A powerful operating system for your firm with 7+ client-facing and back-office tools. Use Hubflo's tools or connect yours.
Create secure chat rooms to streamline messaging. Clients can chat with you from the portal and get email alerts.
“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!”
“Hubflo is amazing! The pricing structure is simple. The features they have is second to none, Its so easy to use and set up and everything you need to make clients feel special is all there.
It took me about 10 minutes to have a fully working portal or "command centre" as they call it. Customer support is out of this world. Regulary releasing updates daily with new features and well I will be sticking around for a while thats for sure. Honestly its brilliant.”
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.