63 ways HubWho replaces the rest of your stack.
Recurring billing, ACH and card payments through your own merchant, dunning, white-label customer portal, per-client margin reporting, and connected-platform KPIs. Below is the complete list, grouped by area.
Explore by area
An AI layer that does the busywork for you.
Never overspend a client's ad budget again.
Recurring billing that runs itself.
Get paid your way — to your own bank.
Know your numbers — and your clients'.
A portal your clients will actually use.
Connect your whole stack.
AI for agencies
An AI layer that reads your whole book of business and tells you what needs attention — before a client notices.
AI daily brief
Every morning, an AI-written rundown of what changed across all your clients — overspending ad budgets, failed payments, churn risks, SEO movement — each with a recommended next action.
Ask AI assistant
Ask plain-English questions like 'which clients are over budget this month?' and get answers grounded in your live HubWho data, not guesses.
Churn-risk scoring
AI scores each client's churn risk from payment history, engagement, and KPI trends so you can intervene before they cancel.
Conversation intelligence
Client messages summarized with detected intent and a suggested reply — triage your inbox in seconds.
AI SEO insights
Plain-English interpretation of each client's SEMrush, Search Console, and GA4 movement, with what to do about it.
Weekly AI digest
A scheduled email rollup of the week's wins, risks, and recommended actions across every client.
Proposal & content drafting
Draft proposals, client updates, and campaign copy in your agency's voice.
Per-agency AI budget caps
Set a monthly AI spend cap per agency; every call is metered, logged, and visible — no surprise bills.
Onboarding & standalone setup
HubWho is a standalone platform — it runs on its own, with a fast client-import on-ramp and per-client KPIs from the platforms your clients actually run on.
Standalone — no third-party platform required
HubWho runs entirely on its own. Billing, the client portal, and reporting all work without depending on any outside platform.
Encrypted per-tenant credential vault
Each agency stores their connected-platform credentials encrypted at rest with AES-256-GCM. Never exposed to the UI or other tenants.
Per-client KPIs from connected platforms
Pull review counts, listing accuracy, leads, and engagement straight from GoHighLevel, HubSpot, BirdEye, and Yext into per-client dashboards.
Per-client margin tracking
Set the wholesale cost you enter and retail price per product; HubWho surfaces wholesale-vs-retail gross margin per client, computed on demand.
CSV client import on-ramp
Bring your clients and subscriptions across with a source-agnostic CSV import from your spreadsheet or current tool, so you start from your real book of business instead of a blank slate.
Billing & payments
Invoicing, ACH, auto-drafting, and dunning — settled into your own merchant account, not ours.
Bring your own merchant
Connect Stripe Connect for instant onboarding, Square, OR a direct merchant account via Authorize.net for lower rates — all behind one PaymentProvider abstraction. One UI, multiple backends.
Recurring invoicing
Subscription-driven invoices generated on the schedule you set. Pulls quantities and prices from your tenant catalog.
One-off invoices
Send a custom invoice in seconds — pick a client, drop in line items, choose payment terms.
Auto-draft on due date
Saved card and ACH auto-pull when invoices come due. Configurable per-client default.
Plaid bank-link
End-clients link their bank account in seconds — HubWho stores the resulting ACH token at your processor.
Dunning sequences
Configurable retry cadence + reminder policies when a payment fails — three defaults (soft / standard / aggressive), fully customizable. Policy config is in place today; automated send is on the roadmap.
Late fees
Per-tenant late-fee config (flat or percent) applied automatically once an invoice goes past due.
Payment plans
Split a large invoice across N months automatically, with each installment auto-drafted on schedule.
Refunds + chargeback workflow
One-click refund (full or partial), automated dispute handling for Stripe, manual workflow for direct merchant.
Embeddable pay-now widgets
Drop a pay-now button or live balance badge onto any site or email with a snippet.
Stripe Tax
Sales tax calculated and remitted automatically when using Stripe Connect.
Ad-spend & budget guardrails
Know every client's ad spend across every platform — and catch overspending before the month closes, not after.
Cross-platform spend tracking
Track each client's ad spend across Google, Meta, Bing, and Yelp (plus LinkedIn and TikTok) in one rolled-up view.
Overspend pacing alerts
Straight-line pacing flags any client trending over budget before month-end — and surfaces it in the AI daily brief.
Per-client & per-platform caps
Set an overall monthly cap or per-platform caps; HubWho watches the burn and warns at under / on-pace / projected-over / over.
Live platform sync
Automatic spend import from each ad platform's API. Manual entry gives you full pacing and alerts today; auto-sync is next.
Drip & lifecycle email
Built-in, compliant email sequences so agencies can nurture and re-engage clients without a separate ESP.
Drip campaign builder
Build multi-step email sequences with delays, conditions, and reusable templates — pause and resume any time.
Pipeline auto-enroll
Automatically enroll clients into the right sequence based on lifecycle stage or event.
One-click unsubscribe + suppression
RFC-8058 one-click unsubscribe and a per-tenant suppression list — lawful sending out of the box.
Resend delivery + send log
Sending on Resend with a per-tenant log of every message delivered.
Open/click analytics + triggers
Engagement analytics and behavior-triggered sends (opened, clicked, paid).
Reporting & dashboards
Real-time visibility into revenue, margin, and the marketing KPIs your clients actually care about.
Per-client margin tracking
Your wholesale cost vs. your retail price, calculated and surfaced per client on demand.
Tenant dashboard
MRR, AR aging, churn, revenue, client count — all in one shell, refreshed in real time.
Recurring report scheduling
Set a cadence (1st of month, weekly, etc.) and HubWho generates and emails the client report automatically.
GA4 + Search Console sync
Pull each client's sessions, organic traffic, clicks, and rankings into their KPI view.
Aggregated KPI dashboards
KPIs per client rolled up across your connected platforms (GoHighLevel, HubSpot, BirdEye, Yext). Filter by date range, source, or client cohort.
Brandable PDF reports
Monthly client reports rendered as PDFs with your logo, colors, and contact info.
QuickBooks + Xero export
Sync invoices, payments, and credits to your accounting system. Reconciliation-ready.
1099 reporting
End-of-year contractor 1099s pulled from your payment records.
Integrations & data sync
HubWho is the hub — connect the tools your agency already runs on.
GoHighLevel
Two-way sync with GHL — contacts, pipelines, and KPI mapping into HubWho.
HubSpot
Sync HubSpot CRM data into per-client KPIs and billing context.
BirdEye & Yext
Reputation and listings KPIs pulled from BirdEye and Yext.
QuickBooks Online
Two-way invoice and payment sync for clean books.
Google & SEMrush
GA4, Search Console, and SEMrush signals — traffic, rankings, site-audit health — per client.
Standalone mode
Run HubWho on its own. Connected-platform credentials are generalized, so you can connect any provider you use.
Tenant API + outbound webhooks
A REST API over your own data, plus outbound webhooks on key events (invoice.paid, payment.failed, ai.* events).
End-client experience
A white-label customer portal your clients log into under your brand.
Custom-branded portal
Your logo, your colors, your support email. You can connect a custom domain (portal.youragency.com) now — full client-facing routing on it is rolling out.
Self-serve invoice payment
Clients view, pay, or autopay invoices directly. Saved payment methods supported.
Apple Pay & Google Pay
One-tap checkout wherever Stripe is the connected provider.
KPI snapshot for clients
End-clients see the marketing KPIs you're delivering — review counts, lead volume, call tracking — right in their portal.
Proposal → invoice conversion
Send a proposal, client accepts inline, HubWho converts it to an invoice automatically.
E-sign contracts
Dropbox Sign integration for service agreements. Stored against the client record.
Platform, admin & security
Multi-tenant by design, with the operator controls and isolation a serious agency platform needs.
Role-based access
Owner, billing admin, account manager, viewer. Permissions enforced in tRPC middleware AND Postgres row-level security.
Audit log
Append-only log of every meaningful action — credential changes, invoice edits, refunds, role changes — with actor, IP, and diff.
In-app inbox
Notifications from the audit log and your notification rules, collected into one inbox.
Super-admin console
Platform-side admin: tenant 360 drill-down, lifecycle actions, secure impersonation, partner-app review queue, and ops health.
Product analytics
PostHog wired across the funnel so you (and we) can see what's working.
Affiliate / referral tracking
Track referrals and affiliate signups end-to-end.
Public roadmap + voting
A public roadmap your agencies can vote on to shape what ships next.
Mobile app
An Expo iOS + Android app for checking the agency on the go.
SSO (Google + Microsoft)
Single sign-on, available on Scale and above.