Client Hub

Overall: Client Hub has been a great investment for my Business, and excellent Choice! I tried 4 other PM Apps, and finally found Client Hub. I no longer struggle with multiple boards and calendars to keep things going. I also like the fonts they use, and how the different screens are clear cut, crisp, and easy on the eyes. Once I committed to putting everything in Client Hub, it was literally a relief. I also like the reminder that you are past your due date on something; makes you sit up and take notice! The people at Client Hub Support are great to work with too!

Pros: It is easy to implement, and basically replaced 2 Glass boards, 2 White Board Calendars, 1 Pocket Chart, and two regular Calendars. Yep, I had a whole corner of my Office with all that Planning Paraphernalia going on! Once I understood how easy it was, I took off, put Clients in, started Templates, and was ready to run! It tracks where you are at, and is a nice font to read, very clean looking screens. By the way, the Templates are wonderful; you can customize any way you want them to be, and add new ones very easily. I also learned that I didn't want to do Client Invoicing out of any Project Management; I already have QB for that, so I no longer muddy the waters. I use Client Hub to organize what is happening on a Daily Basis in my business, and to communicate with Clients far easier than before. If I have certain things that require a Timer, I just click it on, keep the Time, and print out a report, and I am good to go. I like that I know in detail everything a Client is being billed for; it is easy to add Notes in Client Hub.

Cons: I had to get used to Chat Support; they are responsive to questions, and do get back to you. I've learned that if I had a problem with something, Support would set up a time to call me. I think the main thing about Client Hub is that you can over think it, if you've come from harder to set up Apps previously. Once I realized it was much simpler to work with, I just took off with it.

Reasons for Choosing Client Hub: Client Hub is easier to get started with, and easier to use ongoing. It is what is what I needed to see as a Dashboard, and each individual client. The Portal is really nice, icing on the Cake. I like that I can take Notes, know exactly what happened on the Project at hand, and communicate with Clients better. The Templates are absolutely great, a real game changer for having great workflow ongoing.

Reasons for Switching to Client Hub: I needed something that worked, that was easy to use, and easy to look at. Along the way, I realized I did not want to do Customer Invoicing from any where other than my Accounting Program; I didn't need duplication. Client Hub Workflow is just so nice to use. Once you set up your first Client, pull in a Template, and Create the Project, you have figured it out, and can move forward easily.

Overall: Overall Client Hub has greatly simplified my practice. Previously I had three different apps - one for client communication, one for document storage, and a third for workflow. I was constantly logging into three places for my daily work... and I now have one app that "does it all".

Pros: The things I love most about Client Hub are the ability to set up a workflow for my client work and attach dates to it, so when I open CH I know exactly what work to do each day; the client tasks can be automated so I don't need to remember to ask clients for statements; and the easy document upload feature and unlimited document storage.

Cons: I'm not crazy about the chat feature. It's rare that I need to chat "live" with a client, and these messages tend to get forgotten, or I can't remember what I've addressed and what I haven't.

Reasons for Choosing Client Hub: I believe I selected CH because it was made by and for accounting professionals, and because it was simple to learn. There are a lot of great aps out there, but some of them had far more functionality than I need and I didn't want to spend a lot of time learning how to use them. With Client Hub, you can really be up-and-running very quickly.

Reasons for Switching to Client Hub: I made the switch because it save time in logging into 1 app daily instead of three, I can now have tasks + workflow + communication + document folders all in one place. An added bonus was that it saved me some money.