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Hubflo
Overview :
Hubflo is a next-generation platform designed for service companies that aims to enhance customer satisfaction and retention by providing a robust client portal. It significantly reduces customer email, phone calls, and meetings, accelerating project delivery. Specifically tailored for creative and professional services like digital agencies, consulting firms, accounting/financial services, architecture and interior design, and law firms, Hubflo offers tools such as file sharing, contracts, messaging, tasks, invoicing, and seamless integration with any other service. With its AI-driven core, Hubflo automates onboarding processes, document collection, electronic signatures, invoice sending, and provides secure client messaging and a unique email integration, along with 16+ native integrations and the ability to embed 500+ external applications.
Target Users :
Hubflo's target audience is small professional service firms, including agencies, consulting practices, accounting and law firms, real estate professionals, architects, coaches, and event professionals. These firms need a centralized platform to manage customer relationships, projects, and day-to-day operations so they can collaborate more effectively, boost productivity, and deliver a better customer service experience.
Use Cases
Andrea E.B., a marketing consultant, praises Hubflo for its simplicity, excellent customer support, and client satisfaction.
Lisa Mullinax, founder of Serenity Canine, finds Hubflo easy to learn and highly helpful for managing clients.
Tim Wooda, founder of White Peak, commends the product team for their continuous updates and improvements to the product.
Features
File Sharing: Share files and materials with clients.
Messaging and Tasks: Communicate and manage tasks through the client portal.
Automated Onboarding: Set clear onboarding to-dos and automated reminders for clients.
Electronic Signatures: Request clients to sign or approve documents through the Smartdocs app.
Invoices and Payments: Create one-time or recurring invoices and receive payments through integrated payment methods.
Client Messaging: Create secure chat rooms for real-time communication between clients and service providers.
Integration Capabilities: Integrates with 16+ services like Gmail and Outlook, and 500+ external applications.
How to Use
Register and log in to the Hubflo website.
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Select a service plan that suits your business needs.
Import existing data, such as emails, calendar events, and customer information.
Set up your client portal, including a custom domain and branded design.
Create and assign tasks to clients, set automated reminders.
Send electronic signature documents using Smartdocs.
Create and send invoices, set up payment methods.
Connect with other services and applications through integrations.
Leverage the AI assistant to optimize your email and message writing.
Access Hubflo on your mobile device for on-the-go client communication.
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