Keeping track of client information in Hubly
5 articles
- Tracking Meeting Dates And TypesLet the client card tell the full story and see the next/last meeting date at a glance.
- See What's In Progress And Plan What Comes NextToggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card
- Stay On Top Of Client Tags And Keep Important Information Top Of MindUse Tags to keep record of important client attributes so that nothing slips through the cracks
- Track Client Service Needs At A GlanceStreams can be quickly added in a Client Card and are easy to keep up-to-date
- CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.