Hubflo

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.

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.

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?

1. 1

   Start a trial: Sign up for the free trial and set up your workspace.

2. 2

   Brand your portal: Configure the white-label client portal with your branding.

3. 3

   Connect your tools: Add native integrations, embeds, Zapier/Make, or the API.

4. 4

   Onboard clients: Use onboarding automation and share files and messages securely.

5. 5

   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

FAQ from Hubflo

• Who is Hubflo for?

  It is built for service businesses such as consultants, agencies, accountants, and service firms, including growing and small businesses.

• What does Hubflo include?

  It includes an AI-powered email inbox, a white-label client portal, secure file sharing, client messaging, project management, invoicing and payments, and onboarding automation.

• How can I integrate Hubflo with my stack?

  There are four ways: native one-click integrations, embeds for external apps or documents, Zapier and Make, and the Hubflo API.

• Is there a mobile app?

  Yes. A client portal mobile app is available for iOS and Android, with push notifications and grey-label or fully white-label options as an add-on.

• Do you offer onboarding help?

  Yes. Implementation packages range from DIY setup with support to white-glove onboarding, including Zoom calls, data import, and migration assistance.