Hubflo

What is Hubflo?

Hubflo is a comprehensive client portal designed to streamline operations, automate onboarding, and enhance customer experience for modern service firms. It serves as a central hub where businesses can manage all client-related activities, from file sharing and messaging to contracts and billing.

What are the key features of Hubflo?

Hubflo offers a suite of powerful features designed to improve client interactions and internal workflows:

• Client Portal: A branded and customizable portal to provide clients with a seamless experience.
• File Sharing: Securely share files and resources with clients.
• Messaging: Streamline communication with secure chat rooms and email alerts.
• Contracts: Send and manage contracts with e-signature capabilities.
• Billing: Create and send professional invoices and get paid online.
• Tasks: Assign and track tasks to ensure projects stay on schedule.
• Forms: Collect information from clients with customizable forms.
• Automations: Automate onboarding and other repetitive tasks to save time.
• AI-Powered Tools:
  • Hubflo AI: Automatically generate branded portals in seconds by analyzing your website.
  • Chatflo AI: An AI assistant to help manage clients and their work.
  • AI Email & Note Writer: Quickly draft emails, messages, and notes with AI assistance.

How does Hubflo work?

Hubflo centralizes all client-related operations into a single platform. Clients can access their portal to view project progress, share files, communicate with the service firm, and pay invoices. The platform also automates many routine tasks, such as onboarding and follow-ups, reducing the administrative burden on the service firm.

Native Integrations

Hubflo offers 16+ native integrations and also supports embedding 500+ external apps.

How to use Hubflo?

1. Sign up: Start with a free trial to explore the platform's features.
2. Customize your portal: Brand your portal with your logo and colors.
3. Invite your clients: Onboard your clients and provide them access to their portal.
4. Start managing your workflows: Use the platform's tools to manage files, messages, contracts, billing, and tasks.

Why choose Hubflo?

• Improved client satisfaction: Provide a seamless and professional experience for your clients.
• Increased efficiency: Automate routine tasks and streamline workflows.
• Reduced administrative burden: Spend less time on administrative tasks and more time on delivering value to your clients.
• Better communication: Streamline communication and avoid miscommunication.

Who is Hubflo for?

Hubflo is designed for professional service businesses of all sizes, including:

• Agencies
• Consulting practices
• Accounting and law firms
• Real estate professionals
• Architects
• Coaches
• Event professionals

Best way to manage client relationships?

The best way to manage client relationships is to use a client portal like Hubflo. A client portal provides a central hub for all client-related activities, making it easier to communicate with clients, share files, manage projects, and get paid. By using a client portal, you can improve client satisfaction, increase efficiency, and reduce administrative burden.

Hubflo is a powerful and user-friendly client portal that can help you take your service firm to the next level. With its comprehensive feature set and AI-powered tools, Hubflo can help you streamline operations, automate onboarding, and elevate customer experience. Try Hubflo today and see how it can transform your business!

Frequently Asked Questions

What about white labeling? 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 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.