Keep every engagement on track, from kickoff to invoice.
Consulting firms sell expertise — and that expertise is often trapped in one partner's head. When they're on holiday, nobody knows the client's context. When they leave, the relationship walks out with them.
Client history, decisions made, sensitivities, key contacts — stored in a senior partner's memory and nowhere else.
Project plans, milestone lists, and status updates in documents shared via email. Version control doesn't exist. Deadlines get missed.
A consultant resigns. Their email archive, call notes, and client relationship walk out the door. The new person starts blind.
Every engagement, decision, and communication logged in the client record. Anyone can pick up context in minutes.
Deliverables, proposals, reports, and contracts attached to the client record — not floating in Google Drive folders nobody organises.
Break engagements into tasks with owners and due dates. Managers see status without chasing updates in Slack.
Time logged per client, milestones completed, tasks overdue — visible to leadership without a manual report.
Track proposals, follow-ups, and negotiation stages. Never lose a prospect because a follow-up slipped.
Book a demo and see how HotKup keeps engagement context alive — even when staff change.
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