Hubflo provides an all-in-one platform for managing client interactions, including file sharing, contracts, messaging, tasks, CRM, and billing. It integrates with over 500 external apps and includes automation features to streamline workflows and improve client communication.
Hubflo is an all-in-one client portal designed to streamline service delivery and enhance client experience for service firms. It offers a branded portal with built-in tools like file sharing, contracts, messaging, tasks, CRM, and billing, and integrates with over 500 external apps. Hubflo aims to reduce client emails, calls, and meetings, speed up onboarding and project delivery, and improve client satisfaction and retention.
A.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)
A.No you don't, any plan can be purchased on a monthly basis.
A.Sure! You can export clients, projects, files, notes, invoices and time logs at any time.
A.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.
A.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.
