OmniConnect
OmniConnect provides managed connectors between Microsoft Dynamics 365 Business Central and eCommerce or POS systems.
CodeunitPaid
snapADDY VisitReport
by snapADDYMicrosoft 365Paid
Capture visit reports and customer data on iPad or iPhone, then export them to a CRM system.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides a digital questionnaire for trade fairs and field visits on iPad and iPhone. After a customer meeting, visit reports and customer information can be exported to a CRM system. The app supports offline use, follow-up emails, reporting, and centralized storage of customer information in the CRM system.
Key capabilities
from the Microsoft Marketplace listingCustom questionnaires
Provides individually designed questionnaires with dynamic structures in multiple languages.
Business card scanning
Registers contacts with an integrated business card scanner.
Offline mode
Supports use without an internet connection.
CRM export
Exports visit reports and customer information to a CRM system after meetings.
Media library
Provides access to files, images, and videos through a media library.
Follow-up emails
Sends follow-up emails automatically.
Reporting functions
Includes analysis and reporting functions.
App branding
Supports branding the app in a company’s corporate design.
Use cases
- Trade fair teams can use digital questionnaires at exhibition stands instead of paper forms.
- Field staff can record customer meeting information on an iPad or iPhone and transfer it to the CRM system.
Who it's for
Exhibition teams, field staff, and office colleagues processing customer operations.
In the catalog
480 plugins in Sales
Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«With snapADDY VisitReport you can get started at trade fairs and in the field – without pen and paper! Thanks to the VisitReport app, you always have your individually designed questionnaire at hand and digitally on your iPad or iPhone. After the customer meeting you can export it quickly and easily to your CRM …»