Skyrocket client satisfaction & retention
Increase client satisfaction and retention rates.
Drastically reduce client emails, calls & meetings
Reduce the need for client emails, calls, and meetings.
Speed up onboarding & project delivery
Accelerate the onboarding process and project delivery.
Client Portal
A dedicated portal for clients to access their information.
File sharing
Share files securely with clients.
Messaging
Communicate with clients through secure messaging.
Contracts
Manage and sign contracts digitally.
Approvals
Get approvals from clients efficiently.
Forms
Create and manage forms for clients.
Proposals
Send proposals to clients.
Billing
Manage billing and invoicing.
Embeds
Embed external content within the portal.
Tasks
Manage tasks and assignments.
Projects
Organize and manage projects.
Emails
Send and receive emails within the portal.
Calendar
Manage appointments and schedules.
Time tracking
Track time spent on tasks and projects.
Integrations
Integrate with various external applications.
Assign clients a clear onboarding to-do
Create onboarding playbooks with pre-set tasks, assign them to clients, and automate reminders to keep everyone aligned and on schedule.
Seamlessly collect files from clients
Show clients exactly what you need from them. Give them the option to upload from 5 different sources including Drive or Dropbox.
Send forms or contracts with e-sign
With our Smartdocs app, you can request clients to sign, approve or complete any PDF or word document.
Send beautiful invoices & get paid
Create one-off or recurring invoices. Collect payment with our Stripe integration or via auto-pay.
Deliverables & resources, all in one place for clients
Centralize & organize all important resources for clients in their workspace: files, links, updates, briefs, videos, etc.
Show clients what you're working on
Give clients a unique visibility on your work with a shared task board.
Collect approvals & feedback
Assign tasks to clients to get their feedback on something or create a Smartdoc to collect a format approval.
Embed external dashboards
Seamlessly display within your portal content from 500+ sources including Looker, Airtable, Asana, etc.
Generate your branded portal in 60s
Enter your website and let Hubflo AI build a custom on-brand portal for you.
Always-on AI assistant
Chatflo AI is your sidekick to manage your clients and the work you do for them.
AI email & note writer
Write perfect emails, messages or notes in seconds with our built-in AI writer.
