Free: $0 forever (2 hours of meetings/mo, up to 10 prospects); Light: $29/mo (10 hours of meetings/mo); Pro: $49/mo (25 hours of meetings/mo); Max: $99/mo (50 hours of meetings/mo)
Solo: $49.00/month for one user. Team: $119.00/month for 3 total users including the owner, plus $29/month per additional user. Monthly billing, no setup fee, cancel anytime.
Key features
Automatic meeting transcription and summarization
AI coaching scores on sales calls
Google Calendar sync to identify upcoming meetings
CSV imports from HubSpot, Pipedrive, Salesforce
GDPR compliant with EU data storage in Frankfurt
Action items and to-do extraction from meetings
Data export and deletion on cancellation
Client and contact records
Application and policy status history
Commission tracking
Tasks and appointments
Agent license records and renewal reminders
Birthday automation for personalized client follow-ups
Monthly income goal tracking
Role-based team access control
Encrypted nightly backups
HTTPS secure connections
What makes it different
Set up in 5 minutes with no credit card required
Free forever plan with no credit card needed
Saves time by automating meeting analysis and CRM updates in real-time
Built specifically for solopreneurs and small teams, not large enterprises
Built specifically for Life, Health and P&C insurance agents
Organizes clients with all linked policies in one view
Tracks dated history of application and policy status changes
Combines appointments, reminders, tasks and commission tracking in daily workflow
Motivational daily prompts and monthly income goal progress tracking
Ungrind