Hubflo

Hubflo is a Productivity & Business tool that provides a client engagement suite with an AI inbox and client portal. It helps automate firms and improve client experience through secure file sharing and white-label portal apps.

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At a glance

Pricing

Paid

Free tier

API

Yes

Skill level

Non-technical

About

What is Hubflo?

Hubflo is a comprehensive client engagement suite designed to automate firms and enhance client experience. It offers a robust client portal software ideal for consultants, agencies, accountants, and other service firms. Key features include an AI-powered email inbox for smart client communication, a white-label client portal for secure file sharing and collaboration, and tools for project management, invoicing, and client onboarding automation. Hubflo aims to consolidate various business tools, providing an all-in-one solution for managing client interactions, streamlining workflows, and delivering a world-class client experience.

Best used for

Ideal for consultants, agencies, and accountants who need to automate client communication, manage projects collaboratively, and streamline client onboarding. Especially valuable for service firms looking to provide a branded, secure, and efficient client experience.

Common actions

automate client communication

manage client projects

share files securely

onboard clients efficiently

streamline client collaboration

Capabilities

Key features

AI-powered email inbox
White-label client portal
Secure file sharing
Project management
Invoicing and payments
Client onboarding automation
Smart email drafting

Target Audience

consultantaccountantlawyersmall business owner

Integrations

zapier

Pricing & Plans

Paid

Not publicly disclosed. Check www.hubflo.com for current pricing.

FAQs

Does Hubflo offer a free trial?

Yes, Hubflo offers a 14-day free trial for users to explore its features, including the AI inbox and branded client portal, before committing to a paid plan. This allows businesses to experience the benefits firsthand.

Can I white-label my client portal with my own branding?

Yes, Hubflo provides white-label capabilities for your client portal. The Unlimited plan includes a custom domain for your portal, and mobile app add-ons can be grey-label or fully white-label to match your brand.

What are the storage limits for Hubflo plans?

The Starter plan includes 30 GB of storage, the Business plan offers 1 TB, and the Unlimited plan provides 8 TB of storage. These tiers cater to different business sizes and their data storage needs for client files.

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