This is your agency from the inside

Clients, projects, sites, invoices and tickets, all connected. Pick a module and see how it shows up in the hub.

Dashboard
Agency-wide view
Search the hub…
Clients
24
Projects
9
Invoices
6
Tickets
3
PendingClientStatus
Redesign proposal Estudio Norte Sent
Weekly backup Clínica Delta OK
INV-0041 Tienda Sur Overdue
Update plugins Hotel Faro Pending
Illustrative view of the hub with sample data.

Every feature, and what it replaces

Every module, on every plan. Each feature replaces tools you use separately today.

General
  • DashboardThe whole agency on one screen
  • ClientsEach client’s profile
    ReplacesHubSpotPipedriveSpreadsheets
  • PartnersWho brings you projects, and their clients
  • ContactsThe people at each client and partner
  • Partner and client portalWith your logo, colors and domain
    ReplacesSuiteDashMoxieHoneyBook
Operations
  • ProjectsTime estimates, deadlines and tasks
    ReplacesAsanaClickUpTrelloJira
  • MaintenancesYour connected WordPress sites
    ReplacesManageWPMainWPUptimeRobot
  • ServersDetails and status for each server
    ReplacescPanelSpreadsheets
  • DomainsExpiry dates and SSL status
    ReplacesRegistrar dashboardSpreadsheets
Sales
  • ProposalsPDF proposals, sent by email
    ReplacesBonsaiPandaDocHarvest Estimates
  • InvoicesInvoices with PDF and reminders
    ReplacesHoldedQuickBooks
  • Recurring invoicesInvoices that generate themselves
    ReplacesStripe Billing
Support
  • TasksTasks tied to projects and sites, with billable hours
    ReplacesHarvestTogglClockify
  • TicketsRequests that become tasks or proposals
    ReplacesZendeskFreshdeskShared inbox
  • NotesNotes in the context of each thing
    ReplacesNotionGoogle Docs
Communication
  • MailingEmails to contacts, with attachments
  • DocumentsEvery PDF in a single list
    ReplacesGoogle Drive

Features that make the difference

What takes up most of your time today, handled from the hub: sites, billing, requests and a branded portal.

Maintenance connected to the site

The client’s WordPress site, inside their profile: uptime, plugins, backups and reports, with Hubsly WP Manager.

[client-site].comUptime OK
WP
Updated
Plugins
3 pending
Backup
Today
Update plugins
  • Site and plugin status, with updates from the hub
  • Backups with direct download and a monthly report for the client
  • Related server and domain, with expiry dates and SSL in view

Billing that runs itself

Proposals and invoices with automatic PDFs, email delivery and recurrence for maintenance plans.

INV-0042Sent
Monthly maintenance[amount]
Extra hours · October[amount]
Total[total]
PDF generatedRepeats on the 1st
  • Approved proposal → invoice, without re-entering anything
  • Recurring invoices on the day you choose, with the legal attachment
  • Due-date reminders and the status of every payment

Client requests come in organized

A request arrives through the portal or a form and lands in the work queue, tied to its project.

Ticket · public formHigh
The contact form doesn’t submit
becomes
Task · Clínica DeltaAssigned
Check the form submission
  • Tickets with categories and an email alert when they arrive
  • One click to turn them into a task or a proposal request
  • Tasks tied to the project or maintenance plan, never loose

A branded portal for each client

With your logo, colors and domain. Clients see their projects, sites and invoices without asking you.

[Agency]portal.youragency.com
Hi, [client]
Project
68%
Tasks
4
Invoices
1
  • At hubsly.app/your-agency; on your own domain from Starter
  • Project progress, maintenance reports and invoices
  • They never see Hubsly: the brand is your agency’s

A portal for partners and clients

The agency sees it all, each partner their clients’ work, each client their own. Pick a module to see who sees what.

In-house work

Agency and team

The agency’s day-to-day
  • Clients, projects and sites
  • Tasks, tickets and documents
  • Team, hours and tools
  • Proposals & invoices
hubsly Your agency’s operations, in one place.
Select a module to see what each one does.
Partner access

Partners

Their client portfolio
  • Their linked clients
  • Those clients’ projects
  • Related proposals, invoices and tickets
Client access

Clients

Their own projects
  • Their projects and progress
  • Their tickets and documents
  • Their proposals and invoices

Who sees what

The same three levels: the agency and its team by role, each partner their clients’ work and each client their own.

Information
Agency and team
Partner
Client
Projects and tasksProgress, time estimates, linked tasks
By role
Their clients’
Their own
Maintenance and reportsSite status, plugins, backups, monthly report
By role
Their clients’
Their own
Servers and domainsExpiry dates, SSL, hosting details
By role
Their clients’
Their own
Proposals & invoicesPDF, payment status, recurrence
By role
Their clients’
Their own
TicketsSupport requests and their follow-up
By role
Their clients’
Opens and follows their own
MetricsActive projects, pending items and payments
By role
Their clients’
—
Team, roles and brandUsers, permissions, logo, colors and domain
Manages
—
—

Your information, kept safe

Measures that are on for every account, on every plan. Each agency has its own space, the connection is always encrypted and your data is yours.

  • Data separated by agencyEach agency lives in its own space. Its clients and partners see only what’s theirs.
  • Always encryptedMandatory HTTPS with HSTS: there’s no way to use Hubsly without encryption.
  • Encrypted passwordsThey’re never stored in plain text. Not even we can read them.
  • Rate-limited sign-in attemptsAfter several failed attempts, access is throttled. It stops brute-force attacks.
  • A log of who looks at whatAccess to credentials and sensitive data is logged with the date, time and IP address.
  • Roles and permissionsEach team member sees what their role allows. A client never sees another client, nor a partner another partner’s.
  • Your data is yoursExport everything whenever you want, on any plan. No one gets locked into a tool.
  • Nothing is deleted by a plan changeGo over a limit and you keep everything. You just can’t add more until you upgrade.
See every security measure →

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Every module, no card and no expiry.
You only pay as your agency grows.

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