Service providers & consultants
If you work as a consultant, coach or service provider, you mainly sell time. Armiflow is a CRM for service businesses that helps you win new clients: find companies, approach them personally, let them book appointments and then handle contract, invoice and receipts in the same system.
Booking link & calendarPersonal draftsContract with e-signatureClient portal
Intro call bookedExample · consultingArmiflow finds suitable companies by industry and location, writes personal email drafts and only sends them after your approval. When a company books an appointment through your booking link, the follow-ups stop automatically. You then create the quote, contract with e-signature and invoice under § 11 UStG, the Austrian VAT Act, and prepare the receipts for your accountant.
Everyday service business
Consultants, trainers, coaches and other service providers sell know-how and time. Every hour spent on research, scheduling or paperwork is an hour missing for clients. At the same time, the business depends on approaching new companies regularly, so that one project is followed by the next.
Typical are long email threads to fix a meeting, quotes in Word, contracts that have to be printed and signed, and receipts that get hunted down at month end. For businesses in Austria, marketing emails to companies are also subject to § 174 TKG 2021, which calls for careful outreach.
Process
Search by industry and location across several sources, with results straight in the CRM, including contacts and map.
AI draft in the company’s language, with booking link. Nothing is sent until you approve it.
A booking stops the follow-ups, Zoom, Teams or Meet link included. Then quote and contract with e-signature.
Invoice under § 11 UStG, online payment via Stripe and export for BMD, RZL or DATEV.
Features
Service providers and consultants use these Armiflow features from the first contact to the month-end close.
| Task | Armiflow feature | Benefit |
|---|---|---|
| Find target companies | Find companies | Industry and location or radius, enriched and without duplicates |
| Manage contacts | CRM & leads | Timeline, notes, follow-up tasks, consent per channel |
| Write the first contact | Cold email | Personal draft, approval tied to the content |
| Book meetings | Calendar & appointments | Calendly, Cal.com, TidyCal, Google and Microsoft 365 calendar |
| Put the job in writing | Contracts & e-signature | Signed by hand on screen, via link or on site |
| Invoicing | Invoices & dunning | Check under § 11 UStG, reminders, online payment |
| Prepare receipts | Bookkeeping | Match statements, month-end close, export for your accountant |
Benefits
What Armiflow can change in the everyday work of service providers and consultants.
The company books the meeting itself, and follow-ups then stop automatically.
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Your team focuses on consulting instead of scheduling.
Contracts are signed on screen or via link and archived.
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Personal drafts in the company’s language can improve the reply rate.
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Following up via tasks and campaigns helps make sure no quote is left lying.
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Leads, open quotes and invoices at a glance in the dashboard.
Trust
Approval before every email. No draft goes out without your consent, and changes cancel the approval.
GDPR. Consent per channel, block list, unsubscribe link, plus 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, UStG § 11 and exports for BMD and RZL are built in.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
Armiflow takes over the groundwork: finding companies by industry and location, adding contacts and preparing personal email drafts. You check each draft and approve it. With a booking link in the email, the company arranges an intro call itself, and the follow-ups stop automatically afterwards. That is how a CRM for service businesses should support new client acquisition.
Yes, Armiflow works well as software for consultants, because it combines prospecting, appointments, contracts, invoices and bookkeeping preparation in one system. Instead of maintaining several programs, you have one timeline per company. Armiflow AI can search for leads, prepare drafts and plan tasks in the chat, while actions involving clients wait for your confirmation.
For marketing emails in Austria, § 174 TKG 2021 applies, and prior consent is usually required. For client acquisition, Armiflow offers consent per channel with the legal basis, an unsubscribe link in every email, a block list and human approval. Whether an approach is permitted in an individual case is for you or your legal adviser to check.
By making the path to the meeting short. Armiflow inserts your booking link into emails, syncs with Calendly and supports links for TidyCal, Cal.com and Google appointment pages. Booked meetings land in your Google or Microsoft 365 calendar, with a Zoom, Teams or Meet link if you wish. This is how a CRM for service businesses fills your calendar.
Yes. Besides Calendly, Cal.com, TidyCal and Google appointment pages, Armiflow offers a custom booking form, meaning its own booking form directly inside Armiflow. Prospects use it to arrange appointments without you needing another tool. The exact scope of the settings can be seen in the app, so check there what fits your workflow.
Contracts are created from templates with packages, additional services and term. The company 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 name, time, IP address, browser, consents and a SHA-256 checksum as additional evidence.
A quote becomes an order, and the order becomes an invoice. Armiflow checks against § 11 UStG, assigns gap-free numbers and works with cancellation instead of editing. The small business scheme and reverse charge are supported. Companies can pay online via Stripe by card, SEPA direct debit or payment link, and reminders run through dunning.
Yes. In the product catalogue you create services with terms from monthly to three years plus add-on options. Armiflow generates the recurring invoices automatically. This suits retainers, ongoing support or monthly packages that a consultant bills regularly, without having to create a new invoice by hand every month, all within your CRM for service businesses.
To start, company search, CRM, cold email and calendar are usually enough. The Basic plan is designed for freelancers with one user and includes all features, with 50 active clients and 1,000 new leads per month. You can try it free for 14 days; current values are on the pricing page. This lets you test the CRM for service businesses without risk.
Armiflow reads bank, card, PayPal and Stripe statements, including PDFs, and matches payments to incoming invoices. A monthly AI helper searches your mailboxes for missing invoices and stores them in Google Drive. At month end there is a checklist and an email to your accountant with the VAT figures, so the numbers are right after winning new clients too.
Yes. Scheduled AI agents search daily, weekly or monthly for new companies, including for several locations, and prepare analysis, report and draft. This helps when there is little time left for research. Automatic sending is switched off by default and requires a separate, password-confirmed approval, so you stay in control.
In the CRM you create follow-up tasks with a due date for each company, for example for a quote that needs chasing. Armiflow shows what is due today. The timeline in the company profile records which emails, notes and documents there were. The dashboard shows your sales trend over twelve weeks, a core part of a CRM for service businesses.
Yes, through the client portal. Clients sign in via magic link without a password, optionally with two-factor sign-in. They see orders, invoices, contracts and tickets, and order services that come with a contract directly as a contract, signing straight away on screen. For service providers this means fewer requests for invoice copies and a professional presence towards clients.
The newsletter editor uses AI to write the subject line and text from approved facts. Consent is mandatory by default, and the recipient filter shows why someone has been excluded. With scheduling, test emails and an hourly limit, you plan your sends. This way service providers stay in touch with clients without overlooking their obligations.
Yes. The interface is available in German, English, Turkish and French, and the AI writes drafts in the language of each company. The currency can be chosen, and reverse charge is supported on invoices. This makes the software for consultants suitable for jobs across the DACH region and beyond.
Yes. Armiflow connects to HubSpot, Pipedrive, Salesforce, Zoho, Dynamics 365, monday, Close, Freshsales, ActiveCampaign, Odoo and SAP Business One, plus webhooks, Zapier, Make and n8n. Service providers who already use a CRM can use company search and drafts in Armiflow and pass the data on.
In the template studio, the AI creates suitable PDF and Word templates, for example for quotes or contracts, and translates them. Contract templates have versions, so signed contracts remain unchanged. For invoices there is the PDF designer plus email templates. Your documents look consistent without designing them from scratch every time.
After signing up for the 14-day free trial, the setup assistant asks about your industry, team and goals and creates a personal starter plan with recommended steps. Then you import existing contacts via CSV or XLSX or start a company search. Your CRM for service businesses thus works with real data from day one.
Read on
A booking stops follow-ups automatically.
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Campaigns with follow-ups and approval.
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Several contracts, one link, one signature.
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Compliant with § 11 UStG, payment via Stripe.
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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.
Kodlogy Technologies GmbH
Kaiser-Ebersdorfer-Straße 81/2
1110 Wien, Österreich
+43 660 540 3636
support@armiflow.com
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