Real estate

CRM for real estate agents: leads by system, not by chance.

Armiflow is a CRM for real estate agents that makes lead generation predictable: you find companies as partners and clients, reach prospects through social media, ads and newsletters and let them book appointments directly. Contracts and commission invoices run in the same system, and every client email only goes out after your approval.

Find companies as partnersSocial media & adsAppointments & booking formContract with e-signature

CRM for real estate agents: Immobilienmaklerin zeigt einem Paar eine helle Wohnung – Interessenten gewinnen in der Immobilienbranche
Armiflow AI iconViewing bookedExample · real estate

How does Armiflow work as a CRM for real estate agents?

Armiflow connects prospecting and processing: you find companies such as developers, property management companies or businesses that need space, approach them personally after your approval and reach prospects through social media, Google and Meta Ads and newsletters with consent. Appointments are arranged via booking links, contracts are signed digitally and commissions are invoiced under § 11 UStG, the Austrian VAT Act.

Everyday real estate

Real estate lead generation: many channels, little time

Agents and real estate companies work on two fronts: they need properties and clients, and they need prospects. Both come from different sources, from referrals through social media and advertising to partnerships with property management companies or developers.

In daily work this means many appointments, many messages and a lot of personal data. The GDPR (EUR-Lex) requires careful handling of this data, and in Austria marketing emails usually need consent. If contacts are spread across Excel, mailbox and notebook, it is easy to lose track of consents and appointments.

Armiflow does not replace property management or portal software. It covers the part before and after: finding and managing contacts, reaching out, appointments, contracts, invoices and receipts.

  • Find partners and clients among companies
  • Reach prospects through social media, ads and newsletters
  • Arrange viewings and intro calls without the back-and-forth
  • Store consent per channel with proof
Agent shows a couple details on a tablet in the kitchen – on-site property advice

Process

CRM for real estate agents: the process in Armiflow

Step 1

Win contacts

Company search by industry and location, plus Social Media Autopilot (Basic and Pro) and Google or Meta Ads.

Step 2

Reach out personally

Email draft in the company’s language, sent only after your approval, follow-ups with automatic stop.

Step 3

Book an appointment

Booking link or built-in booking form, entry in Google or Microsoft 365 calendar.

Step 4

Contract and invoice

Contract signed by hand on screen, commission invoice under § 11 UStG, receipts for your accountant.

Features

Software for estate agents: which feature helps with what

Agents and real estate companies use these Armiflow features most often.

Smartphone with social media posts, newsletter and megaphone – marketing
TaskArmiflow featureBenefit
Find partners and clientsFind companiesDevelopers, property managers or businesses by industry and location
Manage contactsCRM & leadsTimeline, follow-ups, consent per channel, map
Stay visibleSocial Media AutopilotPosts, reels and stories with content calendar (Basic and Pro)
Manage advertisingGoogle & Meta AdsCampaigns, pause and daily budget
Inform prospectsNewsletterConsent by default, recipient filter with reason
Book appointmentsCalendar & appointmentsBooking links, built-in booking form, meeting links
Close the contractContracts & e-signatureSigned by hand on screen, PDF archived

Benefits

More contacts, less paper

What Armiflow can change in the everyday work of agents and real estate companies.

Armiflow robot behind a protective shield – security and GDPR

Data protection

In real estate, trust is everything

Approval before every email. No message to clients without your consent, and changes cancel the approval.

GDPR. Consent per channel, unsubscribe link, 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. For businesses in Austria: TKG § 174 for marketing emails, invoice check under the UStG, export for BMD and RZL.

FAQ

Questions and answers

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

Armiflow offers two routes: the company search finds partners and clients such as developers, property management companies or businesses that need space. For prospects there is the Social Media Autopilot (Basic and Pro), Google and Meta Ads and newsletters with consent. All contacts land in the CRM for real estate agents, together with their consents.

In real estate lead generation, the rules differ. You find companies in Armiflow through the company search by industry and location. You reach private individuals through social media, ads or newsletters, for which consent is the default. Armiflow stores consent per channel with the legal basis, so you have the proof at hand.

Armiflow is sales and business software that works as a CRM for real estate agents, covering prospecting, appointments, contracts, invoicing and bookkeeping preparation. The setup assistant has an industry template for real estate. Armiflow does not offer property management or portal connections; it complements your existing property software rather than replacing it.

Via booking links in emails and newsletters or via Armiflow’s built-in booking form. Calendly, Cal.com, TidyCal and Google appointment pages are supported. Appointments land in your Google or Microsoft 365 calendar. When someone books, running follow-ups stop automatically. In a CRM for real estate agents, a short path to the appointment is often decisive.

In Austria, marketing emails usually require prior consent under § 174 TKG 2021. Armiflow makes consent mandatory for newsletters by default, shows in the recipient filter why someone has been excluded, and adds an unsubscribe link to every email. The legal assessment of each individual case remains your responsibility.

The Social Media Autopilot module writes copy and hashtags, creates images, carousels and videos and publishes on Facebook, Instagram, TikTok and YouTube, in review mode or fully automatically. To generate property leads, a content calendar helps you stay visible on a regular basis. The module is included in Basic and Pro.

Yes. In Armiflow you see campaigns for Google Ads and Meta Ads, pause or start them and adjust the daily budget. Actions that spend money on Meta advertising require confirmation with your password. ChatGPT Ads are in preparation and not yet available. Advertising complements real estate lead generation for reaching prospects.

The client signs directly on screen, drawn by hand with finger, mouse or stylus, via an online link or on site, and 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 archives the signed PDF.

You issue commissions as an invoice from your client records. Armiflow checks against § 11 UStG, assigns gap-free numbers and works with cancellation instead of editing. Clients pay online via Stripe by card, SEPA direct debit or payment link. Dunning sends first and second reminders for open amounts in your CRM for real estate agents.

After signing up for the 14-day free trial, you choose the real estate industry template in the setup assistant and describe your team and goals. This produces a personal starter plan. Then you import contacts via CSV or XLSX and create client groups, so your CRM for real estate agents works with real data from day one.

More questions from practice

Often they are developers, property management companies, architects’ offices, regional banks or businesses looking for office or commercial space. In Armiflow you search specifically for such industries in a location or radius and see them on the map. That is the B2B side of a CRM for real estate agents.

In Armiflow, WhatsApp is part of ArmiChat, the shared inbox for WhatsApp, Telegram and SMS. It includes a WhatsApp inbox, approved templates and STOP unsubscribes, and the CRM stores WhatsApp consent separately. Alongside WhatsApp, email, appointments and newsletters remain available to you.

With client groups. You create, for example, one group for owners, one for prospects and one for partner companies. Each group can have its own senders, signatures, templates and booking link. This keeps the software for estate agents clear, even when many contacts are active at the same time.

Every client account has its own database schema, access credentials are stored encrypted, and there are daily backups. Two-factor sign-in and roles protect access. You handle requests under GDPR Art. 15 and 17 directly from the CRM, which is particularly important for prospect data.

Yes. Basic is designed for one user, while in the Pro plan any number of users work in the same account. With roles, sales staff only see their own leads, and office management keeps the overview. Limits may change; current values are on the pricing page. This way the software for estate agents grows with your team.

Armiflow AI works with all features in the chat on behalf of the signed-in user. You ask, for example, which contacts need a follow-up this week, or have a newsletter draft prepared. Actions involving clients, money, deletion or approvals always wait for your confirmation in the chat.

Armiflow reads bank, card, PayPal and Stripe statements, including PDFs, and matches them to incoming invoices. An AI helper searches your mailboxes every month for missing invoices. Exports are created for BMD NTCS, RZL, DATEV or CSV using the Austrian standard chart of accounts, plus a month-end checklist.

A native app for iOS and Android is in development and coming soon; its features and release date have not yet been fixed. Until then, you use Armiflow in the browser on your smartphone, for example between two viewings. This keeps your real estate lead generation within reach on the move.

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.