5 Best Hubflo Alternatives and Competitors in 2025

You might have tried Hubflo like we did. At first glance, it looks neat and easy to use.

But once client projects stacked up, the problems became obvious. You don’t get flexible role settings, customized invoicing, lead management is missing, and branding only comes with the costly plans. It’s enough to drive someone MAD. 

Hence, we spent weeks testing, rebuilding, and comparing. In the end, we found the tools that actually solved these issues. We’ve put everything together here for you. Let’s jump in.

Quick List of Top Hubflo Alternatives

If Hubflo’s limits are holding your agency back, here are five best alternatives to look at —

• Agency Handy: Best for full client control with branded portals, customized invoices, and lead tracking.
• ManyRequests: Great for selling packaged services with built-in checkout and smart forms.
• Copilot: Good for polished client experiences with billing, chat, and onboarding combined.
• SuiteDash: Best for teams needing deep automation and all-in-one backend systems.
• Bonsai: Ideal for freelancers who want simple proposals, tracking, and payments in sync.

Why Should You Consider a Hubflo Alternative?

Hubflo keeps things simple on the surface, but once your agency starts picking up steam, the limitations hit hard. We’ve seen this with teams that needed real control but got stuck behind rigid structures and pricing walls.

Here’s where most of the roadblocks tend to show up —

• Branding Control is Expensive: Sure, you can add your logo and tweak a subdomain. But true white-label features, like removing Hubflo’s logo or sending fully branded emails, only open up if you’re paying for the $299/month Unlimited plan. 
• Role-Based Access Feels Limiting: In Hubflo, you can set permissions and user roles, but only when you’re on the Unlimited and Enterprise plans. There’s no way to limit what sections someone can see or do. 
• Task Management Breaks Down Fast: Hubflo’s task boards handle the basic columns like “To Do” or “Done” and some checklist-level tracking. But when your project needs feedback, subtasks, or approvals, the scopes are limited.
• No Local Tax Rules: You won’t find support for applying taxes based on where your client lives. There’s no way to pre-set local rules for sales tax, regional VAT, or B2B exemptions. 

Quick Comparison Table of Top Alternatives to Hubflo

Below is a side-by-side feature breakdown to help you see how top Hubflo alternatives stack up on critical functions —

Top 5 Hubflo Alternatives for Client Management

To be honest, we took our time. We tested each of these platforms ourselves and spoke directly with agency owners using them day to day. Plus, we reviewed real user feedback across sites like G2, Capterra, and Reddit.

What follows is a practical breakdown of the top Hubflo competitors that solve the problems teams run into.

1. Agency Handy 

Agency Handy is the best alternative for agencies with Hubflo’s multicurrency limitations and lack of extensive service management. 

While Hubflo restricts you to single-currency operations, Agency Handy supports multiple currencies, including BDT, USD, and more. Plus, you can build a service catalog with multiple packages, layer in pricing options, and even offer trials. 

Managing leads also feels smoother here. Instead of guessing where a deal stands, you see a clear pipeline, from first contact to closing the contract. On the work side, you can break big jobs, set deadlines, and keep every task visible on a Kanban board. 

Also, time tracking is built in. So, whether you prefer live timers or quick manual entries, it tracks billable hours. Additionally, with white-label branding, automated invoicing via Stripe, PayPal, or crypto, and role-based access, you have a comprehensive client management hub.

Features of Agency Handy

Here’s a closer look at what Agency Handy brings to the table and where it leads over Hubflo:

Service Catalog

The service catalog lets you define your offers clearly. You can create detailed service entries with pricing, descriptions, and package options. Meanwhile, clients can browse, select, and purchase from a public or private catalog. 

You can also bundle multiple services into kits, like a branding + website combo. Then, it allows you to insert them directly into proposals, forms, or invoices. It’s a time-saver for teams offering repeatable, productized services.

Intake and Order Forms

You can build custom intake forms to collect project details from clients upfront, like deadlines, goals, or add-on preferences. Order forms work the same way, letting clients choose services and submit requirements. 

Once submitted, orders are automatically linked to client profiles, task boards, and invoices. It reduces your manual data entry and improves accuracy.

Granular User Roles and Permissions

With Agency Handy, you can assign clear roles, like Super Admin, Admin, Manager, and Assignee, each with specific permissions. It helps you control who can edit, view, or manage certain parts of the system. 

Whether it’s hiding financial data from freelancers or showing only select tasks to a client, access is fully customizable. Hubflo only offers this type of control in its higher-tier plans, but Handy includes it from the start.

Task Management

Agency Handy lets you break down large projects into organized steps. From there, you can leave internal comments, due dates, priority labels, and even client approvals. 

Moreover, you can track progress on a Kanban board and see exactly where things stand. Thus, you can easily manage complex projects and keep your teams on track.

Time Tracking and Timesheets

Agency Handy provides both live timers and manual entry options. That way, you can log accurate work hours. All entries flow into detailed timesheets where you can filter by task, team member, or project. 

It ensures full visibility of team productivity and prevents lost revenue from untracked work.

File Feedback

Instead of reviewing documents over email, Agency Handy lets clients comment directly on uploaded files. They can highlight areas, leave notes, and view file versions, all inside the platform.

In addition, you can upload designs, contracts, or videos and get clear, actionable feedback in one place. Recently, we added live website feedback to let clients comment directly on layouts during development.

CRM and Lead Management

Agency Handy gives you a full CRM that tracks leads from first contact through to conversion. You can add lead value, assign agents, track contact history, and move leads through stages like New, Contacted, Qualified, and Client. 

Once converted, the profile becomes a central hub, linking orders, tickets, messages, and billing. 

Fully Branded Client Portal

Agency Handy offers a white-labeled portal that feels fully owned by your agency. You can connect it to your own domain, change the logo, colors, and login screen, and even personalize the welcome message. 

That way, every client gets a secure space where they can access tasks, files, messages, and invoices. 

Multi-Currency Support

Agencies serving international clients often struggle with single-currency platforms. Agency Handy allows you to bill in BDT, USD, and other currencies to make transactions straightforward across borders. 

Thus, you can send invoices in a client’s preferred currency, reduce payment errors, and save time on manual conversions.

Here are other notable features Agency Handy offers —

• Built-in Ticketing System: Manage client support requests with file attachments, priority levels, and complete resolution histories.
• Tax Rate Configuration: Set tax rates by region, state, or country. Supports inclusive and exclusive tax logic for global compliance.
• Appearance Customization: Define button colors, sidebar design, and hover effects to keep the interface aligned with your brand.
• Custom Domain: Link your own web address (e.g., client.yourbusiness.com) for a professional client login experience.
• Sign-in Portal: Create a branded welcome page with custom headings, subtext, and visuals to match your identity.
• Email Setup: Configure SMTP, SPF, and DKIM for secure delivery; automate emails with branded templates for tasks, invoices, and reminders.
• Email Templates: Build and customize workflow-based templates for sign-ups, proposals, tasks, and client notifications.
• Custom Invoices: Generate detailed invoices with linked orders, taxes, discounts, and multiple currencies for complete billing flexibility.

Best Use Cases of Agency Handy

Here are some practical applications of Agency Handy —

• Marketing Agencies: Manage campaigns, track billable hours, and deliver reports through a branded portal while keeping client communication in one place.
• Design Studios: Share drafts, collect file feedback, and showcase past projects in the portfolio feature to win new clients faster.
• Freelancers and Consultants: Use invoicing, time tracking, and CRM tools to handle multiple clients without needing separate apps.
• IT and Development Teams: Break complex projects into tasks, embed GitHub or Figma, and track progress with Kanban boards for smoother delivery.
• Event Management Firms: Collect intake forms, track orders, and send automated invoices while giving clients a clear timeline and updates.
• E-commerce and Service Providers: Offer multi-package catalogs, coupons, and add-ons so clients can choose and pay for services online with ease.
• Legal andd Accounting Professionals: Securely manage client files, track case or account progress, and simplify recurring billing with subscription management.

Pros of Agency Handy

• Combines CRM, invoicing, and project tools in one
• Speeds up client onboarding and proposal delivery
• Makes service packaging and upselling easier
• Supports multiple payment gateways out of the box
• Strong customer support with fast response times
• Reduces tool switching and manual setup effort
• Affordable plans with access to core features

Agency Handy Pricing

Agency Handy has three pricing tiers designed to fit various business needs. Here’s the breakdown –

Our annual plans come with 4 months free, so it’s easy for you to scale without overspending.

What Do People Say About Agency Handy?

Rating on Capterra: 5 out of 5

“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.

Rating on G2: 5 out of 5

“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.

Rating on Product Hunt: 5 out of 5

“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed

Why Should You Choose Agency Handy Over Hubflo?

Let’s see how Agency Handy stacks up against Hubflo.

2. ManyRequests

ManyRequests stands as a solid alternative to Hubflo with its branded checkout forms. Your clients can view your services, fill out a lead form, and pay from the same page. 

But the part that really puts it ahead of Hubflo? The lead form doubles as a project brief and instantly creates a task in your dashboard. Plus, clients log in to see their projects, payments, shared files, and updates. 

Meanwhile, you can assign tasks based on workload, track time, and have invoices ready the moment work is marked complete. 

You’ll come across Bonsai later, and while it’s reliable for freelancers, ManyRequests brings in more structure. Its conditional logic in forms lets you collect exactly what you need before starting a project.

Key Features of ManyRequests 

Here’s a breakdown of the key features that make ManyRequests stand out —

• Custom-Branded Client Portal: Create a fully white-labeled portal using your own domain, brand colors, logos, and welcome videos.
• Service Catalog Display: Showcase your services with pricing, descriptions, and checkout forms that help clients understand and purchase faster.
• Lead Capture with Smart Forms: Collect detailed project briefs using lead forms with conditional logic that triggers based on user response.
• Self-Serve Client Onboarding: Automatically onboard new clients with step-by-step guidance, embedded resources, and helpful tips within the portal.
• Stripe Payment Integration: Accept payments securely via Stripe, with support for one-time, recurring, and post-project payments.
• Feedback and Review Requests: Prompt clients to leave feedback after projects to monitor satisfaction and highlight areas for improvement.
• Permission Controls: Manage access levels for team members and clients to keep data secure and workflows organized.

Pros of ManyRequests 

• Makes selling services feel professional and productized
• Custom client portals with full white-label branding
• Simple to set up and easy to use
• Great dashboard for project and team visibility
• Automated invoicing and lead form workflows

Cons of ManyRequests 

• Pricing may be steep for small teams
• Limited fit outside agency or freelancer use

ManyRequests  Pricing

There are four pricing plans available –

1. Starter: $99/month or $79/month billed yearly. It includes unlimited clients, basic modules, and custom domain setup.
2. Core (Most popular): $149/month or $119/month billed yearly. You get everything in Starter, plus time tracking, design annotation, and Zapier integration.
3. Pro: $399/month or $319/month billed yearly. It offers all Core features, white label branding, affiliate tools, and email customization.
4. Enterprise: Built for larger teams with over 25 users. Offers Contact to get a custom quote.

What Users Say About ManyRequests?

Rate on TenereTeam: 4.5 out of 5

Is ManyRequests Better than Hubflo?

For service businesses selling packaged offers, ManyRequests stands out with its lead form checkout. Meanwhile, if your workflow relies on workspace templates, strict access controls, or detailed financial reporting, Hubflo’s structure may serve you better.

3. Copilot 

Copilot steps in as the best Hubflo alternative, thanks to its centralized, branded portal that covers the full client lifecycle. 

When a new lead comes in, Copilot auto-generates a workspace. It sends the welcome email, delivers the intake form, handles signatures, and issues the invoice. 

Compared to ManyRequests, which handles service requests and task tracking well, Copilot builds in more depth. It connects a CRM, file sharing, billing, contracts, and client messaging under one login. See, everything runs through the CRM. 

For freelancers managing repeat clients or agency owners tired of onboarding chaos, Copilot brings the order.

Key Features of Copilot 

Here’s a breakdown of Copilot’s key features —

• Client CRM: Manage client profiles, notes, and activity timelines from one place to keep communication and project history organized.
• Branding and Custom Domain: Reinforce your brand by adding your logo, colors, and custom domain to the portal to ensure a smooth client experience.
• Client Portal: Create a white-labeled portal where clients can securely access messages, files, invoices, forms, and more in one spot.
• Messaging: Send and receive secure, real-time messages directly in the portal to streamline client communication without emails.
• Invoices: Create and send branded invoices with options for one-time or recurring billing, and get paid via Stripe or ACH.
• Payments: Accept payments globally with integrated Stripe and ACH, complete with automated receipts and payment reminders.
• Forms: Collect structured client data through fully customizable forms that can be shared and submitted right inside the portal.

Pros of Copilot 

• Simplifies client onboarding and service delivery
• Easy to manage recurring services and retainers
• Clean, professional portals build client trust fast
• Messaging, files, and payments in one place
• Secure communication and file-sharing built-in

Cons of Copilot 

• Steep pricing for small or early-stage businesses
• Less suitable for high-volume transactional services

Copilot Pricing

Copilot keeps things simple with four plans –

1. Starter: $59/month or $39/month billed yearly. It covers 1 internal user, supports up to 50 clients, and gives access to 100 automation tasks. 
2. Professional: $189/month or $149/month billed yearly and comes with 3 internal users (+$49 per extra user), up to 500 clients, 1,000 automation tasks, and extras.
3. Advanced: $499/month or $399/month billed yearly. It supports 5 internal users (+$79/user), unlimited clients, and unlimited automation. 
4. Enterprise: Reach out to Copilot for customized pricing.

Most importantly, all plans come with a 14-day free trial and no credit card required.

What Users Say About Copilot?

Rate on G2: 4.8 out of 5

“My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing.” – Leah M.

Is Copilot Better Than Hubflo?

Yes, especially when it comes to customizing customize the domain, email, and even the apps. Copilot’s branded client portals feel more professional. That said, Hubflo can still be a great fit for small teams who don’t care much about custom branding or automation.

4. SuiteDash

When it comes to Hubflo alternative, SuiteDash excels by offering deeper customization. From your own domain and branded login pages to multi-language support, everything’s customizable.

Also, the “Flow” automation handles onboarding, proposals, contracts, and payments with ease. Plus, you can set exact visibility rules for clients and teammates. 

Things get even better as SuiteDash has built the CRM, tasks, invoicing, scheduling, and messaging to work together.

That said, Copilot is great for smooth, branded delivery. But if you want more control, SuiteDash offers way more backend flexibility.

Key Features of SuiteDash 

Here’s a clear breakdown of its core features and what they help you do —

• Client Portals: Create custom-branded client portals where users can log in, view documents, messages, and complete tasks securely.
• White Labeling: Customize everything from logos and domain to login screens and emails to present SuiteDash as your own platform.
• CRM: Manage contacts, track leads, and build detailed customer profiles with activity timelines and deal status in one place.
• Project Management: Organize tasks, assign responsibilities, set deadlines, and collaborate with team members using built-in project tracking tools.
• Invoicing and Subscriptions: Generate professional invoices, collect one-time or recurring payments, and automate billing reminders for faster cash flow.
• Custom Forms: Design client intake, feedback, or order forms and embed them anywhere.

Pros of SuiteDash 

• Fully white-labeled portals improve client trust
• Unlimited users and clients on all plans
• Built-in CRM and invoicing simplify operations
• Client-side automation improves service efficiency
• Built-in tools reduce the  need for third-party software

Cons of SuiteDash 

• Overwhelming setup for first-time users
• Customization requires time and technical patience

SuiteDash Pricing

SuiteDash offers three flexible plans designed to grow with your business and a 14-day free trial to explore everything risk-free.

1. Start: $19/month or $180/year. This includes unlimited clients, team members, CRM, white-label portal, email campaigns, and a branded mobile app.
2. Thrive (Most popular): $49/month or $480/year. It adds drip marketing, dynamic proposals, deal pipelines, custom folders, and 500GB storage.
3. Pinnacle: $99/month or $960/year. You get advanced automation, onboarding flows, LMS, support tickets, task dependencies, and 2TB storage.

What Users Say About SuiteDash?

Rate on G2: 4.8 out of 5

“The client portals are incredibly professional, the automations save me tons of time, and I don’t have to juggle 5+ tools anymore.” – Minel P.

Is SuiteDash Better Than Hubflo?

Yes, SuiteDash is better than Hubflo due to its service tools, like email marketing, proposals, onboarding flows, and even a learning management system. Still, Hubflo can be a solid choice for smaller teams that just need a simple, lightweight space to manage tasks and internal projects.

5. Bonsai

If Hubflo feels a bit much to set up or maintain, Bonsai is a solid alternative that gets straight to the point. It brings everything from client CRM to proposals, contracts, time tracking, and invoicing into one space.

The real benefit of Bonsai is that each feature is connected. When your client signs a proposal, it flows right into your project list. Track time on a task? That time shows up in your invoice automatically. 

Plus, Bonsai also offers pipeline tracking, so you can follow each deal easily. 

Now, SuiteDash offers more customization, sure. But with that comes setup time and a learning curve. Bonsai skips the configuration hassle and delivers a plug-and-play system that’s easy to get started with, even on a busy week.

Key Features of Bonsai 

Here’s a breakdown of its core features designed to simplify your workflow and save you time.

• CRM Software: Manage client profiles, contact details, notes, and pipeline stages to keep relationships and deals organized.
• Pipeline Tracking: Track prospects as they move through the sales funnel, from inquiry to signed contract and payment.
• File Sharing: Consolidate all documents, contracts, and deliverables in one central location that’s easy to access and manage.
• Custom Forms: Create branded intake, feedback, or survey forms that sync directly with client profiles and projects.
• Branded Client Portal: Provide clients with a secure, white-labeled space to view updates, invoices, files, and timelines.
• Task Management: Assign tasks, set deadlines, and track progress using Kanban boards, Gantt charts, or recurring task templates.
• Time Tracking: Capture billable and non-billable hours with a built-in timer and generate accurate timesheets linked to projects.
• Invoicing Software: Generate professional invoices with customizable branding, late fees, and global payment options in seconds.

Pros of Bonsai 

• Clean, intuitive design makes setup and use easy
• Time tracking links directly to invoicing workflows
• Built-in contracts and templates save time and effort
• Branded client portal improves professionalism and trust
• Automations reduce repetitive admin and follow-ups

Cons of Bonsai 

• Some UI elements feel cluttered or underdeveloped
• Onboarding flow lacks full end-to-end automation

Bonsai Pricing

You get four clear plans from Bonsai. Each one includes a free trial so you can try before paying, no credit card needed.

1. Basic: $15/user/month or $9/user/month billed yearly. Includes time tracking, task management, CRM, unlimited projects and clients, mobile apps, and a service library.
2. Essentials: $25/user/month or $19/user/month billed yearly. Everything in Basic, plus invoicing, proposals, contracts, scheduling, forms, client portal, etc.
3. Premium: $39/user/month or $29/user/month billed yearly. It adds project insights, Gantt charts, client messaging, productivity reports, etc.
4. Elite (Most popular): $59/user/month or $49/user/month billed yearly (3-user minimum). 

What Users Say About Bonsai?

Rate on G2: 4.3 out of 5

“Bonsai has helped me organize my business and speed up my workflows for every step of client and project management. The biggest benefit so far, is the time that has freed up for me to focus on designing.” – Bernie D.

Is Bonsai Better Than Hubflo?

For solo professionals or small teams, Bonsai’s end-to-end workflow makes life easier. Hubflo, on the other hand, makes more sense if you’re managing structured service bundles or repeatable projects.

Key Features to Look For in a Hubflo Alternative

If Hubflo’s limited flexibility or tiered restrictions are getting in the way, switching tools can feel like a reset. But not every platform fills those gaps equally. Here are five essential features to prioritize when looking for an alternative to Hubflo:

Full Branding Control

Choose a platform that lets your brand take the spotlight. You should be able to use your own domain, upload your logo, tweak the color scheme, and customize login pages and notification emails. 

When the portal feels like an extension of your company, it helps build long-term client trust.

Role-Based Access and Permissions

Make sure the tool allows you to set access levels based on roles. Whether it’s hiding sensitive budgets from contractors or giving clients limited visibility, this kind of control keeps everyone focused on the right information.

Flexible Task and Project Management

Look for task boards that adapt to how your team actually works. We always prefer features like due dates, internal notes, and client-side approvals. Also, see if the alternative offers a Kanban board for visual progress tracking.

They help to manage progress without having to switch between conversations or scattered tools.

Custom Invoicing and Tax Setup

The invoicing setup should work around your business needs, not the other way around. Find a tool that lets you style invoices to match your brand, apply location-specific tax rules, add discounts, and support recurring billing. 

Bonus if it lets you link invoices directly to projects or proposals.

Scalable Pricing

Avoid tools that charge a huge amount for basics. Instead, go for a platform that gives you the core features, like client portals, CRM, billing, and task management, from day one. 

Most importantly, pricing should stay predictable as your team or workload grows. It should lock key features behind premium plans.

What’s the Best Hubflo Alternative?

Agency Handy is the best alternative to Hubflo, especially if your team needs more control and flexibility without bloated pricing. Its white-labeled client portal, role-based permissions, and built-in service catalog offer deeper customization out of the box. 

Unlike Hubflo, even the starter plan lets you manage invoices, tasks, and CRM pipelines without restrictions. Plus, the dashboard is clean, customizable, and built for real workflows. 

In addition, you can embed tools, configure tax by region, track time in real time, and simplify feedback, all from one place.

Final Words

Finding the right Hubflo alternative really depends on where your team feels the friction. It could be either limited invoice controls, rigid portals, or gated features. 

Some tools prioritize sleek checkouts or real-time feedback. Others focus on automating the full client journey. But at the end of the day, it’s about getting real value for what you pay.

Now, if you’re weighing budget against practical benefit, Agency Handy brings that balance. It gives you a fully branded client portal, flexible invoicing with multi-currency and tax logic, plus a user-friendly dashboard.

FAQs

What are the best alternatives to Hubflo?

Popular Hubflo alternatives include Agency Handy, ManyRequests, Copilot, SuiteDash, and Bonsai. Each offers varying levels of branding, workflow automation, CRM tools, and client experience features.

Do any Hubflo alternatives support multiple currencies and languages?

SuiteDash supports multi-language portals and custom tax settings. Meanwhile, Copilot and Agency Handy also allow multiple currencies and region-based tax logic. Be sure to confirm payment gateway compatibility based on your country.

Do these alternatives require technical setup or onboarding help?

Some tools like Bonsai and ManyRequests are more intuitive and require minimal setup. SuiteDash, on the other hand, offers strong customization but may feel complex at first. Most platforms offer support documentation or onboarding calls to ease the process.