Hubflo - The All-in-One Hub to Work with Clients

Hubflo The All-in-One Hub to Work with Clients

Freemium

From 72$

Home: https://hubflo.com

Categories:

Social:

#client portal
#Project Management
#document management
#team collaboration
#Business Automation
#file sharing

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What is Hubflo?

Hubflo is an all-in-one client portal platform designed specifically for service businesses, offering a powerful combination of client-facing and back-office tools. The platform provides essential features including file sharing, contract management, secure messaging, task tracking, and integrated billing solutions, all within a beautifully branded portal environment.

Powered by AI capabilities and equipped with robust security measures, Hubflo enables businesses to streamline their client operations, automate onboarding processes, and maintain professional communication channels. The platform supports integration with popular tools and services, offering seamless connectivity with Gmail, Outlook, Google Calendar, Quickbooks, and over 500 external applications.

Features

Client Portal: Branded workspace with customizable domain options
File Management: Secure file sharing with up to 8TB storage
Smart Documents: E-signature enabled contracts and proposals
Communication Tools: Secure messaging with email integration
Project Management: Task tracking and client collaboration tools
Billing Integration: Invoice generation and payment processing
AI Assistant: Built-in AI writer and portal generator
White Label Options: Custom branding and domain hosting

Use Cases

Client onboarding automation
Project delivery and tracking
Document management and sharing
Client communication centralization
Invoice and payment processing
Service business management
Client portal customization
Team collaboration

FAQs

How long does it take to get started?

It usually takes less than an hour to have a basic setup and get started. For full data import and custom integrations, it might take a few days.

Can I import my existing data?

Yes, you can import data through email account connection, Xero or Quickbooks integration, or using the CSV importer for clients and projects.

What security measures are in place?

Data is securely stored across three cloud services: Heroku, AWS, and Scaleway, with daily backups and GDPR compliance. The platform is Google-trusted and working toward SOC II certification.