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The Holded alternative for when your team needs more

Holded is a good starting point for managing your business. If you need an advanced CRM, team chat, video calls, and full accounting on the same platform, UTILIA OS is your next step.

  • Basic CRM: it falls short for a sales team with many opportunities
  • No team chat or internal communication
  • No video calls or collaboration tools
  • No training or gamification for your team
Why look for an alternative

Holded falls short when your business grows

Holded is a good starting point for invoicing and managing accounting. But when your business grows, you need more than Holded offers: a CRM that can carry a sales team, internal communication, video calls, and training for your team.

Comparison

Holded vs UTILIA OS

An honest comparison, feature by feature. We acknowledge where Holded excels and where UTILIA OS goes further.

Feature
Holded
UTILIA OS
CRM and client management
Basic
Invoicing and quotes with VeriFactu
Integrated accounting (Spanish PGC, tax forms, annual accounts)
Invoice customization
Basic
Client portal with card payments
Basic
Time tracking and time off
Salary calculation and payslips
Project management
Basic
Team chat
Video calls
Email marketing
AI included in the plan
Basic
Connect Claude or ChatGPT to your data
Training and gamification
Support tickets
Warehouse and purchasing management
Automatic bank connection
Priced per company, not per user

Comparison based on publicly available information about Holded checked in March 2025; it may have changed since, so it is worth verifying on Holded's own site. Both platforms cover invoicing and accounting. UTILIA OS does not calculate salaries and has no automatic bank connection: statements are imported as CSV or Norma 43 files. Warehouse and purchasing live in the Operations app, an add-on to the Advanced plan. UTILIA OS features reviewed in September 2026.

From Holded to UTILIA OS: a natural transition

If you already use Holded for invoicing and managing clients, UTILIA OS is the logical next step when you need more. Beyond VeriFactu invoicing with your own branding, full accounting, and a visual CRM, you'll have a client portal with card payments, time tracking and time off, team chat, video calls, project management, training, and AI included in the plan. Everything connected, without duplicating data.

What UTILIA OS gives you beyond Holded: a portal where your client pays an invoice with a single click, time tracking and time off for the whole team, and invoice customization that does not depend on locked-in templates. What it does not give you: salary calculation or an automatic bank connection.

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Planned opening: October 2026

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