Visitor Management for Business Services

Modern, flexible visitor management for client-focused businesses

Welcome clients, candidates, partners, and vendors with a professional, secure check-in experience. Whether you're in consulting, legal, finance, HR, or IT services, Greetly’s visitor management system helps your front office stay efficient, compliant, and on-brand.

Business services

10M+

Visitors checked in

24+

Countries represented

22

Fortune 500 trusted

Trusted by business service teams worldwide

What business services teams need most

Professional service companies work in fast-paced, client-driven environments. You need visitor management software that ensures a seamless first impression, protects sensitive data, and scales with your team.

A strong first impression, every time

From polished kiosks to custom visitor workflows, give every guest a fast, user-friendly check-in experience that reflects your brand.

Secure, compliant visitor management

Capture NDAs, ID badges, and visitor information digitally. Replace your paper logbook with a cloud-based visitor management solution that helps meet compliance requirements.

Operational efficiency at the front desk

Automate your sign-in process with touchless check-in, QR codes, instant notifications, and streamlined workflows—so your staff can focus on service.

Streamline the visitor experience

Offer touchless check-in

Reduce wait times and improve security with QR code check-in and mobile sign-in—no app required. Greetly supports contactless, self-service check-in on-site or in advance.

Brand the kiosk experience

Customize your kiosk display with logos, colors, and workflows for different visitor types—from job candidates to high-profile clients. Greetly is a modern visitor management system that reflects your professionalism.

Pre-register guests and speed repeat visits

Pre-register guests and send them QR codes in advance. Predictive search helps returning visitors check in quickly, with fewer typos and less admin overhead.

Screen visitors with watchlists

Improve physical security with built-in watchlist screening. You can also add safety questionnaires, collect NDA signatures, and capture visitor ID images.

Send real-time host notifications

Send instant notifications to hosts via SMS, email, Slack, Teams, Google Chat, or voice call—so your clients aren’t kept waiting. Customize notifications by visitor type or workflow.

Features business services
manage-security-scale-with-confidence

Manage security and scale with confidence

Print visitor badges on demand

Print visitor badges instantly with name, company, host, and photo. Use badge layout to distinguish between clients, candidates, vendors, and internal guests.

Track visitors in a digital logbook

Track visitors in real time with Greetly’s cloud-based dashboard. Export logs in CSV or PDF format to meet audit and compliance needs.

Customize workflows by visitor type

Build workflows for every guest—contractors, clients, interviewees, or event attendees. Include steps like NDAs, safety videos, or access instructions.

Scale with enterprise controls

From boutique consultancies to global firms, Greetly scales with your business. Manage multiple locations, permission levels, and policies from one centralized dashboard.

Add implementation and training

Need support? Greetly offers professional setup and training packages for teams that want to accelerate rollout and adoption across locations.

Integrations that keep business moving

Sync directories and SSO

Keep employee directories current with Azure AD or Google Workspace, and use secure SAML 2.0 SSO for admin/staff login.

Route notifications where teams work

Send host alerts through Slack, Microsoft Teams, Google Chat, email, SMS, or voice; admins can control which channels are enabled.

 

Automate workflows via Zapier (and API for custom projects)

Connect Greetly to CRMs, sheets, or dashboards through Zapier. An API is available for scoped custom work. Learn more.Integrations

Share visitor info securely

Export logs for audits or reviews; control access with role-based permissions.

Integrations business services

REVIEWS

Real talk from real users.

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

reviews-badge-group

FAQ

Questions? We're here to help.

Browse business services FAQs. Don’t see what you’re looking for? Contact us. Contact us.

How does Greetly improve the visitor experience in professional settings?

Greetly helps streamline the check-in process, reduce wait times, and ensure every guest is greeted professionally. From branded kiosks to automated workflows, your reception becomes a seamless extension of your brand.

Can I use Greetly across multiple offices or regions?

Yes. Greetly supports multi-site deployments, centralized admin control, and location-based workflows. Whether you manage one workspace or dozens, Greetly scales with your business.

Does Greetly help with legal and compliance documentation?

Absolutely. You can require NDAs, waivers, or safety protocols during check-in. Signed documents are stored in your visitor log and available for download anytime.

How do instant notifications work?

Greetly notifies hosts in real time via their preferred channel: Slack, Teams, Google Chat, SMS, email, or voice call. Notifications are triggered automatically when a visitor completes check-in.

What’s the typical setup time and pricing?

Many clients are up and running in just minutes. For more customized setups, implementation typically takes a few days. Greetly offers Essentials and Professional plans, with optional services for setup, training, and integrations.

Ready to streamline visitor management for your business services firm?

Greetly simplifies the check-in process, supports compliance, and gives clients a professional first impression.