About Tallyfy

Tallyfy is workflow software that lets you document and automate every business process across your company. Track all your processes in real-time, on a simple and visual dashboard. You can trigger processes manually, via forms, via a schedule, or via common middleware platforms. As an open platform, Tallyfy integrates easily to most other systems, and requires zero code to create and launch an approval workflow or business process. Tallyfy also supports conditional rules and branches.
Tallyfy Software - Create any repeatable process, step-by-step - with rich descriptions and videos. Use "if this then that" rules to automate decisions and conditional rules.
Tallyfy Software - Track all your processes on a simple, visual dashboard. No need to ask "what's the status?" of any workflow again!
Tallyfy Software - Create any repeatable process, step-by-step - with rich descriptions and videos. Use "if this then that" rules to automate decisions and conditional rules. - thumbnail
Tallyfy Software - Track all your processes on a simple, visual dashboard. No need to ask "what's the status?" of any workflow again! - thumbnail

Tallyfy pricing

Tallyfy does not have a free version but does offer a free trial. Tallyfy paid version starts at US$5.00/month.

Starting Price:
US$5.00/month
Free Version:
No
Free trial:
Yes

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Browse Tallyfy Reviews

11 of 11 reviews
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Helal
Helal
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/12/2022

Best workflow software I have used

Tallyfy allows users to define and manage their workflows and tasks, assign them to team members, track progress, and collaborate with team members in real-time.Some of the key features of Tallyfy that make it useful for us include:Workflow and task templates: Tallyfy provides pre-built templates for common workflows and tasks, making it easy for us to get started and set up our processes quickly.Collaboration: Tallyfy includes a range of tools to help team members collaborate and work together effectively, including real-time chat, document sharing, and comment threads.Task tracking: Tallyfy provides a range of tools to help users track and manage tasks, including task lists, calendars, and kanban boards.Customization: Tallyfy allows users to customize their workflows and tasks to meet the specific needs of their business, including adding custom fields, tags, and notifications.

Pros

Tallyfy improved our workflow management by automating repetitive tasks, enabling better collaboration and communication, and providing greater visibility and tracking of progress.

Cons

To complete all tasks, Tallyfy requires an online connection. When network strength is weak, entry and automated activities may be hampered.

Verified Reviewer
  • Industry: Professional Training & Coaching
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/4/2019

I am super anxious for deployment

This solution is going to simplify the sales process and greatly improve the transparency between sales, coaching, and back office.

I'll have to update my review once the platform is fully implemented but all tests are working as expected, and any hiccups along the way because of my unique and robust strategy.

Pros

Functionality
Opportunity
Reliability
Ease of use once you get a hang of it.

Cons

Customization of the user dashboard is limited.
For my purpose it has been a lengthy implementation, but to be fair, I am coordinating Tallyfy with Webmerge.me, Infusionsoft, SignNow, and zapier for the purpose of implementing a robust and streamlined on-boarding process.

Bob
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Functionality
3
Ease of Use
3
Customer Support
4

3
Reviewed on 11/3/2018

Checklist Solution that facilitates most workflow scenarios

Pros

Tallyfy makes it easy to create forms for collecting and routing data through the various workflow solutions for our organization.

Cons

All workflows need to be built in house. Tallyfy doesn't have pre-built process automation templates for processes that are used across organizations.

Verified Reviewer
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/9/2019

Great tool to store business processes

Great tool for storing processes that helps me save time in training and assigning processes to other team members.

Pros

Tallyfy is a simple to use but also robust tool for storing business processes that can be easily shared with other members on the team.

Cons

I wish there were a feature that allows searching for steps inside templates. Sometimes, I forget the template name where specific step is located.
In addition, the UI is a bit slow at times. But this is not a big issue

Alternatives Considered

Process Street

Reasons for Choosing Tallyfy

Tallyfy is made to storing processes.

Switched From

Trello

Reasons for Switching to Tallyfy

Lifetime deal offer
Jonathan
  • Industry: Banking
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/7/2016

The only tool with real BPM power, but still easy enough for anyone to use

We were looking for a more serious tool for serious process management problems for our clients. There's a number of "pretty checklist" tools out there that wouldn't be serious contenders because it's impossible to map a flowchart into a checklist. You need features like decision trees and conditional branching to make that happen.

Tallyfy is the only "simplified BPM" tool we found that came packed with strong features but was still simple enough for everyone to use

Pros

- The incredible power and functionality of a true Business Process Management tool
- Real ease of use that no other BPM offers today
- Transparent pricing
- FANTASTIC service from their people - who are based in St. Louis and Silicon Valley

Cons

- None that I can think of

Response from Tallyfy

We're definitely proud of being the only mid-market focused process management tool that's still incredibly easy to use for anyone! Thanks for this review - Jonathan

Replied 16/7/2016
Verified Reviewer
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
4
Customer Support
0

5
Reviewed on 13/2/2019

Great Workflow Management Tool

No complaints. Seems like a great company. Not sure about customer service because I've never had an issue.

Pros

I loved the price; I purchased this through AppSumo and got a lifetime access deal that is hard to believe. So far, I haven't been able to integrate it into my business as much as I'd like, but that's no fault of Tallyfy, I simply haven't had enough people working for me to really benefit from it. But it does a great job of helping cement institutional knowledge and if you expect high employee turnover, this will help make sure new hires know what to do from the get go.

Cons

The graphic UI isn't very sexy, but I mean, who really cares? The functionality is great and working within the UI is largely intuitive.

Tony
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/11/2016

Perfect for repeatable workflows

We wanted to a tool just the routine work in our online business, such as order fulfillment, implementation, and design approvals.

Tallyfy now runs everything and also integrated with our CRM and help desk.

Pros

Easy to set up and integrate.

Cons

Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA.

Response from Tallyfy

Thank you!!

Replied 7/11/2016
Pooja
  • Industry: Airlines/Aviation
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
4

4
Reviewed on 21/10/2017

It's good

It's easy to use

Pros

The incredible power and functionality of a true Business Process Management tool - Real ease of use that no other BPM offers today - Transparent pricing - FANTASTIC service from their people - who are based in St. Louis and Silicon Valley.

Cons

Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA.

majed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
5

3
Reviewed on 7/2/2018

I have nice experience with this product.

Pros

easy to use, straightforward.
I really like the processes tracking feature.
tasks are easy to assigned and deal with.
fast response from customer supports.
customer support is beyond amazing.

Cons

there is always a chance to improve and add some features.

Thomas
Thomas
  • Industry: Computer Software
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
3
Functionality
3
Ease of Use
4
Customer Support
4

3
Reviewed on 30/4/2018

Good for formalizing process if only it comes with pre-made templates

Pros

Tallyfy is a way to formalize your SOP (Standard Operating Procedures), and it's very good at it. No more Trello boards where people forget to move the cards.

Cons

They don't have pre-made templates. It's important to have them, since most business processes are more-or-less the same (e.g. for onboarding new hires: everyone needs to read company handbook, gets company email, etc).

Vinit
  • Industry: Capital Markets
  • Company size: Self Employed
  • Used Monthly for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/5/2021

Very good

Amazing

Pros

Yes it was very ease to get through will recommend.

Cons

Mostly all features were upto Mark nothing as such

11 reviews

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