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.
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.
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.
Automate Recurring work
Let HotKup manage all repeatable work. From document submission for tax filling or alerts for upcoming service.
Notes and Comments
Capture preferences, quirks, and important context.
All Client Contacts
Available to your team in one place.
Full Client Work History
See all past work, open tasks and communications.
Client Management
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.
Everything about a client. One place.
Collaboration
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 E-mail or added to every WhatsApp group.
No more chasing updates or endless status meetings
What cannot be measured cannot be improved
HotKup helps you measure everything.
HotKup is your checklist wingman
Gets to you sometimes but standardizes the output.
Stop the hunt for documents in channels
All documents in context.
Work, Wherever You Are
Stay connected to clients and team activity on the go with instant access to what matters most.
Mobility
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.
Your office in your pocket
|
Automated Workflow Builder
Design step-by-step workflows that automatically assign tasks, track progress, and surface delays before they become problems.
Process Management
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.
Build workflows without code
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.
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.
Approved? Move forward. Revision needed? Loop back
Simple or complex, HotKup can handle your needs.
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.
Present workflows, forms, and communications in a fully branded, client-facing experience that looks polished and consistent with your business.
Client-facing Branding
Link forms to any workflow stage to automatically collect the right information at the right time—keeping work moving without follow-ups.
Link forms to any work flow stage
Turn live workflow data into clear, actionable reports that highlight progress, bottlenecks, and performance trends.
Live Dashboards
Visualize work by stage with drag-and-drop boards that make progress, priorities, and bottlenecks easy to spot at a glance.
Reporting & Insights
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.
No more status meetings or chasing updates
Visibility & Reporting
Everything you need to manage clients and deliver work. One platform.
No add-ons. No integrations. No consultants. Just one system that works.
Contact
Suite 201, 12-255 Dundas St. East, Waterdown ON L8B 0E5
61 Waterfront Drive, Knysna, 6571
Copyright Hotkup 2025. Hotkup is a registered trademark for Hotkup. All rights reserved
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.
Client Management
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 to tax filing 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. No inbox digging or passwords.
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.
Collaboration
Stop the hunt for documents in Channels
All documents in context.
Gets to you sometimes but standardizes the output.
HotKup is your checklist wingman
HotKup is your checklist wingman
Gets to you sometimes but standardizes the output.
What cannot be measured cannot be improved.
HotKup helps you measure everything.
Your office in your pocket
Mobility
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.
Android
iOS
Stay connected to clients and team activity on the go with instant access to what matters most.
Work, Wherever You Are
Build workflows without code
Process Management
Simple or complex, HotKup can handle your needs.
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.
Problems surface before they escalate
Set time limits for each stage. If work isn't moving, the right people get notified automatically. Spot bottlenecks early.
Approved? Move forward. Revision needed? Loop back
Simple or complex logic handled effortlessly.
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.
Client-facing branded
Present workflows, forms, and communications in a fully branded, client-facing experience that looks polished and consistent with your business.
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.
No more status meetings or chasing updates
Visibility & Reporting
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.
Reporting & Insights
Contact
Suite 201, 12-255 Dundas St. East, Waterdown ON L8B 0E5
61 Waterfront Drive, Knysna, 6571
© Copyright HotKup 2025. HotKup is a registered trademark for HotKup. All rights reserved
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