See What’s Possible with VisitReport.
Looking for a solution to manage leads at trade shows or digitize your field sales reports—and you know exactly what you need?
VisitReport combines a mobile app for on-site capture with a desktop dashboard for centralized control and follow-up. Browse all features below and see how they match your requirements.
Universal Contact Capture
Quick Scan needs to be activated once in the dashboard so users can take advantage of it in the app.
You can set up the integration with your CRM system once in the dashboard settings. From that point on, data from VisitReport can be exported directly to your CRM or compared as part of a duplicate check.
View available integration options.
Contact data can be imported quickly and easily via Excel—even in offline mode. This works both in the app and in the dashboard.
The VisitReport dashboard lets you evaluate your trade show results in real time. A set of standardized charts provides insights such as the number of reports captured per user, day, or hour, as well as visitor sources. This makes it easy to identify strong and weak event days and adjust staffing or resources accordingly. Using filters, reporting views can be personalized for individual users.
Questionnaire
Create custom questionnaires directly in the web-based configurator and adjust them at any time. Organizing content into question groups and individual questions keeps everything clear and structured.
Not every question is relevant for every contact. Dynamic elements allow the questionnaire flow to adapt based on the answers given. With VisitReport, questionnaires are built using a modular approach, including flexible question types such as nested or multi-level questions.
Already have a questionnaire? You can import it instead of recreating it from scratch. Supported field types include:
• Text field
• Text area
• Date and time
• Signature
• Number
Questionnaires can be created in 49 different languages. Language versions are managed and made available directly in the dashboard.
Afrikaans
Albanian
Belarusian
Bosnian
Bulgarian
Catalan
Chinese (simplified)
Chinese (traditional)
Croatian
Czech
Danish
Dutch
English
Estonian
Finnish
French
German
Greek
Hindi
Hungarian
Icelandic
Indonesian
Italian
Japanese
Kazakh
Korean
Latvian
Lithuanian
Luxembourgish
Macedonian
Maltese
Montenegrin
Norwegian
Polish
Portuguese
Portuguese (South American)
Romanian
Russian
Serbian
Slovakian
Slovenian
Spanish
Spanish (South American)
Swedish
Tagalog
Thai
Turkish
Ukrainian
Vietnamese
Create a reusable set of frequently used questions and groups. This question library can then be used when building new questionnaires.
Each question can include subquestions. If a subquestion is used repeatedly, it can be saved as a reusable set and selected as needed.
During questionnaire configuration, you can add a digital signature field to collect consent—for example, approval to use data for marketing or email communications. This supports compliance with GDPR Article 13 requirements for direct data collection.
Questions can be marked as required or important. Required questions must be completed before exporting data to the CRM. Important questions are flagged for visibility but do not block the export if left unanswered.
Completed questionnaires can be downloaded as clearly structured PDFs. This makes it easy to review, share, and coordinate content with colleagues or other departments.
To allow visitors to enter their contact details independently in the app, the questionnaire must first be fully set up in the dashboard.
Find out more here.
Team Coordination
Invite the VisitReport users who will be on site to your event. This ensures everyone has visibility into relevant events and questionnaires.
Use the Info Center to share targeted information with booth staff so everyone has access to the latest updates. Store structured information such as travel details, hotel info, or customer notes. Info pages can be grouped by language and updated at any time.
Export Features
All captured reports can be viewed and analyzed centrally in the snapAddy VisitReport dashboard. Advanced filters make it easy to find specific data quickly.
Reports can be reviewed and, if necessary, manually corrected directly in the dashboard.
VisitReport can be flexibly connected to your CRM, allowing precise field mapping and seamless data transfer.
Contact data exports can be fully automated and reviewed afterward, significantly reducing manual effort.
In addition to automated exports, export workflows can be tailored to your needs. Options include automatic data enrichment, duplicate checks, lead scoring, and more—minimizing ongoing manual maintenance.
Learn more.
All data can also be exported as Excel or PDF files. Attachments and scanned business card images can be downloaded as well.
Before exporting to your CRM, the system automatically checks whether a lead, contact, or account already exists. Existing records are updated where needed, and duplicates are avoided.
Email notifications significantly improve response times after events. For example, colleagues in inside sales can be notified immediately when a new lead is exported to the CRM, allowing follow-up activities to begin right away. You can also email completed PDF reports to yourself as reminders.
Follow-Up Emails
Follow-up emails can be sent either during the export of a visit report or manually from the dashboard.
You can create any number of thank-you email variants in the ten most widely used European languages.
Meetings
Using the Meetings feature in the snapAddy dashboard, you can create and manage meetings for trade shows or field sales. Required resources such as meeting rooms or equipment can be added in just a few clicks. The calendar view shows your own appointments as well as those of your colleagues.
Whether at a trade show or in the field, busy schedules often mean many appointments per day. To avoid missing meetings, you can enable automatic imports from third-party systems such as Microsoft Bookings or Outlook.