No add-ons. No integrations. No consultants. Just one system that works.
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.
See all past work, open tasks and communications.
Available to your team in one place.
Capture preferences, quirks, and important context.
Let HotKup manage all repeatable work. From document submission for tax filing or alerts for upcoming service.
HotKup lets you define custom fields that match your business reality. No more spreadsheets on shared drives that nobody can find.
Capture industry-specific data at the client level.
Director info, banking details, equipment, contracts.
No hunting through folders.
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. 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.
HotKup lets you define custom fields that match your business reality. No more spreadsheets on shared drives that nobody can find.
HotKup helps you measure everything.
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.
Stay connected to clients and team activity on the go with instant access to what matters most.
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.
Design step-by-step workflows that automatically assign tasks, track progress, and surface delays before they become problems.
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.
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.
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.
Simple or complex, HotKup can handle your needs.
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 workflow stage to automatically collect the right information at the right time—keeping work moving without follow-ups.
Present workflows, forms, and communications in a fully branded, client-facing experience that looks polished and consistent with your business.
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.
Turn live workflow data into clear, actionable reports that highlight progress, bottlenecks, and performance trends.
Visualize work by stage with drag-and-drop boards that make progress, priorities, and bottlenecks easy to spot at a glance.
