CRM, secure document exchange, e-signature, Tasks, Sheets and service desk — all connected in one platform for consultants, advisors and professional service firms.
Client documents scattered across Gmail, Google Drive, Dropbox and local folders. No single searchable archive. Sensitive files sent over unencrypted email.
Re-entering client data from CRM into your proposal tool every month. Missed follow-ups. Late proposals because nothing triggers the process automatically.
Support team doesn't see the deal history. Finance doesn't know what was delivered. The partner servicing the client has everything in their head, not in a system.
Every client relationship with full history — deals, communications, documents, tasks and service tickets — visible in one record. No re-entering data between tools.
Store proposals, engagement letters, SOWs and deliverables in the encrypted Vault with access controls, version history and audit log. Share via expiring secure links — not email attachments.
Send engagement letters and contracts for e-signature. Clients sign in minutes. Signed copies archived automatically to Vault. eIDAS-compliant for EU legal validity.
Create proposal tasks, secure document requests and follow-up work directly from CRM deal records. Track, sign and close in one place.
A simple ticketing system with client portal. Every request linked to the CRM record — so your team always has context. SLA tracking built in.
AI drafts proposals, summarises client communications, creates follow-up tasks and flags at-risk accounts — operating inside your data and permission model, not outside it.
From proposal to invoicing — every deliverable, approval and client interaction is documented in a single auditable record.
Book a demo and see how HubSecure replaces your entire tool stack with one connected workspace.
No credit card required · Singapore-hosted · EU Q3 2026 · GDPR-aligned
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