Transform your business with a modern & powerful client portal.

The next-gen platform for a modern & streamlined service firm

Skyrocket client satisfaction & retention
Drastically reduce client emails, calls & meetings
Speed up onboarding & project delivery

0

0

1

2

2

1

5

6

7

8

2

0

0

1

1

3

1

5

6

7

8

1

,

0

0

1

2

3

4

5

6

7

8

0

0

0

1

2

3

4

5

6

5

8

9

0

0

1

2

3

4

5

6

7

8

0

+

Businesses, clients and contractors collaborate on Hubflo

Designed for creative & professional services

Digital agencies

Share dashboards, chat with clients, collect approvals & feedback, and organize your deliverables.

Create my portal

Consulting

Share dashboards, chat with clients, collect approvals & feedback, and organize your deliverables.

Create my portal

Accounting & financial services

Share dashboards, chat with clients, collect approvals & feedback, and organize your deliverables.

Create my portal

Architects & home design

Share dashboards, chat with clients, collect approvals & feedback, and organize your deliverables.

Create my portal

Law firms

Share dashboards, chat with clients, collect approvals & feedback, and organize your deliverables.

Create my portal

If you keep hearing this from clients, you need Hubflo.

Onsectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

"Can you resend me the last version of the file?"

"I can't find my invoice for last month, send it again"

"What did you actually do last month?"

Where are we on this project again?

Full Name

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

How we can help you

Your client experiece sucks

Collaborate, manage projects and reach new productivity peaks.From high rises to the home office, accomplishit all with zaisai lorem ipsum dolor.

Your back-office is a mess

Collaborate, manage projects and reach new productivity peaks.From high rises to the home office, accomplishit all with zaitechy lorem ipsum dolor.

You can't run a proper service business in 2024 without a client portal

Your data is all over the place

Collaborate, manage projects and reach new productivity peaks.From high rises to the home office, accomplishit all with zaitechy lorem ipsum dolor.

Automate onboarding & wow clients from the start

Assign clients a clear onboarding to-do

Create onboarding playbooks with pre-set tasks, assign them to clients, and automate reminders to keep everyone aligned and on schedule.

Seamlessly collect files from clients

Show clients exactly what you need from them. Give them the option to upload from 5 different sources including Drive or Dropbox.

Send forms or contracts with e-sign

With our Smartdocs app, you can request clients to sign, approve or complete any PDF or word document. 

Send beautiful invoices & get paid

Create one-off or recurring invoices. 
Collect payment with our Stipe integration or via auto-pay.

Stop communication chaos with a secure client messaging & a unique email integration

With Hubflo you can create secure chat rooms to streamline messaging. 

Clients can chat with you from the portal and get email alerts.

Deliver your services like a pro

Deliverables & resources, all in one place for clients 

Centralize & organize all important resources for clients in their workspace: files, links, updates, briefs, videos, etc. 

Show clients what you're working on

Give clients a unique visibility on your work with a shared task board.

Collect approvals & feedback

Assign tasks to clients to get their feedback on something or create a Smartdoc to collect a format approval. 

Embed external dashboards

Seamlessly display within your portal content from more than 500+ sources including Looker Studio, Airtable, Asana and Clickup.

No more hearing from clients...

"Where are we on this?"

"Where is that deliverable again?"

"That's not what we agreed on!"

Bring all your tools
16+ native integrations
Embed 500+ external apps

Native integrations with Gmail, Outlook, G. Calendar, G.Drive, Dropbox, Google Photos, Quickbooks, Xero, Mailchimp, Calendly & many more.

Seamlessly embed external apps such as Loom, Youtube, Figma, Looker Studio, Google Forms, Calendly, Google Slides & 500+ others.

Loved by 1,000 Service Businesses
... and their clients

“Simply the best!This all-in-one has been a lifesaver for running the Cause agency.”

Melody Schmauss
Founder @ Cause Agency

“We're big fans of the product. The team has an aggressive product road map and they are making steady updates that make it better constantly. Well done, team!”

Tim Wooda
Founder @ White Peak

“The ease with which we have been able to implement the platform, along with the ease of use, has been impressive.”

Ben Coughlan
Operations @ Climeaction

“Implemented 1 month ago. It has been a total game changer for our agency!

Maxime Debuse
Founder @ Studio Josette

A seamless mobile experience for you, and your clients

Frequently Asked Questions

What about white labelling? Custom domains?

The email notifications your clients get are already partially white labeled since the sender name is your business name.

You also get a dedicated domain for your client portal (businessname.hubflo.com).

You can also host your client portal on your own domain (e.g app or portal.domain.com)

Do I have to commit annually?

No you don't, any plan can be purchased on a monthly basis.

Can I export my data?

Sure! You can export clients, projects, files, notes, invoices and time logs at any time.

Can I import my data? How?

Sure! First, once you connect your email account, we'll import all your emails and calendar events.

If you connect your Xero or Quickbooks account, we'll import all your clients automatically in the system.You can also import clients or projects with our csv importer.

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

It usually takes less than an hour to have a basic setup and get started.

This might take a few days if you want to import all your data and set up some custom integrations.

During our initial call, we'll help you set up your account. Plus plan clients get a custom onboarding service.

Who is Hubflo designed for?

Hubflo is designed for small professional service businesses. We serve a wide variety of industries including: agencies, consulting practices, accounting and law firms, real estate professionals, architects, coaches, event professionals, etc.

Can I switch plans?

Sure! You can upgrade at any time.
At the moment, we do not offer the ability to downgrade your plan.

Streamline client onboarding & wow them from the start

Onsectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Give them a clear to-do

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.

Collect files easily

  • Set up workflows only once
  • Tweak and use for multiple projects
  • Automate reminders, alerts and more

Send proposals & contracts with e-sign

Designed for remote and hybrid organizations, Projectile is a shared workspace that makes collaborating with your team smooth and intuit.