10 Best Hubflo Alternatives & Competitors in 2024
Looking for the best Hubflo alternatives? Discover our top 10 picks to start, run, and grow your service-based business.
Are you looking for a different client management software that outperforms Hubflo?
After years of working in the SEO field as a solo entrepreneur, I’ve tried various solutions to manage my clients’ projects.
In this article, I’ll review the best Hubflo alternatives based on their functionality, ease of use, and pricing.
But before going into details, I want to share a few tips on how you can pick the most suitable tool to fit your business needs.
What to look for in a Hubflo alternative
Many tools are direct or indirect alternatives to Hubflo. It will take hours to research and test them to figure out which one you want to use eventually.
Moreover, you should know exactly what needs your tool should cover. Otherwise, you risk spending too much time (and money) without achieving your business goals.
I know this from my experience since I’m always on the hunt for the best client management tools in terms of value for money.
Therefore, I’ll share a few questions below that I usually ask when assessing the tools that might help you pick a suitable solution faster:
- Does the tool offer features similar to those of Hubflo?
- What else do you need to manage your client projects (features like document sharing, task management, communication tools, contract creation, e-signing, invoicing)?
- How intuitive is the user interface?
- Can the tool easily integrate with other essential business applications you use?
- What is the cost of the tool, including any additional fees or hidden costs?
- Does the tool protect your and your clients’ data and ensure compliance with relevant regulations?
For me, Copilot is the best Hubflo alternative for multiple reasons. Their user interface is clean and intuitive. You can easily invoice your clients and offer various payment methods. I also integrated Copilot with Calendly to create a better user experience. Unlike many other tools, Copilot is HIPAA-compliant, which is essential to securely access and process clients’ personal data.
If you are interested in trying Copilot, join the free 14-day trial and see how it works for you.
Below, I’ll share the ten Hubflo client portal alternatives worth checking.
Top 10 Hubflo alternatives in 2024
Here are 10 Hubflo alternatives to consider in 2024:
Let’s review each tool in detail.
1. Copilot
I’ve already mentioned briefly why I’ve been using the Copilot client portal.
Now, I want to dig deeper and share what the platform can do, how much it costs, and why I believe Copilot is the best Hubflo alternative.
Benefits of Copilot
Copilot is an all-in-one client portal where you can handle an entire client management cycle, from lead acquisition and contract e-signature to invoicing, payment management, file sharing, and client communication. For me, that’s very convenient since I run my online business solo and don’t want to switch between multiple tools.
Through App Marketplace, Copilot offers a wide range of business tools that you can easily integrate into your workflow.
For example, you can manage client projects with ClickUp or Airtable, sign client contracts electronically with DocuSign, invoice clients and get paid via Stripe, handle your finances using QuickBooks, and use Zapier to connect Copilot with other popular apps — all in one place!
Here’s a short introductory video of how to easily create a client portal in Copilot and invite your clients.
Unlike Hubflo, Copilot’s free trial is longer; it’s 14 days without a credit card required. In my opinion, Copilot is also more affordable and provides more value for money for freelancers who are just starting.
Notable Copilot features include:
- Easy-to-use client portals
- White-label client portals with your branding and custom logins
- Built-in invoicing features
- Multiple payment options for your clients
- Built-in messaging, file sharing, and a form builder
- Creating and signing contracts electronically
- Integrations with third-party tools
Join Copilot for free and see how it works for you!
Copilot pricing
Copilot has a simple three-tier pricing model. The Starter plan is just $39 per month (or $29 if billed annually) and provides you with all essential features to manage up to 50 clients.
For more advanced features, including a custom website and email domain, Copilot API, automations, and HIPAA compliance, you’ll have to upgrade to the Professional or Advanced plan.
Copilot has also introduced a Custom plan for users who want to store over 10 TB of data and manage up to 10,000 clients.
As you can see, Copilot is very flexible and can meet the needs of individual contractors, growing businesses, and established companies.
You can learn more about each pricing plan on the Copilot’s pricing page.
Copilot reviews
Copilot has hundreds of satisfied users who happily share their feedback on review platforms.
As of August 2024, Copilot has the following rating on Capterra and G2:
- G2: 4.8 out of 5 stars (from 164+ user reviews)
- Capterra: 4.9 out of 5 stars (from 20+ user reviews)
Here’s one of the latest Copilot reviews that caught my eye, shared by a small business owner:
“Stumbling upon Copilot was one of the best days of my life. Not only is their support team VERY responsive and assistive, they actually listen to ideas for iterations. It feels like I’m heard—not to mention the robust features they make available.
I will likely never leave Copilot because of the way their features work for my agency swimmingly, but the way they have treated me and the care they have exemplified reinforces that sentiment 10x over.”
2. SuiteDash
SuiteDash positions itself as a customizable all-in-one business software to automatically onboard your clients.
Even though SuiteDash and Hubflo both offer client portal solutions for service businesses, they differ in their key features and focus.
Unlike Hubflo, SuiteDash offers a broader range of features, including built-in appointment scheduling, community memberships, subscriptions, the ability to create and sell digital courses, the ability to create funnels, and store clients’ data in CRM.
Benefits of SuiteDash
Among the benefits of SuiteDash, I’d like to highlight the following:
- Features like customer relationship management (CRM), sales funnels, and deal stage pipelines make SuiteDash an attractive solution for medium and big-sized businesses.
- Optional power-ups that let you enhance your SuiteDash toolkit with additional capabilities
- Subscription payments and memberships – a feature not offered by Hubflo
- Email marketing and drip campaigns can be created and sent at a particular date and time
- Dynamic digital proposals with interactive selections of products and services to be paid — a feature I haven’t seen other tools offer
Ultimately, the best software for your business will depend on your specific needs and budget. If you need a comprehensive and feature-rich solution to collaborate with your team and automate interactions with your clients, SuiteDash might be a good choice.
SuiteDash pricing
In terms of pricing, SuiteDash is generally more affordable than Hubflo. The cheapest plan starts at $19 per month for an unlimited number of clients, while Hubflo starts at $35.
There’s also a 14-day free trial, letting you test all features.
SuiteDash reviews
SuiteDash has the following rating on Capterra and G2:
- G2: 4.8 out of 5 stars (from 555+ user reviews)
- Capterra: 4.8 out of 5 stars (from 569+ user reviews)
Users highlight SuiteDash’s ease of use and wide range of features. Some users mention it as a benefit, while others say it’s overwhelming and leads to an increased learning curve.
3. Bonsai
Bonsai has been the first client portal I’ve used to create and sign client contracts before switching to Copilot.
I’d say Bonsai is an excellent platform for solopreneurs and small businesses because of its simplicity and ease of use. You’ll get essential features, like invoicing, contract templates, scheduling, payments, branding features but it’s a bit more limited with the number of integrations (my subjective opinion).
Benefits of Bonsai
Both Bonsai and Hubflo offer essential features for managing clients and projects. However, I want to highlight the following advantages of Bonsai:
- Templates for contracts, proposals, and various types of works — a very helpful feature that’s missing from Hubflo
- Built-in CRM to help you keep your client projects organized — a feature missing from Hubflo
- Budget tracking and planning, and monitoring profitability
- Expense tracking and bookkeeping for your business
- Built-in appointment scheduler to get more bookings
Bonsai pricing
Compared to Hubflo, Bonsai has more affordable pricing plans and more options to choose from.
The Starter plan with unlimited clients and projects will cost you just $25. If you opt for an annual plan, you’ll get a free subscription for two months. I recommend choosing this option only if you are ready for a long-term commitment.
If you want to check Bonsai’s features first, start with their 7-day free trial.
Bonsai reviews
Bonsai has the following rating on Capterra and G2:
- G2: 4.3 out of 5 stars (from 100+ user reviews)
- Capterra: 4.6 out of 5 stars (from 80+ user reviews)
Most reviewers say it’s a great solution for small businesses. However, some former users have also mentioned the need for more portal customization features and better customer support service.
4. FreshBooks
Compared to Hubflo, FreshBooks focuses primarily on accounting and financial management for freelancers, self-employed professionals, and small businesses. This might be a go-to solution for you if you are primarily looking for a Hubflo alternative with decent accounting features.
However, if you are looking for a more comprehensive platform with features like project management, CRM, and team collaboration in addition to accounting, I’d suggest checking Copilot.
Benefits of FreshBooks
FreshBooks offers several distinctive features compared to Hubflo, including:
- Customizable templates for invoices
- Categorization and tracking of business expenses
- Mileage Tracking App for business owners for potential tax deductions from every business trip
- Small business financial reporting from the money you’ve collected to the taxes you’ve already paid and everything in between.
FreshBooks pricing
FreshBooks is more affordable than Hubflo and many other tools. The Lite plan costs $7.60 for up to five clients and an unlimited number of invoices.
However, keep in mind that it’s less expensive because it focuses on accounting and has fewer features.
FreshBooks also offers a generous free trial for 30 days without a credit card.
FreshBooks reviews
FreshBooks has the following rating on Capterra and G2:
- G2: 4.5 out of 5 stars (from 772+ user reviews)
- Capterra: 4.6 out of 5 stars (from 4,421+ user reviews)
I’ve looked up a few recent reviews to check what people say about the tool.
Most users highlight ease of use, support, and affordable pricing as FreshBooks pros. However, some mention limited customization and integrations. Additionally, many users said FreshBooks is primarily suitable for small businesses.
5. Bloom
Bloom is a client management platform for creatives with a comprehensive set of tools to help you manage your clients’ relationships solo, from contract signature and invoicing to delivering digital assets.
While Hubflo focuses on handling existing customers, Bloom lets you attract and manage incoming leads.
Benefits of Bloom
Bloom offers several distinctive features that set it apart from Hubflo, including:
- Invoice and CRM mobile app to manage your clients on the go — Hubflo doesn’t offer anything similar
- Free invoice generator for professionals and creative freelancers
- No-code templates which you can use to create your own portfolio of works
- Lead management system to capture more potential clients
- Image galleries for creators to share deliverables with clients
Bloom pricing
Compared to Hubflo, Bloom is an inexpensive tool, with the cheapest plan starting at $18 monthly for hobbyists. If you are a self-employed professional, you might want to check the Solo Business plan, which includes a few essential features, including adding contracts to invoices and Quickbooks integration.
All subscription plans offer new users a 7-day free trial.
Bloom reviews
Bloom has the following rating on Capterra and G2:
- G2: 4.5 out of 5 stars (from 82+ user reviews)
- Capterra: 4.3 out of 5 stars (from 12+ user reviews)
Most reviews of Bloom come from small business owners who mention its affordability and how it helps them streamline their workflows and financial management.
6. Dubsado
Dubsado is a client management platform with a wide range of templates and automation tools for invoicing, client onboarding, and project management.
In my opinion, it’s a great choice for freelancers just starting out and looking for a tool to streamline their workflows.
Even though Dubsado and Hubflo are both suitable platforms for contractors and small businesses, I want to highlight one distinctive feature that makes Dubsado one of the best Hubflo alternatives — automated workflows.
With Dubsado, you can create workflows that will automatically send emails and invoices, and trigger unique actions and tasks within a project — all without your involvement.
Benefits of Dubsado
Besides powerful automation features, one of Dubsado’s strengths is its customization capability, which lets users tailor forms and contracts to their specific needs. Additionally, it integrates with various tools like Zapier and QuickBooks.
Unlike Hubflo, Dubsado has a mobile app for managing projects, responding to clients, and staying on top of your business while you’re on the go.
Dubsado pricing
Dubsado has only two pricing options, starting at $20 per month. However, if you want to benefit from its powerful automated workflows and integrate Zapier, you’ll have to pay $40 monthly.
Unlike Hubflo, Dubsado has an unlimited free trial, which you can test out with up to three clients. This is an excellent opportunity if you are just starting out.
Dubsado reviews
Dubsado has the following rating on Capterra and G2:
- G2: 4.2 out of 5 stars (from 71+ user reviews)
- Capterra: 4.2 out of 5 stars (from 52+ user reviews)
I’ve reviewed former client testimonials and noticed several positive mentions of the automated workflows. One user, Stafanie, described this feature particularly well: “You honestly can set it and forget about it.”
However, some users have complained about slow technical support and a steep learning curve.
7. HoneyBook
HoneyBook positions itself as an all-in-one “clientflow” platform for small service businesses.
With HoneyBook, you can easily create and send custom contracts, invoices, and proposals. It also offers a built-in scheduling feature which lets you manage bookings efficiently.
Unlike Hubflo, HoneyBook offers powerful automations to follow up with potential clients, trigger actions based on client behavior (like a late payment), and free up your time for more essential business tasks.
Benefits of HoneyBook
While Hubflo and HoneyBpok share many features, the last one has some unique advantages that make it a great Hubflo alternative:
- A mobile app for creating contracts, sending invoices, collecting payments, and tracking projects with your phone
- Free tools like invoice generator, self-employment tax calculator, mission statement generator and more
- Workflow automations
- End-to-end client management solution, from communication and contract to e-signature, on-time payments, and project deliverables.
HoneyBook pricing
HoneyBook has a 7-day free trial (no credit card needed), unlike Hubflo’s 10-day trial.
The cheapest plan is only $19 monthly, which is suitable for beginners who want to get acquainted with the platform’s features. However, if you already work with several clients and want to scale up your business, I recommend choosing the Essentials plan, which is $39 monthly. Among all essential features, it also provides automations and integration with QuickBooks, an accounting software.
HoneyBook reviews
HoneyBook has the following rating on Capterra and G2:
- G2: 4.5 out of 5 stars (from 174+ user reviews)
- Capterra: 4.8 out of 5 stars (from 620+ user reviews)
Since HoneyBook has over 700 reviews on various rating platforms, I’ve looked at the most recent reviews of HoneyBook to see what people think.
Many users highlighted HoneyBook’s features and how effectively they combine together to support their businesses.
However, like Dubsado, some users complained about slow customer support. For example, Bobbi, a small business owner from the USA, mentioned: “We spent a week trying to get it setup and working well and efficiently.”
If you believe this might be an issue for you, I recommend trying Copilot. I’ve found it easy to set up, and the customer service is fast and helpful.
8. Hubspot CRM
I’ve used Hubspot CRM as a marketing specialist at medium-sized companies and to manage my own clients.
Hubspot, in my opinion, is a great option for established companies and enterprises because it offers tools for many departments, like sales, marketing, ecommerce, customer service, operations, and more!
However, if you manage a small business or are just starting out as an entrepreneur, Hubspot and all its features can be a bit overwhelming.
Benefits of Hubspot CRM
Unlike Hubflo, Hubspot has a free plan for individuals, which provides features like contact management, deal tracking, email marketing, and basic automation tools.
However, the free Hubspot plan has limitations, lacking essential features like e-signature, workflow automation, Stripe integration, custom reporting, and more. Nevertheless, it can be a great starting point, depending on your specific needs.
As a former Hubspot CRM user, I also want to highlight a few distinctive features you won’t find in Hubflo:
- A detailed client overview dashboard that shows a prospect’s lifecycle stage and all activity
- Hubspot can track prospects’ acquisition sources to help you better understand how they learned about your business
- A chatbot feature
- The ability to create website pages without coding and add opt-in forms
- As your business grows, HubSpot can easily scale to accommodate your expanding needs.
Hubspot CRM pricing
If you are on a budget, you can try Hubspot CRM for free. However, the free plan is limited, and many essential features aren’t included.
The paid plans start at $20 monthly per one-user seat.
Hubspot CRM reviews
Hubspot CRM has the following rating on Capterra:
- Capterra: 4.5 out of 5 stars (from 4,180+ user reviews)
I haven’t included ratings from other review platforms since Hubspot has multiple standalone tools, like Sales and Marketing hubs, which users review individually.
Recent reviews from former customers praise Hubspot’s user-friendly interface and helpful analytics tools.
However, some users have mentioned that Hubspot can be difficult to learn due to many features and that switching from a different CRM can be challenging.
9. Moxo
Moxo can help you streamline and automate business processes, especially those related to onboarding and collaboration. It offers a variety of features to make these tasks more efficient and secure.
Unlike Hubflo, Moxo offers custom solutions for enterprises and businesses in particular niches, such as accounting, healthcare, logistics, real estate, and finance.
In addition, Moxo provides a OneStop Client Interaction Hub for small businesses to manage all client-related processes.
Benefits of Moxo
The key features and functionalities Moxo offers its users include:
- Virtual meetings with potential clients
- Automate repetitive tasks
- Track and record user activity
- Dedicated custom solutions for small businesses and enterprises
- Custom integrations using webhooks, Moxo APIs, or Zapier
Moxo pricing
Unlike other Hubflo alternatives, Moxo doesn’t openly disclose its pricing details on their website.
While you can select from Business, Business Pro, or Enterprise plans and understand their features, you have to get in touch with the sales team to get pricing details.
However, our Moxo alternatives blog post mentions that Moxo’s Starter plan is $100 with a $250 fee, which makes Moxo one of the most expensive client portals.
In my opinion, this lack of transparency makes it challenging for potential users to evaluate Moxo’s value proposition and determine if it aligns with their budget and needs.
Moxo reviews
Moxo has the following rating on Capterra and G2:
- G2: 4.5 out of 5 stars (from 143+ user reviews)
- Capterra: 4.2 out of 5 stars (from 20+ user reviews)
Unlike HoneyBook and Dubsado, quite a few users highlighted prompt and helpful customer support. However, many users mentioned “hidden” pricing.
Perry, a small business owner from the USA, said: “They don’t list pricing, won’t disclose it, won’t discuss it and keep trying to avoid it until they sell you on everything they want to know about you.”
10. SmartVault
SmartVault is a cloud-based document management and client portal platform for accountants, community banks, credit unions, educators, and healthcare professionals. It offers a secure way to store, share, and collaborate on documents with your clients.
With SmartVault, you can easily request documents from clients, streamline document workflows, and automate tasks. The platform also includes a client portal, allowing clients to securely access and share documents with you.
Benefits of SmartVault
With SmartVault, you can:
- Store all your important documents in one place
- Share documents with clients securely
- Manage all tasks on the go with a mobile app
- Automate tasks like document collection and approval
- Collect electronic signatures
- Easily integrate with popular software like Microsoft 365, Google Suite, Salesforce, Intuit, QuickBooks, DocuSign, Xero, and Freshbooks, to name a few.
SmartVault pricing
SmartVault has four pricing options to fit different needs.
You might need a more advanced plan depending on your industry and business size.
For example, if you are a healthcare provider working with clients, you need a HIPAA-compliant client portal. SmartVault offers this starting at $65.
You could also consider Copilot, which has HIPAA compliance and the option to sign a Business Associate Agreement (BAA).
SmartVault reviews
SmartVault has the following rating on Capterra and G2:
- G2: 4.3 out of 5 stars (from 96+ user reviews)
- Capterra: 4.3 out of 5 stars (from 126+ user reviews)
While many former users like how easy it is to use SmartVault and appreciate its secure file sharing, some have complained that it’s too expensive for what it offers.
Looking for a solution to manage your clients?
In this article, I discussed ten Hubflo alternatives, which can be a great fit for your business depending on your current needs and future goals.
If I had to pick just one, I’d recommend Copilot.
I’ve used it myself, and I like its user-friendly interface. Copilot can help you manage your clients, from creating contracts and getting signatures to communicating and sharing files.
Join a 14-day free trial and see how Copilot helps you accelerate your business growth.