Your client info is everywhere. That's the real problem.

Email threads, WhatsApp groups, a spreadsheet someone built three years ago, and a folder of PDFs nobody names correctly. When a new staff member joins, they start from zero. When a client calls, you scramble.

Email archaeology

Staff search through old threads to find what was promised. Sometimes they find it. Sometimes they don't.

WhatsApp as CRM

Conversations buried in group chats. No audit trail. When someone leaves, everything leaves with them.

The spreadsheet no one trusts

Updated by one person, stale for everyone else. Clients re-explain their situation every single time they call.

Six things that replace the chaos.

Every client record in HotKup is a living file — linked to their jobs, conversations, documents, and history.

Unified client profiles

Name, contact, address, notes, tags, relationship history — one profile per client, always current.

Communication history

Every email, note, and call log attached to the client record. Any staff member picks up where another left off.

In-app email

Send and receive emails without leaving HotKup. Replies auto-attach to the right client record.

Custom fields

Add fields specific to your business — equipment type, site address, account number, risk rating. No limits.

Document storage

Contracts, quotes, compliance docs, site photos — attached to the client, not buried in Google Drive.

Branded client portal

Clients log in to see their job status, approved documents, and submitted forms. No more "what's the update?" emails.

"When a client calls, you know."

A plumbing company in Johannesburg had five technicians on the road and a receptionist answering calls. When Mrs. Khumalo called about a leak, the receptionist had to ask which property, when they last came out, and what was done. Mrs. Khumalo had told them this three times before.

After HotKup, the receptionist opens the client record before saying hello. Previous visits, what was done, who was on site, the invoice total — all visible in under five seconds. The technician dispatched to the job sees the same screen on their phone before they arrive.

The call time dropped by half. Mrs. Khumalo stopped calling competitors for quotes.

See it in action →

Client records are the centre of everything.

HotKup isn't a contacts list bolted onto other tools. Every module feeds back into the client record.

Pipeline → Client record

Win a deal and the client profile is created automatically. No double entry.

Tasks linked to clients

Every task is tied to a client record. Open the record and see all pending work, completed jobs, and who's responsible.

Client-level insights

Revenue per client, job count, last contact date, and time-to-completion — all visible without building a report.

Your clients deserve better than a spreadsheet.

Book a demo and see how HotKup replaces your current client records setup — in one 20-minute session.

Book a Demo →