Hubly Users Answer FAQs for You
We sat down with some Hubly users to ask them some of the most frequently asked questions so that you can hear real answers, from real users.
What is Hubly?
What's Your Favorite Hubly Automation?
Where Does Hubly Save You Time?
Frequently Asked Questions
At Hubly, we do the heavy lifting. We don't believe in being just another software product in a large technology stack. This is why every customer participates in our hands on onboarding process. It is designed with a customer focused approach and conducted by our team of experts to ensure a smooth transition that aligns with you and your team's needs.
We provide Community Onboarding for teams of 4 or less and Full Service Onboarding for larger teams. Each is a one time fee when you first sign up for Hubly.
Hubly is not a CRM - it's a workflow management tool that activates your client data from your CRM and turns it into an organized information stream. Saving you hours of back-office work each week!
You can seamlessly connect Redtail or Wealthbox CRM with Hubly.
You can learn more about our CRM integrations here.
To get the optimal Hubly experience, we recommend using Hubly in tandem with either Redtail or Wealthbox. Hubly will be able to pull client information from your CRM to create simple, organized workflows for your team.
If you're not currently using a CRM and you'd still like to use Hubly, schedule a Strategy Call to discuss how we can work together.
No. When you start with Hubly we provide you with over 60 best practice workflow templates so that you can plug and play.
In addition, we provide hands on onboarding with our Workflow Experts . They help you customize your workflows to meet your firms specific business needs as well as set up automations to make your processes more streamlined and efficient than ever.