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Hubflo

Streamline client collaboration and project management for service businesses

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Hubflo

Target Audience

  • Professional service firms
  • Freelancers & consultants
  • Creative agencies
  • Legal/accounting practices

Hashtags

#BusinessProductivity#ClientRetention#ClientPortal#ServiceBusinessManagement

Overview

Hubflo centralizes client interactions and project management for service-based businesses. It combines tools like file sharing, messaging, contracts, and billing into one platform to reduce communication chaos. The AI-powered features help automate onboarding and maintain brand consistency across client portals.

Key Features

1

Client Portal

Centralized workspace for files, updates, and project tracking

2

Smartdocs

Digital contracts and forms with e-signature capabilities

3

AI-Powered Portal Setup

Generate branded client portals in 60 seconds using AI

4

Unified Inbox

Combine emails, messages, and notifications in one place

5

App Embedding

Integrate 500+ external tools like Looker and Airtable

Use Cases

🤝

Manage client projects and tasks

📁

Collect files from multiple cloud sources

📝

Automate contract signing and approvals

💸

Create recurring invoices with Stripe integration

🕒

Track time and deliverables collaboratively

Pros & Cons

Pros

  • All-in-one platform replaces multiple tools
  • AI automates portal setup and document workflows
  • White-label customization for brand consistency
  • Extensive third-party app integrations

Cons

  • Steeper learning curve for complex setups
  • No built-in payment processing (relies on Stripe)

Frequently Asked Questions

Can I use my own domain for the client portal?

Yes, you can host the portal on your own domain (e.g., portal.yourbusiness.com) or use a Hubflo subdomain

How long does setup take?

Basic setup takes under an hour, with custom onboarding available for Plus plan users

Who is Hubflo designed for?

Service businesses including agencies, consultants, law/accounting firms, and real estate professionals

Integrations

Gmail
Outlook
Google Drive
Dropbox
QuickBooks
Xero
Mailchimp
Calendly

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