CRM and ERP · Holded
Implementation of Holded
Holded brings together invoicing, accounting, CRM and projects in a single cloud tool designed for SMEs and freelancers in Spain. We set it up for your business, automate it and leave it running.
- Invoicing
- CRM
- Cloud for SMEs
What’s included
Everything your holded
Invoicing and accounting
Invoice, track expenses and keep your accounting up to date, all connected.
CRM and sales
Manage contacts, quotes and sales follow-up without leaving the tool.
Automation
Automate recurring invoices, reminders and administrative tasks.
Integrations
We connect Holded with your website, your bank and your payment gateways.
How we do it
How we do it
-
Invoicing
We set up series, taxes and templates so you invoice correctly from day one.
-
Banks
We connect your bank accounts and keep reconciliation almost up to date on its own.
-
Automations
We schedule recurring invoices, payment reminders and administrative tasks.
-
Closing
We prepare the reports and accounting close so your accountant has it easy.
Everything in a single tool
Your management, from sale to bank
With Holded properly set up, an invoice runs through the whole cycle on its own: it is issued, charged, posted and reconciled with your bank without you lifting a finger. We make it that seamless for SMEs and freelancers in Barcelona and across Spain.
- Issue Legal invoice in seconds
- Charge Gateway and reminders
- Post Entries up to date, on their own
- Reconcile Bank connected live
FAQ
Preguntas frecuentes
Is it suitable for freelancers and SMEs?
Yes, it is designed exactly for that: cloud invoicing, accounting and management without needing a finance department.
Does it comply with invoicing regulations?
Yes. We set it up so your invoicing complies with current regulations (including e-invoicing where applicable).
Other services
Looking for another CRM or ERP?
Shall we start?
Get your holded up and running
Tell us about your case and we’ll give you a clear plan and quote, free and with no commitment.