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Basic
Simplify your business management with the essential features.
25
$/month
1,000 invoices per year
2 users included
Invoicing
CRM
Project Management
Inventory Basic
Team Basic
Client Portal
Standard
Automate your accounting processes and assign predefined roles.
49
$/month
3,000 invoices per year
5 users included
Invoicing
CRM
Project Management
Inventory Basic
Team Basic
Client Portal
Accounting
Predefined Roles
most popular
Advanced
Customize roles and personalize the Client Portal with your logo.
79
$/month
10,000 invoices per year
10 users included
Invoicing
CRM
Project Management
Inventory Basic
Team Basic
Accounting
Predefined Roles
Custom Roles
Custom Fields
Personalized Client Portal
Premium
Manage unlimited invoices and get help from an account manager.
$/month
Unlimited invoices
25 users included
Invoicing
CRM
Project Management
Inventory Basic
Team Basic
Accounting
Predefined Roles
Custom Roles
Custom Fields
Personalized Client Portal
Account Manager
Free
Start invoicing now
0
$/month
50 invoices per year
100 contacts
1 user + accountant
Invoicing
CRM and Sales
Project Management
Inventory Basic
Client Portal
Plus
Absolute control
for freelancers
9
$/month
500 invoices per year
250 contacts
1 user + accountant
Invoicing
CRM and Sales
Project Management
Inventory Basic
Client Portal
Join over 80,000 SMEs that already manage their businesses with Holded.
What you’ll get
Holded is the first ERP built exclusively for SMEs and freelancers.
Included
in every plan
Invoicing
Design your invoices and automate their delivery. Synchronize your banks automatically and generate tax forms in one click. Real-time cash flow and detailed reports for maximum control and visibility over your business.
CRM and Sales
Manage opportunities with multiple states and sales funnels. Forecast closing dates and schedule activities and reminders.
Project Management
Manage multiple projects, assign tasks and record the time invested with visual reports to efficiently monitor progress. Select from several templates that adapt to your project: Kanban, Sprints, Gantt Chart and many more.
Inventory Basic
Create products and services in seconds. Start by adding information like the cost and supplier. Later, you’ll be able to manage orders and delivery notes. Finally, study the profitability in your sales reports.
Team Basic
When you create an employee profile, you’ll be able to centralize all of their most important documents and information. Add their contract and payrolls, so you can stay on top of those that have been paid and those that are still pending.
Client Portal
This is a virtual space where you’ll be able to process every document directly with your client. Send quotes to be approved and convert them into invoices. Get paid faster! Your clients can also now pay with credit and debit card, on top of PayPal.
Included in
Standard, Advanced and Premium
Accounting
Record automated and manual entries. Keep your general ledger, balance sheet and profits and loss account updated automatically. Complete management of company assets.
Predefined Roles
Manage access to your account by assigning roles predefined by features. Organize your team and control who’s got access to your most important information.
Included in
Advanced and Premium
Custom Roles
Create and customize, in detail, the permissions of each user, so they can adapt to the needs of the team.
Personalized Client Portal
Personalize the Client Portal with your logo to reflect a consistent brand from the first quote to the last payment.
Exclusively in
Premium
Account manager
From the get go, an exclusive account manager will become your guide as you sail through Holded, and they will teach you everything you need to know to run your business smoothly.
Holded Store
Multiply the possibilities of your plan by adding our Pro features.
And many free integrations
Watch the video 
“…it has been like night and day because it has empowered us, and helped us automate a lot of processes.”
Humbert Sasplugas
Co – Founder PDPaola
FAQ
Who is Holded for?
Holded is designed to help SMEs manage sales, finance, operations and human resources easily.
Can I try it without paying?
You can enjoy everything Holded can do for a free 14-day trial period. Once the trial period is over, you will need to choose one of our plans.
Will I learn how to use Holded easily?
From the basics to the most advanced, Holded is intuitive and as simple as possible. You also have access to our Academy, where you will find all the help you need to become an expert in Holded.
Can I cancel my subscription at any time?
You may cancel your subscription at any time in your ‘Account’ section under ‘Settings’.
The moment you delete your account, your information will be deleted and nobody will be able to recover it. We recommend that you export all your data before canceling a subscription.
Can I change my plan at any time?
You may change your plan at any time. Upgrading to a bigger plan is easy: you just have to choose your new plan in the ‘Subscription’ section under ‘Settings.’
If you wish to change to a cheaper plan: you need to have the number of users and documents that your new plan allows. Otherwise, you will need to reduce those numbers or buy extra packs. Remember that you can always talk to our Customer Success team to find a solution.
Can I import my data from another program?
Of course. In fact, at Holded we have worked hard to make importing information as simple as possible. We understand that it is one of the main drawbacks to switching ERP. That’s why we have multiple ways to import information. We are also compatible with several programs. When you create an account, you’ll see that we help you import everything.
Is the information I enter in Holded confidential?
All the information you enter into Holded is your property and, of course, confidential. Holded complies with European data protection regulations and has all files registered with the AEPD. In addition, Holded employees with access to data have signed a confidentiality agreement and access is only used to offer the appropriate support for the user.
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