Pipedrive / HubSpot: no invoicing
Great as a CRM, but they don't invoice. You have to duplicate the client in Holded/Sage and re-enter the amounts by hand. Every won deal costs 5-10 minutes of re-entry.
The only Spanish CRM that closes the lead → AEAT electronic invoice cycle with no gaps. Pipedrive doesn't invoice. Holded has no CRM. Cofactu does both — and sends the signed invoice to the AEAT in 30 seconds when you click "Win".
kanban pipeline: Lead → Qualified → Proposal → Negotiation → Won / Lost
from won deal to electronic invoice with the AEAT, without re-entering anything
official AEAT CSV when you approve the invoice via the VeriFactu channel
per attachment on R2 (EU): proposals, contracts, presentations
Every won deal gets entered twice. Cofactu joins the two halves into a single screen.
Pipedrive / HubSpot: no invoicing
Great as a CRM, but they don't invoice. You have to duplicate the client in Holded/Sage and re-enter the amounts by hand. Every won deal costs 5-10 minutes of re-entry.
Holded / Sage: no real CRM
The CRM in Spanish ERPs is made of "tasks + notes" — no real kanban, no weighted forecast, no deal rotting. It shows it's a bolted-on module, not the core.
Cofactu closes the loop
Kanban pipeline + tasks + forecast + attachments + multi-contact + VeriFactu electronic invoicing in the same session. No duplicating, no jumping between apps, no client slipping through between the yes and the payment.
Everything you'd expect from Pipedrive, but connected to invoicing and AEAT tax forms from minute one.
Lead → Qualified → Proposal sent → Negotiation → Won / Lost. Drag-and-drop between columns, totals and weighted forecast in real time (standard Pipedrive probabilities).
Create reminders straight from the deal record: "Call María", "Send contract", "Confirm demo date". High/medium/low priority, "My tasks today" widget on the dashboard.
If a deal sits more than 7 days without activity in "Lead" or 14 in "Proposal", it gets flagged with an amber badge. No manual reminders — the app tells you which one to chase.
Create tags by sector ("SaaS", "Industrial"), priority ("urgent"), channel ("inbound", "referral") or whatever you need. Multi-assign per deal, saved filters.
Decision-maker, sales rep, technical contact, account manager — without forcing everything into a single "notes" field. Email and phone with direct mailto:/tel: links.
Proposal PDFs, signed contracts, presentations. Cloudflare R2 storage (EU datacenter), up to 25 MB per file, without counting against your invoice quota.
Create the deal with a title, estimated amount and client. If the client doesn't exist yet, create it from the same form — it will later be reused for invoicing.
Drag to "Proposal sent" when you send the PDF (which you can also upload as an attachment to the deal). Add tasks so you don't forget to follow up. The stale deal alert warns you if it's been sitting too long.
We generate a draft invoice with 1 line for the estimated amount + 21% VAT, mark the deal as won and save the association. You review and approve it.
On approval, it goes out through the VeriFactu channel signed with your FNMT certificate. Official AEAT CSV in under 30 seconds. The deal stays linked to the invoice for auditing and reporting.
When a deal moves to "Won", Cofactu creates the invoice draft with the deal's amount, links it to the client and leaves it ready for you to approve. On approval, it goes out signed via the VeriFactu channel — the AEAT returns the official CSV in under 30 seconds.
0 re-typing
no re-entering client, amount or description
Deal ↔ invoice
linked for real payment reporting
Idempotent
a double click returns the first invoice, no duplicates
RD 1007/2023
VeriFactu-compliant from the first submission
What Cofactu does directly, and what everyone else forces you to do across two systems.
| Capability | Cofactu | Pipedrive | Holded CRM | HubSpot Free |
|---|---|---|---|---|
| Kanban pipeline with customizable stages | Yes | Yes | Yes | Yes |
| Tasks + stale deal alert | Yes | Yes | Limited | Yes |
| Won deal → electronic invoice with the AEAT in 1 click | Yes — VeriFactu draft + official CSV | No (need to integrate Stripe/QuickBooks separately) | Yes, but the invoice is often not VeriFactu-compliant | No |
| VeriFactu-compliant (RD 1007/2023) | Yes — from day 1 | No — doesn't invoice | In development as of May 2026 (error 4124 documented) | No — doesn't invoice |
| Files all 7 AEAT tax forms from the app | Yes — 303/111/130/115/190/347/349 | No | Downloadable file, upload manually to the tax office | No |
| Native multi-client for accounting firms | Yes — parent-child hierarchy + centralized certificates | Yes, but no tax integration | Separate partner program | No on the free plan |
| Pricing for self-employed / small business | €15 / €39 | €14 per user (~€150/year per person) | Top tier of the Holded plan (~€50+) | Free but without advanced CRM |
| EU data (GDPR-compliant, no transfer) | Yes — Neon Frankfurt + R2 EU | Yes (EU dataset opt-in) | Yes | No — US by default |
Pipedrive €14 per user per month (Essential plan, billed annually). Holded CRM included in Premium+ plans (~€50+). HubSpot Free CRM is free without integrated AEAT invoicing. Data verified as of May 19, 2026.
Self-employed consultant / agency
You run 5-15 open deals a month. Pipedrive costs more than your revenue. Cofactu CRM comes with the €39 Business plan.
B2B small business with a sales rep
Your sales rep goes from "deal won" to "invoice issued" in 1 click — instead of asking admin, waiting 2 days and finding out it never happened.
Accounting firm with recurring services
Track opportunities with your clients (plan changes, new services, year-end closings) and turn them into invoices without switching systems.
Cofactu generates a draft invoice with 1 line for the deal's estimated amount + 21% VAT, links it to the client, marks the deal as won and saves the deal ↔ invoice link. You review and approve it; once approved, it goes out signed via the VeriFactu channel. You don't re-enter the client, amount or description.
No. The conversion is idempotent — if you click twice, the second call returns the invoice already created instead of generating a duplicate. The deal only ever links to one invoice.
If a deal sits more than 7 days without activity in the "Lead" column or more than 14 in "Proposal sent", it gets flagged automatically with an amber badge. You don't need to set manual reminders: the app tells you which deal to chase.
Pipedrive and HubSpot are great CRMs but don't invoice: every won deal has to be re-entered into Holded/Sage by hand. Spanish ERPs have a CRM made of tasks + notes, with no real kanban, weighted forecast or deal rotting. Cofactu delivers a real pipeline + VeriFactu electronic invoicing in the same session.
Attachments (proposals, contracts, presentations) go to Cloudflare R2 in an EU datacenter, up to 25 MB per file and without counting against your invoice quota. The rest of the CRM data lives in Neon (Frankfurt) — all in the EU, GDPR-compliant with no transfers.
It's included. The kanban pipeline, tasks, tags, contacts and invoice conversion all come with the plan — starting from the €39 Business plan. It's not a per-user add-on like Pipedrive (€14 per person per month).
Create the deal once, move it through the pipeline, and when you win it Cofactu generates the signed AEAT electronic invoice for you. No gaps, no re-entering, no payment slipping through.
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