Holded is the cloud-based business management platform for small and medium enterprises. The platform provides you with everything you need to monitor your business anytime and anywhere.
Holded's solution offers a variety of features to help you handle your business tasks in just one place:
Manage the sales of your products and services
Organize your client and vendor portfolio
Contacts allow you to manage your business relationships with the people and/or companies you work with. As contacts are essential to create documents, registering your contacts is the first step to start using the platform.
Access on the platform to Contacts
Do you want to learn more about this? Check our Academy articles for Contacts
Manage your products and monitor your stock
Inventory allows you to manage the complete cycle of your products and to control your stock. On the Holded Store, you can activate the paid Gem Inventory — in case you need more advanced options.
Access on the platform to Inventory
Do you want to learn more about this? Check our Academy articles for Inventory
Manage your services
Manage your expenses, banks, and accounting
Manage your purchases and their invoices
Expenses allow you to manage anything related to your purchase invoices, both manually or with our Smart Scan feature. Here, you’ll also find Inbox — the section that allows you to organize</strong and classify all the files that you receive from an external source.
Access on the platform to Expenses
Do you want to learn more about this? Check our Academy articles for Expenses
Manage your bank accounts
Manage your finances
Accounting allows you to manage anything related to your accounting accounts, general ledger, and assets. This way, you can monitor financial activity in real-time.
Access on the platform to Accounting
Do you want to learn more about this? Check our Academy articles for Accounting
Manage your staff and their projects
Manage your own employee profile and your employees
Team allows account administrators and HR specialists to add employees and manage their information and payroll. On top of this, a dedicated area, allows all employees to request absences, and register their schedules. On the Holded Store, you can activate the paid Gem Team Pro — in case you need more advanced options.
Access on the platform to Team
Do you want to learn more about this? Check our Academy articles for Team
Configure, expand, and analyze your account
Manage your organization(s) and your user profile
User profile allows you to manage your photo, email, password, and platform language.
Company account lets you set all data that are related to your Holded account, for example, billing address, currency, and company language.
Access on the platform to your Company account
Do you want to learn more about this? Check our Academy articles for Company account
Look into your reports
Add features from Holded Store
The Holded Store is the catalog where you can find and activate all additional functionalities that allow you to adjust Holded to your company's processes. You can access two types of functionalities: Gems and Integrations. Blue Gems can be implemented for free, and Red Gems need to be purchased. Integrations, instead, connect and synchronize the data of your Holded account with all those applications and external platforms that you are using to manage your business.
Access on the platform to Holded Store
Do you want to learn more about this? Check our Academy articles for Holded Store
Holded offers you the following Academy resources, so you can start getting familiar with the platform and its features:
This is the section where you’ll find our Getting started guides, so you can learn to set up your account and start working with Holded.
In this section, you will find Step-by-step videos to learn new features and Holded Tips videos to re-discover how the platform can support you.