Holded vs Salesforce

Holded

Strengths

• +Intuitive and quick to learn for invoicing, expenses and basic accounting
• +All-in-one platform combining invoicing, accounting, banking, inventory, CRM, projects and HR
• +Time-saving automation for recurring invoices, payment reminders and billing
• +Strong fit for SMEs and freelancers, especially in Spain
• +Modern, user-friendly interface for everyday workflows

Limitations

• −Support can be slow or difficult to reach, with mixed experiences reported
• −Pricing and plan limits (e.g., invoices, users, features) may become costly as needs grow
• −Limited flexibility for advanced workflows, report customization and exports

Salesforce

Strengths

• +Highly scalable for enterprises
• +Extensive customization options
• +Strong ecosystem with AppExchange
• +Reliable uptime and performance

Limitations

• −Steep learning curve for new users
• −High cost for small businesses
• −Complex setup and configuration
• −Limited transparency in subprocessors

Holded

• Plus €15 per monthInvoicing and documents · Banking and cash flow · First 3 months at 50% off
• Basic €29 per monthAll Plus features · CRM and sales funnel · Project profitability tracking
• Standard €59 per monthAll Basic features · Inventory management · Advanced accounting
• Advanced €99 per monthAll Standard features · HR and payroll · Multi-user access
• Premium €199 per monthAll Advanced features · POS system · Priority support

Prices exclude VAT. First 3 months at 50% off. 14-day free trial, no credit card required.

Salesforce

No published pricing we could verify.

Pricing is custom and available on request via the Salesforce website.

Holded

Invoicing and documents

Sales and purchase invoices, simplified invoices, pro forma invoices and quotes, Custom numbering and fields, 50+ document templates, Payment methods

Accounting and taxes

Accounting entries, Reconciliation suggestions, Automatic completion of VAT forms 303, 369, 390, 347, 349, Automatic completion of IRPF forms 111, 115, 123, 130, 180, 190

Banking and cash flow

Automatic bank synchronization, Connections to 300+ banks, Cash flow tracking, Reconciliation rules

CRM and sales

Sales funnel, Contact management, Deal tracking

Projects, inventory and HR

Project profitability tracking, Purchase orders, Product price rates, lot or serial-number details, Payroll recording (individual or bulk import)

Salesforce

Core CRM

Lead and opportunity management, Contact and account tracking, Customizable dashboards, Activity and task automation

Data & Security

Role-based access control, Field-level encryption, Audit trails, Compliance with GDPR

Integration & Extensibility

REST and SOAP APIs, AppExchange marketplace, Custom objects and fields, Third-party app integrations

Analytics & Reporting

Custom report builder, Real-time analytics, Forecasting tools, AI-driven insights

Collaboration

Chatter for team communication, File and document sharing, Mobile access, Team workspaces