Skip to content
HKAIA

Built for your trade.

One platform, configured for how your business actually works.

What changes

More deals. Less admin.

Six things the portal does every day: three that drive revenue, three that give your team its time back.

  • Enhance productivity

    Cards become clients.

    Photograph one card, or up to 20 at once. AI fills in each contact and flags likely duplicates.

  • Drive revenue growth

    Every contact, thanked.

    After a trade fair or seminar, AI drafts a personal thank-you for every contact. You check it, then press send in WhatsApp.

  • Drive revenue growth

    Reorders on cue.

    The portal learns each customer's ordering rhythm from recent orders and tells you when they're due.

  • Enhance productivity

    Quotes in two languages.

    Auto-numbered and auto-priced from your price list. A bilingual A4 PDF with your logo and company chop.

  • Enhance productivity

    Notes become next steps.

    Speak or paste your notes. AI turns them into a clean record, a next action and a due date.

  • Drive revenue growth

    Renewals, flagged early.

    Every contract and policy in one register. Renewals and payments due soon are flagged in advance.

Add what you need.

A standard package, plus the modules your trade needs.

CRM & sales

  • Business cardsStandard

    Photograph a card, or up to 20 at once. AI fills in the contact and flags likely duplicates.

  • DealsStandard

    Your stages, each with a set win rate.

  • This Week's PrioritiesStandard

    Open deals ranked by expected value per hour, so the best use of your time comes first.

  • Activity logStandard

    Speak or paste your notes. AI turns them into a clean record, a next action and a due date.

Back office

  • Products & pricingStandard

    Price ranks and customer-specific prices. Cost prices visible to owners and admins only.

  • QuotationsStandard

    Auto-numbered and auto-priced. Bilingual A4 PDF with your logo and company chop.

  • File libraryStandard

    Brochures and spec sheets in one place. Send download links and see when they are downloaded.

  • Agreements & policiesAdd-on

    Every contract in one register. Renewals and payments flagged in advance.

  • Members & rolesStandard

    Owner, admin, member and read-only viewer.

Marketing & communication

  • Event follow-upAdd-on

    After a trade fair or seminar, AI drafts a personal thank-you for every contact.

  • Reorder remindersAdd-on

    Learns each customer's ordering rhythm and tells you when they're due.

  • Birthdays & milestonesAdd-on

    Family birthdays and milestone ages, with a greeting ready to send.

  • WhatsAppAdd-on

    Messages and tracked links prepared for you. You press send.

  • Company emailStandard

    Send files from your own domain through Zoho Mail.

Operations & logistics

  • ScheduleStandard

    Week, list and month views. Travel and preparation time are blocked, so double bookings can't happen.

  • Logistics agreementsAdd-on

    3PL and warehouse contracts tracked, with renewal reminders.

  • Reorder timingAdd-on

    See which customers are about to reorder, before they call.

Compliance & team

  • Consent recordsAdd-on

    Record each client's consent to marketing, recording and AI. A warning appears before you message someone without consent.

  • Access logAdd-on

    Owners and admins see who viewed, edited or sent client data.

  • Risk profilesAdd-on

    Flags missing or expiring risk profiles before a wealth deal moves on.

  • Team dashboardAdd-on

    Each member's week at a glance: activities, pipeline, wins and overdue actions.

For Hong Kong SMEs

Only what you need.

Not another enterprise suite. The everyday tools a Hong Kong SME actually uses, set up for your trade.

Enterprise suite: Built for every department of a large company. Your HKAIA setup: The everyday tools your trade uses. Nothing extra on screen.

  • Right-sized.

    Cards, clients, deals, quotations and follow-ups: the functions you use every day, and nothing you'll never touch.

  • Priced for SMEs.

    Built and priced for small and mid-sized businesses, not enterprise budgets.

  • Supported locally.

    Set up and supported by our team in Hong Kong, from day one.

Fits your daily tools.

Built around the tools Hong Kong teams already use.

  • Email from your own domainSend files through Zoho Mail.
  • WhatsAppMessages and trackable links ready to send.
  • Google MapsDirections for every visit.
  • PDFBilingual quotations to print or share.
  • Your data stays yoursEach company's data is kept separate, with full export on request.

Let's talk

See it with your workflow.

Answer five quick questions, or talk to us directly.