Filtering & data extraction

You can filter on all master data entered in Holi. You can filter on person lists, company lists and documents. Add as many filters as you like until you have achieved the desired filtering. In addition, you can create a data extract of the entities that match your filtering

 Handling of fields

By default, Holi is equipped with a number of standard fields that fulfill the basic needs of a CRM system. However, you can also create new fields that match your specific needs. Choose whether it should be a text field, number, percentage, list item, date, etc. The field can be placed as a company field or person field.

Company portal

With integration to the Company Portal, you get a tailor-made solution for employee registration and document management. The pension manager, payroll manager or similar from the company can add and remove employees and share documents with you. Data is sent to Holi and from there you can help define what happens, whether you want to create a reminder for the responsible advisor, automatically send an onboarding flow to the employee or something completely different.

Employee groups & framework agreements

Create employee groups for an enterprise customer and sort employees into appropriate employee groups. Assign individual framework agreements to each employee group and edit those fields if needed

Triggers

Leverage automated task generation via Holis Triggers, where events and tasks are dynamically generated based on specified data sets to facilitate their execution. You are free to choose when to execute a trigger and how.

An example of a trigger could be that when a customer's employee reaches a certain age, a process is automatically initiated to send relevant communications to collect pension-related information.

Document
handling

Holi's document management makes it easy to maintain a comprehensive overview of relevant documents, whether serving other companies or individual employees. Holi automatically creates documents in the right places based on the consultant's calculations and refers to the relevant file location. Advisors can also upload and attach their own documents to customer profiles.

Task & note functionality

Experience a smoother workflow with Holi's task and note functionality. With the option of both manual and automatic task creation, the advisor gets a breath of fresh air in their workflow. For example, the advisor becomes aware of missing data from customers who have not completed their questionnaire with automatic task creation. In addition, note functionality also benefits the employee by being directly integrated into Holi with the ability to filter on certain parameters for an optimal overview.