Holded is a comprehensive ERP solution aiming to simplify and optimize business management. Designed for small and medium-sized enterprises, its powerful features such as invoicing, project management, and accounting automation stand out, providing an all-in-one platform to drive business efficiency and growth.

What are the main features of Holded?

Integrated Invoicing Solution

Holded offers a robust invoicing solution that ensures businesses handle billing efficiently and professionally. Streamlining invoicing can save time and reduce errors, leading to a smoother cash flow.

• Create and customize invoices effortlessly.
• Automate recurring invoices and set reminders for due payments.
• Generate and send quotes that can be converted into invoices in a few clicks.

Efficient Project Management

The project management tools in Holded allow teams to collaborate effectively, maintain timelines, and deliver exceptional results. Perfect for businesses looking to enhance project tracking and execution.

• Kanban boards to visualize and manage tasks.
• Resource allocation to optimize team performance.
• Time tracking features to monitor billable hours.

Automated Accounting

Holded’s automated accounting feature is designed to keep your financial records impeccable, while reducing the manual workload. This is ideal for business owners who want to focus on business growth rather than bookkeeping.

• Automatic bank reconciliation for quick and accurate financial management.
• User-friendly dashboard for quick insights into your financial health.
• Generate comprehensive financial reports effortlessly.

Inventory Management

With Holded’s inventory management, businesses can keep a meticulous track of their stock, prevent overstocking, and make data-driven decisions to meet demand efficiently. An essential feature for businesses that continually deal with inventory.

• Real-time inventory tracking for up-to-date stock counts.
• Supplier management to ensure efficient restocking.
• Automated alerts for low stock levels to avoid shortages.

CRM Integration

Holded integrates Customer Relationship Management (CRM) capabilities to help businesses manage their customer interactions and data seamlessly. Essential for keeping a personal touch while scaling operations.

• Maintain comprehensive customer profiles and interaction history.
• Automation of follow-ups to keep customer engagement.
• Detailed analytics to understand customer behavior and preferences.

Live Support and Assistance

Exceptional customer service extends beyond software capabilities. Holded provides live support and assistance to ensure its users get the most out of their ERP solution.

• Responsive customer service to address any concerns or questions.
• Onboarding assistance to help businesses start using the software effectively from day one.
• Extensive knowledge base and tutorials for self-learning and troubleshooting.