Salesly + Holded: sales and accounting working together
Salesly is not a Holded replacement — it is the perfect complement. Salesly handles your sales operations while Holded manages invoicing and accounting. Together, they cover the full business cycle.
Feature comparison
| Feature | Salesly | Holded |
|---|---|---|
| Visual opportunity pipeline | ||
| Professional quote creation | ||
| Client portal with digital signature | ||
| Integrated digital signature | ||
| Real-time dashboards and KPIs | ||
| Multi-user with role-based permissions | ||
| ERP integration (Holded, BC) | ||
| Optimised mobile access | ||
| Complete interaction history | ||
| Automatic notifications |
The 4 key differences
Complementary, not competing
Holded excels at invoicing, accounting and treasury. Salesly excels at pipeline, quotes, client portal and sales analytics. Together, they eliminate the gap between selling and invoicing.
Native two-way sync
Salesly connects natively with Holded — contacts, products and orders sync automatically in both directions. No third-party connectors, no manual exports, no duplicated data.
A dedicated space for your sales team
Holded's CRM module is basic by design — it is an ERP, not a sales platform. Salesly gives your commercial team a purpose-built workspace with pipeline, quote builder and client portal.
Client portal and digital signature
Salesly lets your clients review quotes and sign digitally through a branded portal. Holded does not offer a client-facing portal, so quotes are typically sent and managed via email.
Explore Salesly modules
FAQ: Salesly + Holded
Do I need to replace Holded if I use Salesly?
Not at all. Salesly and Holded are designed to work together. Keep Holded for invoicing, accounting and treasury, and use Salesly for everything before the invoice — pipeline, quotes, signatures and orders.
How does the integration work?
Salesly syncs contacts, products and orders with Holded via a native connector. When a signed order is confirmed in Salesly, it can be automatically pushed to Holded for invoicing. No manual data entry required.
Does Holded have a sales pipeline?
Holded includes a basic CRM module, but it is designed as an add-on to its core ERP functionality. Salesly offers a full-featured sales platform with visual pipeline, client portal, digital signature and dedicated analytics.
What if I already manage quotes in Holded?
You can keep creating invoices in Holded while using Salesly for the sales process. Salesly quotes sync to Holded as orders, so your accounting team sees the final result without duplicating work.
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