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Holded, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering Holded.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Holded as well as our top picks for the options in this category.

Or, just go straight to Our top picks for the Best Project management software

Without further ado, let’s get started.

Holded Features

Holded is essentially an ERP that enables you to manage every business facet. It is an intuitive, efficient and adaptable platform that enhances your professional services. With Holded, you can incorporate ERP services into your personal business and improve project implementation.

Here are some exclusive features of Holded:

Invoicing: Holded provides automated client invoicing in its unified interface and ensures you always send the right bills to relevant profiles. Additionally, you can connect Holded with your bank to facilitate reconciliation. Holded identifies your recurring expenses and automatically bills them at the right intervals.

Analytics: Holded offers quality analytical tools to create flexible and performance-driven reports that accurately signify your business proceedings. Additionally, you can form custom tags and analyze every business aspect to achieve top-quality results. With Holded's reporting tools, you have all requisites; to successfully monitor your strategies before Implementation.

Payroll Management: Holded ensures you maintain transparency with your employees and successfully manage their wage demands according to profile or workload. You can view timesheets to view the working log of your employees and determine their valuation to the company. Additionally, Holded segments employees with similar payrolls. So you don't have to scour through lists.

Tax Filing: For businesses owners in Spain, Holded provides tax filing capabilities by; connecting accounting and billing. You can automate forms and calculate the net tax returns for your business. Additionally, Holded ensures that the calculation takes all financial facets into account. So the filed return is accurate.

Integrations: Holded provides an open API and supports integration with Paypal, Amazon, A3, Dropbox, Google Drive, Zapier, plus a multitude of other applications. It ensures you have a smooth experience while running your business by providing all relevant business integrations within its interface.

Live Chat Support: Holded offers a real-time chat support service to assist you with any technical glitches in the platform. It ensures your business doesn't face disruptions by providing swift resolutions to the most complex issues.

Holded Pricing

Holded offers 6 Pricing options and fulfils all project tool requirements with its attractive subscription plans.

The "Basic" plan is priced: at €29/month for 2 users. It offers CRM, project management Inventory basic and a client portal. You can create upto 1000 invoices per year.

The "Standard" plan is priced: at €59/month for 5 users. It offers Team basic, Accounting capabilities and predefined roles. You can create upto 3000 invoices per year.

The "Advanced" plan is priced: at €99/month for 10 users. It offers custom roles, custom fields and a personalized client portal. You can create upto 10000 invoices per year.

The "Premium" plan is priced: at €199/month for 25 users. It offers a dedicated account manager. You can create unlimited invoices with this subscription.

The "Free" plan is priced: at €0/month for 1 user and accountant. It offers limited invoicing, CRM and project management tools. You can create upto 50 invoices per year.

The "Plus" plan is priced: at €12/month for 1 User and an accountant. It offers enhanced features, and you can create upto 500 invoices per year.

Holded Discount and Coupons

Holded currently does not offer any discounts or coupons for its subscription plans. However, you can get a 20% off by opting for annual billing.

Holded Free Trial

Holded offers a 14 Day free trial for all its subscription plans without any buying obligations. You can use the e-mail address to avail the trial offer.

Holded, A short how-to guide

Once you login to your Holded account, you'll be redirected to the "Overview" section. Here, you can get an accurate summary of your expenses, sales and invoice. The topmost window hosts the main menu bar, which is crucial to navigating through Holded.

Within the Overview section, you can switch between "Invoicing", "Team, and "Projects". The "Team" section will show you leave requests, current payroll and the absence chart.

The "Projects" section will show your ongoing projects, time records, mentions and task phases. Click on "Sales" to manage or distribute your invoices, create quotations, see sales activities or customize your sales services.

Click on "Expenses" to enter the financial section of Holded. Here, you can view pending payments and manage employee payrolls.

Click on "Team" to enter the employee section of Holded. Here, you can manage working hours, view your team's status and perform time off management.

Click on "Inventory" to enter the catalogue section of Holded. Here, you can post your business products and power up inventory management. Click on "Projects" to enter the working section of Holded.

Click on "Banking" to view your cash flow and banking details. Here, you can see your business transactions. Go to "Accounting" to enter the sophisticated financial panel. Here, you can file your business tax returns by analyzing your work costs and revenues.

Click on "Analytics" to enter the reporting section of Holded. Here, you can analyze your projects and sales with AI-driven tools.

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