I know where every client is in my practice at all times. I never drop the ball because it keeps me on task. Review collected by and hosted on G2.com.
I honestly have nothing bad to say here. They are continuously improving and adding features. Review collected by and hosted on G2.com.
The workflows have really helped me redefine the client onboarding process. The Hub Feed also helps me keep track of items that are in process. Review collected by and hosted on G2.com.
I am hoping the Repeating Rule will soon add a "Quarterly" feature or "End of Month" feature instead of having a hard date. Review collected by and hosted on G2.com.
Hubly makes promises to make workflows repeatable, scalable and manageable so that no client is "lost" in the day-to-day shuffle of business. Hubly has been a lifesaver for my company. The staff at Hubly is always available to answer any question, fix any glitches and reall get to the "why" of what you want Hubly to do.Couldn't be happier! Review collected by and hosted on G2.com.
Can't think of anything that I could recommend changing. Review collected by and hosted on G2.com.
Ease of use, integration with CRM (Redtail), dynamic workflow updating, reports/activity tracking, creating/managing teams. Review collected by and hosted on G2.com.
It may not integrate with your existing CRM. Review collected by and hosted on G2.com.
Hubly is super easy to edit and easily personalizable with a lot of great features. Their support and training is very hands on without being too much and they are very easy to work with. Review collected by and hosted on G2.com.
There is not a lot to dislike I wish that the workflows were only movable horizontally across the screen, i would like to be able to move them more like post it notes Review collected by and hosted on G2.com.
Hubly has a maleable platform that allows for building out workflows in ways that fit how each individual office works. Review collected by and hosted on G2.com.
There are no downsides to Hubly. Seriously. Review collected by and hosted on G2.com.
We like that we can make Hubly conform to how our business operates. Most of all we LOVE that it ties into Wealthbox and allows us to have one place to put all of our service items and documents so that the team can see all that is going on. Review collected by and hosted on G2.com.
Our office has had a learning curve figuring out how to change old outdated practices and modernize them for the future using Hubly. We would love to see it easier to manage birthdays and anniversaries for how our office works. Review collected by and hosted on G2.com.
It is relatively simple to use and very intuitive
It is focused on workflows and actually does them right
There are lots of options for how to view tasks so each user can use the views that make sense to them
The company is very responsive and is constantly making improvements, but they are announced and rolled out thoughtfully and are always about doing something better, not just change for the sake of change Review collected by and hosted on G2.com.
Limited ability to store comments and relate them directly to particular tasks
Limited ability to chain workflows and do branching
Some of the editing could be faster (bulk changes rather than one step at a time) Review collected by and hosted on G2.com.
The software is designed and organized for financial advisors. It's intuitive, flexible, and easy to use. Review collected by and hosted on G2.com.
Nothing I dislike about it yet. But I do think there's lots of more room to make it even more powerful. Excited to see what updates are to come! Review collected by and hosted on G2.com.
Hubly allows for repetitive tasks to easily be assigned and tracked. Workflows are flexible and easy to update as needed. The running "hub feed" of tasks is an easy way to see what tasks need to get completed and when. We have always received great support from the Hubly team when we had questions. Review collected by and hosted on G2.com.
It would be great if Hubly would offer the ability to assign tasks to functional groups instead of just individuals. Review collected by and hosted on G2.com.
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