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Home→Tools→Hubflo

Hubflo Review

Hubflo

Hubflo

Modern client portal for streamlined service.

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Hubflo is a client portal that streamlines onboarding, messaging, billing, and project delivery, boosting satisfaction and retention. Automate workflows with powerful tools and seamless integrations for professional service firms.

AI CRMNew Client Onboarding Software
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Hubflo Core Capabilities

Client portal
Automated workflows
Seamless integrations

Links

Visit Website

Pricing

From$67.00/mo
BillingPer seat
TrialAvailable

Who is Hubflo for?

Startups
SMBs
Mid-market

Is Hubflo easy to use?

5m30m1h2h3hCustom

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What is Hubflo

Hubflo is a client engagement platform designed for service firms. It provides an all-in-one client portal and automated workflows to help streamline practice management. Hubflo stands out by being simple, easy to use, and quick to set up, making client communication smoother and more organized. The tool works well for consultants, accountants, law firms, and small businesses. Users can expect faster client onboarding and management right after adopting it. Hubflo saves time by automating workflows and improving the client experience with a centralized portal. Hubflo fits into your go-to-market stack as a client portal and workflow automation tool. It complements CRM and communication systems by enhancing client interaction but is not built for direct sales tracking or marketing automation. It’s ideal for firms focused on improving service delivery and client collaboration.

Ideal Customer Profile

Hubflo is recommended for service firms like consultants, accountants, and law firms who want to scale their practice and improve client experience with an all-in-one client portal and automated workflows. It helps streamline your work and keep clients happy.

StartupsSMBsMid-market

Key Features

Client portal
Automated workflows
Seamless integrations
Secure login options
Customer support
AI proposal generator

Pricing

Hubflo offers three pricing tiers starting at $67/month: Starter for 1 team member with up to 50 clients, Business at $142/month for 3 team members and 300 clients plus advanced features, and Unlimited at $262/month with unlimited clients, team members, and storage. Additional team members cost $49/month in Business and $56/month in Unlimited plans. The Unlimited plan includes all Business features plus custom domains, workflow automation, advanced integrations, and enhanced security options.

Starting price$67.00
TrialAvailable

STARTER

$67.00

Per Team, Monthly

It includes

  • 1 team member
  • Max 50 clients
  • 100 Smartdoc completions/yr
  • 1 active form
  • 30 GB storage
  • No extra team members

BUSINESS

$142.00

Per Team, Monthly

It includes

  • 3 team members included
  • +$49/additional member
  • Max 300 clients
  • 200 Smartdoc completions/yr
  • 8 active forms
  • 1 TB storage

UNLIMITED

$262.00

Per Team, Monthly

It includes

  • 4 team members included
  • +$56/additional member
  • Unlimited clients
  • Unlimited Smartdoc completions
  • Unlimited forms
  • 8 TB storage

Enterprise edition

Contact sales

Per Workspace, custom

It includes

  • White-glove implementation
  • Advanced customization
  • Customer success manager
  • Priority roadmap input
  • White Label mobile app
  • SSO included

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How simple is Hubflo setup?

5m30m1h2h3hCustomIntermediateComplexity

Hubflo requires basic configuration where you connect your accounts and set up your client portal in just a few minutes. This quick setup lets you start automating workflows and engaging clients without any complex steps.

Frequently asked questions

How to use Hubflo?
Sign up, create your client portal, invite team members, and manage clients with automated workflows and smart document completions.
How much is Hubflo?
Plans start at $67/month (Starter) with up to 50 clients; Business is $142/month, Unlimited at $262/month, plus add-ons and enterprise options.
Why choose Hubflo?
Hubflo consolidates your software stack, saves money, and offers simple, transparent pricing with powerful client portal features.
How does Hubflo work?
Hubflo provides an all-in-one client portal with workflow automation, smart documents, messaging, and integrations for streamlined client management.
Is Hubflo free?
Hubflo doesn’t offer a free plan but provides demos and trial options to explore its features before buying.
Is Hubflo a partner?
Hubflo supports partnerships through affiliates and integration access to help expand business opportunities.
How to learn Hubflo?
Use Hubflo’s support center, video tutorials, and AI proposal generator to master the platform quickly.
What are Hubflo alternatives?
Alternatives include other client portal platforms and software solutions focusing on client engagement and workflow automation.
What are Hubflo reviews?
Users praise Hubflo for ease of use, clear design, fast setup, and excellent customer support.
Does Hubflo have an API?
Yes, Hubflo offers API and Zapier access for integrating with other software tools.
Does Hubflo have a trial or a demo?
Yes, Hubflo provides demos to help you explore features and offers implementation support packages.
Ask aboutHubfloHubflo
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