Holded, el ERP perfecto para funcionar junto a tu CRM.
¿Sabes qué es Holded y qué potencial tiene este software de gestión empresarial para transformar tu negocio?
Holded es un software de planificación de recursos empresariales (ERP) diseñado para pequeñas y medianas empresas. Enfocado en la usabilidad y la automatización, esta herramienta permite gestionar diferentes áreas del negocio de manera eficiente incluyendo facturación, contabilidad, inventario, proyectos y recursos humanos.
Al ser partners oficiales y usuarios de la plataforma, experimentamos día a día la experiencia de centralizar gran parte de las áreas clave de nuestro negocio, ganando con ello más tiempo para las tareas prioritarias, mejorando la productividad de nuestros equipos y reduciendo errores.
¿Por qué elegimos este ERP y que ventajas vas a obtener eligiéndolo tú también para tu empresa?
Porque es el que mejor se adapta a nuestra manera de funcionar y es el que usamos para automatizar y optimizar la facturación de nuestra empresa y además cuenta con los siguientes beneficios:
Facturación electrónica
Haz que tu negocio sea más sostenible y automatice una de las tareas más tediosas del área administrativa de manera fácil y rápida.
Integraciones compatibles
Conecta al ERP WooCommerce, Shopify, Phestashop y todas las aplicaciones que quieras o necesites usar en tu empresa con la tranquilidad de que van a funcionar correctamente con él.
Gestión desde la nube
Accede a tus datos desde cualquier dispositivo y lugar de manera cómoda y segura para que puedas llevarte el trabajo donde necesites.
Interfaz intuitiva
La plataforma es completamente accesible tengas el nivel de informática que tengas y no te perderás con los pasos a seguir para realizar tus tareas.
Automatización total
Ahorra tiempo automatizando hasta el 95% de tu contabilidad, facturación y nóminas. Nosotros te configuramos todo para que funcione desde el primer día.
Visión unificada
Monitoriza tu inventario, proyectos y equipo en tiempo real, todo en una sola plataforma. Te ayudamos a integrar Holded con tus herramientas favoritas.
Escalabilidad
Ahorra tiempo automatizando hasta el 95% de tu contabilidad, facturación y nóminas. Nosotros te configuramos todo para que funcione desde el primer día.
Soporte dedicado
Monitoriza tu inventario, proyectos y equipo en tiempo real, todo en una sola plataforma. Te ayudamos a integrar Holded con tus herramientas favoritas.
¿Qué funcionalidades tiene este software de gestión que lo diferencian del resto?
Como Holded Partners, en Sagatech te ofrecemos configuración profesional y soporte continuo para que saques el máximo provecho además de obtener las siguientes características:
Facturación y contabilidad
Creación y envío de facturas personalizadas, automatización de tareas contables y generación de informes financieros e integración bancaria para transacciones.
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Gestión de proyectos integral
Planificación de tareas y cronogramas, seguimiento de progreso en tiempo real y colaboración y comunicación entre miembros del equipo.
Gestión de clientes y proveedores
Base de datos de clientes completa y de fácil acceso, detección de oportunidades de negocio y gestión de embudos de ventas.
Gestión eficaz de recursos humanos
Creación de nóminas y gestión de equipos, registro de ausencias y control de horarios.
Gestión de inventario
Monitoreo de stock en tiempo real, Gestión de compras y ventas y creación de catálogos de productos.
Enlace de integraciones
Conexión con aplicaciones populares como Google Drive y Dropbox, sincronización con cuentas bancarias y tiendas online.
¿Qué servicios especiales ofrece Sagatech como partner de Holded?
Al colaborar estrechamente con este software de gestión empresarial, tenemos cuatro maneras de hacer que tu experiencia con Holded sea lo más productiva posible:
Implementación profesional
Configuramos Holded desde cero, migrando tus datos de contabilidad, contactos y proyectos para una transición sencilla.
Formación personalizada
Entrenamos a tu equipo para que aproveche al máximo las herramientas de Holded, desde facturación hasta gestión de oportunidades.
Integraciones a medida
Conectamos Holded con tus apps favoritas, como Google Drive, PayPal o plataformas de marketing, para un flujo de trabajo optimizado.
Soporte continuo
Estamos contigo en cada paso, resolviendo dudas y optimizando tu uso de Holded para que crezcas sin límites.
Esta herramienta será clave para llevar la gestión de tu empresa al siguiente nivel y con ella tu CRM será capaz de automatizar tareas, ganar más productividad en tiempo real y mejorar la eficiencia en la facturación electrónica desde el primer uso.
¿Cómo sabes si Holded es ideal para ti?
Aunque la herramienta se adapta a todo tipo de proyectos porque es muy versátil, escalable y personalizable, es ideal para tu negocio si te encuentras en una de estas situaciones:
Autónomos y start-ups que buscan simplicidad y control
Pymes con necesidades de facturación y contabilidad avanzada
Tiendas físicas, comercios online y negocios de restauración
Agencias de marketing, consultorías y servicios profesionales
¿Necesitas más información?
Preguntas frecuentes sobre Holded
¿Puedo emitir facturas y llevar mis gastos sin tener conocimientos de contabilidad?
Claro que sí. Holded está diseñado para que cualquier autónomo pueda gestionar su facturación y gastos de forma intuitiva, sin necesidad de conocimientos contables. Desde Sagatech te ayudamos a configurarlo todo y te guiamos paso a paso para que puedas empezar a facturar en minutos.
Siendo hostelero, ¿Puedo controlar el inventario de mi cocina y la facturación de las mesas desde una misma herramienta?
Sí, Holded permite gestionar el inventario, los proveedores, las ventas y la facturación desde una única plataforma. En Sagatech hemos ayudado a negocios de hostelería a adaptar Holded a sus flujos reales de trabajo, incluyendo la gestión de productos, escandallos y control de stock en tiempo real.
¿Holded permite integrar equipos de distintos departamentos y generar informes personalizados?
Absolutamente. Holded está pensado para equipos multidisciplinares y permite asignar roles, automatizar tareas y visualizar informes por área o proyecto. En Sagatech te ayudamos a personalizar el sistema según la estructura de tu empresa, creando paneles e informes a medida para una toma de decisiones más ágil y basada en datos.
