The smart business management software for SMEs
Holded is the solution in the cloud that has everything you need to manage your business – anytime, anywhere.
More than 80,000 companies already use Holded
Invoicing
Invoicing
We take out the stress from Invoicing
Do you like the idea of changing hours of work with a simple click? Well, Holded makes managing your business much more straightforward, simplifying and streamlining all your billing processes so you can focus more time on your business.
Look professional
Choose from over 40 editable templates, and personalize the invoices and messages that your company sends, with a brand image that is as personal as it is professional. Add your logos, colors, typography… everything you need so that the documents that mark your day to day are precisely how you want them to be.
Create documents, fast
We know that nobody likes to make invoices, that’s why we have synthesized the process. Every time you go to create an invoice, proforma, or estimate, Holded extracts the data that you have entered in the system and automatically fills it into the default template. All contact, product, bank, and tax information is added automatically. All you have to do is verify, save, and submit.
Put your calculator away
Choose the withholdings and percentages that your company needs. Holded provides you with an extensive list of taxes to choose from when filling out your documents. We also automatically calculate the corresponding percentages so that your focus remains on improving your business.
Invoice quickly, with contacts
at the palm of your hand
Holded saves all your contacts’ information, so when you create an invoice, their VAT and fiscal address will automatically appear on your invoice. You can also add bank information, preferred payment methods, currency, and even create contact specific discounts. Once saved, the next time you need it, it will pre-fill automatically.
Smart emails:
your new best friend
It’s frustrating having to write the same message a million times. Welcome, smart emails. The ‘dynamic words’ feature saves you time by filling in default fields in your emails. You can also send messages through your desired email to increase your open rate and follow up on them to control payments.
‘One to one’
with your client
Activate the client portal to share documents and information directly. Prepare budgets to be approved and collect invoices. Want to grab your clients’ attention? Send an email with direct access and voilà. You can also enable PayPal to get paid online.
Accounting
Accounting
A companion in your accounting journey
All you have to do now is continue with your day to day business and watch how Holded takes care of the accounts and entries for you.
Keep on working
like you never stopped
Moving offices can be a nightmare. Which is why we make importing your data as easy as possible. Download the information from your previous software and, using our templates, upload it to Holded in a moment. Your reports will be generated automatically and you will be able to see the evolution of your finances even from before the import.
Say goodbye
to human errors
If you add the wrong tax, who’s going to complain? Nobody, but it still messes up your accounting. By automating your processes not only will you avoid manual tasks but human errors, as well. Holded can automate: massive reconciliations, balance sheets, and the closing of the fiscal year, among other things.
Your ledger more
up to date than ever
Holded is a large network where all the aspects of your business connect. Every transaction and action you take will be recorded instantly in your ledger. The process is automatic, but you will always have the last word so you can keep track of what you have reviewed from what you have not. All good? Export it with one click.
Reconcile your transactions
with one click
Do you like to reconcile manually? If so, go ahead, we won’t judge you. But we also offer you the opportunity to save hours of work with automatic bank reconciliation. Holded will align all documents and transactions that match by the amount. To reconcile, you just have to click once.
We help you file
your taxes (in Spain)
Do you run a business in Spain? If so, Holded can help you avoid last-minute rushes by automatically filling in tax forms (modelos) with the information that’s registered in your account. You and your gestor only have to export them and mark them as filed to keep track.
Up-to-date reports
always at your fingertips
From the moment you start working with Holded, it will collect your data and automatically create reports in real-time. This is your most important information so we don’t take it lightly. Our reports get to the point and you can consult them whenever you want.
Team
Team
A star team deserves a star treatment
Maybe you can win a match on your own, but to win the championship, you need a team. Team offers you all the tools you need to reach your goals.
All your contracts
in one place
Paperwork is never fun, but it gets easier when it’s well organized. In Holded, contracts are organized by ‘Active’, ‘Not active’, and ‘Former employees.’ You can create as many as you need, we offer you the traditional ones by default, and you can customize them as you want.
Customize the role of each user
Your Holded account contains important information, so we take its protection very seriously. Knowing who can view it is vital, which is why we give you control. Choose one of the permissions that come by default or customize a new one according to your needs. Determine who’s got access to what and when.
Not a minute unchecked
When you start with Holded, you can register the hours worked during previous months in bulk. From then on, your employees will be able to register their hours in just a few steps, even if they work from home. Not convinced? You can always approve or deny them if something doesn’t add up.
Designed for managers
and employees
From the employee portal, workers can access their documents, recorded hours and request absences, but you will always control what they can and cannot see. Thanks to a global vision of their activities, you will know if your team is receiving the treatment it deserves.
Coordinate who, when and how
Approve or deny absences with confidence. You can confirm who is going to be in the office and who is not with just one look at the calendar or the absence list. Do you have a team in another country? Create a work center and the holidays for that region will be applied automatically.
Reward a
job well done
Do you want to reward your team for reaching goals? We make it possible thanks to the bonus management feature. Just choose who, how, and when it will be received (once or periodically). Also, everything is connected to your accounting so you will always have control of the expenses per employee.
Projects
Projects
Project management to divide and conquer
We put in your hands a simple solution to the most complex of jobs. Plan each step, visualize the goal and calculate the profitability of your projects.
All aspects of
your project here
Whether organizing a team-building activity or designing a revolutionary software, our projects give you the tools to manage any task from start to finish. Choose the template that best suits your needs, control the responsibilities of each team member and manage your budget.
Calculate your profits
from the beginning
Have you ever hesitated over how much you should charge? Thanks to Holded, it is simple to calculate the profitability of a job. You can compare what you have spent against what you have budgeted and, in the end, you may choose to bill per hour worked, team member rate or, if you prefer, a fixed amount.
Take control with
flexible templates
Just like all roads lead to Rome, all project templates lead you to your goal. Each one is different, but they will always follow your guidelines. You only have to choose the one you like the most, be it the simplicity of the Kanban, the precision of the Gantt chart or the intensity of a Sprint.
Step by step with cards
Even the longest of trips are made up of small individual steps. Divide even your biggest projects into small tasks with Holded’s cards. Not sure where to start? Assign managers and define delivery dates to have your priorities defined, always.
Earn what you deserve
and not a penny less
Sometimes when we work on large projects, time flies. For this reason, we offer you a simple way to record your hours – and do you know what the best part is? In the end, Holded calculates the total time and automatically creates an invoice.
Organize your
work station
Do you enjoy having everything in its proper place? Then use forms to show your team members the best way to work. Choose the questions you want them to answer and, once submitted, Holded will create a card automatically. This way, you’ll always have the information you need at your disposal.
Inventory
Inventory
Much more than a list of products
With Holded, your inventory will have much more profit than you think. If we want this to be an essential tool, we must be able to get the most out of it.
Each product
is unique
All the products that are part of your inventory matter. The better you describe them and the more information you have about them, the faster you can identify them later. Holded allows you to customize every detail of the product, segmenting through attributes and variants to be registered precisely how they should be.
Your warehouse will do
much more than just store
Create all the warehouses you want and distribute your products depending on your business needs. Not only that, thanks to the reports that Holded offers, you can also analyze the sale of the items in real-time and track the evolution of each sale.
Create a personalized sales
space with your contacts
In the ‘customer portal’, you can have a direct relationship with your suppliers, distributors, and customers. Here you can activate the catalog and see any document you have in common (invoices, estimates, etc.), enabling you to carry out collections and payments directly with them.
Control the entry and exit
of products in real-time
The SKU code allows you to control the products in your warehouse at all times. Holded is compatible with barcode readers and updates information when inputs and outputs occur in real-time, so you do not need to record your stock movements manually.
Automate the documents
generated by your inventory
Automatically convert your purchase and sales orders directly into delivery notes or invoices and record their tracking to ensure your customers receive both the product and the documents related to the transaction. You can always check if your customers have received and opened all corresponding emails.
Synchronize your sales
directly with an e-commerce
Connect your sales with Shopify, PrestaShop, WooCommerce, or Amazon. You will be able to receive all the orders from your e-commerce store directly in Holded and synchronize your transactions automatically so that your stock and accounting are always up to date.
Crm
Crm
Working together towards the next sale
Customers do not appear by magic, but if you know what steps to take at all times, they will be much closer to your business.
Monitor the progress
of your opportunities
Our sales funnels come with predetermined stages that can be modified and re-worked to suit your business needs. Take advantage of the opportunities in any stage of your sales process by creating short-term business scenarios. You can assign responsibilities, mark opportunities won or lost, and calculate the probability of a successful sale, all from within our platform.
Your leads – where, when,
and how you want
Continue with your sales opportunities without any setbacks. Thanks to Holded templates, you can import the information of your leads, companies, and even the activities that you have scheduled. If you have defined the stages in your funnel, you can add these opportunities automatically to the stage they are in so you don’t have to start from scratch.
An organized team
achieves its objectives
Invite your sales team to your account as users to access the information they need (opportunity information, probability of closure, etc.). Grant your team one of the user permissions that come by default or customize your needs with personalized user roles. You can control who has access to what and assign responsibilities.
Your opportunities
are always organized
Don’t let potential sales slip away! Import or create a new opportunity with a few clicks and add all the information you need. From the get-go, you can assign the potential value, who will be in charge of the lead, and the stage in which it is. Not only will you be able to follow the deal together with your team, but you will also offer the personalized attention that each contact deserves.
Customize your
sales process
Any action that is part of the sales strategy (calls, meetings, trips, meals, etc.) can be registered thanks to the ‘Activities’ tool. Holded offers several activities by default, but you can customize and add as many as you want. Get notified by email, schedule reminders, and mark items as completed when done.
Focus your time
on profitable opportunities
Don’t lose time on opportunities that are not profitable for you. Create your own CRM Board and estimate the profit that each sale can give you. Holded analyses the percentages based on the total value of the opportunities in the funnel and calculates your potential profits.
your time is important
Focus on what matters most
Reporting
See how your business is performing at all times
With Holded, you can make all the reports that you need to assess your business’s performance and possibilities at all times. It doesn’t stop there; you also have the option of analyzing any aspect of your company by creating custom tags that make it easier for you to find any information stored within Holded.
What’s coming…
Holded’s work is never done
Our team works every day to add features and new ways to simplify your processes
Point of Sale Terminal (POS)
Manage your POS with an integrated order management system and printer from your tablet.
Integrated calendar
Register events from Holded’s CRM directly to your Google or Outlook calendar.
Integrated email
Connect your email to send emails directly from Holded’s CRM.
Banking automation
Program automatic actions to immediately reconcile your banking transactions.
Integrated Stock e-commerce
Synchronize your stock and your products with your Shopify, Prestashop or WooCommerce online store.
pdpaola
– Humbert Sasplugas
“Holded gives you the flexibility to adapt the tool to your business and not the other way around.”
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