General Terms and Conditions

1- The Olympic Games Promotion begins at 10.00 am (GMT+1) on the 26th of July 2021 (the “Start Date”) and ends at 11.59 pm (GMT+1) on 8th August 2021 (the “End Date”).
2- Discounts will only be valid during this time.
3- Discounts cannot be used in conjunction with any other discount or promotion or be applied retrospectively.
4- Olympic Games promotional offer is only valid on holded.com, holded.com/es.
5-The Olympic Games Promotional Offer of 30% off 3 months can be redeemed for any plan for users moving from a free account to a paid account.
6- The Olympic Games Promotional Offer of 30% off 3 months can be redeemed for any higher priced plan (upgrade) for users that are on an existing paid account.
7- Holded reserves the right to amend these Terms and Conditions and/or cancel the Olympic Games promotion at its sole discretion.
8- As not provided in these Olympic Games Promotion Terms and Conditions, the Holded General Terms and Conditions shall apply.

DAYS

HOURS

MINUTES

30% off your first 3 months

Your daily efforts deserve a discount just as bold: 30% off the first 3 months in any plan you choose.

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

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.

159

/month

Unlimited invoices

25 users included

Invoicing

CRM

Project Management

Inventory Basic

Team Basic

Accounting

Predefined 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

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.

Start your free trial

Try Holded for free for 14 days.
No credit card required.

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.

159

/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.

Inventory Pro

Take your inventory to the next level: our pro package offers you the possibility to create several warehouses and manage different types of products (batches, variants, packs). You may also assign different product rates.

25

/month

Team Pro

Managing absences and time tracking has never been easier. Invite your employees to their portal, so they can record their worked hours, ask for time off, manage their calendar, and check their payslips and contracts.

1.50

/employee
/month

Smart Scan

Automate your receipts with Smart Scan. Upload the image or PDF of your receipt to Holded for it to register, create a list of purchases and automatically record the entry. Make it easy with Smart Scan.

0.20

/scan

Catalog Management

Process entire orders from a single place without the need for clunky e-commerce tools or complicated integrations. Clients will be able to buy directly from you, and you may personalize their experience by offering special rates.

10

/month

And many free integrations

paypal icon
amazon icon
shopify icon
google drive icon
dropbox icon
zapier icon
prestashop icon
mailgun icon
stripe icon
woocommerce icon
a3 icon
sendgrid icon

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 icon

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.

We are here to help

Around the clock support means you’re never alone

Book a demo

Let us give you a tour of Holded in 30 mins

Talk to our team

Get in touch with us via live chat. It’s quick and easy.

Visit our Academy

Learn about everything you can do with Holded .

Book a demo

Let us give you a tour of Holded in 30 mins

Talk to our team

Get in touch with us via live chat. It’s quick and easy.

Visit our Academy

Learn about everything you can do with Holded .

Ready to join more than 80,000 businesses that already trust Holded?

14-day free trial