Run client work without losing your mind or your margin.
Client work is complex. Retainers run alongside project work. Briefs change. Deliverables multiply. Without one system connecting all of it, margin erodes and clients notice the cracks.
Client requests accumulate in Slack threads and email chains. Nobody can say exactly what was agreed — and who approved it.
Account managers run their own systems. No one knows how much work is in-flight across the business — until deadlines clash.
Hours tracked in a separate tool, billed via a different system, with no link to the deliverables in the project tool. Reconciliation every month.
Every client record holds their retainer terms, brief history, task backlog, communication log, and time tracked. One place — not five tools.
Retainer value, deliverable history, key contacts, brand guidelines — attached to the client record, visible to every team member.
New month starts: approval tasks created, reporting tasks assigned, client check-in scheduled. Automatic — not manually rebuilt each time.
Every task tied to the client it belongs to. Open the client record — see every deliverable, who owns it, and its status right now.
Clients submit briefs through a branded form. Brief routes to the right team, creates tasks, and attaches to the client record automatically.
Hours logged, tasks completed, deliverables outstanding — per client. Monthly reporting prep takes minutes, not hours.
Five-user minimum (R500/month). CRM, pipeline, tasks, workflows, forms, reporting, and client portal — all included. Compare that to running separate tools for project management, CRM, and time tracking.
Book a 20-minute demo and see how HotKup connects your retainers, briefs, and team tasks in one system.
Book a Demo →