Your firm's automated
air-traffic controller for tasks.
Tired of sending follow-up messages?
Hubly automatically keeps your team on top of everything that matters for your clients.
Tired of sending follow-up messages?
Hubly automatically keeps your team on top of everything that matters for your clients.
Stop digging to find who is responsible for the next task with visual dashboards of each team members work
Stop manually assigning work in your CRM and ensure nobody in your team misses a reminder or drops a client to do
End back and forth communication around client onboarding, meetings and money movement processes
Having the capability to automatically assign our team members to specific tasks and workflows means we don’t have to worry about unassigned action items and can spend more time building stronger relationships with our clients. The interface and usability is also top notch. It’s nicely laid out and clear to see who is on what team and which role they’re in. Making changes to any of these is easy with just a few clicks.
• Remove manual work of assigning tasks
• Balance workloads across your firm
• Keep team members accountable
• Ensure nothing falls through the cracks
• Serve more clients and scale your team
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