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Hubflo

Client engagement suite for service businesses

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Hubflo is a client portal platform for consultants, agencies, accountants, law firms and other service businesses. It brings secure file sharing, branded portal experiences, forms, project tracking, messaging and workflow automation into a single place, so firms can manage client engagement without switching between separate tools.

The platform includes Smartdoc forms, a project and job tracker, mass messaging, SMS notifications, recurring tasks, and a workflow/automation builder. It connects to other tools through native integrations (such as Gmail, Outlook and HubSpot), embeds for external apps and documents, Zapier and Make, and a developer API. A custom domain, conditional form logic, internal user roles and multi-factor authentication are available on higher tiers.

Hubflo is packaged in Starter, Business and Unlimited editions, each with limits on internal team members, clients, Smartdoc completions, active forms and storage, plus an Enterprise edition with implementation and white-label options. Additional team members are added per seat, and add-ons cover a mobile app and implementation assistance. Billing can be annual, quarterly or monthly.

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