HotCRM
The AI-Native enterprise CRM that rewrites itself when your business changes. Add a field; the AI uses it on the next turn. Open any record; the Copilot is one click away and already knows the schema.
Welcome to HotCRM
HotCRM is the CRM that rewrites itself when business changes. Add a field in the admin console. Ten seconds later, the AI assistant uses it in its next answer. No retraining, no redeploy. See what's new →
HotCRM is a full-featured enterprise CRM with AI as a structural feature, not a bolted-on widget. It helps your team:
- 🎯 Sales — capture leads, qualify them, work deals through a pipeline, and close them with quotes and contracts.
- 🎧 Service — log customer cases, route them by priority, meet your SLA, and escalate when needed.
- 📣 Marketing — plan campaigns, track who responded, and measure ROI.
- 💰 Revenue — manage products, prices, contracts and discount approvals.
- 🤖 AI Copilot — let the AI assistant qualify leads for you and triage incoming cases.
- 📊 Analytics — see dashboards and reports for executives, sales managers and support leads.
This documentation is organised by what you want to do. Pick the section that matches your role.
I want to…
Get up and running
First-time tour: install, sign in, and explore the demo data.
Work my sales pipeline
Leads, accounts, opportunities, quotes — the full lead-to-cash flow.
Handle customer cases
Receive cases, prioritise them, meet SLA targets, and resolve faster.
Run marketing campaigns
Plan campaigns, enroll leads & contacts, track responses and ROI.
Manage products & contracts
Product catalog, pricing, contract lifecycle, renewals and discount approvals.
Use the AI Copilot
How the sales and service skills help you day-to-day.
Read dashboards & reports
Standard dashboards, reports, and the numbers behind them.
Administer the system
Users, profiles, sharing rules, approvals, automation — for admins.
Cross-cutting guides
Search, email, mobile, import/export, integrations.
Glossary, FAQ & limits
Quick reference, security & compliance, platform limits.
What's in HotCRM
| Area | What you get |
|---|---|
| Sales | Leads, Accounts, Contacts, Opportunities (7-stage pipeline), Quotes, Activities |
| Service | Cases (with SLA and escalation), Tasks, knowledge base for the copilot |
| Marketing | Campaigns (8 types), Campaign Members (lead/contact enrollment), ROI tracking |
| Revenue | Products, Contracts (5 types), Discount Approvals |
| AI | 6 skills on the platform assistant (live data, lead qualification, case triage, email drafting, revenue forecasting, customer 360) |
| Analytics | 5 dashboards (CRM / Sales / Sales Activity / Service / Executive), 10+ standard reports |
| Security | 6 user profiles, 12 positions (flat — nothing rolls up), sharing rules, multi-step approvals |
Roles & where to start
- Sales rep → start with Leads, then Opportunities.
- Sales manager → start with Pipeline Management and the Sales Dashboard.
- Service agent → start with Cases.
- Service manager → start with SLA & Escalation.
- Marketer → start with Campaigns.
- CRM admin → start with Administration overview.
- Developer / customiser → start with Customization.
Need to see what changed in the latest version? Head over to What's New.