As of April 3rd, 2025, this feature is officially in beta. Customers will be gradually auto-enrolled over time. If you’d like to request early access, please leave a comment on our public roadmap to let us know.
In an operating system designed to manage client relationships at scale, note-taking isn’t just about documentation—it’s about collaboration, continuity, and client care. Whether you're capturing outcomes from a meeting, leaving instructions for a teammate, or documenting important client details for compliance, having a reliable, flexible commenting tool is essential.
💬 How It Works
Create Comments on the Client Card
You can now leave comments directly on a client’s profile within Hubly, giving your team immediate visibility into what’s happening with that client.
Auto-Save in Real Time
Hubly automatically saves your comment as you type, so your notes are never lost—even if you're interrupted or navigating away. See the last saved functionality at the bottom right.
Save as Draft & Publish Later
Not quite ready to share your note? No problem. Save it as a draft, come back to it anytime, and publish when you’re ready.
One-Click Sync to Your CRM
When you publish a comment, it’s instantly synced to both Hubly and your CRM (Redtail or Wealthbox). This ensures that your entire team has a consistent, centralized record of client activity across platforms.
🔗 CRM Integrations
Hubly’s commenting system is designed to integrate seamlessly with your existing CRM setup. Learn more:
🧠 Why This Matters
In busy advisory firms, team members need to pick up where others left off, and no client insight should ever slip through the cracks. These new enhancements ensure that:
Notes are never lost, even mid-thought.
Comments can be collaborated on before publishing, perfect for complex updates or compliance-sensitive messaging.
CRM records are kept clean and consistent, without duplicate or fragmented notes.
Whether you're running a solo practice or managing a multi-office operation, this feature supports your team's need to document, communicate, and stay aligned—all within Hubly.