Holded vs Perfex CRM: Complete Comparison (2026)
An in-depth comparison of Holded and Perfex CRM to help you choose the right tool for your business.
Last updated: November 2026
Holded
5.9/10
Cloud business management suite from Barcelona that combines invoicing, accounting, Spanish tax filing, CRM, projects and HR for small and mid-sized Spanish businesses.
Perfex CRM
6.8/10
Self-hosted PHP CRM, sold as a one-time CodeCanyon license, that combines leads, projects, invoicing, contracts and support tickets for small businesses and freelancers.
Feature-by-Feature Comparison
| Feature | | P Perfex CRM |
|---|---|---|
| Scores | ||
| Overall Rating | 5.9/10 | 6.8/10 |
| Customization | 6/10 | 8/10 |
| Analytics | 6/10 | 5/10 |
| Integration | 6/10 | 6/10 |
| Support | 5/10 | 6/10 |
| Ease of Use | 7/10 | 6/10 |
| Security | 5/10 | 5/10 |
| Cost | 6/10 | 10/10 |
| Scalability | 5/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | €15/mo Plus | Contact for pricing |
| Estimated cost for 10 users | €199/mo Premium | Contact for pricing |
| Features | ||
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Customer Support Management | Not listed | |
| Integrations | Not listed | |
| Lead Management | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| More features | ||
| Invoicing | Not listed | |
| Accountant Access | Not listed | |
| Financial Reporting | Not listed | |
| Inventory Accounting | Not listed | |
| Expense Management | Not listed | |
| Payroll | Not listed | |
| General Ledger | Not listed | |
| Tax Compliance | Not listed | |
| Bank Reconciliation | Not listed | |
Holded vs Perfex CRM cost by team size
| Team size | Holded | Perfex CRM |
|---|---|---|
| 1 user | €15/moPlus | Contact for pricing |
| 5 users | €99/moAvanzado | Contact for pricing |
| 10 users | €199/moPremium | Contact for pricing |
| 25 users | €15/moPlus | Contact for pricing |
| 50 users | €15/moPlus | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose Holded
- Higher Analytics score (6/10 vs 5/10)
- Higher Ease of Use score (7/10 vs 6/10)
PWhy choose Perfex CRM
- Higher Cost score (10/10 vs 6/10)
- Higher Customization score (8/10 vs 6/10)
- Better fit for freelancers (9/10 vs 6/10)
Pros & Cons
Holded
Pros
- Generates Spanish VAT and income tax forms automatically from invoice and expense data, with VeriFactu included on every plan.
- Puts invoicing, accounting, CRM, projects and HR in one product, so a small Spanish company can replace several tools.
- Partner accounting firms get their own profile without using up a user seat.
- Native Shopify, WooCommerce and Amazon sync sends sales straight into the books.
- A 14-day free trial with no card required, plus 50 percent off for the first three months.
Cons
- Full double-entry accounting only begins at the 59 euro Estándar plan.
- Inventory, payroll, POS and SII are paid Gems that push the real cost above the listed price.
- Paying annually gives no discount, and each plan caps the number of invoices per calendar year.
- Automated tax filing only works for businesses based in Spain.
- Reviewers say support is slow at tax deadlines and the mobile app does less than the web version.
PPerfex CRM
Pros
- The one-time $89 license replaces recurring per-user subscription fees.
- Combines CRM, project management, invoicing, contracts and help desk tickets in one install.
- Strong marketplace reputation: about 26,000 CodeCanyon sales and a 4.88 rating from roughly 1,500 reviews.
- Self-hosting gives you full control over your data, and the code can be extended with hooks, custom fields and third-party modules.
- Actively maintained, with an update released in March 2026.
Cons
- You manage the server, cron jobs, updates and backups yourself.
- Reviewers call the reporting basic and static compared with SaaS CRMs.
- Lacks advanced marketing and sales automation and AI features without add-on modules.
- Branding options are limited, and there is no first-party mobile app mentioned on the official site.
- Support is limited to 6 months unless you pay to extend it.
Not sold on either?
Frequently Asked Questions
Perfex CRM scores higher on our CRM criteria: 6.8/10 against 5.9/10 for Holded. The largest gap is in Cost: 6/10 for Holded and 10/10 for Perfex CRM.
No, neither Holded nor Perfex CRM lists a free plan.
Perfex CRM is the better fit for freelancers: we rate it 9/10 for them, against 6/10 for Holded.
