PDF forms emailed back is not a process. It's a prayer.

You email a PDF. The client prints it, fills it in, scans it (badly), and sends it back. Someone types the information into your system by hand. It gets mistyped. The lead gets dropped. Multiply that by every new enquiry and you have a data quality disaster.

Manual data entry errors

Handwritten forms, blurry scans, and phone numbers copied wrong. The client details that reach your CRM aren't reliable.

Intake adds 20+ minutes per lead

Someone has to receive, open, read, and re-enter every submission. At scale, that's a part-time job that shouldn't exist.

Leads never reach the pipeline

Forms submitted via email often sit in inboxes unactioned. Nobody assigned to handle them. No alert. No follow-up.

Six features that replace your intake process.

HotKup forms aren't just a form builder. Every submission routes directly into your pipeline, client records, and workflows — automatically.

Branded form builder

Build forms that match your brand — logo, colours, custom questions. No third-party form tool needed.

Auto-tagging on submit

Submissions are automatically tagged by form type, source, or any field value. No manual categorisation required.

Client portal integration

Existing clients submit forms through their portal. Responses link directly to their client record — no duplicate entries.

Form-to-pipeline routing

Each form submission creates a new deal in your pipeline, at the stage you specify, assigned to the right rep automatically.

File upload fields

Clients upload ID documents, photos, compliance certificates, or technical drawings directly on the form. Attached to their record instantly.

Conditional logic

Show or hide fields based on previous answers. A residential client sees different questions than a commercial one — in the same form.

How a pest control company cut their intake time by 80%.

A pest control company in Pretoria was getting 30–40 enquiries a week. Each one came through WhatsApp — "Hi, I have a problem with rodents at my warehouse." The admin team then asked for address, property size, type of infestation, and availability. Back and forth, multiple messages, sometimes over two days.

They built a HotKup intake form in 20 minutes. It captured property type, size, infestation type, photos, and preferred times. The form linked went into their WhatsApp auto-reply. Clients submitted. The form routed each enquiry to the right technician pipeline, tagged by infestation type, with all details pre-filled.

Admin time per enquiry: from 15 minutes to under 2 minutes. No developer. No third-party form tool. No monthly Typeform subscription.

See it in action →

Replace your intake process in one session.

Book a demo and we'll build your first intake form live — connected to your pipeline, your team, and your workflow.

Book a Demo →