Construction

CRM for construction companies: new jobs without the paper chaos.

When it comes to a CRM for construction companies, speed matters. Armiflow finds corporate clients such as property management companies, developers and commercial businesses in your region, prepares personal emails and brings quote, contract with e-signature, invoice and dunning together in one system.

Corporate clients nearbyQuote → order → invoiceSignature via linkDunning

CRM for construction companies: Bauleiter mit Helm plant auf dem Tablet auf der Baustelle – Aufträge gewinnen in der Baubranche
Armiflow AI iconQuote signedExample · construction

How does Armiflow work as a CRM for construction companies?

Armiflow helps construction companies find and approach corporate clients in their region, such as property management companies, developers or commercial businesses. The map shows where they are located, and Armiflow AI writes personal drafts that you approve. After that, quote, order, contract with electronic signature, invoice under the Austrian VAT Act with reverse charge and dunning all run in the same system, right up to the export for your accountant.

Everyday construction

What software for construction companies needs to solve

The day runs on the building site while quotes, change orders, invoices and open items pile up in the office. Looking for new corporate clients often falls by the wayside, even though property management companies, developers and commercial businesses award jobs all the time.

Quotes are often written under time pressure, signatures arrive by post or not at all, and payments need several reminders. Software for construction companies should connect these steps so that nothing gets lost between the first contact and the paid invoice.

  • Find corporate clients in your own region
  • Create quotes quickly and have them signed digitally
  • Invoices under the Austrian VAT Act, including reverse charge
  • Keep track of open items with dunning

Armiflow is not a construction estimating tool and not a site diary. The platform takes care of the commercial side around the job: finding new corporate clients, preparing the first contact, handling quotes and contracts digitally, writing invoices under the UStG and matching receipts for your accountant.

Site manager and civil engineer discuss plans with a tablet in a building shell – construction planning

Workflow

CRM for construction companies in 4 steps

Each step uses the data from the previous one, with no retyping. A lead becomes a client, a quote becomes an order, and the order becomes the invoice. Client emails only go out after your approval.

Step 1

Find companies

Search for property managers, developers and businesses by industry and radius; the map shows where they are.

Step 2

First contact

Armiflow AI writes a personal draft with a booking link, sent after your approval.

Step 3

Quote & contract

Quote from the product catalogue, with a “Read & sign” link in the quote email.

Step 4

Invoice & reminder

Invoice checked against § 11 UStG, payment via Stripe, first and second reminder if needed.

Features

Which Armiflow feature helps with what

For businesses in Austria, invoices are checked against the UStG 1994 (RIS), and reverse charge and tax rates are built in.

Contract being signed digitally with a pen, seal with a tick – quotes and contracts
TaskArmiflow featureBenefit
Find clientsFind companiesSearch by industry and radius, map
Manage contactsCRM & leadsTimeline, notes, follow-up tasks
First contactCold emailPersonal drafts, sent after approval
Plan a site visitCalendar & appointmentsBooking link, entry in Google or Microsoft calendar
Create a quoteProduct catalogue & quotesServices with add-on options, quote → order
Secure the orderContracts & e-signatureSigned by hand on screen, via link or on site
Get paidInvoices & dunningPayment links, first and second reminder, fees

Benefits

6 benefits of a CRM for construction companies

What changes in the office when prospecting, quotes and invoices come together. How much of it takes effect depends on region, clients and usage; above all, Armiflow takes recurring work off the office.

Armiflow robot behind a protective shield – security and GDPR

Security

Secure and in line with Austrian law

Approval. No client email goes out without your approval.

GDPR. Consent per channel, access and erasure under Art. 15 and 17.

Public authority protection. Public offices, courts and police are neither stored nor contacted.

Austrian law. For businesses in Austria, the UStG, TKG § 174 and exports for BMD and RZL are built in.

FAQ

Questions and answers

Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.

To win clients as a construction company, you search in Armiflow for companies by industry and radius, such as property management companies, developers or commercial businesses. Armiflow AI writes personal drafts, and you approve them. The CRM for construction companies thus runs targeted prospecting in your region, with follow-ups that stop automatically when someone replies.

No. Armiflow is software for construction companies covering sales, quotes, contracts, invoicing and bookkeeping preparation. Construction estimating, bills of quantities or site measurement are not part of the product. You store your prices and services in the product catalogue and transfer them into quotes, which keeps the commercial side of every job consistent.

To create a quote, you select services from the product catalogue, add optional extras and send the quote by email. The quote email can contain a “Read & sign” link, so the client can accept without printing anything. Once the client accepts, the quote becomes an order and later the invoice, all linked to the company profile in the CRM for construction companies.

You search by industry and location or radius, for example for property management companies, developers, real estate firms, hospitality or commercial businesses. Sources include OpenStreetMap, Google Places, Azure Maps, Google Maps search and Apollo.io. In the CRM for construction companies, the map shows which firms are close to your location.

Armiflow supports reverse charge, tax rates and the small business scheme on invoices, and every invoice is checked against § 11 UStG, the Austrian VAT Act. Whether reverse charge applies to a specific construction service is something your accountant clarifies. The software for construction companies then issues the invoice accordingly, without manual workarounds.

The client signs directly on screen, drawn by hand with finger, mouse or stylus, via an online link or on site; several contracts can be signed with one link and one signature. Armiflow also stores the name, time, IP address, browser, consents and a SHA-256 checksum as additional evidence, and the signed PDF is archived.

Dunning covers first and second reminders as well as reminder fees. You see open invoices in an overview and can include a Stripe payment link. Getting paid is just as much part of a CRM for construction companies as winning clients. With many partial invoices, this helps you keep track of open items.

For marketing emails in Austria, TKG § 174 applies, including towards businesses. Check in each case whether consent or an exception applies. Armiflow supports prospecting with approval, consent per channel, a block list and an unsubscribe link, but it does not replace legal advice. If in doubt, ask a lawyer before you start a campaign.

Your emails can contain a booking link, for example via Calendly, Cal.com, TidyCal or Armiflow’s own booking form. With Calendly, a booking stops the follow-ups automatically. The appointment lands in your Google or Microsoft 365 calendar, and for online meetings it also comes with a Zoom, Teams or Meet link.

You sign up for the 14-day free trial, and the setup assistant creates a starter plan based on industry, team and goals; industry templates are available, for example for trades. You import existing clients from CSV or XLSX. Then you add services to the product catalogue and start your first search in the CRM for construction companies.

More questions from practice

Armiflow runs in the browser and therefore also on a smartphone. A native app for iOS and Android is in development and coming soon; its features and release date have not yet been fixed. With roles you decide who in your team sees which data, so site managers only get access to what they actually need.

Armiflow imports bank, card, PayPal and Stripe statements and automatically matches payments to incoming invoices. An AI helper searches your mailboxes every month for missing invoices. At month end there is a checklist and an export for BMD, RZL, DATEV or CSV for your accountant, which saves both sides time.

Yes. In the product catalogue you create services with terms from monthly to three years, and recurring invoices are generated automatically. This suits maintenance or service contracts after a project is completed. The software for construction companies thus reminds you not only of new income but also of recurring revenue.

For every quote you create follow-up tasks with a due date in the CRM, and Armiflow shows what is due today. The timeline in the company profile records when what was sent. No follow-up gets lost, and the CRM for construction companies makes winning jobs predictable, even with several people in the office.

Yes. In the client portal, clients see invoices, contracts, orders and tickets. Sign-in works via magic link without a password, optionally with 2FA. This saves phone calls and emails whenever a property management company or developer needs an invoice again, and it gives your clients self-service access at any time.

No. The public authority protection is active by default: public offices, courts and police are neither stored nor contacted, even if they appear in a search. Public tenders follow their own procedures; in Armiflow, prospecting for construction companies focuses on private corporate clients rather than public bodies.

You create templates as Word or PDF files, with packages, additional services and term. The template studio can use AI to create and translate suitable templates. Template versions ensure that signed contracts remain unchanged, even if you adjust the template later, so you always know exactly what each client signed.

Yes. Armiflow AI works with all features in the chat and can prepare drafts for emails and accompanying texts. Actions involving clients, money or approvals wait for your confirmation. Prices and services come from your product catalogue, and the AI does not invent any figures, so your quotes stay accurate.

Try it free for 14 days and see for yourself

Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.