Hubflo
Hubflo is a client engagement suite for service firms, combining AI Inbox, client portals, CRM, contracts, and billing in one platform.
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What is Hubflo?
Hubflo is the #1 client portal software designed specifically for consultants, agencies, accountants, law firms, real estate professionals, and service firms that manage multiple clients. It serves businesses ranging from solo operators to teams of 20+ people, providing an all-in-one client engagement suite to automate firms and delight clients. The platform takes firms to the next level with smart tools that make business operations flow smoothly.
Hubflo has two distinct sides: a client-facing portal and a team-facing admin. Clients get a branded space to log in and collaborate, while their team accesses the Hubflo admin with everything needed to run the business including CRM (Hubflo Directory), projects, tasks, forms, proposals, contracts, e-signatures, Smartdocs, invoices, time tracking, and expense tracking. The client portal is the branded hub where clients log in, serving as the front door where every client enters through the same portal but sees only what's relevant to them.
Key features include branded intake forms for client onboarding, contract collection with e-signatures, file sharing with organized folders, task assignment with progress tracking, direct client messaging with @mentions, invoice sending and payment collection, mass messaging, project/job trackers for clients, SMS notifications, recurring tasks, workflow/automation builder, conditional logic for forms, and custom domain support. Hubflo integrates with 500+ external tools including native integrations with Gmail, Outlook, Google Calendar, Google Drive, Dropbox, QuickBooks, Xero, Mailchimp, HubSpot, Salesforce, Slack, Stripe, ClickUp, Asana, and Monday, plus embeds for Google Sheets, Calendly, Figma, Notion, and Zapier/Make automation.
Hubflo is ideal for growing or small service businesses that want to streamline client onboarding, centralize project collaboration, ditch scattered emails, organize secure file sharing, and manage billing in one place. More than 20k businesses, clients, and contractors already collaborate on Hubflo, making it a trusted solution for delivering world-class client experiences.
Hubflo pricing
Pricing model: Paid
Hubflo offers three main plans billed annually: Starter at $67/mth (includes 1 internal team member, no additional team members, max 50 clients, 100 Smartdoc completions/year, 1 active form, 30 GB storage); Business at $142/mth (includes 3 internal team members, +$49/mo per additional team member, max 300 clients, 200 Smartdoc completions/year, 8 active forms, 1 TB storage, plus mass messaging, project/job tracker, client permissions, SMS notifications, recurring tasks, API & Zapier access); Unlimited at $262/mth (includes 4 internal team members, +$56/mo per additional team member, unlimited clients, unlimited Smartdoc completions, unlimited forms, 8 TB storage, plus all Business features plus custom domain, conditional logic & sections, workflow/automation builder, internal user permissions/roles, advanced integrations, multi-factor authentication). Enterprise edition offers white-glove implementation, advanced portal customization, customer success manager, priority roadmap input, white label mobile app, and SSO at custom pricing. Add-ons include Client Portal Mobile App starting from $79/mo (iOS/Android, push notifications, grey-label/white-label) and Implementation Assistance starting from $599 (3 packages with Zoom calls, data import). No free tier is advertised publicly, though a free trial may be available on request.
Hubflo pros
- All-in-one client portal for service businesses
- AI-powered portal building in 30 seconds
- Branded client portal with white-label option
- Built-in CRM (Hubflo Directory) for contacts
- Workspace creation for individual client engagements
- File sharing with organized folders and client uploads
- Direct client messaging with @mentions
- Task assignment and progress tracking for clients
- Contract and proposal creation with e-signatures
- Smartdocs for automated document completion
- Invoice sending and payment collection
- Mass messaging to multiple clients
- Project/job tracker visible to clients
- SMS notifications for clients
- Recurring tasks automation
- Native integrations with 50+ tools (Gmail, Outlook, Stripe, QuickBooks)
- Zapier and Make integration support
- Hubflo API for custom integrations
- Embed support for external apps (Calendly, Figma, Notion)
- Custom domain for portal (Unlimited plan)
- Conditional logic and sections for forms
- Workflow/automation builder
- Internal user permissions and roles
- Multi-factor authentication security
Hubflo cons
- No free tier advertised publicly
- Billed annually only (no monthly option)
- Starter plan limited to 1 team member
- Starter plan max 50 clients only
- Additional team members cost extra ($49-56/mo)
- Business plan max 300 clients limit
- Smartdoc completions limited on lower plans
- 1 active form on Starter plan
- 8 active forms on Business plan
- 30 GB storage on Starter plan
- Enterprise features require custom pricing
- Mobile app is add-on ($79/mo starting)
- Implementation assistance is add-on ($599 starting)
- No monthly billing flexibility
- Team member容量 limited on entry plan
Frequently asked questions about Hubflo
What is Hubflo and who is it built for?
Hubflo is a client portal platform for service businesses. It is built for service businesses that manage multiple clients, including digital agencies, coaches or consultants, accountants, law firms, real estate professionals, and similar practices. It works whether you're a solo operator or a team of 20+.
How does Hubflo work for clients and teams?
Hubflo has two sides. Your clients get the portal, a branded space to log in and collaborate. Your team gets the Hubflo admin with everything needed to run the business: CRM, projects, tasks, forms, proposals, contracts and e-signatures, smartdocs, invoices, time tracking, and expense tracking.
What is the Hubflo Directory?
The Hubflo Directory is your built-in CRM. Every person and company you work with lives here—clients, leads, prospects, etc. You can attach projects, notes, files, and forms directly to a contact's record, so everything related to that person is in one place.
What are Workspaces in Hubflo?
Workspaces are individual collaboration spaces you create for contacts in your Hubflo Directory. When you sign a new client, add them as a contact, create a workspace for the engagement, and invite them in. Once a client is in their workspace, you can share files and folders, assign tasks and track progress, send contracts, proposals, and intake forms, message clients directly, and send invoices and collect payments.
What integrations does Hubflo support?
Hubflo supports four types of integrations: Native integrations (Gmail, Outlook, Google Calendar, Google Drive, Dropbox, QuickBooks, Xero, Mailchimp, HubSpot, Salesforce, Slack, Stripe, ClickUp) that connect with a single click; Embeds for displaying external apps like Google Sheets, Calendly, Figma, or Notion pages; Zapier and Make integrations for automated workflows; and the Hubflo API for fully custom integrations.
How do I onboard clients with Hubflo?
Hubflo streamlines client onboarding by allowing you to share branded intake forms, collect contracts with e-signatures, and collect files. You add new clients as contacts in your Hubflo Directory, create a workspace for the engagement, and invite them in to collaborate.
What is Smartdocs in Hubflo?
Smartdocs is a feature for automated document completion included in all plans. The Starter plan includes 100 Smartdoc completions/year, Business includes 200 Smartdoc completions/year, and Unlimited includes unlimited Smartdoc completions.
Does Hubflo have a mobile app?
Yes, Hubflo has a mobile app for iOS and Android with support for push notifications. The mobile app is available as an add-on starting from $79/mo and can be grey-label or fully white-label.
What security features does Hubflo offer?
Hubflo offers multi-factor authentication (available on Unlimited plan), secure file sharing in one secure place, and organized client folders and documents. Enterprise edition includes SSO (Single Sign-On) for advanced security.
How do I get help with Hubflo?
You can reach out anytime from your Hubflo dashboard via the chat bubble, or email the Support team at [email protected] or [email protected]. Video tutorials and a help center with articles are also available.