Create onboarding playbooks with pre-set tasks, assign them to clients, and automate reminders to keep everyone aligned and on schedule.
Show clients exactly what you need from them. Give them the option to upload from 5 different sources including Drive or Dropbox.
With our Forms & Smartdocs apps, you can seamlessly collect information and signatures from your clients.
Hubflo’s powerful project management app is purpose-built for client-facing projects.
Make some tasks visible to your clients or even assign tasks directly to them.
“I love that it's simple to use, easy on the eyes, and just makes so much sense. I set it up quickly, unlike its competitors, and the customer support is fantastic!
My clients love it, too!”
Create secure chat rooms to streamline messaging. Clients can chat with you from the portal and get email alerts.
Connect Hubflo to Hubspot, Salesforce, Gmail, Outlook, Google Drive & many more.
Seamlessly embed external apps such as Loom, Youtube, Looker Studio, Calendly, Google Slides & 500+ others.
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"Hubflo was easy to learn and it's incredibly helpful for managing my clients. The client portals are incredibly useful! The service and support is exceptional"
“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!”
“The ease with which we have been able to implement the platform, along with the ease of use, has been impressive.”
“Implemented 1 month ago. It has been a total game changer for our agency!”
Use our templates, built-in automations and native integrations to create a smooth and automated onboarding process.
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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)
No you don't, any plan can be purchased on a monthly basis.
Sure! You can export clients, projects, files, notes, invoices and time logs at any time.
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.
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.
Hubflo is designed for 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.
Sure! You can upgrade at any time.
At the moment, we do not offer the ability to downgrade your plan.
