Hubflo
A tidy answer for firms whose real problem is client-facing chaos rather than sales pipeline: the portal, forms and file handoff are the product and they are well put together. The pricing is the sticking point, since seats, clients, forms and document completions are all separately capped and the cheapest plan runs out quickly.
Pros
- Client portal is white-labelled down to a custom domain on the top tier
- Smart documents and forms collect client input without another tool
- Project tracker, recurring tasks and mass messaging built in
- Storage allowances are generous, from 30 GB up to 8 TB
Cons
- No free plan and no self-serve trial price below $67 a month
- Four separate caps (seats, clients, forms, document completions) on every tier
- API and Zapier are withheld from the entry plan
- The client mobile app is a paid add-on on top of the subscription