Teams have loved the ability to collaborate in realtime and manage client progress with everyone across their firm.
As we continue to improve your team's experience, we are excited to announce that users can now be assigned to workflows in addition to individual tasks.
A New Look For Tasks
Your productivity is important to us. That's why we've redesigned workflow tasks with an interface that works the way that you do.
So whether you are adding a reminder, email template, and a description, or just looking to jot down a quick to-do, the new task-line lets you get the job done faster.
A Better Way To Manage Tags
Tags have helped Hubly users create powerful, time-saving workflow rules to automate the most tedious parts of their administrative work.
The new Tag Manager lets you quickly manage your entire list of tags with a familiar, easy-to-use interface.
Support For A New CRM
Helping advisors get up and running faster while reducing data re-entry tasks is a top priority for our team at Hubly. That is why we are excited to announce a direct integration with a market-leading CRM.
Once connected, clients will be sync'd automatically with your Hubly account. Notes, dates, families and tags configured in your CRM will also appear in Hubly and any changes will update automatically or can be sync'd manually from within your Hub.
This new integration is in Beta and will be announced publicly in September 2020.
Interested in joining the waitlist for our Beta program? Book a call with our team to get started.
Other Small Improvements & Bug Fixes
This release also introduces additional small improvements and fixes for issues.
A well deserved thank you to our growing community of users for taking the time to provide feedback, recommend features, and let us know when things don't seem right. We always love hearing from you!
Want to see our new features in action or have other suggestions in mind?
Schedule a call with Ron, he would love to hear from you!