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Contacts

All your contacts in one place

A complete database for clients, leads and suppliers. Unlimited contacts, custom fields and full activity history.

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CM

Carlos Martín

Customer

Head of Operations · Cliente Demo, S.L.

carlos@solera.es+34 675 32 10 88solera.esBarcelona

Recent activity

  • Proposal sent · Annual plan

    now
  • Discovery call (18 min)

    2h
  • Meeting: Q2 goals review

    yesterday
  • Deal won: €18,900

    last week

Over 200,000 businesses trust Holded

Dr. Bloom
The Are
Two Jeys
P.J. Lobster
Nude Project
Brava
Tascon
Unison
Dr. Bloom
The Are
Two Jeys
P.J. Lobster
Nude Project
Brava
Tascon
Unison

Contact database

Every client detail at your fingertips

Store unlimited contacts with custom fields, notes and documents. Find anyone in seconds.

Unlimited contacts

No limits on how many contacts you can store. Clients, leads, suppliers, all in one place.

Full activity history

See every interaction, invoice, quote and note for each contact. Complete context, always.

Search contacts, tags, companies…
1,247 contacts
NameCompanyTagActivity
  • Carlos Martín
    Cliente Demo, S.L.Client2h
  • Elena Martín
    Estudio DemoLead4h
  • Javier Ruiz
    Lumio CoffeeProspect1d
  • Carla Ferrer
    Atelier 24Client3d
  • Marc Gual
    Casa FormaVendor1w
Showing 5 of 1,247: sync with Mailchimp, Stripe and 40+ apps

Smart segmentation

Target the right contacts every time

Tag, filter and segment your contacts by any criteria. Build targeted lists for campaigns and follow-ups.

Tags and categories

Organise contacts with custom tags. Filter instantly by industry, region, deal stage or any label you create.

Advanced filters

Combine multiple filters to find exactly who you need. Save filters for quick access later.

Smart lists

4 saved

Active filters

Industry: SaaSRegion: EUStage: QualifiedSource: WebAdd filter
  • Hot leads · last 7 days
    24
  • All clients in Spain
    412
  • Q2 marketing campaign
    89
  • Enterprise prospects
    17

Everything you need for contact management

Import and export

Bulk import contacts from CSV. Export anytime for backups or migrations.

Custom fields

Add any field you need, industry, birthday, account manager, anything.

Activity timeline

See every touchpoint with a contact in chronological order.

Duplicate detection

Automatically detect and merge duplicate contacts.

Tags and labels

Organise contacts with colour-coded tags for quick filtering.

Client portal

Give clients access to their invoices and documents through a branded portal.

Frequently asked questions

No. You can store unlimited contacts in Holded: clients, leads, suppliers and more.

Yes. Bulk import contacts from any CSV file. Map your columns to Holded fields during import.

Yes. Add any custom field you need: text, number, date, dropdown or checkbox.

Yes. Holded automatically flags potential duplicate contacts so you can merge them.

Yes. Give clients a branded portal to view invoices, quotes and documents.

Ready to organise your contacts?

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