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.
HKAIA