Everything you need to manage clients and deliver work. One platform.

No add-ons. No integrations. No consultants. Just one system that works.

Everything about a client. One place.

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.

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

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.

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.

Approved? Move forward. Revision needed? Loop back.

Simple or complex, HotKup can handle your needs.

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.

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.