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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

Description

Cubicl is an innovative project management application designed to enhance team productivity by consolidating all project-related tasks into a single platform. It seamlessly integrates aspects of team collaboration, client management, and project oversight, providing users with a comprehensive toolkit. With features that allow you to convert incoming emails into tasks, manage your finances, share documents, monitor time spent on activities, and create personalized workflows, Cubicl empowers you to focus on business management rather than juggling multiple applications. Additionally, the built-in chat functionality fosters communication within your team. The Client Portal feature further enriches this experience by enabling you to handle and monitor customer support inquiries, whether they involve complaints, issues, requests, or suggestions, thereby facilitating effective feedback collection. Support Requests generated by your clients can be assigned to specific team members, allowing for streamlined communication and process tracking. Moreover, the bookkeeping component enables you to manage financial records, providing insights into your receivables and payables, making Cubicl an indispensable tool for business management. Overall, Cubicl not only simplifies project management but also enhances client relationships and financial oversight.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$32 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Client Hub

Founded

2017

Country

United States

Website

clienthub.app

Vendor Details

Company Name

Cubicl

Country

Turkey

Website

cubicl.io

Product Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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