Tailor-made business scenarios

Identify your potential customers and create a short-term business scenario.

Sales opportunities

Create opportunities easily whenever you need to by filling in a form on the platform.

Total visibility at every stage

Check the creation date of the generated opportunity, estimated closing date, business potential and much more.

Detailed information

Add as much information as you want to your conversion funnels, change them, check their value according to the stage and add extra custom fields.

Client portal

Share with your customer all the information you need (quotes, invoices, etc.) from a single place within Holded.

New or existing contacts

Create new contacts or import them to Holded in just a few clicks thanks to the templates made for this purpose.

Detailed contact panel

Access all your customer information easily: employees, invoices, recent communications, unpaid invoices, etc.

Reports that give you an advantage

Generate automatic reports that connect your invoices, orders and delivery notes in Holded with the stock of your contacts.

Integrated calendars

Connect any external calendar with your Holded calendar to keep track of your hours in one place.

Link to automatically schedule meetings

It makes it easy to "find the time", your guests will only have to choose the time that suits them best among those you have provided.

Personalised booking link

Avoid links with lots of numbers, you can customise the text of your meeting link to express what you want.

Time-range bookings

Limit the range of time your contacts can see you when booking a meeting.