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Holded

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What is Holded?

Holded is a cloud-based platform that automates invoicing, accounting and treasury, offers inventory control, HR management and real-time reporting tools.

Who is Holded suitable for?

Management software for freelancers and SMEs that integrates invoicing, accounting, inventory, CRM and projects in an intuitive and scalable platform.

Company size

What size of company is this system suitable for?

1-500+

Support

How can you contact the supplier?

Free trial

Can I get a free trial?

Yes

No

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Holded product features

CRM Software

API integration

Built-in reminders

Calendar and activity integration

Call directly from CRM (click-to-call)

Call lists

Contact/prospect management

Create documents & contracts

E-signature and contract management

Education

Email marketing module

Integrated and digitised sales processes

Lead generation via the web

Lead scoring

Lead tracking

Pipeline management

Quote configurator/CPQ

Reporting and real-time sales forecasts

Resellers

Sales dashboards and KPI tracking

Send newsletter from CRM

Social CRM (social media integration)

Bookkeeping Software

Advice

Annual report

Automatic account coding

Automatic reports

Bank connection

E-invoicing

Financial statements & tax return

Mobile receipt management

Ready-made templates

Self-help

Time reporting

VAT return

ERP Software

Accounting

Budget tool

Business intelligence

Capacity planning

CRM

Dashboard

Delivery

Finance

HRM

Invoicing

Order management

Procurement

Project management

Purchasing

Real-time data

Reports

Resource management

Scheduling

Warehouse and logistics

Workflow

Project Management Software

Access control

Analysis & reports

API

Assign tasks

Calendar synchronisation

File storage

Gantt chart

Integration modules

Kanban

Milestones

Notifications

Prioritisation

Ready-made templates

Time log

Unlimited projects

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