Do you struggle with having to mark a task done in your CRM just to continue moving along in a workflow, even if you have not, and do not, need to complete that task? Who's in charge here? You or the workflow?
Hubly allows you to create flexible workflows where you can simply skip over tasks that don't apply to that client or are not assigned to you. Therefore, you don't have to be held up by a team member who is working asynchronously on the workflow. You can still go in and complete your assigned tasks, removing any unnecessary blockers from progressing your work.
Hubly's workflows are here to make your processes more compliant, not less, and allow you to trust that everything is tracked accurately.