Client portal software, no password required.

Client records are your internal client list in Armiflow, kept separate from leads. The client portal is your clients’ view: there they see their orders, invoices, contracts and tickets. Your team works in the client records, your clients in the portal, and both sides draw on exactly the same data without duplicates.

Yes, contracts are one of the areas of the client portal software. Contracts are created in Armiflow from templates and signed by hand directly on screen, via a link or on site, and the signed PDF is archived. In the portal, your clients find their contracts again without searching through old emails.

In the portal, clients find their invoices themselves instead of asking you for a copy. The invoices come from Armiflow’s invoicing module, checked against § 11 UStG (the Austrian VAT Act) and with gapless numbering. As a result, your team has to dig out and resend invoices far less often.

Under Orders, your client sees what they have ordered from you. New packages appear in the portal as pricing cards, and products with a contract are ordered as a contract and signed on screen straight away. For products with a trial period, the service starts immediately and the first invoice follows by card at the end of the trial. This way the client portal software keeps all orders in one place.

Yes. Hosting providers manage subscription services with terms, hosting accounts in Plesk and support tickets in Armiflow. The client portal software shows their clients orders, invoices, contracts and tickets. An import from WHMCS is also possible, which makes switching from an existing system noticeably easier.

White label is available through the separately bookable agency/white-label plugin: your own domain via CNAME with DNS verification, automatic SSL via Let’s Encrypt and your own logo, with a “Powered by Armiflow” note at the bottom. For a client portal for agencies or IT service providers, this matters because your clients see your brand. Questions about setup are answered at support@armiflow.com.

Passwords get forgotten, reused or chosen too simply. A passwordless client portal avoids this, because the client signs in with a magic link. That saves password reset requests and keeps access simple, even for clients who open the portal only a few times a year to download an invoice or contract.

A client portal pays off wherever clients regularly need invoices, contracts or support: agencies, IT service providers, hosting companies, consultancies or trade businesses with maintenance contracts. Armiflow’s client portal software brings these documents together instead of scattering them across many individual emails.

In the CRM you work with leads. As soon as a company buys, it becomes a client in your client records, and from there quotes, orders, invoices and the client portal follow. That way nothing gets lost between sales and account management, and the client finds in the portal everything created after the deal was closed.

That is what optional two-factor authentication is for, because then the link alone is not enough to get in. Recommend 2FA to clients with sensitive documents, and make sure the email addresses in your client records are current and correct. Together, these two steps greatly reduce the risk of unwanted access.

No. The client portal works in the browser, including on smartphones, so your clients don’t need to install an app. A native Armiflow app for iOS and Android is in development and coming soon. Until then, an up-to-date browser is all it takes to sign in with a magic link and open documents.

With “Open Armiflow”, users switch from the client portal to Armiflow with one click. Sign-in runs via a one-time code, so no second login is needed, and a link then leads back to the portal. This way the client portal software connects orders, invoices and contracts with the app without anyone typing in credentials.

Every company has a separate database schema in Armiflow, credentials are stored encrypted, and there are daily backups. In the client portal, magic link, optional two-factor authentication and reCAPTCHA or Turnstile protect access. Your own team works with predefined roles and custom roles, so everyone only sees what they need.

With roles and custom roles, you decide in Armiflow who sees and edits which areas. For example, you can set up your team so that support answers tickets without having access to all sales data. Two-factor authentication additionally protects your employees’ accounts against unauthorised access.

Prices are not written in the text because they come live from the app. The client portal is included in Basic and Pro, you can try both packages free for 14 days and book them monthly or annually. You can see the limits of Basic and what Pro offers on the pricing page before you choose the client portal software.

For subscription services, Armiflow creates automatic follow-up invoices for terms from monthly up to 3 years. Your clients find the related orders and invoices in the client portal. For agencies, hosting providers and maintenance contracts, this creates a clear overview without you having to explain every single invoice.

Yes. Small companies without their own support department in particular benefit when clients find invoices, contracts and orders themselves. Armiflow’s client portal software needs no server of its own and is part of the system in which you also create quotes, invoices and contracts every day.

Yes. Support tickets run via the portal and by email. Anyone who prefers writing sends an email, and anyone who wants an overview uses the portal. Your team sees the requests in Armiflow and can handle them in the context of the client’s orders, invoices and contracts, without switching tools.

Standalone portal solutions usually have to be connected to a CRM and an invoicing program. In Armiflow, quotes, contracts with e-signature, invoices and tickets are created in the same system that also provides the portal. You don’t maintain extra interfaces just so your clients can see their documents.

Start the 14-day free trial of Armiflow and create your first clients in the client records. As soon as invoices, contracts or tickets are created, your clients find them in the portal and sign in with a magic link. The pricing page shows you which modules your package includes before you decide.