Hubflo
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About
Hubflo is an all-in-one client portal and back-office suite designed for small professional service businesses. It streamlines operations and elevates client experience by centralizing communication, file sharing, contracts, approvals, task management, billing, and more. Key features include a branded client portal, seamless integrations with tools like Gmail, Dropbox, Quickbooks, and Xero, and powerful AI capabilities for generating portals, emails, and notes. Hubflo offers various pricing plans to suit businesses of different sizes and needs.
Platform
Features
• client portal
• messaging
• forms
• file sharing
• proposals
• contracts
• approvals
• billing (stripe integration or auto-pay)
FAQs
What about white labelling? 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 small 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.
Pricing Plans
PRO
USD72.00 / per month• 2 internal team members
• Max 100 clients
• 80 Smartdoc completions/year
• 3 active forms
• 150 GB storage
BUSINESS
USD129.00 / per month• 3 internal team members
• Max 300 clients
• 200 Smartdoc completions/year
• 8 active forms
• 1 TB storage
• Custom domain
• Project/Job tracker
• Client permissions
• SMS notifications
• Client messaging (internal-only messages)
UNLIMITED
USD225.00 / per month• 4 internal team members
• Unlimited Clients
• Unlimited Smartdoc completions
• Unlimited forms
• 8 TB storage
• All BUSINESS features
• Integrations: Hubspot, Salesforce & Slack
• Custom scripts
• Internal user permissions/roles
• Priority support + Advanced Onboarding Assistance
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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