10 Best Hubflo alternatives and competitors: Reviewed in 2025

I spent weeks comparing Hubflo and its alternatives to see which tools make client management easier by connecting post-sales work, billing, and client updates in one place in 2025.

10 Best Hubflo alternatives and competitors: At a glance

Client management software can look similar at first, but the real differences show up in how they handle client delivery, billing, and day-to-day communication. Some focus on simple workflows, while others bring everything into one portal. Let’s compare the 10 best Hubflo alternatives in 2025:

Why I looked for Hubflo alternatives

Hubflo helps service teams organize projects, invoices, and client communication in one workspace, but its flexibility starts to taper off as operations grow. It works well for smaller service businesses building structure, yet I’ve seen growing firms struggle to customize permissions, reports, and branded experiences without hitting plan limits.

Even though Hubflo keeps client work organized, I’ve found pricing climbs quickly as usage expands, and most advanced features stay locked behind higher tiers.

From testing and user feedback, these are the main reasons teams look for Hubflo competitors:

• Customization limits: Branding, permissions, and workflow layouts are harder to adjust without upgrading to premium tiers.
• Pricing scalability: Plans climb quickly as internal users and clients increase, making it harder for growing teams to stay cost-efficient.
• Client visibility: Clients can access invoices and updates, but the experience feels more like a project tracker than a true branded portal.

1. Assembly: Best for all-in-one client management

We built Assembly for service teams that want to manage client work after the sale without juggling different systems for billing, contracts, and communication. Everything your clients need to review, sign, and pay is organized in one secure workspace.

When a client signs a document, it links to their record automatically. That way, renewals, invoices, and files are easy to find later. Our billing tools support both one-time and recurring payments, and shared messages stay connected to the right client record to prevent confusion.

The Assembly Assistant also helps your team prepare faster. It knows each client’s history, files, and notes. Before a meeting, it gathers recent activity and drafts updates so your team can focus on the conversation instead of the admin.

Each portal carries your branding and connects with tools like Airtable, ClickUp, and Calendly. You can also use Zapier or Make to automate reminders, invoice follow-ups, or file updates so your entire client process stays connected.

Why it beats Hubflo

• Faster setup: You can invite clients, import records, and create branded portals in a few hours.
• Custom billing: Supports subscriptions, payment links, and invoices in one view.
• Branded portals: Every client workspace reflects your domain and identity.
• Connected communication: Messaging, billing, and contracts live in the same thread.
• AI-powered prep: Assembly Assistant summarizes recent activity for faster meeting prep.

Pros

• Combines billing, contracts, and messaging in one platform.
• White-label client experience with full branding control.
• Built-in automation through Zapier and Make.

Cons

• Limited accounting-specific reports.
• Some automation features require higher plans.

Pricing

Assembly pricing starts at $39 per month for one internal user and up to 50 clients.

Bottom line

Assembly connects billing, contracts, and communication in one branded client portal that keeps post-sales work organized. This setup shortens onboarding and improves visibility for every client. If your team needs detailed accounting or heavy document workflows, you may find SmartVault or SuiteDash more suitable.

2. Agency Handy: Best for agencies managing multi-currency clients

Agency Handy focuses on giving agencies better control over billing and client operations as they grow. When I tested its multi-currency tools, I found that invoicing, tax setup, and role permissions connect smoothly in one workspace. 

Each client record ties projects, invoices, and messages together, which makes it easier to track delivery and revenue side by side. 

The service catalog helps teams price and package recurring work consistently, while automated invoicing and time tracking improve accuracy. Combined with regional tax logic, it gives agency owners a clear picture of financial health across every client account.

Why it beats Hubflo

• Multi-currency billing: Invoices clients in local currencies with regional tax support.
• Custom permissions: Sets clear access levels for staff and clients at every stage.
• Service catalog: Simplifies packaging and tracking for repeatable services.

Pros

• Integrated time tracking and client CRM.
• White-label portal with tax configuration options.
• Supports Stripe, PayPal, and crypto payments.

Cons

• Limited integrations with external systems.
• Interface can take time to learn.

Pricing

Agency Handy pricing starts at $47 per year for the base plan.

Bottom line

Agency Handy centralizes client projects, billing, and communication in one connected workspace. Its tax logic and multi-currency features make it practical for cross-border agencies. If you’re looking for deeper automation or fully branded client portals, SuiteDash or Assembly could fit better.

3. SuiteDash: Best for teams needing deep customization

SuiteDash combines CRM, project management, and billing into one customizable platform for service businesses. 

I tested how its permission controls and automation tools work together, and I noticed the platform is built for teams that want to manage every detail of client access and workflow. Each workspace can be branded with your domain, logo, and color scheme, which makes it flexible for agencies managing clients under different brands.

You can build task templates, automate reminders, and connect billing to project milestones. I liked that every client gets a private dashboard that shows progress, files, and invoices in real time. For agencies comparing marketing agency tools, SuiteDash stands out for how much configuration it offers across permissions, portals, and automations without relying on external plugins.

Why it beats Hubflo

• Custom branding: Each portal can match your domain, logo, and color palette.
• Advanced permissions: Controls what staff and clients see at every project stage.
• Automation builder: Connects tasks, billing, and approvals in a single workflow.

Pros

• Full white-label customization.
• Unlimited clients on all plans.
• Built-in CRM, invoicing, and file storage.

Cons

• Takes time to configure for larger teams.
• Interface can feel heavy with multiple modules enabled.

Pricing

SuiteDash pricing starts at $180 per year for the Starting Smart plan.

Bottom line

SuiteDash helps agencies and service teams manage every part of the client relationship in one flexible system. Its depth of customization makes it strong for firms with multiple brands or complex permissions. But if you prefer a simpler setup focused on client communication, you may want to look at HoneyBook or ClientPortal.

4. Bonsai: Best for freelancers managing projects and billing

Bonsai focuses on simplicity for freelancers who need to manage projects, contracts, and billing. I liked how proposals, contracts, and invoices all connect through one workflow during testing. 

You can send a proposal, convert it to a contract, and collect payment automatically once it’s signed. Each project includes time tracking, task lists, and expense logging, so you always know where hours and revenue are going. 

The reporting dashboard gives a quick snapshot of income trends, overdue invoices, and client activity. For freelancers who want to manage every stage of client work without using multiple tools, Bonsai makes that process much easier to maintain.

Why it beats Hubflo

• Freelancer focus: Combines contracts, tasks, and payments in a simple interface.
• Integrated time tracking: Links hours directly to invoices for accurate billing.
• Client collaboration: Lets clients approve proposals and view progress in one dashboard.

Pros

• Easy setup with contract and invoice templates.
• Clear dashboard for tracking income and expenses.
• Supports recurring and one-time payments.

Cons

• Limited customization options.
• Collaboration tools are basic for multi-user teams.

Pricing

Bonsai pricing starts at $9 per user per month for the Starter plan.

Bottom line

Bonsai helps freelancers manage projects, contracts, and billing in one clean interface. Its automation and organization tools make daily client work easier to manage. If your business has grown beyond solo work, you might find ManyRequests or SuiteDash more adaptable.

5. ManyRequests: Best for productized service businesses

ManyRequests gives service providers a client portal where clients can purchase, submit, and track service requests. I tested how it manages recurring orders, and the platform clearly caters to teams that sell fixed-scope services. 

Each client gets a branded dashboard that shows project updates, payment history, and active subscriptions. You can also add service listings, checkout forms, and intake questionnaires, making it easier to turn requests into tracked deliverables. 

For teams turning their agency work into defined packages, ManyRequests provides structure without limiting flexibility.

Why it beats Hubflo

• Service storefront: Lets clients buy services directly through branded checkout forms.
• Automated onboarding: Triggers tasks and forms as soon as a payment is received.
• Branded dashboards: Gives clients visibility into projects and active subscriptions.

Pros

• Modern, user-friendly portal design.
• Built-in checkout and payment processing.
• Strong automation for recurring tasks.

Cons

• Pricing increases quickly with client volume.
• Limited advanced reporting tools.

Pricing

ManyRequests pricing starts at $19 per month for the base plan.

Bottom line

ManyRequests helps agencies package their services into repeatable offers with automated onboarding and client tracking. It’s a strong fit for subscription-based businesses that want predictable workflows. If you’re looking for a ManyRequests alternative with more client collaboration or customization, you might find SuiteDash or Assembly more suitable.

6. HoneyBook: Best for creative professionals and small studios

HoneyBook simplifies how creative teams manage clients, proposals, and payments in one organized system. I tested how it handles contracts and invoicing, and it’s clear that the platform is designed to keep smaller studios moving quickly. 

You can send a proposal, turn it into a contract, and collect payment all within the same workflow. Its automation tools send reminders for approvals and overdue invoices, while the timeline view helps track where each client stands. 

HoneyBook also includes a mobile app, which makes it convenient to manage projects on the go without losing context.

Why it beats Hubflo

• Fast client setup: Moves from inquiry to payment within minutes.
• Integrated proposals: Connects contracts and billing in one sequence.
• Visual timelines: Helps track client progress from start to finish.

Pros

• Simple interface with drag-and-drop forms.
• Reliable automation for reminders and follow-ups.
• Strong support for solo creatives and small teams.

Cons

• Limited reporting for larger firms.
• Few customization options for client portals.

Pricing

HoneyBook pricing starts at $29 per month for the Starter plan.

Bottom line

HoneyBook keeps client management simple for freelancers and small studios by combining proposals, contracts, and payments in one place. Its visual workflows make it easy to stay organized. If your team needs advanced branding or role-based access, Dubsado or SuiteDash might be a better match.

7. Dubsado: Best for freelancers building workflow automation

Dubsado gives freelancers the tools to automate contracts, invoices, and follow-ups in one connected system. I tested how its workflows operate, and each action, like sending proposals or scheduling appointments, can trigger the next automatically. 

The client portal organizes forms, signed contracts, and payments, helping both sides stay aligned. Dubsado also includes a scheduler for consultations and recurring invoices for ongoing work. 

The visual workflow builder takes some learning, but once set up, it keeps every project running smoothly with less manual work.

Why it beats Hubflo

• Workflow automation: Connects proposals, contracts, and invoices automatically.
• Recurring billing: Handles ongoing client work without manual reminders.
• Built-in scheduler: Lets clients book calls linked to their projects.

Pros

• Highly customizable workflows.
• Clean client portal for sharing files and forms.
• Supports automatic payment reminders.

Cons

• Setup can take time for new users.
• Reporting features are basic.

Pricing

Dubsado pricing starts at $200 per year for the base plan.

Bottom line

Dubsado helps freelancers automate every stage of client work from proposal to payment. Its flexibility saves time once workflows are configured. If you want a quicker setup or built-in analytics, HoneyBook or Bonsai may be easier to start with.

8. SmartVault: Best for accountants and compliance-focused teams

SmartVault is built for firms that handle sensitive financial documents and need secure sharing. I tested how its file-sharing and storage systems perform under typical accounting workflows, and it handled organization and access control well. 

Files are stored securely with encryption, and sharing links can be restricted by client or project. Version tracking keeps every update visible, which reduces the risk of duplicate or outdated files.

I also tested how it integrates with QuickBooks, Xero, and Microsoft 365, and the connections synced reliably without breaking file structures. The built-in eSignature tool worked smoothly for approvals, letting teams complete document reviews without leaving the platform.

Why it beats Hubflo

• Document security: Provides encrypted file storage and audit trails.
• eSignature tools: Enables secure signing directly in the client portal.
• Accounting integrations: Connects with QuickBooks, Xero, and Microsoft 365.

Pros

• Secure file sharing and access controls.
• Centralized storage for sensitive data.
• Integrated eSignatures for faster approvals.

Cons

• Limited branding and customization.
• Pricing scales quickly for larger teams.

Pricing

SmartVault pricing starts at $50 per user per month with a three-user minimum.

Bottom line

SmartVault helps accounting and legal teams manage sensitive files safely while keeping audit trails intact. Its integrations and security standards make compliance easier to maintain. If you want broader client communication or project management features, Assembly or SuiteDash may fit better.

9. HubSpot CRM: Best for sales-driven teams tracking new clients

HubSpot CRM focuses on helping teams manage pipelines, track client interactions, and automate outreach in one place. I used its pipeline and automation tools to see how they handle active sales processes, and the system responded quickly. 

The deal board updates in real time as you move opportunities through each stage, and workflow triggers send follow-ups automatically after calls or emails. Email tracking shows when messages are opened, while meeting links and scheduling keep communication in sync. 

Every contact record stores notes, activity history, and tasks in one place, which cuts down on manual updates. For teams that want structure around sales and client onboarding, HubSpot CRM keeps everything connected.

Why it beats Hubflo

• Pipeline tracking: Visualizes leads from first contact to closing.
• Email automation: Sends follow-ups and reminders automatically.
• Free tier: Offers core CRM features without an upfront cost.

Pros

• Easy setup with free starter plan.
• Integrates with hundreds of external apps.
• Clean dashboard for sales and pipeline visibility.

Cons

• Limited client delivery features.
• Some advanced tools require premium plans.

Pricing

HubSpot CRM pricing starts at $9 per user per month for the Starter plan.

Bottom line

HubSpot CRM helps small teams manage outreach and sales pipelines efficiently. Its features keep leads, tasks, and communication in one structured view. If you’re ready to move beyond sales tracking into post-sales management, Assembly or ManyRequests can cover that next stage.

10. ClientPortal: Best for freelancers sharing files and updates

ClientPortal gives freelancers a lightweight way to manage client projects in a branded space. I tested how it organizes files and progress updates, and it works well for one-on-one client work. 

Each project is divided into modules where you can upload deliverables, add notes, and mark stages as complete. You can also embed the portal into your existing website or link it from emails for easier client access. It’s simple but effective for small businesses that don’t need complex CRMs or automation tools.

Why it beats Hubflo

• Lightweight design: Focuses on clear client communication and updates.
• Easy embedding: Works with existing websites or links for access.
• Custom branding: Lets freelancers apply logos, colors, and layout options.

Pros

• Straightforward setup and minimal learning curve.
• Clean client view for sharing deliverables.
• One-time or subscription payment options.

Cons

• Limited automation and reporting tools.
• Not built for multi-user teams.

Pricing

ClientPortal pricing starts at $25 per month, billed monthly.

Bottom line

ClientPortal helps freelancers present projects and updates in a simple, branded dashboard. It keeps client communication organized without extra tools or complexity. If your workflow requires automation or deeper integration, ManyRequests or SuiteDash may suit you more.

How I tested these Hubflo alternatives

To compare each platform fairly, I recreated a typical client workflow inside every tool. I opened new accounts, added mock projects, uploaded documents, and set up contracts and billing. 

The goal was to see how well each system supports ongoing client work once real collaboration begins. I paid attention to how organized the process felt and how much setup or maintenance each platform required.

Here’s what I analyzed during testing:

• Getting started: I noted how quickly teams could invite clients, share files, and send their first invoice without outside tools.
• Automation depth: I tested how each platform handled recurring tasks, reminders, and approvals to replace manual steps.
• Client access: I checked whether clients could log in, view updates, and make payments without confusion.
• Internal management: I looked at how teams assign roles, share visibility, and coordinate permissions for different projects.
• Billing workflow: I reviewed how invoices, renewals, and payment records were tracked and linked to client profiles.

This approach helped me see which tools make daily client operations smoother and which ones still leave teams working across disconnected systems.

How to choose your Hubflo alternative

Finding the right Hubflo alternative comes down to what slows your team down most. Some tools make collaboration and onboarding faster, while others give you tighter control over billing or permissions.

Choose:

• Assembly if you want one platform where clients can sign, pay, and message your team in a branded portal.
• Agency Handy if you work with global clients and need flexible tax, currency, and access controls.
• SuiteDash if you need full control over branding, permissions, and how clients view projects.
• Bonsai if you’re a freelancer who wants fast contracts, invoices, and payment tracking.
• ManyRequests if your business runs on fixed or recurring service packages.
• HoneyBook if you want a quick setup and automation for proposals and payments.
• Dubsado if you prefer building automated workflows for every client task.
• SmartVault if security and compliance are essential to your document management.
• HubSpot CRM if you want to track leads and deals before clients sign.
• ClientPortal if you only need a simple, branded space to share updates and deliverables.

My final verdict

Hubflo brings structure to client work, but as operations grow, I’ve found that teams often need more flexibility across billing, communication, and project tracking. Many tools handle one part of the process well, but few connect every stage of client delivery in a way that stays organized and easy to manage.

I noticed that smaller teams usually go for Bonsai or HoneyBook because they’re quick to set up, while firms that care most about compliance or financial accuracy often choose SmartVault or Agency Handy. Each tool has its strengths, but they tend to focus on one area instead of the full client journey.

After testing them side by side, I think Assembly is the one that ties it all together. It links contracts, billing, and communication in a single branded workspace so teams can see everything in context. That clarity helps keep projects and payments aligned as client work grows, without adding extra steps to the workflow.

Ready to switch from Hubflo? Start here

Teams often begin searching for a Hubflo alternative once daily client work outgrows simple task lists and static billing tools. As projects become more complex, flexibility and connection between systems matter more than structure alone. Assembly combines contracts, payments, and communication in one workspace built to support how your team actually operates.

Here’s what you can do with Assembly:

• See the full client record: Notes, files, payments, and communication history stay linked in one place. You never have to flip between systems or lose context when switching from sales to service.
• Prep faster for meetings: The Assistant pulls past interactions into a clear summary so you can walk into any call knowing exactly what’s been discussed and what’s next.
• Stay ahead of clients: Highlight patterns that may show churn risk or upsell potential, making outreach more timely and relevant.
• Cut down on admin: Automate repetitive jobs like reminders, status updates, or follow-up drafts that used to take hours. The Assistant handles the busywork so your team can focus on clients.

Ready to try a Hubflo alternative that keeps your firm flexible and connected? Start your free Assembly trial today.

Frequently asked questions

What is the best Hubflo alternative for client management?

Assembly is the best Hubflo alternative for client management because it connects billing, contracts, and communication in one branded client portal. You can manage every stage of client work without switching between tools. Other strong options for customization or multi-currency billing include SuiteDash and Agency Handy.

Which Hubflo competitors offer client portals?

You can use Assembly, ManyRequests, and SuiteDash for client portals that include messaging, file sharing, and payment tracking. Each platform gives clients a secure space to access deliverables and updates. The right choice depends on how much branding and automation you need.

How much do Hubflo alternatives cost?

Most Hubflo alternatives cost between $19 and $50 per month, depending on features and team size. Tools like Bonsai and HoneyBook start on the lower end, while SmartVault and SuiteDash cost more for automation and permissions. Always compare pricing tiers for user and client limits.

Is Hubflo good for large teams?

Hubflo can support growing teams, but pricing scales quickly with more users and clients. You may find tools like SuiteDash or Assembly offer better flexibility for teams managing multiple brands or higher client volume.

What should you look for in a Hubflo replacement?

Look for a Hubflo replacement that connects billing, communication, and project tracking in one place. You should also check how each platform handles client access, automation, and reporting so your team spends less time managing tools and more time serving clients.