Keeping track of client information in Hubly
7 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
Adding Quick Notes on Clients and Workflow TasksThe Comments section lets you jot down client notes which sync right into your CRM
A Digital Sticky-Note For Your Client CardThe pinned notes section lets you see important client information at a glance.
CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.