PreciseFP

Let the client card tell the full story and see the next/last meeting date at a glance.

Tracking Meeting Dates And Types

Toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card

See What's In Progress And Plan What Comes Next

Use Tags to keep record of important client attributes so that nothing slips through the cracks

Stay On Top Of Client Tags And Keep Important Information Top Of Mind

Streams can be quickly added in a Client Card and are easy to keep up-to-date

Track Client Service Needs At A Glance

The Comments section lets you jot down client notes which sync right into your CRM

Adding Quick Notes on Clients and Workflow Tasks

The pinned notes section lets you see important client information at a glance.

A Digital Sticky-Note For Your Client Card

Sync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.

CRM Client Meeting Dates Sync

Keeping track of client information in Hubly

Find answers and get help from Intercom Support and Community Experts

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