Description
Hubflo is client portal and engagement software built for service businesses such as consultants, agencies, accountants, and firms. It pairs an AI-powered email inbox for client communication with a branded, white-label client portal where clients and teams collaborate, share files, and message in real time.
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The platform bundles the tools service firms typically stitch together from multiple apps, including smart email drafting, secure file sharing, project management, invoicing and payments, and client onboarding automation. This lets firms consolidate their software stack while delivering a more polished client experience.
Hubflo connects to existing tools through native one-click integrations for apps like Gmail, Outlook, and HubSpot, plus embeds, Zapier and Make, and a robust API. It offers a client portal mobile app for iOS and Android with grey-label or full white-label options, a free trial, and implementation packages ranging from DIY setup to white-glove onboarding and migration.
- CategoryCustomer Success & Onboarding
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb, iOS, Android
Hubflo's Core Features
AI-powered email inbox with smart email drafting
White-label client portal
Secure file sharing
Real-time client messaging
Project management
Invoicing and payments
Client onboarding automation
Native integrations, embeds, Zapier/Make, and API
Client portal mobile app for iOS and Android
How to use Hubflo?
Start a trial: Sign up for the free trial and set up your workspace.
Brand your portal: Configure the white-label client portal with your branding.
Connect your tools: Add native integrations, embeds, Zapier/Make, or the API.
Onboard clients: Use onboarding automation and share files and messages securely.
Manage delivery: Run projects, send invoices, and collect payments from one place.
Hubflo's Use Cases
- Branded client portals
- Client communication
- Service delivery
- Stack consolidation
