One platform, many applications. See how HotKup works for different business needs.

How Businesses Use HotKup

Client Dashboard View

Client Profile with History

Mobile Client Access

What makes HotKup different

Before HotKup

Client info scattered across spreadsheets, emails, and document drives

No clear view of what's happening with each client

Team members working in silos

Duplicate data entry

Hard to track client history

With HotKup

One central place for all client information

See all work, documents, and conversations in context

Everyone on the team sees the same information

Enter data once, use it everywhere

Full client history always available

Key Features

Custom fields for your specific client data

Document storage linked to clients

Activity timeline (who did what, when)

Email enabled

Mobile Application in iOS and Android

Benefits

Faster response times

Better client experience

Nothing falls through the cracks

Easy onboarding for new team members

Scalable as you grow

How customers use it

Most teams start by importing their client list, then gradually add more detail as they work. Within a few weeks, HotKup becomes the go-to place for "everything about this client." Team members stop asking "where's that document?" or "what's the status?" — because it's all right there.

Industries using HotKup for CRM

Legal

Accounting

Management Consulting

Marketing agencies

Financial services

Property management

Most CRMs are built for sales teams. HotKup is built for service businesses that need to manage ongoing client relationships — not just close deals.

CRM

Matter Management Dashboard

Time Tracking & Billing

Document Version Control

What makes HotKup different

How customers use it

Professional firms use HotKup to manage everything from intake to completion. Each matter gets its own workspace with tasks, documents, deadlines, and communication history. Partners can see firm-wide status at a glance. Junior staff know exactly what to work on next. Clients get secure access to their own information.

Key Features

Ticket/case management

Time tracking and billing integration

Document version control

Deadline tracking and alerts

Governance and Compliance

Benefits

Fewer missed deadlines

More billable hours captured

Better resource allocation

Easier compliance and audits

Higher client satisfaction

Before HotKup

One system for clients, another for projects, another for documents

Manual status updates and reporting

Hard to track billable time

No visibility into team workload

Compliance and audit trail scattered

With HotKup

Clients, matters, tasks, and documents in one place

Real-time dashboards and reporting

Built-in time tracking linked to tasks

Clear view of who's working on what

Full audit trail automatically captured

Industries using HotKup for practice management

Law firms

Accounting firms

Consulting practices

Architecture firms

Engineering consultancies

Practice Management

For professional service firms (legal, accounting, consulting), HotKup replaces multiple disconnected tools with one integrated system.

Ticket Queue Management

SLA Tracking & Escalation

Self-Service Portal

What makes HotKup different

Before HotKup

Requests come in via email, phone, messaging apps — everywhere

No clear ownership or status

Things get lost or forgotten

Hard to prioritize

No visibility into response times

With HotKup

All requests in one queue

Clear assignment and status for every ticket

Automatic escalation for overdue items

Priority levels and SLA tracking

Real-time performance metrics

Key Features

Email-to-ticket conversion

Automatic routing and assignment

SLA tracking and alerts

Knowledge base integration

Canned responses and templates

Benefits

Faster resolution times

Improved accountability

Improved customer satisfaction

Data-driven process improvements

Reduced support costs

How customers use it

Support teams use HotKup to manage everything from simple password resets to complex technical issues. Tickets are automatically categorized, routed to the right person, and tracked through to completion. Managers get real-time visibility into queue depth, response times, and team performance. Customers can check status anytime through the portal.

Managed service providers

HR departments

Facilities management

Customer service teams

IT support

Industries using HotKup for service desk

Whether you're team is managing internal work or external client tasks, HotKup handles requests from submission to resolution.

Service Desk / Ticketing

What makes HotKup different

Before HotKup

Processes documented in Word docs or wikis

Manual handoffs between steps

Inconsistent execution

No visibility into bottlenecks

Hard to enforce compliance

With HotKup

Workflows built right into the system

Automatic task creation and assignment

Consistent process every time

Real-time tracking of progress

Built-in compliance and audit trail

Key Features

Visual workflow builder (no coding required)

Conditional logic and branching

Automatic task assignments

Approval steps and sign-offs

Escalation rules

Workflow templates

Benefits

Faster process execution

Reduced errors

Better compliance

Easy to train new staff

Continuous improvement insights

How customers use it

Teams build workflows for everything from employee onboarding to contract approvals to client intake. Each workflow defines the steps, who does what, and what happens next. HotKup handles the rest — creating tasks, sending notifications, tracking completion, and escalating when needed. No coding required.

Common workflows in HotKup

Lead management

Contract approvals

Client on-boarding

Change requests

Service delivery management

Incident response

Build custom workflows for any repeatable process — no coding required.

Workflow Management

Visual Workflow Builder

Approval Workflows

Process Analytics

Project Timeline & Dependencies

Resource Allocation View

What makes HotKup different

Before HotKup

Project plans in spreadsheets or complex PM tools

Status updates via email or meetings

No single source of truth

Hard to see what's blocking progress

Difficult to track budget vs. actual

With HotKup

Simple, visual project planning

Real time reports and live dashboards

All project info in one place

Clear dependencies and blockers

Built-in time and budget tracking

Key Features

Task lists and Gantt views

Dependencies and milestones

Resource allocation

Time and budget tracking

Document storage

Status reporting

Benefits

More projects delivered on time

Better resource utilization

Early warning of issues

Improved stakeholder communication

Less time in status meetings

How customers use it

Project teams use HotKup to plan, execute, and track projects without the overhead of traditional PM tools. Create a project, break it into tasks, assign owners, set deadlines. HotKup keeps everyone aligned and makes it easy to see what's done, what's in progress, and what's next. Perfect for teams that need structure without bureaucracy.

Project types managed in HotKup

Software development

Marketing campaigns

Client implementations

Event planning

Product launches

For teams that need to deliver projects on time and on budget — without the complexity of traditional project management tools.

Project Execution

Contextual Conversations

Activity Timeline

Mobile Collaboration

What makes HotKup different

Before HotKup

Important discussions buried in email threads

Decisions made in Slack, lost forever

No connection between chat and work

Context switching between tools

Hard to find "what was decided about X?"

With HotKup

Conversations attached to clients, projects, and tasks

Full history always available

Work and communication in one place

No switching between apps

Easy to find past discussions and decisions

Key Features

Contextual conversations (on clients, tasks, documents)

@mentions and notifications

File sharing in context

Activity feeds

Email integration

Mobile notifications

Benefits

Less time searching for information

Better knowledge retention

Faster onboarding

Reduced email overload

Improved team alignment

How customers use it

Instead of scattering conversations across email, Slack, and meetings, teams use HotKup to keep discussions connected to what they're about. Talking about a client issue? The conversation lives on that client's record. Discussing a task? It's right there with the task. Six months later, when someone asks "why did we decide that?" — the answer is easy to find.

Industries using HotKup for collaboration

Remote teams

Professional services

Cross-functional teams

Client-facing teams

Work happens in context. HotKup keeps conversations, decisions, and updates connected to the work they're about.

Team Collaboration

Stop paying for multiple subscriptions. Stop trying to keep data in sync. Stop switching between apps. HotKup brings it all together.

One platform replaces many tools

Office + Mobile

Full access from anywhere. Desktop, tablet, or phone — same information, same functionality, always in sync.

History + Audit Trail

Complete history of who did what, when. Perfect for compliance, audits, or just understanding "how did we get here?"

Teams + Visibility

Everyone on the team sees the same information in real time. No more "did you get my email?" or "where's that file?"

Documents + Context

Store documents where they belong — attached to clients, projects, or tasks. Everyone sees the same version, with full context.

Workflows + Escalations

Build automated workflows that create tasks, assign work, and escalate issues — all within the same system where your data lives.

Every task, project, and conversation is connected to the client it's for. No more hunting across systems to find what you need.

Clients + Work

Most businesses use separate tools for CRM, ticketing, workflow, and collaboration — then struggle to keep them in sync. HotKup connects everything. Your client data, tasks, documents, and processes all live together.

Everything is connected. One platform.

Simple pricing. Serious value.

All-Inclusive Plan

R100

per user / month

(minimum 5 users)

Full functionality included

No add-ons or hidden costs

No contracts — month to month

Free onboarding

Local support

"Worth it if it saves you just 1 hour per person per week."

See HotKup in action

Book a demo and we'll show you how it works — using your business as the example.

The CRM built for South African businesses who don't have time for nonsense.

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

How Businesses Use HotKup

One platform, many applications. See how HotKup works for different business needs.

CRM

Most CRMs are built for sales teams. HotKup is built for service businesses that need to manage ongoing client relationships — not just close deals.

What makes HotKup different

Key Features

Contact lists & custom fields

Interaction history with email sync

Document storage linked to clients

Client segmentation

Benefits

Better client experience

Nothing slips through the cracks

Less scrambling for info by team members

How customers use it

"Before, we were searching four different places for a client phone number. Now, everyone knows exactly what was said in the last meeting and where the contract is saved."

Industries using HotKup for CRM

Legal

Consulting

Financial Services

Property Management

Client Dashboard View

Mobile Client Access

Practice Management

For professional services firms (legal, accounting, consulting). HotKup replaces multiple disconnected tools with one integrated system.

With HotKup

Clients, matters, tasks, and accounts in one place

Real-time dashboards and reporting

Built-in time tracking linked to items

Before HotKup

Time grasped for clients vs actual time spent analysis impossible

Manual invoicing errors

Hard to track billable items

Key Features

Matter/Case management

Time tracking & billing

Document version control

Employee workload view

How customers use it

"Professional firms use HotKup to manage everything from intake to completion. We don't need to ask for status updates anymore—it's all on the dashboard."

Matter Management Grid

Time Tracking & Billing

Industries using HotKup for Practice Management

Law firms

Accounting firms

Consulting practices

Architecture firms

Engineering consultancies

Service Desk / Ticketing

Whether you're supporting internal teams or external clients, HotKup handles requests from submission to resolution.

Before HotKup

Requests lost in personal inboxes

No single source of truth

Things get lost in long email chains

With HotKup

All requests in one queue

Clear assignment and status for every ticket

SLA tracking and reporting

Key Features

Email-to-ticket conversion

Self-service portal

Automated routing and assignment

SLA tracking and alerts

How customers use it

"Support teams use HotKup to manage everything. Managers get real-time visibility into queue depth, response times, and team performance."

Ticket Queue Management

SLA Tracking & Analytics

Industries using HotKup for Service Desk

IT support

Customer service teams

Facilities management

Managed service providers

HR Department

Workflow Management

Build custom workflows for any repeatable process — no coding required.

Before HotKup

Processes stored in heads or text docs

Manual handoffs between teams

Inconsistent execution

With HotKup

Workflows built right into the system

Automated task creation and assignment

Consistent process every time

Key Features

Visual workflow builder

Conditional logic and branching

Automatic task assignment

Approval steps and sign-offs

How customers use it

"We use HotKup for everything from employee onboarding to client approvals. It sets clear deadlines, notifies the right people, and ensures nothing falls through the cracks."

Industries using HotKup for Workflow Management

Employee onboarding

Contract approvals

Client intake

Change requests

Purchase orders

Incident response

Visual Workflow Builder

Project Execution

For teams that need to deliver projects on time and on budget — without the complexity of traditional project management tools.

Before HotKup

Project status buried in spreadsheets

Budget updates rely on manual entry

No single source of truth for assets

With HotKup

Single view for project planning

Real-time status visible to everyone

Files attached directly to tasks

Key Features

Milestones and task lists

Dependencies and blockers

Resource allocation

Time and budget tracking

How customers use it

Project teams use HotKup to plan, execute, and track projects without the overhead of traditional PM tools. Create a project, break it into tasks, assign owners, set deadlines. HotKup keeps everyone aligned and makes it easy to see what's done, what's in progress, and what's next. Perfect for teams that need structure without bureaucracy.

Industries using HotKup for Workflow Management

Software development

Marketing campaigns

Client implementations

Event planning

Product launches

Project Timeline (Gantt)

Resource Allocation View

Project Timeline (Gantt)

Resource Allocation View

Collaboration

Work happens in context. HotKup keeps conversations, decisions, and updates connected to the work they're about.

Before HotKup

Chat info isolated from actual work

Decisions lost in Slack / Email

No context when work is handed off

With HotKup

Conversations attached to tasks/docs

Full history always available

External guests (clients) can be included

Key Features

Contextual comments on tasks & docs

Activity feed and notifications

Workspace chat rooms

External sharing controls

How customers use it

"Instead of switching between email, chat, and docs, we handle everything right inside the task. It saves hours of searching for 'that one file'."

Industries using HotKup for Workflow Management

Remote teams

Professional services

Cross-functional teams

Client-facing teams

Distributed organizations

Most businesses use separate tools for CRM, ticketing, workflow, and collaboration — then struggle to keep them in sync. HotKup connects everything.

Everything is connected. One platform.

CRM

Practice Mgmt

Service Desk

Workflow

Projects

Collaboration

HotKup
HotKup

Clients + Work

Every task, project, and conversation is connected to the client it's for. No more hunting across systems to find what you need.

Workflows + Escalations

Build automated workflows that create tasks, assign work, and escalate issues — all within the same system where your data lives.

Documents + Context

Store documents where they belong — attached to clients, projects, or tasks. Everyone sees the same version, with full context.

Teams + Visibility

Everyone on the team sees the same information in real time. No more "did you get my email?" or "where's that file?"

History + Audit Trail

Complete history of who did what, when. Perfect for compliance, audits, or just understanding "how did we get here?"

Office + Mobile

Full access from anywhere. Desktop, tablet, or phone — same information, same functionality, always in sync.

R

100

per user / month

(billed annually)

Full functionality included

No hidden costs or add-ons

No contracts — cancel anytime

Free onboarding

Local support

"Worth R1000 or more per user just in saved time."

Start Free Trial

All Included

Simple pricing. Serious value.

See HotKup in action

Book a demo and we'll show you how it works — using your business as the example.

Book a Demo

© 2024 HotKup. All rights reserved.

The CRM built for South African businesses who don't have time for nonsense.

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