Hubflo
A powerful customer portal for service companies, built by AI.
- File sharing: Sharing files and materials with clients.
- Messages and tasks: Communicate and manage tasks through the customer portal.
- Automated onboarding: Set clear onboarding tasks and automated reminders for customers.
- Electronic signature: Requesting customers to sign or approve documents through the Smartdocs application.
- Invoicing and Payment: Create one-time or periodic invoices and receive payments through integrated payment methods.
- Customer message: Create a secure chat room to enable instant communication between customers and service providers.
- Integration capability: Integration with 16+services such as Gmail and Outlook, as well as 500+external applications.
Product Details
Hubflo is a next-generation platform designed for service companies to enhance customer satisfaction and retention rates by providing a powerful customer portal, while significantly reducing customer emails, phone calls, and meetings, and accelerating project delivery speed. It is designed specifically for creative and professional services, including digital agency, consulting, accounting/financial services, architectural and home design, law firms, and more. Hubflo provides tools for file sharing, contracts, messaging, tasks, billing, and can integrate any other services. According to the product background information, Hubflo is driven by AI and has automated onboarding processes, document collection, electronic signatures, invoice sending, and other functions. It also provides secure customer messaging and unique email integration, as well as 16+native integration and 500+external application embedding capabilities.