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Agencies

Creativity over management

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

No credit card required. Set up in minutes.

Holded agency management dashboard

10,000+

agencies managed

85%

less admin time

4.5/5

average rating

Agencies that trust Holded

MURPH
Hamlet
Comuniza
BeCool
ecoeureka
Karmina
vibranding
Domestic Data Streamers
MURPH
Hamlet
Comuniza
BeCool
ecoeureka
Karmina
vibranding
Domestic Data Streamers

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 invoicing interface
Luis Miguel Aguirre

“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.

Agency project management dashboard

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.

Agency accounting and financial overview
Marta Domenech Tarrat

“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.

Agency CRM and client management

Human resources

HR without leaving Holded

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

Time tracking

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

Absence management

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

Centralized documents

Contracts, payslips and team documents organized and accessible in the cloud.

Agency HR and team management

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

Join thousands of agencies already managing their business with Holded.

Start your 14-day trial

Less admin. More creativity.

14 days free. No credit card. No strings attached.

Start your 14-day trial