Linda S.
December 12th, 2022
"Simple check in solution, plus more!"
Pros: Greetly is easy to program and use. We use it for both checking people into our shared workspace but also for tracking snack charges in our community kitchen.
Cons: It would be great if it could automatically recognize someone and automatically populate their information versus them having to put it in every time they come. We have visitors who come weekly and each time they have to manually put in their info. even though it has a 'return visitor" button, it doesn't save them any time, they still need to manually add their name, phone #, email and other fields that we stipulate.
Overall: Over all it works great for both purposes, visitor management and tracking our snack bar charges.
Greetly has over 60 reviews with an average rating of 4.9/5 stars.
Collecting Customer Data
There is no need to worry about forgetting a single detail about a customer's identity or the purpose of their visit. More detailed visitor information, including birth date, government-issued ID and body temperature, can also be collected. Visitors can quickly check in via driver's license scan or use a self-service terminal or mobile phone to fill out the customer sign-in sheet.
Ample Room for Customization
For self-service check-ins, the Greetly app can be tailored to match your company's brand, workplace culture and industry. It can even be translated into the languages your guests like to use. Only your company's logo will be displayed, and workflows can be modified to suit your specific requirements. Make a memorable first impression by greeting customers in a way that reflects your company's personality.
Grow Your CRM Database
Never lose information again. Easily integrate Greetly with your CRM to find all of your information in one place.
Informing Employees Through Real-Time Alerts
As soon as a customer arrives, your employees can be alerted on various channels, including phone, email, or one of our numerous built-in integrations. This means that your team no longer has to waste time in the lobby area waiting for visitors.
Keeping Track of Visitors and Analyzing Their Data
Using Greetly's cloud-based customer management system, you'll always have instant access to all of your visitors' contact details. You'll be able to keep track of the busiest departments in your company at any given point in time by automating CRM updates.
Collect and Keep Photos and Waivers From Your Guests
Using Greetly's customer management software, you can capture and store guest photos. Simply bring up an image from Greetly's digital logbook if this is the first time you're meeting somebody or have to refresh your memory about the person you're welcoming. In the same platform, you can use Greetly for eSignatures in legal documents like NDAs.
Automated Messaging
Automate your messages back to visitors (e.g., exit surveys). This saves your employees time and eliminates the risk of communication errors.
What are the benefits of a customer sign in app?
At its core, a customer sign-in makes sure your visitors are signed in and served by your employees in the least possible amount of time. Other customer sign in app benefits include:
Helps Generate More Revenue
With a customer sign in app deployed, you cut down on the number of employees that assist with the reception function. This is how the customer sign-in app achieves that:
- Faster, better service: customers check themselves in so staff can focus on execution. This results in shorter and more predictable wait times.
- Captures customer info so you can continue to communicate with them: You can capture any information you might need during the intake process, from customer contact info to the assistance they are seeking. This allows staff to get right down to work when they meet with the customer. It also provides an opportunity for additional communications, like exit surveys or marketing messages, after their visit.
Smoother Operations
- Segment Customers: you can group customers by different reasons for visiting your workplace.
- Know Who Is Next in the Queue: The sign-in app will create a virtual queue and serve as a virtual receptionist to direct customers to the staff training to serve their specific needs. That way, you can process any number of customers on time.
What is a "check in" system?
A check in system refers to the process of welcoming guests, whether they are customers, constituents, contractors, friends, or any other visitors, to your business space.
A digital customer sign in system is a set of tools and software specially made to automate the entire process. Some of the tasks typically handled by the best customer sign in apps include:
- Customer self-check-in process.
- Creating a visitor queue, or multiple queues for different services offered.
- Customer log for reporting and data analysis.
- Creating an excellent impression as visitors are given an orderly and warm welcome.
- Reducing customer wait times.
- Improving employee happiness and productivity.
- Touchless customer sign in keeping staff and customers safe for COVID-19 and other illnesses.
How do you check in a customer?
Greeting customers in a friendly and timely manner are vital to building a strong business. It's also an opportunity for a small organization to outmaneuver larger competitors.
Here is how to check in customers while creating a great first impression:
Make the process obvious. Whether you have personnel standing at the entrance or a virtual check in system, it needs to be highly visible. - Easy. Make sure the process is easy. Like scanning driver's licenses to get the necessary information quickly without the risk of typos or being misheard.
- Avoid the runaround. Make sure intake is done correctly so the customer is seen by the right staff member as quickly as possible. This might be immediately upon check in or you might need to put the customer into a queue.
- COVID-friendly. Allow customers to check themselves in, preferably with a touchless visitor management system, to stop the spread of illnesses.
- Keep communicating. The sign in process doesn't end when the customer checks in. Or even when they are seen by an employee. Or even when a transaction is complete. You might want to reconnect after their visit to ensure you served them perfectly or to provide additional information.
How do I get started with Greetly?
We knew we liked you.
Getting started is easy. Click "Book a Demo" to schedule a free, no-obligation customer sign-in software demo. A friendly account manager will take the time to learn your customer management needs and how to customize Greetly to exceed your branding and reception expectations.
How do I set up a customer management system?
Setting up and deploying a virtual customer sign in app is surprisingly easy once you break it down into simple steps.
Here is how to launch a digital customer sign in system:
Here are the steps to set up a visitor management system: