A CRM to be closer to your clients.
Holded is the business management software that helps you manage client relationships, track the sales cycle and close more deals.
Start free with Google14-day free trial · No credit card · Cancel anytime
Trusted by 200,000+ businesses
3x faster deal closing
40% more leads converted
Zero leads lost
Visual pipeline
See every deal. Move fast. Close more.
A drag-and-drop pipeline that gives you instant clarity on every deal. Know exactly what's in play, what needs attention and what's about to close.
Drag-and-drop stages
Move deals through custom stages with a simple drag. From first contact to closed-won, your sales process, visualised.
Revenue forecasting
See projected revenue by stage, owner or time period. Make data-driven decisions about where to focus your team.
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
Lead management
Capture every lead. Lose none.
Leads flow in from your website, email, ads and referrals. Holded captures them all, scores them automatically and routes them to the right salesperson.
Multi-channel capture
Web forms, email forwarding, API integrations, leads enter your CRM from every channel, automatically.
Lead scoring
Prioritise the hottest leads. Automatic scoring based on engagement, fit and behaviour surfaces the best opportunities.
Inbound leads
24 active leads
Elena Martín
Web form
95Javier Ruiz
LinkedIn Ads
70Carla Ferrer
Email
30
AI-powered
Your AI sales co-pilot
Holded analyses your pipeline, predicts outcomes and suggests the next best action, so your team always knows what to do next.
Custom stages & fields
Design funnels that match your sales process. Add custom fields, estimated close dates and deal value at every stage.
AI deal scoring
Every deal gets a probability score based on historical patterns, engagement signals and pipeline velocity.
From deal to document
Turn a closed opportunity into an invoice, quote or delivery note in one click. Nothing to rewrite.
Next-best-action
AI suggests the optimal next step for each deal: send a proposal, schedule a call or follow up with a specific message.
Automatic reports
Reports that connect deals, invoices, orders and stock, the health of your pipeline at a glance.
AI email drafts
Generate personalised follow-up emails based on deal context, contact history and your brand voice.
Contact management
Know your customers inside out
Every interaction, invoice, quote and note, in one timeline. Your team never walks into a conversation blind.
360° contact view
See the complete picture: deals, invoices, emails, calls, notes and documents. Everything about a client, on one screen.
Smart segmentation
Tag, filter and segment contacts by any criteria. Build targeted lists for campaigns, follow-ups and account reviews.
Carlos Martín
CustomerHead of Operations · Cliente Demo, S.L.
Recent activity
- now
Proposal sent · Annual plan
- 2h
Discovery call (18 min)
- yesterday
Meeting: Q2 goals review
- last week
Deal won: €18,900
Explore CRM features in detail
Dive deeper into each area of customer relationship management.
Sales Funnels
Visual pipelines with drag-and-drop stages and revenue forecasting.
Contact Management
Unlimited contacts with custom fields, tags and activity history.
Calendar & Scheduling
Meeting scheduling, booking links and Google Calendar sync.
Lead Management
Capture, score and qualify leads from multiple sources.
Mobile CRM
Your sales opportunities, from the app.
Check deals, update contacts and log calls from your phone. Holded CRM works on any device, anywhere.
Full CRM on mobile
Not a stripped-down version: the full pipeline, contacts and deal details, optimised for mobile screens.
Log activity on the go
Just finished a client meeting? Log notes, update the deal stage and schedule the next follow-up from your phone.
Sales automation
Automate the busywork. Focus on selling.
Set up triggers that handle follow-ups, status changes and notifications automatically. Your CRM works while you sleep.
Auto follow-ups
Schedule email sequences that trigger based on deal stage, time elapsed or contact behaviour.
Workflow triggers
When a deal moves stage, automatically assign tasks, send notifications or update records.
Notifications
Get notified when a deal changes stage, a teammate is assigned or a close date is around the corner.
Email templates
Save your best-performing emails as templates. Personalise with merge fields in one click.
Auto-assignment
Route new leads and deals to the right salesperson based on territory, product or round-robin rules.
Sales reports
Automatic weekly and monthly reports on pipeline health, conversion rates and team performance.
Calendar
Book meetings without the back-and-forth
Share booking links, sync with Google Calendar and manage your entire sales schedule from your CRM.
Booking links
Clients pick a time that works. No more email ping-pong. Calendar invites sent automatically.
Team scheduling
See your entire team's availability. Schedule meetings that work for everyone.
Built for every sales team
Whether you're a solo founder or a 50-person sales org, Holded CRM adapts to how you sell.
Sales teams
Visual pipelines, deal tracking and forecasting. Know exactly where every opportunity stands and what to do next.
Account managers
360° client profiles, activity timelines and renewal tracking. Nurture relationships and grow existing accounts.
Agencies & services
Track projects from pitch to delivery. Link deals to invoices and projects, all in one platform.
Connected platform
Your CRM talks to everything
Every deal, contact and invoice flows between CRM, invoicing, accounting and inventory. No data silos, no duplicate entry.
Won a deal? Generate an invoice with one click.
ExploreRevenue flows into your books automatically.
ExploreCash flow data feeds into your pipeline decisions.
ExploreCheck stock levels before you commit.
ExploreTurn closed deals into projects instantly.
ExploreSee which team members own each account.
ExploreConnects with your sales stack
Sync your CRM with the tools you already use.
Join 200,000+ businesses growing with Holded CRM
Start freeEasy onboarding
Switch to Holded CRM in minutes
Import your contacts, deals and history from any CRM or spreadsheet. No data lost, no downtime, no headaches.
CSV & Excel import
Upload a CSV or Excel file and map columns to Holded fields. Contacts, deals and notes, imported in bulk.
Import from other CRMs
Moving from Pipedrive, HubSpot or Salesforce? Our import wizard maps your data structure automatically.
contacts.csv
2,148 rows
Field mapping
- NamefullNameMatched
- E-mailemailMatched
- PhonephoneMatched
- SourcesourceMatched
- Region—Skip
Holded gives you even more
CRM is just the beginning. Connect your entire business management.
Frequently asked questions
CRM stands for Customer Relationship Management. It helps you manage contacts, track deals through a visual pipeline, automate follow-ups and close more sales, all from one platform.
Holded AI scores deals by probability, suggests the next best action for each opportunity, drafts follow-up emails and alerts you when deals are at risk of stalling.
Yes. Leads flow in from web forms, email forwarding and API integrations. They're scored and assigned to salespeople automatically.
Yes. When you close a deal, generate an invoice with one click. Revenue is automatically reflected in your accounting.
Yes. Set up email sequences triggered by deal stage, time elapsed or contact behaviour. Never forget a follow-up again.
Yes. Try Holded CRM free for 14 days. No credit card required. Full access to all features.