Stop hunting through emails, spreadsheets, and WhatsApp. Every client has a complete profile — contacts, history, documents, tasks, and communications — all in one view.
New team members become productive immediately. Employee turnover doesn’t impact client relationships.
Full Client Work History
See all past work, open tasks and communications
All Client Contacts
Available to your team in one place
Notes and comments
capture preferences, quirks, and important context
Automate Recurring work
Let HotKup manage all repeatable work. From document submission for tax filling or alerts for upcoming service.
Capture what matters to your business
HotKup lets you define custom fields that match your business reality. No more spreadsheets on shared drives that nobody can find.
Custom fields
Capture industry-specific data at the client level
Business-relevant schema
Director info, banking details, equipment, contracts
Accessible to everyone who needs it
No hunting through folders
Email that lives in context
Send and receive client emails directly in HotKup, with every interaction automatically captured on the client record. This gives your team a complete, shared timeline of communication—no inbox digging or guesswork.
Collaboration
No more chasing updates or endless status meetings
No more chasing updates or endless status meetings. See changes in real-time across functions. Everyone remains in the loop without needing to be copied on every email or added to every WhatsApp group.
Stop the hunt for documents in Channels
All documents in context.
HotKup is your checklist wingman
HotKup lets you define custom fields that match your business reality. No more spreadsheets on shared drives that nobody can find.
What cannot be measured cannot be improved
HotKup helps you measure everything
Mobility
Your office in your pocket
Sales reps on the road. Field service teams at client sites. Remote workers at home. HotKup’s mobile app gives your team access to everything they need — clients, tasks, documents, and more.
Work, Wherever You Are
Stay connected to clients and team activity on the go with instant access to what matters most.
Process Management
Build workflows without code
Sales reps on the road. Field service teams at client sites. Remote workers at home. HotKup’s mobile app gives your team access to everything they need — clients, tasks, documents, and more.
Automated Workflow Builder
Design step-by-step workflows that automatically assign tasks, track progress, and surface delays before they become problems.
Keep clients updated. On time, every time.
Many companies need to email clients regularly — collecting information, informing about upcoming services, or reminding about contract renewals. These can be automated by HotKup, saving hundreds of hours every month.
When one job ends, the next one starts
Complete a service request and a billing task is automatically created for finance. No manual handoffs. No “I forgot to tell them.” Work flows between teams without someone chasing it.
Problems surface before they escalate
Set time limits for each stage. If work isn’t moving, the right people get notified automatically — task owners, managers, or admins. Two escalation levels let you catch issues early before they become client complaints.
Get the information you need — without chasing people.
Create forms to collect data from clients or team members. Send them via email, embed them in processes, or use them for approvals.
Information flows straight into HotKup — no re-typing, no lost responses. Forms submitted by clients are automatically tagged to the client record.
Link forms to any work flow stage
Link forms to any workflow stage to automatically collect the right information at the right time—keeping work moving without follow-ups.
Client-facing branded
Present workflows, forms, and communications in a fully branded, client-facing experience that looks polished and consistent with your business.
Visibility & Reporting
No more status meetings or chasing updates
See what’s happening across your business at a glance. Filter by client, team member, deadline, or status. Kanban boards, list views, or dashboards — whatever helps you make decisions faster.
Reporting & Insights
Turn live workflow data into clear, actionable reports that highlight progress, bottlenecks, and performance trends.
Reporting & Insights
Visualize work by stage with drag-and-drop boards that make progress, priorities, and bottlenecks easy to spot at a glance.