An amazing example of excellent software!
What do you like best?
This is my 1st review of any software. It's that good. It's beautiful to look, easy to use and has almost everything I would want in a business management software suite. I've used every specialized software that caters to my industry and this is better than them all and significantly less expensive! I actually enjoy using the software (this is something I have never said about any business related software). Holded's support team has been excellent as well. The few times I have needed them, they have responded quickly, with information that either solved my concern or helped me understand the software better. The different modules like integrated payments, client portal, chat have been a pleasure to use. My clients love the client portal.
What do you dislike?
There really are no dislikes. The closet thing to a dislike that I have is there are a few options I would like to see such as an offline mode for being able to continue entering data in the event the internet is down. Direct integration with U.S.A. banks would be great. The other nice to have is a proposal creation wizard with the ability to combine documents into a complete proposal. It would be really nice if chat was a menu bar option that could be assigned to a client, supplier, lead, project or internal. There are a few industry specific things that would be nice to have as well but they can probably be taken care of by Holded's excellent API.
What problems are you solving with the product? What benefits have you realized?
The most important problem I have solved with Holded is having all of my business information available in one place so I am no longer jumping between multiple applications. It is an enormous time saver. Client communications has also improved because of Holded. I am able to respond faster which is improving customer engagement, even outside of the Holded app.