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.

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

Use Tags to keep record of important client attributes so that nothing slips through the cracks

Toggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card

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

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

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