Digitalise your business for zero euros (Chapter 2)

This time: A CRM to do things properly

After the groundwork (domain, email, Google visibility), the next step is implementing a CRM to organise customer relationships and workflows in one place. We recommend Holded.

Why Holded?

It's not the most sophisticated CRM out there, but it includes:

• Customer and supplier management
• Invoicing and quotes
• Inventory and order control
• Spanish interface
• Less complex = less likely to abandon it

The real goal is to adapt yourself to new tools, not to the most complicated ones.

Step 1: Create your Holded account

Sign up: go to Holded, click "Start" / "Free trial", use your Google Workspace email, set a strong password.

Complete your company profile: name, address, VAT number, contact, logo, currency, tax settings.

TIP: Getting the profile right from day one means information gets applied automatically. Saves you work later.

Step 2: Add your first contact to the CRM

1. Go to "Customers and Suppliers".
2. Click "Add" > customer or supplier.
3. Fill in: name, VAT number, email, phone, address, bank details (optional).

Organize with tags: "Regular customers", "Prospects", "Trusted suppliers".

TIP: Start with your main contacts. Don't worry if you don't have all the details on day one.

Step 3: Basic workflow

Create your first quote: Sales > Quotes > select customer > add services/prices/quantities > send. Convert the quote to an invoice once approved. Customize the design. Manage orders and invoices: log requests, automatic inventory, real-time status updates.

Step 4: Automate reminders and tasks

• Set reminders for follow-ups, payment deadlines, deliveries.
• Assign tasks to team members: set deadlines, monitor progress.

Pro tips

1. Automate reminders for recurring payments.
2. Use the calendar feature for weekly planning.
3. Use tags to create custom filters.
4. Set up real-time alerts for budgets and spending.
5. Review performance reports monthly.
6. Integrate external tools (Drive, Gmail, Zapier).
7. Enable notifications on the mobile app.

What's next

This week's work is harder than last week's. But everything is trial and error. Digitalising your business doesn't have to be complicated, it's just about doing things in the right order.

Next chapter: Google Workspace and collaboration tools.

Relevant links

• External: Holded CRM
• Internal: /en/blog/digitaliza-tu-empresa-por-cero-euros/, /en/services/cursos-online/, /en/services/asesoria-tecnologica/

CTAs

• Inline form (Name + Email + privacy policy)
• "Book my appointment" > 30-minute networking call