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Creativity over management

Run your agency's entire strategy and operations with Holded. Invoicing, projects, accounting, CRM and HR in one place.

  • Quotes and invoices per project in minutes
  • Hours and profitability per client at a glance
  • Accounting and CRM connected to your invoicing
4.6/5 on CapterraOver 900,000 users
Rebranding · Volta Projects LLCClient: Volta Studio · 01/22/2025
Project board6 tasks
In progress2
  • Brand identity
    12 h
  • Logo
    8 h
Done2
  • Briefing
    6 h
  • Moodboard
    5 h
Billable hours this month88 / 120 h
Project margin38%
New invoiceF-2025-014
Draft
  • Logo$200.00
  • Brand identity$1,000.00
Sales tax 7%$84.00
Total$1,284.00
Holded customer
Holded has allowed us to focus on what really matters: creativity. Admin is no longer a bottleneck.
Luis Miguel AguirreCEO, Family Agencia
0+agencies managed
0%less admin time
0.0/5average rating

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Invoicing

Invoices that reflect your brand

Create custom invoices with your visual identity, automate recurring billing and track every payment without leaving Holded.

Custom invoices

Tailor your invoice design with your logo, colors and fonts to reflect your agency's identity.

Recurring billing

Automate monthly invoices for retainer clients and forget about manual sending.

Payment tracking

See the status of every invoice, send automatic reminders and reduce late payments.

Agency invoice in Holded with logo, service lines and total

“Holded has allowed us to focus on what really matters: creativity. Admin is no longer a bottleneck”.

Luis Miguel Aguirre

CEO, Family Agencia

Projects

Profitable and organized projects

Plan, assign tasks and track the profitability of every project. Measure time spent and compare it with the budget.

Visual planning

Manage your projects with Kanban boards or Gantt charts for a clear view of progress.

Profitability tracking

Measure actual costs vs. budget on every project to ensure healthy margins.

Time tracking

Track how much time your team spends on each project and client for accurate billing.

Project board with to do, in progress, review and done tasks

Accounting

Numbers under control

Automate your accounting, connect your banks and generate financial reports in real time. No accounting degree needed.

Bank reconciliation

Connect your bank accounts and automatically reconcile transactions with your invoices.

Real-time reports

View your P&L, balance sheet and other financial reports whenever you need them.

Simplified taxes

Generate tax forms automatically and make your accountant's job easier.

Holded chart of accounts with debit, credit and balance per account

“With Holded we've managed to have all agency management in one place. From client acquisition to the final invoice”.

Marta Domenech Tarrat

COO, Hamlet Strategic Makers

CRM

Centralized contacts and CRM

Manage your sales pipeline, centralize client and prospect information, and convert more opportunities.

Visual pipeline

Create custom sales funnels and drag opportunities between stages.

Complete client profiles

Access every client's full history: invoices, quotes, projects and communications.

Automated follow-ups

Set up reminders and activities so you never miss a business opportunity.

Sales pipeline with client cards at each stage

Human resources

HR without leaving Holded

Manage your agency team: time tracking, absences, time off and documentation, all from the same platform.

Time tracking

Record your team's working hours in compliance with current regulations.

Absence management

Approve time off, sick leave and absences from a centralized panel.

Centralized documents

Contracts, pay stubs and team documents organized and accessible in the cloud.

Employee area with available holiday days, absences and payslips

Built for your agency

Holded adapts to the specific needs of creative, marketing and advertising agencies.

Intuitive design

An interface designed for creative teams that need agility and simplicity in management.

Key integrations

Connect Holded with the tools you already use: Slack, Google Drive, Zapier and more.

Tax compliance

Stay on top of tax obligations and e-invoicing without the hassle.

Projects + Invoicing + Accounting + HR: all connected, all automatic

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