Hubflo

Hubflo is a client portal platform designed to streamline operations and improve client satisfaction for service firms. It provides a comprehensive suite of tools for managing clients, projects, and communication, all within a branded and secure environment.

Key features of Hubflo include:

• Client Portal: A central hub for client communication, file sharing, task management, contracts, billing, and more.
• Onboarding Automation: Automate onboarding processes with pre-set tasks, reminders, and file collection tools.
• Secure Messaging: Streamline communication with secure chat rooms, email integration, and client-facing messaging within the portal.
• Deliverable Management: Organize and centralize all client-related resources, including files, links, updates, briefs, and videos.
• Task Management: Track project progress and collaborate with clients on tasks with a shared task board.
• Feedback Collection: Collect approvals and feedback from clients through assigned tasks and Smartdocs.
• Integration with Third-Party Tools: Connect Hubflo with over 500 external apps, including popular tools like Looker Studio, Airtable, Asana, Clickup, Loom, YouTube, Figma, Google Forms, Calendly, and Google Slides.
• Branding and Customization: Create a fully white-labeled portal with your own branding and domain name.
• AI-Powered Features: Leverage Chatflo AI for client management, and use the built-in AI writer to draft emails, messages, and notes.
• Mobile Accessibility: The platform offers a seamless mobile experience for both you and your clients.

Hubflo caters to a wide range of professional service businesses, including digital agencies, consulting firms, accounting and law firms, architects, coaches, event professionals, and more. The platform is designed to be easy to use and provides a variety of resources to help you get started, including onboarding assistance and comprehensive support. Hubflo prioritizes data security and privacy, using leading cloud services with robust security measures and encryption protocols.