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Holded logo
Syncek vs Holded

A CRM on purpose — not an ERP tab.

Holded is a strong accounting and ERP platform for Spanish small businesses. The CRM module is there, but it's a module — secondary to invoicing, taxes, and team admin. For teams that want a CRM as their primary client-facing tool, that's a different shape.

Side-by-side comparison

HoldedThem

  • CRM is a module inside an ERPThe product's centre of gravity is accounting and invoicing — CRM lives alongside, not at the core.
  • Admin-first UX patternsScreens feel shaped for finance and admin teams. Sales-facing speed and clarity take a back seat.
  • Pipeline management is secondaryKanban and deal movement work, but the whole surface area is smaller than in a CRM-first product.
  • Bundled with features you may not needIf you don't need accounting, HR, or projects from the same tool, you're paying for unused ground.

SyncekSyncek

  • CRM as the headline productContacts, deals, pipelines, and client records are the core — not an add-on next to invoices.
  • Sales-facing ergonomicsInline editing, Kanban drag-and-drop, and saved views are built for people closing work, not filing it.
  • Full pipeline surfaceStages, probability, filters, and views are the day-one experience — not an afterthought.
  • Runs alongside your ERP, not inside itKeep Holded for accounting. Use Syncek for the CRM side. Export and sync via CSV / API when needed.
How they differ

How Holded and Syncek actually differ.

Ten lenses for picking the right shape of tool. Holded is a Spanish all-in-one business suite; Syncek is a focused CRM.

Product shape

Holded logoHolded

All-in-one business suite — invoicing, accounting, projects, HR, inventory, and CRM under one roof.

Syncek

Focused CRM — contacts, deals, pipelines, and notes. No invoicing, no accounting, no HR.

Anchor module

Holded logoHolded

Invoicing and contabilidad are the centre of gravity. Most teams come for facturas and end up using the CRM as one tab among many.

Syncek

CRM is the headline product. The pipeline, the records, and the inline editing are what we ship every week.

Spanish tax and accounting

Holded logoHolded

Real strength — Verifactu-compliant invoicing, modelos 303 / 347 / 390, SII (add-on), TicketBAI for the Basque Country, Hacienda integration, full bookkeeping and invoicing cycle.

Syncek

Out of scope. We don't do facturación, contabilidad, or modelos — keep Holded (or your gestoría) for that side.

Target team

Holded logoHolded

Spanish SMBs that want invoicing, accounting, HR, and a light CRM from a single Barcelona-based vendor.

Syncek

Small businesses with 1–50 people who want a real CRM and are happy to leave accounting in a specialised tool.

CRM depth

Holded logoHolded

Competent but secondary — contacts, leads, opportunities, basic pipeline. The CRM module hasn't been the product's main investment area.

Syncek

20+ typed fields, custom pipelines, saved views, Kanban, inline editing, filters, and relations — the daily CRM surface is the product.

Customization model

Holded logoHolded

Customisation is shaped around invoices, templates, and accounting workflows. CRM custom fields exist but are lighter.

Syncek

Custom fields, custom pipelines, and saved views ship in-product on every paid tier — no add-on, no consultant.

Inline editing

Holded logoHolded

Form-and-detail UX inherited from accounting screens. Bulk edit and spreadsheet-style flow are not the design centre.

Syncek

Spreadsheet-familiar inline editing across every view. Click a cell, type, move on — same muscle memory as the sheet you replaced.

Spanish UX

Holded logoHolded

Excellent — Spanish is the native language of the product, the docs, the support team, and the local tax integrations.

Syncek

Excellent — EN and ES are first-class from day one. Product, marketing site, docs, and support all bilingual, not machine-translated.

When Holded wins

Holded logoHolded

When you want invoicing, contabilidad, modelos, payroll, and CRM all from the same login and a single Spanish vendor.

Syncek

When the CRM has to carry its own weight and you're happy to keep Holded (or another tool) for the accounting side.

Best at

Holded logoHolded

Running the full administrative back office of a Spanish SMB — facturación, contabilidad, RRHH, proyectos — with CRM bundled in.

Syncek

Running the daily CRM job — pipeline, contacts, deals, collaboration — without paying for an ERP underneath it.

Migration path

Moving the CRM side from Holded to Syncek.

Four steps, usually a single afternoon. The honest first decision is whether to migrate at all — for most teams, Syncek replaces only the CRM module while Holded keeps invoicing and accounting.

  1. Export contacts, leads, and opportunities from Holded

    From Holded's CRM module, export Contactos, Leads, and Oportunidades as CSV. Invoices, accounting entries, and modelos stay in Holded — they're not part of the CRM migration and they're better off where they are.

  2. Map fields to Syncek

    Syncek's import wizard previews each column and lets you pick the field type (phone, email, currency, stage, relation). Holded's CRM fields map cleanly to typed fields in Syncek; multi-value fields become select or relation fields.

  3. Rebuild the pipeline

    Holded's pipeline stages become Syncek pipeline stages — same names, same order. Recreate the two or three saved views your team actually opens daily. Skip the rest until someone asks for them.

  4. Decide the split — Holded for accounting, Syncek for CRM

    The honest answer for most Spanish SMBs: keep Holded for facturación, contabilidad, and modelos; use Syncek for the CRM layer. Link the two by client name / NIF, or via CSV / API when you need a shared source of truth. Only retire Holded entirely if you also want to change your accounting tool — that's a different project.

Common questions

Syncek vs Holded — common questions.

  • Can I migrate my Holded contacts and deals to Syncek?
    Yes. Export Contactos, Leads, and Oportunidades as CSV from Holded's CRM module, then import them into Syncek with the visual field mapper. Typed fields (phone, email, currency, stage, relation) are preserved. Invoices, accounting entries, and tax data stay in Holded — they're not part of the CRM migration.
  • What about facturación and contabilidad — do I lose them?
    No, because Syncek doesn't do them. Facturación, contabilidad, modelos 303 / 347 / 390, and Hacienda integration are real Holded strengths and stay in Holded. If you depend on them — which most Spanish SMBs do — keep Holded for accounting and add Syncek as your dedicated CRM layer.
  • Can I run Syncek and Holded together?
    Yes, and most teams do. Holded keeps doing what it does best — invoicing, accounting, modelos, payroll — and Syncek runs the CRM side: contacts, pipeline, deals, collaboration. Link records by client name or NIF, or sync via CSV / API when you need both sides aligned.
  • Is Syncek better than Holded for CRM?
    Honest answer: it depends on your workflow. If your team lives inside the CRM all day — pipeline, inline editing, Kanban, custom views — Syncek is built for that and Holded's CRM module will feel narrow. If your CRM use is light and being one click from your invoices matters more than CRM depth, Holded is the more pragmatic pick.
  • Does Syncek support Spanish tax, IVA, or modelos?
    No. That's Holded's territory (or your gestoría's), and it's a real differentiator — modelos 303, 347, 390, SII, Hacienda integration are not on Syncek's roadmap. Use Syncek for the CRM, keep Holded (or another fiscal tool) for the tax and accounting side.
When to choose them

When Holded still makes sense.

If you want a single tool that handles invoices, taxes, HR, and CRM under one roof — Holded is a serious option, especially for Spanish SMBs. Syncek is the pick when your CRM has to carry its own weight and you're happy to keep accounting in a specialised tool.

A real CRM, sitting next to your ERP.