Hubflo - The Missing Front Office for Your Service Firm
Hubflo is designed to elevate client interactions and streamline operations for service firms. It leverages AI to provide a comprehensive client portal, allowing businesses to manage their interactions efficiently and professionally.
Key Features
- Client Portal: A powerful client portal for file sharing, contracts, messaging, tasks, billing, and more.
- AI Growth Advisor: Utilize AI to gain insights and improve service delivery.
- Onboarding Automation: Automated onboarding tasks with reminders to ensure clients stay on schedule.
- File Collection: Easily collect files from clients through multiple sources like Google Drive and Dropbox.
- SmartDocs App: Send forms or contracts with e-sign capabilities.
- Invoicing: Generate and send beautiful invoices, with options for recurring billing and integrations like Stripe.
- Client Messaging: Secure chat rooms and email integration to streamline client communication.
- Task Management: Share task boards with clients for transparent project tracking.
- Integration: Native integrations with popular tools like Gmail, Outlook, Quickbooks, and over 500 external apps.
- White Labeling: Fully customizable portals that align with your brand, including custom domains.
- AI Assistance: Hubflo AI helps build your branded portal quickly, assists in client management, and composes emails and notes.
Industries
- Digital Agencies
- Consulting Firms
- Accounting & Financial Services
- Architects & Home Design
- Law Firms
Get started with Hubflo to impress clients and streamline your service firm's operations.