I bet right now, you’re juggling at least four or five different software tools just to onboard a single client.
Some handle AML and KYC checks, others manage proposals, engagement letters, e-signatures or task tracking… and the list goes on. We’ve been there ourselves, and we know all too well how painful it can be for both your efficiency and your bank account.
But what if we told you there’s a perfect combo of just two software tools (one of which you’re probably already using) that can handle everything you’ll ever need? You read that right, everything from lead tracking to complete client onboarding and AML checks, all under one roof.
Sounds too good to be true? Keep reading to discover how the FigsFlow and HubSpot combo can completely transform your client onboarding experience.
The Real Challenge of UK Businesses
UK businesses are under increasing pressure to meet rising client expectations. According to the recent studies, 73% of UK consumers expect companies to understand their needs and expectations across all touchpoints. Yet, most businesses struggle with disconnected systems that create frustrating gaps in client journey.
Some of the common pain points of UK businesses include:
- Data Duplication – Teams spend 21% of their day re-entering client information across platforms.
- Communication Breakdowns – 67% of UK businesses report information gaps between sales and delivery teams.
- Slow Response Times – Response times to client queries increase by 300% when data is scattered across systems.
- Inconsistent Client Experience – Clients often repeat information to multiple departments, damaging trust and satisfaction.
UK businesses are losing big due to this inefficiency. 24-30% of staff time is spent on admin instead of client value, 23% of chances to upsell are missed, and poor client communication causes 31% more customers to leave. And worst of all, manual work makes it hard to grow your business without hiring more staff.
The HubSpot CRM Alone is not Enough
HubSpot is no wonder a great platform that has completely transformed how businesses capture and nurture prospects. But let’s be honest: the real challenge for service-based businesses begins after the deal closes and that’s where HubSpot falls short.
It lacks native capabilities like project management, task delegation, visibility into current project status, proposals and engagement letters, service pricing calculators, KYC and AML checks, and hundreds of other functionalities. This gap is costing UK businesses heavily.
A recent study of 200 UK service-based businesses found that those relying solely on HubSpot without integration experienced:
- 65% longer project initiation times
- 40% more communication issues
- 33% more time spent on internal coordination
- 19% lower client satisfaction scores
- 28% higher administrative costs per client
The message is clear: UK businesses need more than just HubSpot integration to bridge the cost gap between client acquisition and service delivery.
FigsFlow & HubSpot: The Perfect CRM Solution
Without the right tools, even the most promising tools can stall. HubSpot gives you everything to close a deal. But what happens next? If proposals, engagement letters, or compliance checks aren’t handled properly, you risk losing clients or damaging your reputation.
That’s where FigsFlow comes in. It ensures your business can manage every stage of client lifecycle efficiently and professionally.
With FigsFlow and HubSpot together, you can:
- Track every deal and monitor its status in real-time
- Auto-import contact and client details directly into your workflows
- Send regulatory-compliant engagement and proposal letters effortlessly
- Access 100+ prebuilt templates for accounting, bookkeeping, and related services
- Create winning proposals in seconds, not hours
- Stay fully compliant with regulatory bodies like ACCA, ICAEW, and others across the UK and global jurisdictions
Really, FigsFlow and HubSpot are without a doubt the perfect combo you’ll ever need for your business.
What You’re Going to Get with FigsFlow & HubSpot Integration
Let’s take a client journey to see how the integration works in practice.
- HubSpot Captures & Closes Deals
HubSpot captures a new lead and instantly alerts your sales team. They jump in, have a conversation, and close the deal verbally. - FigsFlow Makes It Official
Once the deal is verbally agreed upon, FigsFlow extract the client’s details. You generate a professional engagement letter and proposal in seconds or delegate the task to a junior team member while keeping sensitive folders secure. Clients review and approve the proposal, then sign electronically right within FigsFlow. - FigsFlow Protects Your Firm with KYC & AML Module (Rolling Out Soon)
FigsFlow’s KYC (Know Your Customer) and AML (Anti-Money Laundering) modules keep your firm safe. Clients upload documents, complete biometric checks, and verify their identity with facial recognition. If you need to ongoing AML monitoring, FigsFlow takes care of that too.
The Result: Every step is streamlined, every detail captured, and your client feels fully supported from first contact to ongoing service.
Real Success Story: UK Property Accountants
Company: The UK Property Accountants Ltd – supporting 800+ property investors across the UK
Before: The Manual Chaos Everywhere
UK Property Accountants struggled with fragmented processes. Proposals took 45 minutes, onboarding lasted 2–3 weeks, AML/KYC checks were slow, deals went cold, and administrative inefficiencies cost £28,000 annually.
After: The Lifetime Workflow Revolution
With FigsFlow and HubSpot, proposals are generated in 2 minutes, onboarding completes in 24–48 hours with automated AML/KYC verification, and real-time deal tracking keeps the sales team aligned, eliminating extra subscriptions and manual work.
Impact: Transformation in Numbers
The integration saved 1,200+ hours annually, boosted client satisfaction from 74% to 92%, generated £180,000 in extra revenue, served 200+ more clients, and delivered £32,668 in cost savings, turning operational chaos into seamless efficiency.
Conclusion
Managing disintegrated systems and fragmented client workflows might seem inevitable in today’s complex business environment, but the reality is quite the opposite.
The solution is surprisingly straightforward: use FigsFlow and HubSpot. That’s everything you’ll ever need to handle each and every stage of your client journey from lead capture and proposal creation to compliance checks and ongoing service delivery.
By designing your new workflow with HubSpot and FigsFlow, you can save over 1,200 hours annually, boost client satisfaction by several folds, generate significantly more revenue, and serve many more clients without adding extra staff.
So, what are you waiting for? Register today for FigsFlow’s 30-day free trial and drop us an email if you have any queries regarding FigsFlow integration with HubSpot.
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