A powerful operating system for your firm with 10+ client-facing and back-office tools. Use Hubflo tools or connect yours.
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 Smartdocs app, you can request clients to sign, approve or complete any PDF or word document.
Create one-off or recurring invoices.
Collect payment with our Stipe integration or via auto-pay.
“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.
Centralize & organize all important resources for clients in their workspace: files, links, updates, briefs, videos, etc.
Give clients a unique visibility on your work with a shared task board.
Assign tasks to clients to get their feedback on something or create a Smartdoc to collect a format approval.
Seamlessly display within your portal content from 500+ sources including Looker, Airtable, Asana, etc.
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.
.svg.png){kind=icon}
.png)
.png)
"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!”
Enter your website and let Hubflo AI build a custom on-brand portal for you
Chatflo AI is your sidekick to manage your clients and the work you do for them
Write perfect emails, messages or notes in seconds with our built-in AI writer
Onsectetur adipiscing elit, sed do eiusmod tempor incididunt.
More Articles
Let's get your Hubflo portal up and running! Our team is here to help you import your data and customize your setup.
Our awesome support team is always ready to answer questions and solve problems through our in-product live chat.
Your data is securely stored across 3 leading cloud services: Heroku, Amazon Web Services (AWS), and Scaleway.
These providers are known for their top-tier security measures and encryption protocols.
Additionally, Hubflo enhances security by performing daily backups across these platforms, providing an extra layer of protection.We’ve also completed a comprehensive security audit and have been recognized by Google as a trusted partner. We adhere to GDPR regulations and are on track to receive our SOC II.
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.
