Free
$0Free plan available.
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.
Use Hubflo to build a branded client portal and manage files, contracts, messaging, tasks, CRM, and billing. Integrate with external applications to extend functionality. Automate your onboarding process, collect client information, and facilitate secure communication.
Email notifications sent to your clients are partially white-labeled, as they display your business name as the sender. You receive a dedicated subdomain for your client portal (e.g., businessname.hubflo.com) and have the option to host the portal on your own custom domain, such as app.domain.com or portal.domain.com.
No, you are not required to commit annually; all plans are available on a monthly basis.
Yes, you can export your clients, projects, files, notes, invoices, and time logs at any time.
Yes. Once you connect your email account, the system imports your emails and calendar events. Connecting your Xero or QuickBooks account automatically imports your clients. Additionally, you can use the CSV importer to upload clients or projects.
A basic setup typically takes less than an hour. Importing all your data and configuring custom integrations may take a few days. We assist with account setup during an initial call, and Plus plan clients receive dedicated onboarding support.
Hubflo is designed for professional service businesses. We support a wide range of industries, including agencies, consulting practices, accounting and law firms, real estate professionals, architects, coaches, and event professionals.
Yes, you can upgrade your plan at any time. Currently, downgrading your plan is not supported.
Free plan available.
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