Digital & marketing agencies
As a CRM for marketing agencies, Armiflow combines company search, website analysis with a GEO rating and personal email drafts. After that, quote, contract with e-signature, maintenance and hosting subscriptions and invoices run in the same system, under your own brand if you wish.
Website analysis 0–10PDF report as door openerSubscriptions & PleskWhite-label
Website check 4/10 · draft readyExample · agencyAs a CRM for marketing agencies, Armiflow finds companies by industry and location, rates their websites from 0 to 10 for technology, GDPR, mobile, SEO, GEO and performance and creates a PDF report from the results. Armiflow AI writes a personal email that you approve. Quote, contract with e-signature, subscriptions for maintenance or hosting, invoices and the client portal follow in the same system.
Everyday agency work
Agencies sell expertise, but between client projects there is usually no time for their own prospecting. Cold emails without context are ignored, and checking a website by hand for every company takes hours.
Once the order is in, the admin begins: quotes, contracts, ongoing maintenance, hosting, domains and monthly invoices. When this data sits in different tools, renewals and open items easily slip through.
Armiflow bundles these steps in one system. The website analysis provides the reason for the first contact, the CRM records the history, and after the order, contracts, subscriptions and invoices carry on without data having to be copied between spreadsheets, mailbox and bookkeeping.
Workflow
The steps interlock: what the analysis measures flows into the email, and what the client signs becomes a subscription. You approve every client email beforehand, and follow-ups stop by themselves as soon as someone replies.
Search by industry and location across several data sources; duplicates are merged.
Rating 0–10 per area including GEO, PDF report and a sales plan with three pillars.
Personal draft after approval, then a quote with a “Read & sign” link.
Maintenance or hosting as a subscription, automatic recurring invoices and payment via Stripe.
Features
For marketing emails in Austria, § 174 TKG 2021 (RIS) applies. Armiflow sends nothing without your approval and records consent per channel.
| Task | Armiflow feature | Benefit |
|---|---|---|
| Find target clients | Find companies | OpenStreetMap, Google Places, Azure Maps, Apollo.io |
| Reason for contact | Website analysis | Measured facts on technology, GDPR, SEO and GEO |
| First email | Cold email | Campaigns with follow-ups, stop on reply or booking |
| First meeting | Calendar & appointments | Calendly, Cal.com, Zoom, Teams and Meet links |
| Secure the order | Contracts & e-signature | Several contracts with one link and one signature |
| Ongoing services | Product catalogue & subscriptions | Maintenance, hosting in Plesk, domain check |
| Look after clients | Client portal | Invoices, contracts and tickets without a password |
| Your own brand | Agency plugin (bookable separately) | Own domain via CNAME, SSL via Let’s Encrypt, own logo |
Benefits
What changes when your agency’s prospecting and client management run in one system. How strong the effect is depends on target industries, offer and effort; above all, Armiflow creates a reliable process for your own prospecting.
Website check and email draft are created in one process, not in three tools.
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Your team focuses on concepts and client projects instead of maintaining lists.
Sign contracts digitally, signed PDFs are archived.
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A report with concrete points can help you get replies to first contacts.
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The sales plan shows website, SEO/GEO and social media as possible packages.
Subscriptions, renewals and open invoices at a glance.
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Security
Approval. Any change to the draft cancels the approval; nothing goes out unchecked.
GDPR. Consent per channel, block list, access and erasure under Art. 15 and 17.
Public authority protection. Public offices, courts and police are neither stored nor contacted.
Austrian law. TKG § 174, UStG and RKSV are taken into account in the system.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
With Armiflow, a CRM for marketing agencies starts with a company search by industry and location. The website analysis then rates every website found from 0 to 10, and Armiflow AI writes a personal email based on these facts. You review and approve it, and only then is it sent.
Because it provides a concrete reason to get in touch. The analysis rates technology, SSL, GDPR, mobile, SEO, GEO and performance, and the AI writes its assessment from measured facts without inventing figures. In a CRM for marketing agencies, this lets you address real weaknesses instead of making generic offers.
GEO stands for a website’s visibility in AI search. Armiflow rates this area in addition to classic SEO. For agencies it is a topical subject for the first meeting, because many companies do not yet know how their content appears in AI answers.
To help your agency win new clients, Armiflow combines company search, analysis and multi-step campaigns. Follow-ups stop automatically as soon as a company replies or books an appointment. This is what winning new clients for digital agencies looks like in practice: a few targeted contacts with a reason instead of mass mailing.
No. Armiflow is software for advertising agencies with a focus on sales, contracts, subscriptions, invoices and bookkeeping preparation. Classic project management with time tracking is not part of the product. For client requests, however, there is a requests and development workflow with quote, acceptance, status and messages.
Yes. With white-label you define product name, company, favicon and legal texts yourself, and your clients then see your brand, for example in the client portal. The separately bookable agency plugin adds your own domain via CNAME with a DNS check, SSL issued automatically through Let’s Encrypt and your own logo, with a “Powered by Armiflow” note at the bottom.
In the product catalogue you create services with terms from monthly to 3 years plus add-on options, and recurring invoices are created automatically. Hosting accounts can be created, suspended and removed in Plesk, and there is a domain check and a TLD price table. An import from WHMCS makes switching easier.
The quote email contains a “Read & sign” link. Clients sign directly on screen, drawn by hand with a finger, mouse or stylus; several contracts can also be signed with one link and one signature. In addition, Armiflow stores name, time, IP address, browser, consents and a SHA-256 checksum as evidence.
For marketing emails in Austria, TKG § 174 applies, and the rules also apply to companies. So check in each case whether consent or an exception applies. Armiflow supports a CRM for marketing agencies with approval, consent per channel, a block list and an unsubscribe link, but it does not replace legal advice.
After signing up for the 14-day free trial, the setup assistant creates a starter plan based on your industry, team and goals. Then you define target industries and locations, start your first company search and review the analyses. You can try Basic or Pro free for 14 days, and campaigns and AI agents are included in both plans of the CRM for marketing agencies.
Yes. Scheduled agents run search, analysis, report and draft daily, weekly or monthly, also for several locations. The revenue autopilot finds new companies overnight and prepares a check-and-offer email in the morning. Automatic sending is off by default. This way your CRM for marketing agencies keeps prospecting while you work on projects.
Optionally, SEO data from Open PageRank, DataForSEO, Ahrefs, Semrush and SE Ranking can be included. Together with PageSpeed and Lighthouse, this produces a report that you attach as a PDF or share via a secure client link. For winning new clients for digital agencies, this is a well-founded way into the conversation.
You send the report as a PDF attached to the email or via a secure client link. The prospect sees the rating per area and the sales plan with the pillars website, SEO/GEO and social media. This turns the first email into a concrete proposal rather than a generic introduction.
Yes. Armiflow can hand campaigns over to Instantly.ai and lemlist if your agency already uses these tools. Company search, website analysis and drafts stay in Armiflow. The software for advertising agencies thus fits into existing workflows instead of replacing them.
In the CRM, every company has a profile with contacts, notes, timeline and follow-up tasks. Roles make sure sales staff only see their own leads. The dashboard shows the 12-week trend, and client groups have their own senders and signatures, for example for different agency brands.
Yes. Support tickets are created via the client portal and by email. For new requests there is a dedicated workflow: the client makes a request, you create a quote, they accept and pay by card, and then both sides follow the implementation with status updates and messages.
Yes, with the social media autopilot module. The AI creates texts, hashtags, images, carousels and videos and publishes on Instagram, Facebook, TikTok and YouTube, in review mode or fully automatically. The module is included in Basic and Pro and helps keep the agency’s own presence up to date regularly.
Yes. Via the MCP server you connect Armiflow with AI tools such as Claude, secured with OAuth 2.1 and permissions that can be restricted per access. Searching companies, starting agents, reports, appointments or social posts then work via AI chat. For tech-savvy agencies, this adds another way of working to the CRM for marketing agencies.
Read on
Scores from 0 to 10 per area, including GEO.
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Campaigns with follow-ups and approval.
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Automatic recurring invoices, Plesk, WooCommerce.
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Several contracts, one link, one signature.
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Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.
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Kaiser-Ebersdorfer-Straße 81/2
1110 Wien, Österreich
+43 660 540 3636
support@armiflow.com
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