Black Friday Promotion
Exclusive Discounts for Upgrading Your Plan!
Upgrade and Access Premium Features
This Black Friday, we're offering exclusive discounts to our loyal customers who've supported Hubly from the beginning. Upgrade your account and unlock our most powerful features to take your firm’s efficiency to the next level.
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Insights Reporting
Empower your firm with real-time data and comprehensive analyses of key performance metrics through Insight Dashboards.
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CRM Meeting Sync
Seamlessly sync meeting data from Redtail and Wealthbox with Hubly to automate workflows, track meetings, and gain valuable client insights.
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Powerful Service Teams
Automatically route tasks to the right team members with synced CRM roles and service teams assigned to each client.
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Black Friday Promotion FAQ
How do I upgrade my account?
Following the instructions in your Hub or reach out to us at support@myhubly.com.
What happens when I add or remove users with the promotion?
Yes! You can add or remove users anytime. With Hubly, you're only billed for active users.
What happens when the 12 month discount expires?
After 12 months, your plan will renew at standard rate.
Can I schedule a workflow consultation call?
Absolutely! Schedule a call by completing this form.
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