Management software built for real estate agencies
Centralise your property clients, automate invoicing and recurring billing, and keep full control of your cash flow, all from one platform.
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saved per month
200,000+
businesses trust Holded
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accounting automated
Trusted by thousands of businesses
Property Client CRM
Every lead, tenant and owner in one place
Build detailed profiles for buyers, sellers, tenants and landlords. Track every interaction and never miss a follow-up.
Contact database
Store all property contacts · buyers, sellers, tenants and owners · in a single, searchable CRM.
Deal pipeline
Create custom pipelines to track property transactions from first enquiry to signed contract.
Activity timeline
Log calls, emails and site visits automatically so your whole team stays in the loop.
Invoicing & Recurring Billing
Automate rent invoicing and commission billing
Generate invoices for management fees, rent charges and commissions. Set up recurring billing so nothing slips through the cracks.
Recurring invoices
Schedule monthly rent and management fee invoices that are created and sent automatically.
Commission tracking
Invoice sales commissions per deal and link them directly to your accounting records.
Payment reminders
Send automatic payment reminders to tenants and clients with a single click.
Treasury & Cash Flow
Full visibility over your agency's cash flow
Connect your bank accounts, reconcile rent payments automatically and monitor income and expenses in real time.
Bank connection
Link your bank accounts and import transactions automatically every day.
Rent reconciliation
Match incoming rent payments to invoices with AI-powered reconciliation.
Cash flow forecasting
Visualise expected income and upcoming expenses to plan ahead with confidence.
CRM, invoicing and treasury: everything your agency needs in one platform
Spend less time on admin and more time closing deals. Holded handles the back office.
Start your 14-day trialRelated tools
Explore other Holded modules that complement your real estate management.
CRM Software
Centralise contacts, track deals and keep your client relationships organised.
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Invoicing Software
Create, customise and send professional invoices. Automate recurring billing and track every payment.
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Treasury Management
Connect your banks, monitor cash flow in real time and reconcile transactions automatically.
Learn moreFrequently asked questions
Absolutely. Holded is designed for businesses of all sizes, from independent agents to multi-office agencies. Start with the features you need and scale as your portfolio grows.
Yes. Holded's recurring invoice feature lets you schedule monthly rent and management fee invoices that are generated and sent automatically on the date you choose.
Holded connects with major banks to import transactions automatically. This lets you reconcile rent payments, track cash flow and keep your books up to date without manual entry.
Yes. You can create custom CRM pipelines for sales transactions and separate ones for rental management, each with their own stages, so you can track both workflows in parallel.
Holded uses enterprise-grade encryption and is hosted on secure cloud infrastructure. Your data is backed up continuously and access can be controlled with role-based permissions.
Your agency deserves better management tools
Join thousands of businesses already managing smarter with Holded.
Start your 14-day trial