Close more deals with visual pipelines
Drag-and-drop deals through custom stages. See every opportunity at a glance and never let a deal slip through.
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Q2 Pipeline
Forecast€48,700
Estudio Demo
€8,400
Casa Forma
€3,200
Lumio Coffee
€5,800
Atelier 24
€12,400
Cliente Demo
€18,900
Over 200,000 businesses trust Holded
Visual pipeline
Your entire sales process at a glance
See every deal on a visual board. Drag and drop to move deals between stages and keep your pipeline flowing.
Custom stages
Define the stages that match your sales process. From first contact to closed-won, your way.
Deal cards
Each deal shows value, contact, expected close date and next action. Everything you need without clicking in.
Sales pipeline
LiveLead
100%
Conversion
Qualified
56%
Conversion
Proposal
28%
Conversion
Won
12%
Conversion
Weighted
€124,800
Forecast
€48,700
Deal tracking
Know exactly where every deal stands
Track deal value, probability and expected close date. Filter by owner, stage or date to focus on what matters.
Custom fields
Add any field you need, deal source, product line, region. Capture the data that drives your decisions.
Convert to invoice
Won a deal? Convert it to an invoice with one click. No re-entering data, no lost information.
Deal
Cliente Demo, S.L., Annual plan
Carlos Martín · Account Executive
Value
€18,900
Close date
May 12
Owner
María S.
Probability
80%
Custom fields
Everything you need for sales pipelines
Drag and drop
Move deals between stages with a simple drag. Update status instantly.
Unlimited stages
Create as many pipeline stages as your sales process needs.
Smart filters
Filter deals by owner, value, stage, date or any custom field.
Revenue forecast
See projected revenue based on deal values and probabilities.
Multiple pipelines
Run separate pipelines for different products, teams or regions.
Invoice integration
Convert won deals to invoices. Connected to your billing.
Frequently asked questions
Yes. You can create, rename, reorder and delete stages to match your exact sales process.
Yes. Create separate pipelines for different products, services or teams.
Yes. When a deal is won, convert it to an invoice with one click. All deal data carries over.
Yes. See projected revenue based on deal values and close probabilities for any time period.
Yes. Filter by owner, stage, value, expected close date or any custom field you have added.