Author:
Emi Santos.
Service Companies: management with Holded and Cigarrán
Managing service companies involves keeping detailed control of invoicing, accounting, customer relations and projects. Many SMEs and entrepreneurs use separate tools for each task, which leads to disorganization, data duplication and wasted time.
Holded is an all-in-one tool that allows the integrated management of the main activities of a service company from a single platform. Thanks to its intuitive design and cloud accessibility, it is an ideal solution for entrepreneurs and growing companies looking to optimize their processes and save time.
Main Holded modules for service companies
Holded offers five key modules that cover the fundamental needs of any service company:
- Invoicing: Issue quotes, invoices and packing slips quickly and professionally. Convert quotes to invoices with a single click and keep full track of collections.
- Accounting: Automates accounting records, presents tax forms and automatically reconciles bank transactions, reducing errors and simplifying tax obligations.
- Services: Allows you to create and manage the services offered by the company, assigning them to customers and projects efficiently.
- CRM (Customer Relationship Management): Organizes contacts, sales opportunities and customer follow-ups, improving customer relationships and increasing the chances of conversion.
- Project management: Plan and control tasks, milestones and timelines from a single platform, facilitating project tracking and ensuring that deadlines are met.
Why choose an integrated tool like Holded?
Many service companies use different tools to manage each of their areas, which generates several drawbacks:
- Disorganization and duplication of data.
- Waste of time in manual data entry.
- Lack of visibility on the global state of the business.
With Holded, you can centralize all information in one place, which improves efficiency and facilitates decision-making based on real-time, up-to-date data.
How can Holded benefit service companies and growing SMEs?
For service companies and growing SMEs, having an integrated solution such as Holded provides a key competitive advantage. Benefits include:
- Time and resource savings: By automating administrative and financial tasks, teams can spend more time on value-added activities.
- Reduction of human errors: The centralization of data and the automation of processes minimize errors in daily management.
- Accessibility in the cloud: Holded allows access to business information from any place and device, guaranteeing agile and continuous management.
- Scalability: As the company grows, Holded adapts to new needs, allowing modules to be added or modified as required.
How Cigarrán helps you implement Holded in your service companies
The implementation of an ERP like Holded may seem challenging, but with Cigarrán’s support, the process will be easier and more efficient.
At Cigarrán, as a Holded Partner, we offer:
- Customized implementation: We adapt Holded to the specific needs of your business.
- Training and ongoing support: We ensure that your team is familiar with the tool and can take advantage of all its functionalities.
- Process optimization: We identify areas that can be automated to improve your company’s efficiency and performance.
Why wait to digitize your business management?
👉 Contact Cigarrán and discover how Holded can help you manage your service company in a comprehensive and real-time way. Don’t waste time with manual processes and separate tools. Digitize your business and accelerate its growth.
¿Do you need help? At Cigarrán Abogados we can help you (+34) 91.355.85.15
