Everything about a client. One place.
All contacts, emails, documents, tasks, and history linked to a single record. Watch how fast you can add a new client and get them set up.
- Unified client profiles with full history
- Email integration — every message auto-attached
- Custom fields for your industry
- Automated recurring tasks
- New team members productive in minutes
Build workflows without writing code.
Step-by-step workflows that automatically assign tasks, escalate on delay, and hand off between team members. Try checking off steps, adding new ones, or reordering them.
- Visual no-code workflow builder
- Automatic task assignment at each stage
- Two-level escalation — delays alert the right people
- Conditional logic and approval branching
- Automatic task handoffs between team members
Click the circle to complete a step Drag to reorder
Every task tracked. Nothing falls through.
Unique task IDs, time-stamps, and a full audit trail. Kanban boards, list views, and dashboards — filter by client, team member, or status. Drag cards between columns or add your own.
- Drag-and-drop Kanban with live column counts
- Unique task IDs with full audit trail
- Recurring tasks — set up once, runs automatically
- Filter by client, team member, or deadline
- Task checklists and time tracking
Drag cards between columns Press Enter to add a task
Every conversation. In context.
Send and receive emails without leaving HotKup — then keep the whole team in the loop. Emails, comments, and status changes are logged to each client's activity timeline automatically, so nothing important hides in a private inbox.
- Two-way email — send and receive in HotKup
- Every email auto-attached to the right client
- Team comments & @mentions on any record
- Full activity timeline — searchable history
- Automated status updates & branded notifications
Collect data from clients. Zero manual entry.
Build custom branded forms and send them via email or embed in a workflow. When clients submit, data flows straight into HotKup — auto-tagged to the right record. Build your own form below.
- Click or drag fields to build your form
- Fully branded with your business identity
- Client submissions auto-tagged to the right record
- Approval workflows with revision loops
- Works via email link or embedded process
No more status meetings. See everything live.
Live dashboards surface bottlenecks the moment they happen. Filter by team member, spot performance trends, and make decisions based on real data. Try the filters below.
- Live dashboards — not scheduled reports
- Bottleneck detection in real time
- Filter by client, person, status, or deadline
- Kanban, list, and dashboard views
- Full audit trail — who did what, when
Your office. In your pocket.
Full iOS and Android access — not a watered-down mobile view. Field teams, remote workers, and sales reps stay connected without being chained to a desk. Try tapping tasks below.
- Full iOS and Android app
- Access client records, tasks, and docs on the go
- Real-time push notifications
- Send emails and update tasks from the field
- Built for field teams and remote workers
Tap a task to check it off