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Hubflo

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Last updated on

Company health

Employee growth
12% increase in the last year
Web traffic
37% decrease in the last quarter
Financing
June 2023 - $2M

Ratings

G2
5.0/5
(17)
TrustPilot
4.4/5
(1)

Hubflo description

Hubflo is an all-in-one client portal software designed for small to medium-sized service businesses in the USA. It offers a centralized platform for managing client interactions, projects, and back-office operations. With features like file sharing, messaging, task management, billing, and CRM, Hubflo aims to streamline workflows and improve client experience. Its integrations with popular tools, a white-label option, and AI-powered features make it a comprehensive solution for businesses looking to enhance client communication and project management.


Who is Hubflo best for

Hubflo is a client portal software ideal for small to medium-sized service businesses in the USA. It centralizes client interactions, project management, and back-office operations. With features like file sharing, messaging, and task management, Hubflo streamlines workflows and enhances client experiences. The software offers integrations with popular tools, white-labeling, and AI-powered features for a comprehensive solution.

  • Best for small businesses seeking streamlined client and project management.

  • Suitable for service businesses in consulting, accounting, legal, and similar fields.


Hubflo features

Supported

Hubflo allows creating and assigning tasks to both clients and team members.

Supported

Hubflo allows sharing files with clients through its client portal.

Supported

Hubflo provides a dedicated client portal with login access.

Supported

Hubflo allows creating and managing invoices, including recurring invoices and integrations with accounting software.

Supported

Hubflo allows storing and sharing project documents, including SmartDocs and integrations.

Supported

Hubflo offers real-time chat through its messaging chat rooms.


Hubflo pricing

The commentary is based on 3 reviews from Hubflo G2 reviews.

Hubflo offers a 7-day free trial. Annual subscriptions offer cost savings compared to monthly billing. Additional team members can be added to any plan for an extra fee. All plans include file storage, Smartdoc completions, and active forms. The Business and Unlimited plans offer additional features such as custom domain, project tracker, client permissions, SMS notifications, and integrations.

See the Hubflo pricing page.

  • Hubflo has a free trial.

PRO
$864 per user/year

All the basics for young or small businesses. Includes 2 internal team members. Max 100 clients, 80 Smartdoc completions/year, 3 active forms, and 150GB file storage.

BUSINESS
$1548 per user/year

Boost your portal with advanced capabilities. Includes 3 internal team members. Max 300 clients, 200 Smartdoc completions/year, 8 active forms, and 1TB file storage. Includes all PRO features + custom domain, project/job tracker, client permissions, SMS notifications for clients, client messaging with internal-only posts, and 1 onboarding call.

UNLIMITED
$2700 per user/year

Unlimited power & flexibility for growing businesses. Includes 4 internal team members. Unlimited clients, Smartdoc completions, and forms. 8TB file storage. Includes all BUSINESS features + Hubspot, Salesforce, and Slack integrations, custom scripts, internal user permissions/roles, priority support, and advanced onboarding assistance.


Hubflo alternatives

  • Logo of Copilot
    Copilot
    Streamlines client work: messaging, files, billing, and more.
    Read more
  • Logo of SuperOkay
    SuperOkay
    Streamlined client portals for easy file sharing and project management.
    Read more
  • Logo of Clinked
    Clinked
    Secure client portals for easy file sharing and project management.
    Read more
  • Logo of Moxo
    Moxo
    One-stop client interaction hub for streamlined workflows and projects.
    Read more
  • Logo of Financial Cents
    Financial Cents
    Accounting practice management: Streamlined workflows, automated tasks, scaled growth.
    Read more
  • Logo of CoordinateHQ
    CoordinateHQ
    Client project hub: Streamlined communication, tasks, and happy clients.
    Read more

Hubflo FAQ

  • What is Hubflo and what does Hubflo do?

    Hubflo is a client portal software for small to medium-sized service businesses in the USA. It centralizes client interactions, project management, and back-office operations, offering features like file sharing, messaging, task management, billing, and CRM. It integrates with popular tools and offers white-labeling.

  • How does Hubflo integrate with other tools?

    Hubflo integrates with popular tools to enhance its functionality. It includes integrations for accounting software related to invoicing, and integrations to enhance document management features. More details on specific integrated tools are not readily available.

  • What the main competitors of Hubflo?

    Alternatives to Hubflo include client portal software like EverAfter, Kitchen.co, Copilot, and Gatheroo. Customer success platforms like ZapScale and onboarding software like OnRamp also offer similar functionalities for managing client interactions and projects.

  • Is Hubflo legit?

    Yes, Hubflo is a legitimate client portal software. G2 gives it a 5/5 star rating based on 12 reviews. It appears to be a safe and useful tool for small to medium-sized service businesses seeking to streamline client interactions and project management.

  • How much does Hubflo cost?

    Hubflo offers a 10-day free trial and three paid plans: Pro for $89/month, Business for $159/month, and Unlimited for $299/month. Pricing scales with features, team members, and storage. Contact sales for custom pricing and information about add-on success packages.

  • Is Hubflo customer service good?

    Hubflo's customer service is consistently praised in reviews for its responsiveness and helpfulness. Users highlight the quick support they receive, describing the team as "always on hand" and "very responsive." This positive feedback suggests Hubflo prioritizes excellent customer service.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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