Hubly

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Welcome To Product Guides

Ron Gorodetsky

Fred Egler

High-level overviews of Hubly's features and use-cases.

Product Guides

A step-by-step guide to help you plan out your new client onboarding process so that you can easily see where every client is.

Streamline New Client Onboarding

Views can include selections for Active or All Workflows

Save 'Show All' or 'Show Active' Workflows to a View

Facilitate your next review with this simple framework to keep your team aligned and your Workflows up-to-date as your business changes.

Planning Your Annual Hub Review

Organize your workflows by common themes and start your day with a high-level overview to keep on top of all of your tasks.

A Quick Way to Get a Head Start on Your Day

A step-by-step guide to help you plan out your client check-in meeting process so that you can easily see who needs your attention.

A Better Approach To Managing Client Check-In Meetings & Reviews

Some Tasks that you complete on a regular basis may not be Client-centric — learn how to plan and manage those in Hubly.

Managing Non-Client-Facing Tasks

Building efficient dashboards for your work in Hubly

Strike a balance between task-list length and detail to create workflows that are a joy to use!

Choosing The Right Level Of Detail For Your Workflows

Keep your Workflows where you need them to be!

Reordering Workflows and Processes

Build smarter workflows with Sequential Task Reminders!

Sequential Task Reminders

Create powerful, well-documented steps that your team can easily follow and build upon as you grow with Workflow Tasks in Hubly.

A New Way to Think About Workflow Steps

Preconfigured Reminders can help your Workflows catch your attention and keep next steps from falling through the cracks.

Build Workflows That Remind You To Keep Things Moving

Document complicated workflow steps using Task Description to help ensure that things get done the right way, the first time.

Make Complex Steps A Breeze With Thoroughly Written Descriptions

Links make it easy to manage an overflowing software suite, showing you exactly where you need to look when completing a Task.

Bookmark Important Links Right Into Your Workflow Tasks

Email templates saved within workflow tasks can save you time and keep you from interrupting your workflow.

Keep Frequently Used Email Templates at Your Fingertips

Document collection, form submission, and meeting scheduling tasks shouldn't catch your team off-guard.

Know Which Of Your Tasks You'll Be Waiting On The Client For

Building powerful workflow tasks in Hubly

Workflows can be configured to control which users can make changes to them

Configure Editors to Specific Workflows in Hubly

Know what needs your attention and see exactly what your team is working on within the first 5-minutes of your day.

5-Minute Quick Start To Your Day

How to quickly assign tasks and reminders to your team

Passing the Baton

Admin Permissions allow firms to restrict who can make major changes

Control Admin Permissions for Users in Your Hub

User Roles can be configured to help Tasks find their way intelligently to the right team member

Automate Task Routing by Assigning Workflow Tasks to Roles

Assigning a Task that can be completed by more than one team member to a shared Role can help you ensure that it gets done faster

Leverage Shared Roles To Manage Workloads

Service Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM

Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No Time

Collaborating as a team in Hubly

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

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

Track Client Service Needs At A Glance

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

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

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

Tracking Meeting Dates And Types

Keeping track of client information in Hubly

Set and use reminders for workflow tasks to keep yourself and your team on track in Hubly .

Setting Reminders For Tasks To Keep Your Workflows On Track

You can configure workflows to automatically schedule reminders for tasks.

Building Reminders Into Your Workflow Task Lists

See how teams can use reminders on assigned tasks to keep workflows on track in Hubly.

Using Reminders on Assigned Tasks to Delegate Work

Reminders in Hubly

Upload and store files as attachments in the client card in Hubly.

Storing Client Files In The Client Card

Shareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.

Receiving Files From Your Clients Using The Upload Portal

Use workflow attachments to create new copies of files for your clients.

Using workflows to create new copies of files/templates for clients

Managing client files in Hubly

Leverage Hubly and Zapier to create a scalable year-end review meeting process to ensure that nothing slips through the cracks

Automating Your Year-end Reviews

Build a prospecting funnel that lets you eliminate data rekeying and ensure that nothing falls through the cracks

Automating Your Client Prospecting Funnel

Forget manually rekeying meeting dates by connecting Hubly directly to your scheduling software through Zapier.

Get Surge Meeting Ready

Saving time with automation in Hubly

Create households, find and add clients, and assign household roles from the client card in Hubly.

Managing Households, Members, And Roles

Keep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.

Assigning Workflows and Tasks to Household Members

Quickly apply streams and tags to all members of a client's household.

Configuring Streams and Tags by Household

Households in Hubly

Edit which contact statuses will be imported from Redtail to Hubly so you can control which clients you see in Hubly

Customize Which Redtail Contacts Sync to Hubly via Contact Status

Need to hide some important Client PII? Here's how.

Privacy Mode

CRM integration lets firms restrict access to certain contacts in Hubly

CRM Permissions are Reflected in Hubly

Organizing clients in Hubly

How to integrate your Wealthbox or Redtail account to Hubly

Integrating Hubly with your CRM

Discover four simple ways to start a client in a workflow from your Hub or from within the Client Card.