
Does this work with my existing accounting software?+
Ungrind complements your accounting software by providing client relationship context around invoices. While it doesn't directly integrate with accounting platforms, it tracks the client communication and relationship side of payments to give you complete visibility.
How does invoice tracking help during client calls?+
When you're on a client call, Ungrind shows their complete payment history, outstanding invoices, and payment patterns right in their client record. This context helps you address payment issues professionally and plan future project billing during the conversation.

Ready to try it?

Free to try for 30 days. No credit card required.

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