JM
Jesus M.
Financial Planner
Small-Business (50 or fewer emp.)
"Hubly Experience"
What do you like best about Hubly?
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.
What do you dislike about Hubly?
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.