Hubflo

Hubflo is a next-generation platform designed for service companies that improves customer satisfaction and retention by providing a powerful customer portal, while dramatically reducing customer emails, phone calls, and meetings, and accelerating project delivery. It is designed for creative and professional services including digital agencies, consulting, accounting/financial services, architecture and home design, law firms and more. Hubflo provides tools for file sharing, contracts, messaging, tasks, billing, and can integrate with any other service. Product background information shows that Hubflo is driven by AI and has automated onboarding processes, document collection, electronic signatures, invoice sending and other functions, and provides secure customer messaging and unique email integration, as well as 16+ native integrations and 500+ external applications Embedding capabilities.

Demand group:

" Hubflo 's target audience is small professional services businesses including agencies, consulting practices, accounting and law firms, real estate professionals, architects, coaches, event professionals, etc. These businesses require a centralized platform to manage client relationships, projects and day-to-day operations to collaborate more efficiently, increase productivity, and provide a better service experience for customers."

Example of usage scenario:

Andrea EB, marketing consultant, praises Hubflo for being easy to use, having excellent customer support, and that customers love it.

Lisa Mullinax, founder of Serenity Canine, believes Hubflo is easy to learn and very helpful for managing clients.

Tim Wooda, founder of White Peak, praised the product team for continuing to update and improve the product.

Product features:

File Sharing: Share files and materials with clients.

Messages and Tasks: Communication and task management through the customer portal.

Automate onboarding: Set clear onboarding to-dos and automated reminders for your customers.

Electronic signatures: Request customers to sign or approve documents through the Smartdocs app.

Invoices and payments: Create one-time or recurring invoices and get paid with integrated payment methods.

Customer Messaging: Create secure chat rooms for instant communication between customers and service providers.

Integration capabilities: Integration with 16+ services such as Gmail, Outlook, and 500+ external applications.

Usage tutorial:

Register and log into the Hubflo website.

Choose the appropriate service package based on business needs.

Import existing data such as emails, calendar events, and customer information.

Set up customer portal, including custom domain name and branding.

Create and assign tasks to clients and set automated reminders.

Send electronically signed documents using Smartdocs.

Create and send invoices and set up payment methods.

Connect to other services and apps through integrations.

Optimize email and message writing with AI assistants.

Access Hubflo from your mobile device to ensure you can stay connected with your customers anytime, anywhere.