Digital Forms & Workflows

Smart forms & workflows that automate visitor check-ins

Build and automate digital forms to collect data, capture e-signatures, and streamline visitor workflows—all from one no-code form builder.

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Digital receptionist services designed for modern workplaces

Streamline check-ins with Greetly

Trusted by the world’s leading workplaces

Visitor Logs & Reporting

Digital workflows tailored to every visitor type

Collect NDAs, safety acknowledgments, and visitor information with no-code forms that keep your team compliant and audit-ready.

Digitally capture visitor information

Greetly turns your front desk into a smart data collection point. Gather visitor names, photos, contact info, host names, check-in/out times, eSigned NDAs, waivers, safety forms, and more. It’s fully customizable by visitor type and instantly available in your digital visitor logbook.

Works with your tools. Built for compliance.

Cloud-Based Access, 24/7/365

Access your visitor logs securely from any web browser—desktop or mobile. All admin functions run through the browser, so there is no separate mobile admin app.

Export in CSV or PDF

Download visitor data instantly, or schedule recurring reports by email.

Integrates with your ecosystem

Greetly supports direct integrations with Azure AD, Google Workspace, Slack, Microsoft Teams, and Zapier. Single Sign-On (SSO) is also supported via SAML 2.0.

Secure and compliant

Greetly is SOC 2 and GDPR compliant. Logs are encrypted, stored securely, and always searchable.

INTEGRATIONS

Work smarter with seamless integrations

Built to work with your tech stack. No extra steps required.

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TAKE A TOUR

See how digital forms work

Take a quick tour to see how you can create forms in Greetly, no coding required.

CONTACT US

Simplify check-ins with automated forms for a better visitor experience

Designed for modern workplaces, see how Greetly turns paper forms and manual logbooks into digital workflows that reduce wait times and optimize business needs, making it easy to track visitors, filter reports, and stay audit-ready.

Book a demo

SOC 2 + GDPR compliant

10M+ visitors checked in across 24+ countries

Live in hours, not weeks

REVIEWS

Real talk from real users.

Read what other clients are saying on G2 – the world’s most trusted software marketplace.

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FAQ

Questions? We’re here to help.

Browse digital forms & workflows FAQs. Don't see what you're looking for? Contact us.

What kind of data can Greetly capture?

Greetly can log visitor names, contact info, check-in/out times, host, purpose of visit, photos, signed NDAs, waivers, and more—customizable by visitor type.

The visitor management system with forms and workflows built in

Create custom check-ins, capture NDAs, and cut manual work with audit-ready workflows.