Hubflo

Hubflo is designed as the ultimate front office solution for service firms looking to enhance their client experience and operational efficiency. It's an all-in-one platform that offers a range of powerful tools such as a client portal, file sharing, contract management, messaging, task management, CRM, and billing. The user-friendly interface allows service businesses such as digital agencies, consulting firms, accounting and financial services, architects, and law firms to streamline their processes, reduce client emails, calls, and meetings, and accelerate onboarding and project delivery. With Hubflo, impressing clients and improving satisfaction and retention becomes achievable alongside optimizing back-office management. On top of these capabilities, Hubflo boasts robust security measures, top-notch support, and easy integration with a variety of native and external apps, making it a compelling choice for service businesses aiming for growth and excellence in 2024.

Key Features

• Client Portals: Create personalized client-facing dashboards, enabling effective communication, feedback collection, and deliverables organization.

• Automated Onboarding: Assign clear onboarding to-dos with pre-set tasks and automated reminders to keep clients well-informed and aligned.

• Intelligent Document Handling: Employ Smartdocs app to seamlessly manage forms and contracts with e-sign choices, streamlining your document flow.

• Billing and Payment Collection: Generate one-off or recurring invoices and collect payments efficiently with Stripe integration or auto-pay systems.

• Unified Communication Tools: Establish secure client communication channels integrated with email, reducing confusion and communication overhead.

FAQ

What about white labelling? Custom domains?

Your client notifications are partially white-labeled by default, and you can host your client portal on a dedicated domain (businessname.hubflo.com) or your own domain (e.g., app or portal.domain.com).

Do I have to commit annually?

You are not required to commit annually; you can purchase any Hubflo plan on a monthly basis.

Can I export my data?

Yes, you can export clients, projects, files, notes, invoices, and time logs at any time.

Can I import my data? How?

Hubflo imports your emails and calendar events when you connect your email account, and clients from Xero or Quickbooks. You can also use the CSV importer for clients or projects.

How long does it take to get started? Can you help me?

It takes less than an hour to get started with a basic setup. Our team can assist with data import, custom integrations, and account setup during our initial call. Plus plan clients receive tailored onboarding service.