Hubflo

The all-in-one client portal suite

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Description

Hubflo provides a comprehensive platform tailored for professional service businesses such as agencies, consulting practices, accounting firms, and more. It aims to simplify operations by consolidating various tools into a single suite. Users can manage client relationships through a dedicated portal, which can be customized with their own domain.

The platform facilitates project and job tracking, secure file storage, and client communication, including options for internal-only messages and SMS notifications. Hubflo supports data import from various sources like email, calendars, Xero, Quickbooks, and CSV files, along with data export capabilities. It also features smart document completion capabilities and integrates with tools like Hubspot, Salesforce, and Slack on higher tiers.

Key Features

Client Portal Suite: Manage client interactions via a dedicated portal with custom domain options.
Project & Job Tracking: Monitor project progress accessible to clients.
Smart Document Completion: Automate document creation with AI assistance (limits vary by plan).
Secure File Storage: Store business files with scalable storage options (150GB to 8TB).
Integrated Communication: Includes client messaging, internal notes, and SMS notifications.
Form Builder: Create and manage active forms for data collection (limits vary by plan).
User & Client Permissions: Control access levels for internal teams and clients.
Data Management: Import data from email, calendar, accounting software, CSV and export key business data.
Advanced Integrations: Connect with Hubspot, Salesforce, and Slack (Unlimited plan).

Use Cases

Centralizing client management for service businesses.
Streamlining project workflows and client updates.
Automating document generation for proposals or contracts.
Providing a secure portal for client file sharing and communication.
Reducing software costs by consolidating tools.
Improving team collaboration on client projects.

Frequently Asked Questions

What white labelling and custom domain options are available?

Email notifications use your business name as the sender. You get a dedicated subdomain (businessname.hubflo.com) and can host the client portal on your own custom domain (e.g., portal.yourdomain.com) with certain plans.

Can I export my data from Hubflo?

Yes, you can export clients, projects, files, notes, invoices, and time logs at any time.

How can I import my existing data into Hubflo?

You can connect your email account to import emails and calendar events. Connecting Xero or Quickbooks imports clients automatically. There's also a CSV importer for clients or projects.