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CRM

CRM

Detailed CRM Insights Let You Close More Deals

Boost your sales with a simple yet powerful CRM that adapts to your needs. Manage your leads with personalised sales funnels, and access any customer information at any time.

CRM
CRM
CRM
Importing icon
Ordered and organised with a click of the mouse

Import your Contacts

Get stuck-in straight away by effortlessly importing your contacts with Holded's Import Templates.

Access your entire database from any platform, and create contact groups with ease.

Import your contacts
Import your contacts
Import your contacts
Increase Conversion Rates icon
Increase Conversion Rates

Customise Your Sales Funnels

Generate more sales when you have a more complete overview of your customers with Holded CRM. Quickly know which area of the recruitment process they are in to easily manage the conversion campaigns.

  • Leads icon
    Leads

    Hone in on your most valuable potential customers, and create short-term business scenarios with a recruitment list.

  • Contact Established icon
    Contact Established

    Contact potential customers, quickly discover their needs, and make a proposal in a flash with Holded CRM.

  • Proposal Made icon
    Proposal Made

    Offer the client your very best when you create a bespoke proposal for them.

  • Negotiations Begin
    Negotiations Begin

    Increase your conversion ratio, customer base and your overall sales.

Generate more sales
Tracking activity
Be a Dealmaker

Seize Every Opportunity

Generate more sales

Take precise control over which leads you pursue for an outstanding conversion ratio. Loyalty to a customer costs 5 times less than obtaining a new one.

Generate
  • Input Client Information
    Input Client Information

    Visualise clearly where the profits lie in your sales process.

  • Action Platform icon
    Action Platform

    Potential business opportunities have never been more obvious.

  • Create Notes and Tasks icon
    Create Notes and Tasks

    Information about every client at your fingertips.

Create Notes and Tasks
The Client Profile icon
The Client Profile

Access your Client's profile

Check your client's profile to quickly see detailed information about their current situation, the start date of that particular opportunity, estimated closing date, potential revenues and much more.

Create notes or add events to each profile and know where you are in the sales process. Create tasks and attach files for impeccable organization and effective action.

Access your Client's profile
Access your Client's profile
Access your Client's profile
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We Can Help

Around the clock support means you're never alone.

Holded Academy
Holded Academy

Holded Academy has over 1,000 articles that cover every aspect of our software, so the answers to your questions are just a click away.

Chat
Live Chat

With our Live Chat you'll be connected directly to one of our Success Heroes whenever you need to. And we really mean whenever.

Teléfono
Phone Support

For those questions too tricky to put into writing, our Success Heroes are more than happy for you to give them a call.

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Ready to get started?

Get in touch, or get started now with a free account

Get in touch, or get started now with a free account