--- title: "Hubly Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Hubly Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10005214/Hubly/" page_type: "product" language: "en" --- # Hubly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Hubly ## What is Hubly? Gain visibility of activity across your financial advisory firm so that nothing will slip through the cracks. Track client progress from a single hub while providing a repeatable and customizable client experience at scale. Automated reminders notify you and your team of next tasks and Hubly maximizes efficiency by freeing you from tedious admin work – so you can focus on your clients. ## What is Hubly used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Hubly?[Manage this product listing](https://www.g2.com/products/hubly/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Hubly 5.0 (1) VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $79 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.2 (362) Value For Money 0.0 (0) Value For Money 4.3 (298) Customer Service 5.0 (1) Customer Service 4.1 (316) ## Hubly alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about Hubly Overview ### What company size and specific industries is Hubly built for? Hubly is designed for financial advisors and their teams in the USA, making it a fit for advisory firms of varying sizes within the financial services sector. Features and Usability ### What are the key features of Hubly? Hubly offers CRM, contact management, customer engagement, and workflow management as core capabilities. It also includes activity dashboards, alerts and notifications, customizable templates, reporting and analytics, and financial management features such as general ledger support for financial institutions. Integrations ### Which third-party tools and platforms does Hubly integrate with? Hubly integrates with 3 third-party platforms: Redtail CRM, Wealthbox CRM, and Zapier. The catalog focuses on CRM connections for client data management and Zapier for linking Hubly with additional apps and workflows. Getting Started and Support ### What training and onboarding options does Hubly offer? Hubly provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced walkthroughs of features and setup steps. Getting Started and Support ### What customer support options does Hubly offer? Hubly provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common issues with the support experience. ## Features AI summary Based on 1,520 Financial CRM reviews According to Capterra reviewers, these are the financial services features buyers prioritize most when evaluating a solution: - **Transaction Monitoring** (**50%** of reviewers rated this feature as critical) - **Electronic Payments** (**50%**) - **Transaction History** (**40%**) Hubly focuses on other areas of financial services operations rather than these reviewer-prioritized features. Based on the available coverage data, there are no additional high-priority capabilities listed for this product to highlight here. Activity Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Hubly 11 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - General Ledger: Centralized accounting record which tracks all financial transactions - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Basic $79.00 Per User,Per Month ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Office Manager Financial Services ### "Hubly solved our workflow problems!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2023 Pros Hubly is very intuitive and easy to use. All of our workflows, once built out and implemented, are so helpful in our day to day work. Cons Some of the workflow triggers are not very straightforward, but there are workarounds to fix this. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail Workflows were not working for us! We still use Redtail as a CRM. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.