Automated lead routing, lead scoring, and much more.

Export Trade Show Leads to Your CRM with VisitReport.

Our selection of use cases illustrate how easy and seamless automated lead export is. Discover how VisitReport acts as a bridge to your CRM or marketing automation system. From prioritizing and ranking your leads to data synchronization, the possibilities with VisitReport are virtually endless.

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Automated Lead Capture

Levels of Automation

Use Cases

FAQ

Why Automation is Crucial in Lead Capture.

A quick follow-up can make the difference between closing a deal and losing a lead. Yet, manual processes—like entering days’ worth of CRM data after a trade show—often let valuable opportunities slip through the cracks. Automation and AI streamline this process, keeping your CRM data accurate, complete, and always ready for the next interaction. After all, clean, up-to-date data is the foundation of successful sales and high-impact marketing.

Stay in Control with Flexible Automation.

With VisitReport, manual and time-consuming lead capture becomes a thing of the past. Automated workflows handle routine tasks, while you decide how much automation fits your needs. We offer two flexible approaches that can even be combined for the best results:

1. The Best of Both Worlds.

This approach keeps human input where it adds real value. Routine tasks are automated, while exceptions are handled manually.

Example: Reports flagged as implausible can be reviewed by a team member, while all others are processed automatically.

2. Fully Automated.

For tasks that follow clear rules, are less critical, or need to be completed quickly, full automation ensures efficiency.

Example: Contact data can be automatically enriched using public sources, saving time and reducing errors.

Six Ways VisitReport Automates Your Trade Show Data

These six use cases show how VisitReport helps customers automatically export trade show reports to their CRM—saving time, improving data quality, and maximizing the value of every lead. And this is just the beginning of what can be automated in report export.

1. Use Case VisitReport.

Seamlessly Export All Trade Show Reports to CRM Without Duplicates.

The problem: Captured contacts are often incorrect or duplicated in the CRM, resulting in time-consuming manual clean-up.

The solution with snapAddy: VisitReport exports all reports in bulk to your CRM and automatically checks for duplicates. You define what qualifies as a duplicate, and your custom CRM entities are populated accordingly.

Result: Data export is structured, duplicate-free, and processed in batches—without any extra effort.

2. Use Case VisitReport.

Enrich Incomplete Contact Data to Create a Valuable Lead.

The problem: In the heat of a customer conversation, essential details are often missed, leaving you with incomplete leads that can’t be contacted.

The solution with snapAddy: VisitReport uses intelligent workflows to enrich missing information by pulling validated data from public sources and email verification services.

Result: Even minimal input turns into a complete, actionable lead in your CRM—no manual research required.

3. Use Cases VisitReport.

Check Captured Contacts and Responses for Their Validity and Accuracy.

The problem: In the fast-paced environment of a trade show, data entry errors are common and can significantly impact CRM data quality.

The solution with snapAddy: After a report is exported, VisitReport automatically runs a plausibility check on all captured data. This ensures that postal codes match cities, area codes align with countries, and other critical information remains consistent.

Result: Implausible entries are flagged for manual review—only where needed—ensuring the highest possible CRM data quality.

4. Use Case VisitReport.

Automate Lead Assignment and Routing

The problem: During trade shows, countless leads enter the CRM without any clear prioritization for follow-up.

The solution with snapAddy: Custom lead-rating criteria automatically prioritize all created reports and leads. Missing information required for scoring can be retrieved using AI.

Result: A prioritized lead list is generated in the CRM during the trade show and is ready for immediate follow-up.

5. Use Case VisitReport.

AI-Powered Automated Lead Scoring.

The problem: During trade shows, countless leads enter the CRM without any clear prioritization for follow-up.

The solution with snapAddy: Custom lead-rating criteria automatically prioritize all created reports and leads. Missing information required for scoring can be retrieved using AI.

Result: A prioritized lead list is generated in the CRM during the trade show and is ready for immediate follow-up.

6. Use Case VisitReport.

Export Managed Across Multiple Systems Simultaneously

The problem: When leads are processed across several systems, marketing automation may receive new entries even though the CRM already contains a valid record. This creates duplicates and misaligned customer data.

The solution with snapAddy: VisitReport orchestrates data flows between CRM and marketing automation, updating existing CRM contacts and creating new ones in marketing automation only when no matching record exists.

Result: Both systems remain fully aligned, with consistent and duplicate-free data and without the burden of maintaining records twice.

AI Enhancing Your CRM: Data Management Using Artificial Intelligence.

All use cases in VisitReport can be enhanced with artificial intelligence, whether for data enrichment or intelligent duplicate detection. Through CRM integration via the Model Context Protocol (MCP), large language models (LLMs) can connect seamlessly with external systems and data sources. This enables VisitReport to operate as an AI-powered CRM tool, delivering more precise results and intelligent, flexible workflows.

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More than 4,000 satisfied customers

Success Stories with snapAddy VisitReport.

Read detailed success stories here

snapAddy VisitReport is incredibly fast and works flawlessly. At large trade shows, processing around 800 manually captured leads used to take us several weeks. Now, with the app, leads are captured within seconds, and the entire follow-up process takes less than three days—sometimes just a few hours—because many of our colleagues begin the follow-up right at the booth. It’s a game changer!

snapAddy VisitReport has significantly improved the quality of the data and conversation details we capture. The software fits perfectly into our corporate structures, and follow-up has become much more efficient. We no longer need additional trade show staff, which saves both time and budget.

Since implementing snapAddy, our entire lead management process has become more efficient—both on the trade show floor and in the back office. Lead processing times have dropped dramatically, which also benefits our customers. We’re very satisfied with the app’s features and look forward to what’s coming next.

We’re extremely happy with snapAddy VisitReport. Offline availability was essential for us, because internet reception at trade show booths is often unreliable. And it works perfectly! With dynamic questions, the questionnaire—or the sales rep—adapts seamlessly to the conversation. Capturing and maintaining trade show leads has become simple, fast, and reliable.

With snapAddy VisitReport, customers and prospects can sign directly in the app, and it works seamlessly. Even our legal department is impressed, since the signature is transferred to the CRM along with a timestamp. That level of detail makes the process incredibly reliable.

Certified IT Security for Your Data

Our robust and efficient IT security management is ISO-27001 certified, providing top-level data security. This ensures that even companies with strict compliance requirements have their data protected according to international standards. All processes are also GDPR-compliant.

> Learn more about IT security at snapAddy

FAQ

You Have Questions? We Have the Answers.

We are happy to address all your questions individually. Simply schedule an appointment to learn more about our solutions.

The use cases shown are only a small selection of what VisitReport can do. By flexibly combining modules, workflows can be designed almost without limits—enhanced by AI in the CRM. This allows you to integrate AI tools directly and leverage their structured knowledge for your processes. Let’s discuss your use case together—our experts are happy to advise you.

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VisitReport is available in three packages depending on the number of users and devices—perfectly tailored to your specific use case.

Discover our pricing packages

The time required to create a workflow depends on its complexity. Once the workflow is set up, you benefit right from the very first run.

Lead routing with VisitReport means that newly captured trade show leads are automatically directed to the right person in your company—based on rules such as region, product interest, language, or priority. This ensures every lead goes directly where follow-up is fastest and most effective—without manual sorting or delays.

Lead Capture on Autopilot.

Make your leads actionable with flexible, custom workflows from VisitReport.

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