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Holded Review 2024: Features, Pricing & More

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Author

Martin Lunendonk

Last Update

Nov 15, 2024

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Holded
4.5

0

Holded is a versatile business management platform offering comprehensive features and seamless integrations. Its user-friendly interface makes it ideal for businesses seeking an all-in-one solution.

  • Comprehensive business management features.
  • User-friendly interface for easy navigation.
  • Seamless integration with popular tools.
  • Limited customization options.
  • Occasional performance lags.
Value to Price
Excellent4.5
Ease of Use
Excellent4.6
Functionality
Excellent4.4
Scalability
Excellent4.3
Integrations
Excellent4.7
Customer Support
Good4.2
Security
Excellent4.5

What is Holded?

Holded is a comprehensive business management platform designed to streamline operations for small to medium-sized businesses. It offers tools for accounting, project management, and CRM, helping businesses manage their operations efficiently. Holded integrates with popular tools like Google Workspace and Shopify, providing a seamless experience for users.

Pros and Cons of Holded

Comprehensive business management
  • Holded offers a wide range of features that cover all aspects of business management, from accounting to project management, making it a one-stop solution for businesses.
User-friendly interface
  • The intuitive design of Holded ensures that users can easily navigate through the platform, reducing the learning curve and increasing productivity.
Seamless integrations
  • Holded integrates effortlessly with popular tools like Google Workspace and Shopify, allowing businesses to streamline their operations without any hassle.
Limited customization options
  • While Holded offers a robust set of features, the customization options are somewhat limited, which might not suit businesses with very specific needs.
Occasional performance lags
  • Users may experience occasional slowdowns, especially during peak usage times, which can affect overall efficiency.

Holded Review: Is It Really That Good?

Value to Price
Excellent4.5
Ease of Use
Excellent4.6
Functionality
Excellent4.4
Scalability
Excellent4.3
Integrations
Excellent4.7
Customer Support
Good4.2
Security
Excellent4.5
Overall Rating
Excellent4.5

Value to Price

When I first explored Holded, I was impressed by the value it offers for its price. The platform provides a comprehensive suite of tools that cover everything from accounting to CRM, making it a cost-effective solution for businesses. Compared to other tools in the market, Holded stands out for its affordability without compromising on features. It's a great choice for businesses looking to maximize their investment in a business management tool.

Ease of Use

Navigating through Holded is a breeze, thanks to its user-friendly interface. I found the platform intuitive, with a clean design that makes it easy to find what you need. Whether you're managing projects or handling accounting tasks, Holded simplifies the process, reducing the learning curve significantly. This ease of use is a major advantage, especially for teams that want to get up and running quickly without extensive training.

Functionality

Holded offers a robust set of features that cater to various business needs. From project management to CRM, the platform covers all bases, providing a comprehensive solution for businesses. I particularly appreciated the depth of functionality in the accounting module, which rivals some standalone accounting software. This all-in-one approach makes Holded a versatile tool that can adapt to different business requirements.

Scalability

As businesses grow, their needs evolve, and Holded is designed to scale with them. The platform offers features that support business expansion, such as multi-currency support and advanced reporting. I found that Holded can handle increased data and user loads without compromising performance, making it a reliable choice for growing businesses. Its scalability ensures that you won't outgrow the platform as your business expands.

Integrations

One of Holded's standout features is its ability to integrate with popular tools like Google Workspace and Shopify. This seamless integration allows businesses to connect their existing tools and streamline operations. I found the integration process straightforward, with clear instructions and minimal setup time. This capability enhances Holded's functionality, making it a central hub for business operations.

Customer Support

Holded offers a range of support options, including a comprehensive help center and responsive customer service. During my experience, I found the support team to be knowledgeable and quick to resolve issues. However, it's worth noting that support options may vary depending on your plan, so it's important to choose a plan that meets your support needs. Overall, Holded provides solid customer support that can help you get the most out of the platform.

Security

Security is a top priority for Holded, and the platform employs robust measures to protect user data. I was reassured by the use of encryption and regular security updates, which help safeguard sensitive information. Holded's commitment to security ensures that businesses can trust the platform with their data, making it a reliable choice for managing business operations.

Key Features of Holded

Accounting
Excellent4.6
CRM
Excellent4.5
Document Management
Excellent4.4
Inventory Management
Excellent4.3
Project Management
Excellent4.5
Reporting
Excellent4.6
Task Management
Excellent4.4
Time Tracking
Excellent4.3

Accounting

Holded's accounting feature is a game-changer for businesses. It offers comprehensive tools for managing finances, from invoicing to expense tracking. I found the interface intuitive, making it easy to keep track of financial data. The automation capabilities, such as recurring invoices, save time and reduce manual errors. This feature is particularly beneficial for small businesses that need a reliable accounting solution without the complexity of standalone software.

CRM

The CRM feature in Holded helps businesses manage customer relationships effectively. I appreciated the ability to track interactions and manage leads within the platform. The integration with other tools ensures that customer data is always up-to-date, providing a complete view of customer interactions. This feature is ideal for businesses looking to enhance their customer engagement and streamline their sales processes.

Document Management

Holded's document management feature simplifies the process of storing and organizing business documents. I found it easy to upload and categorize documents, making retrieval quick and efficient. The ability to share documents with team members enhances collaboration, ensuring everyone has access to the latest information. This feature is a valuable addition for businesses that need to manage a large volume of documents.

Inventory Management

Managing inventory is a breeze with Holded's inventory management feature. It offers real-time tracking of stock levels, helping businesses avoid stockouts and overstocking. I found the reporting tools particularly useful for analyzing inventory trends and making informed purchasing decisions. This feature is essential for businesses that need to maintain optimal inventory levels and streamline their supply chain operations.

Project Management

Holded's project management feature is designed to keep teams organized and on track. I enjoyed the ability to create tasks, set deadlines, and assign responsibilities within the platform. The visual project boards provide a clear overview of project progress, making it easy to identify bottlenecks and adjust plans accordingly. This feature is perfect for teams that need to manage multiple projects simultaneously.

Reporting

The reporting feature in Holded provides valuable insights into business performance. I was impressed by the range of customizable reports available, covering everything from financials to project progress. The ability to generate detailed reports quickly helps businesses make data-driven decisions. This feature is a must-have for businesses that rely on analytics to drive growth and improve efficiency.

Task Management

Holded's task management feature helps teams stay organized and productive. I found it easy to create and assign tasks, set priorities, and track progress. The integration with other features ensures that tasks are aligned with overall business goals. This feature is ideal for teams that need to manage workloads effectively and ensure that nothing falls through the cracks.

Time Tracking

Time tracking in Holded is straightforward and efficient. I appreciated the ability to log time spent on tasks and projects, providing valuable insights into productivity. The integration with billing ensures accurate invoicing based on time worked. This feature is particularly useful for service-based businesses that need to track billable hours and manage client projects effectively.

Holded Pricing and Plans

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Holded Pricing Plans

Basic
For small businesses
€14

per month

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Basic includes:
  • Synchronise your bank automatically for payment control.
  • Advanced reporting on sales, purchases, and HR.
  • Automatic creation of accounting entries and rules.
  • Personalised client portal to highlight your brand.
Standard
For medium businesses
€29

per month

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Includes Basic, plus:
  • Centralise management of banks and gateways.
  • View all invoicing and accounting reports comprehensively.
  • Custom fields to personalise management.
  • Highlight your brand on digital portals.
Advanced
For large enterprises
€49

per month

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Includes Standard, plus:
  • Personalised user roles for better employee management.
  • SEPA bank remittances for efficient collections.
  • Full control over transactions and gateways.
  • Custom fields for enhanced document management.

Who Is Holded Best For?

Holded is perfect for small to medium-sized businesses seeking an all-in-one solution for managing operations. Its comprehensive features and seamless integrations make it ideal for businesses looking to streamline processes and enhance productivity.

  • Great for small to medium businesses

    Holded is designed to simplify business management for small to medium-sized enterprises. Its intuitive interface and comprehensive features make it easy to manage operations without needing advanced technical skills. This makes it a great choice for businesses looking to optimize their processes and improve efficiency.

  • Ideal for growing companies

    As your business expands, Holded grows with you. It offers essential features like multi-currency support and advanced reporting, making it an excellent fit for businesses that need scalable solutions as their needs increase. This adaptability ensures that Holded remains a valuable tool as your business evolves.

  • Perfect for budget-conscious teams

    Holded provides advanced features at a cost-effective price point, making it ideal for businesses looking to optimize operations without breaking the bank. Its comprehensive suite of tools offers great value, ensuring that you get the most out of your investment in a business management platform.

Frequently Asked Questions

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Author

Martin Lunendonk

Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.