Hubflo Reviews

Alot of this especially the ability to Showcase my Brand image and the ease to communicate with my customers. Strenghtenng the bond with my customers

Nothing at the moment . I will let you know in due time

Helping to build a robust CRM strategy to help me make the most with my subscription-based customers

Benefits: I hope to be able to manual activities that kills and make more profit. Enable me to have a better organised cllients data.

I use Hubflo for our client journey through the CQC registration process and sales process, including sending out smart docs. I like the client workspaces and how I can edit these to suit the client or build as I go. The workspace template feature is great; it makes the onboarding process much easier as the client receives a login to the portal and can start adding documents straight away. It cuts down on admin time, as the template is already set up and lays out tasks for the client easily, reducing the need for emails and phone calls for clarification. Hubflo saves time by reducing admin time, collating all information in one place, bypassing the endless email trail. The initial setup was easy thanks to Vanessa, who understood our needs and built the first templates and automations for us.

More user role types would be great. We are currently using limited members and they are unable to access certain parts of Hubflo such as the forms. It would be great if the limited members could see the form responses. We do have a workaround for this but it is more long-winded. The smart docs functionality could be improved. Under my smart docs, having the ability to add folders could be better, currently it's just a long list which is difficult to find things through. Having more reporting features would also be a great improvement. Currently, this just shows sales and completed projects. If this could show more options such as how many clients are assigned to each staff member, how quick clients are being moved to completed etc.

Hubflo saves us time by reducing admin, collating info in one place. The workspaces and templates streamline onboarding, improving client communication and reducing unnecessary emails.

I really like how much we've been able to tailor Hubflo to our requirements. Vanessa, our Hubflo genius, has been brilliant in learning about what we do and figuring out how the platform and automations can best help us. She has helped us create a series of workspaces and project boards that allow us to tailor the experience each client receives through our portal. It's impressive how she has researched information about our work and the CQC. Creating templates for SmartDocs has been a game changer for us, as clients are automatically on-boarded, which has removed a lot of manual work for our team. The new portal allows all the boring admin to be automated, freeing up our healthcare experts to focus on the guidance and advice they are here to do. Vanessa has been a superstar in providing amazing support and implementing workarounds that make the portal work as well as possible for us. Without her, I think we would have given up. We were often amazed at how she brought our workflows to life on Hubflo.

There are a couple of fixed aspects in the system that don't fit our professional tone, like not being able to use capital letters at the beginning of words when creating 'Tags'. The formatting of Smart Docs is an issue too, where text can overlap, and there's limited ability to format the text we input. Reporting could be more detailed; it would be helpful to pull reports on client assignments and staff responses. The customization of seat types is limited; 'Limited Members' can't perform certain functions on their own files, and there's a need for more control over who can view Smart Docs. We also need more color options for tags because we currently have more tags than colors, leading to duplication.

Hubflo created a client portal, automating admin tasks and transforming our workflow. It customizes experiences for clients and streamlines workflows, allowing us to focus on client guidance. Vanessa's support and automation with SmartDocs simplify processes and reduce manual work.

Hubflo has been a complete game changer for our business and the way we serve our clients. The ability to create individual client portals;rather than relying on something like Google Driveh; s elevated our professionalism, organization, and overall client experience. Everything is centralized, streamlined, and easy for both our team and clients to navigate. It allows us to deliver a more structured, high-level experience while keeping communication, documents, and workflows all in one place.

The onboarding process can be a bit overwhelming at first, especially when trying to understand the differences between journeys, workspaces, and automations. There is definitely a learning curve in getting everything set up the right way.

That said, our success manager, Vishal Jassal, was incredibly helpful throughout the process. He provided consistent support, answered all of our questions, and made the transition much smoother. His guidance made a big difference in helping us fully understand and maximize the platform.

The system is not only extremely easy to use, but the support provided from the initial setup through to the ongoing operation of the platform has been outstanding.

There is nothing I dislike; the entire process has been made extremely easy.

One of my employees discovered a competitor's website and was particularly impressed by their onboarding questionnaire during the signup process. When I mentioned this to Vanessa Oliveira at Hubflo, she not only implemented the feature but managed to complete it overnight. Because of her swift work, I was able to present the new feature at a crucial team meeting. This experience really demonstrated Vanessa Oliveira's outstanding efficiency and her responsiveness to requests. She genuinely feels like an extension of our own team.

I love how easy it is to use. Available to create an automation and can easily connect to all CRM. But the best thing is, Vishal is so helpful from the very start.

The limitation to lock folders. Hope soon.

Its a one app hub for our client. It helps how the clients keep everything in one place.

The team are fantastic and very accommodating, making sure that you have everything you need before you start using it fully. I love how everything works together such as invoicing, accounts, projects and the client portal meaning that you can operate and track your entire business from a single tab.

The Zapier integration is also amazing for automating several tedious processes.

Nothing I can think of, there is a seemingly infinite development roadmap so nothing is off limits.

.Intuitive to use, great support services ranging from video lessons to write-ups

I wish it had greater tracking at the individual user level

Hubflo creates a great collaboration space with my clients as we progress through projects

Since integrating Hubflo at Deltinfo, we’ve seen several concrete benefits:

All-in-one portal 🤝

Centralizes estimates, invoices, documents and messages in a single interface, reducing information scatter.