Comprehensive implementation of Holded
"We set up your account to work right out of the box."
Implementing Holded is the first step in integrating this powerful management tool into your business. It includes the initial system configuration tailored to your processes, importing key data (customers, products, invoices, banks, etc.), creating roles and permissions, and providing basic training for your team.
At Artic Agency, we've been working with Holded as our central ERP for years. We understand its capabilities and limitations, and we help you adapt it to your real needs, not the other way around. The goal is for you to start invoicing, controlling your projects, managing your clients, and tracking your finances from day one, hassle-free.
Our service is designed for both companies that have never used Holded and those that have activated it but don't know how to take advantage of it.
In an agile and accompanied manner
From the first meeting, we analyze your business model to adapt Holded to your structure. We work in phases:
- Initial diagnosis: We detect your needs, structure and objectives.
- Environment Setup: billing series, templates, contacts, taxes, banks, users…
- Importing key data: transfer of clients, products, services, history if necessary.
- Activating modules: invoicing, CRM, projects, inventory, HR… depending on your company.
- Initial training: Personalized sessions for your team (video, in-person, or remote).
- Post-implementation support: support during the first few days after launch.
Our team is well-versed in industry best practices and applies them to ensure your system is optimized from the start.