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

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

CRM Client Meeting Dates Sync

Ron Gorodetsky

Arthur Rodolfo

Keeping track of client information in Hubly

Sign In

Learn More

Privacy Policy

Support

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.