01
CRM

Built for businesses.
Not just sales teams.

Most CRMs track deals until they close — then hand you off to a spreadsheet. HotKup is built for what comes next: ongoing relationships, recurring work, and every interaction between first contact and final invoice.

Custom Fields Email Integration Document Storage Mobile App Recurring Tasks
Legal Accounting Consulting Marketing Agencies Financial Services Property Management
Before HotKup
  • Client info scattered across email, spreadsheets, and WhatsApp
  • New team members take weeks to get up to speed
  • When someone leaves, their client knowledge leaves too
  • No visibility into what's promised vs delivered
With HotKup
  • One place for every client interaction, document, and task
  • New team members productive in hours, not weeks
  • Client knowledge stays in the business, not people's heads
  • Complete timeline of everything promised and delivered
02
Practice Management

Replace disconnected tools
with one integrated system.

Professional service firms — law, accounting, consulting, architecture — manage complex relationships with many moving parts. HotKup connects cases, deadlines, documents, and client communications in one place.

Case Management Time Tracking Document Versioning Deadline Tracking Escalations
Law Firms Accounting Firms Consulting Practices Architecture Engineering
Before HotKup
  • Case notes in one system, time in another, docs in a third
  • Missed deadlines because nothing was connected
  • Billable hours lost because tracking was manual
  • Compliance risk from scattered documentation
With HotKup
  • Cases, time, documents, and communications in one view
  • Automated deadline alerts and escalations
  • Fewer missed billable hours with integrated tracking
  • Full audit trail for compliance and governance
03
Service Desk & Ticketing

Every request tracked
from submission to resolution.

Requests come in from everywhere — email, phone, forms — then disappear into inboxes. HotKup converts them into tracked tickets, routes them to the right person, and keeps clients updated automatically throughout.

Email-to-Ticket Auto Routing SLA Tracking Resolution Reports Client Updates
0
Requests lost in inboxes
100%
Tickets assigned automatically
Live
Client status updates
IT Support Customer Service Facilities Management HR Departments MSPs
Before HotKup
  • Requests arrive via email, Slack, calls — no single queue
  • No clear ownership — tickets fall through the cracks
  • Clients have no idea what's happening
  • No data on resolution times or performance
With HotKup
  • Every request captured and converted to a tracked ticket
  • Automatic routing — right person, every time
  • Clients get automated status updates throughout
  • Full reporting on resolution time and team performance
04
Workflow Management

Build custom workflows
for any repeatable process.

If your business does the same thing more than once — onboard a client, process a contract, respond to an incident — it should be a workflow, not a checklist in someone's head. Build it visually, run it automatically.

Visual Builder Conditional Logic Approval Steps Escalation Rules Auto Handoffs
1
Trigger — new client signed
Workflow starts automatically on status change
2
Task assigned to onboarding team
Auto-assigned based on rules, due in 24hrs
3
Approval required — escalates if delayed
Manager notified if not approved within 2hrs
Client notified — workflow complete
Automated email sent, record updated
Employee Onboarding Contract Approvals Client Onboarding Incident Response
05
Project Execution

Deliver projects on time.
Without the complexity.

Traditional project tools are built for software teams. HotKup is built for businesses — visual, fast to set up, and connected to the client it's for. Every task, milestone, and document lives alongside the client record.

Milestones Dependencies Live Dashboards Time Tracking Document Storage
Kickoff meeting — completed 3 days ago
Requirements signed off — completed
Design review — in progress · due Friday
Client sign-off — not started
Go live — not started
Client Implementations Marketing Campaigns Event Planning Product Launches
06
Collaboration

Decisions stay connected
to the work they're about.

Important conversations shouldn't live in Slack threads and email chains where they're impossible to find six months later. HotKup keeps discussions and decisions attached to the client, task, or project they belong to.

Contextual Comments Mentions File Sharing Activity Feeds Push Notifications
Acme Corp — Design review thread
SK
Designs are attached — please review before Thursday's call.
Sarah K · 2 days ago
JM
Looks great overall. One change on slide 4 — can we revise the pricing table?
James M · yesterday
SK
Updated. Version 2 is attached to this task.
Sarah K · 3 hours ago
Remote Teams Professional Services Cross-Functional Teams Client-Facing Teams

Everything is connected.
One platform.

Most businesses run 7–10 different tools that don't talk to each other. HotKup connects everything — so data entered once appears everywhere it's needed.

Clients + Work

Every task, project, and communication is connected to the client it belongs to. Always.

Workflows + Escalations

Automation lives inside the same system as your data. No integrations needed.

Documents + Context

Every file is attached to the client, task, or project it relates to. No more searching.

Teams + Visibility

One update is visible to the whole team. No forwarding emails. No status meetings.

History + Audit Trail

Complete log of who did what, when. Accountability built in from day one.

Office + Mobile

Full access from iOS and Android. Field teams, remote workers, sales reps — all connected.

See HotKup running your business.

Book a demo and we'll walk through exactly how HotKup handles your specific use case — using your business as the example.

Book a Demo → View Pricing