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
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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.
