The best alternative to ClickUp
Tallyfy is a workflow tool for the work your team repeats, and it tracks every step of each run.
- Guests - Clients and vendors complete their steps free, with no login
- Design - We invented Workflow Made Easy ®
- Support - Free 1:1 help from a workflow expert, for life
- AI - Your own AI can complete steps, and its work is tracked
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
What switching from ClickUp saves
What busywork costs your company
per week
per year
over 5 years
A board rebuilt by hand can come out different
Every run you launch from a Tallyfy template starts with the same steps.
Tallyfy vs. ClickUp
Tallyfy runs recurring processes, such as onboarding and approvals.
The alternatives
Project and task management tools
When you edit a Tallyfy template, every process launched after that follows the new version.
AI readiness comparison
How ClickUp and Tallyfy compare on AI-native capabilities
A run can start by hand, from a form, or when a task in another process is completed. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.
Which tool is right for you?
Tallyfy is best for
- Work you repeat with the same steps, such as client onboarding
- Teams that want a deadline on every step
- Teams where most people only need to complete their own tasks
- Steps that need sign-off from several people
- Teams outside IT who build and change their own processes
Consider ClickUp for
- Teams that want tasks, docs and goals in one app
- Teams that want to customize many features
- Teams already running most of their work inside ClickUp
- Teams with someone who can set up and maintain a large workspace
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
Here's why people don't like ClickUp
This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.
" The platform is extremely poorly designed for all the added features. Anything related to workflow, project management, time tracking and the like is so badly implemented.[1] "
" The migration process was an almost complete failure. I could only import tasks without any of the associated project structure, lists, or detailed elements. The automation builder is clunky and lacks intuitiveness. The process of organizing workflows could be simplified.[2] "
" The way some features work is very unclear. For example, the notorious "me mode" and filters in general. It took me several days and conversations with three support members to figure out how to see only tasks and subtasks assigned to me. I have to refresh my screen manually many times per day to be sure I have an updated version of the dashboard.[3] "
" ClickUp has been nothing but a nightmare for our team. The constant bugs, slow loading times, and confusing interface have made productivity worse, not better.[4] "
" The thing I don't like is the search, sometimes it's not accurate and it lags when we search for the tasks and had few bugs.[5] "
" The software can be very buggy and you need to routinely refresh to see changes you may have made which is frustrating.[6] "
" The automations are so dumb. The automations cannot tell the difference between a subtask and a task. Basic functionality that should work doesn't.[7] "
" We were no longer able to use the Notes feature. We received a prompt stating that we needed to upgrade to the Business Plan - $19 per license instead of $10. No heads-up, no explanation - just locked out.[8] "
" ClickUp has quietly moved some guest members in workspaces to a new paid seat role. There was no notification about automatically moving workspace guests to a paid tier. They have a history of unethical business practices.[9] "
- 60MB storage
- Unlimited tasks
- Unlimited storage
- Unlimited integrations
- 5K automations per month
- Google SSO
- SAML SSO and SCIM
- HIPAA available
Tallyfy might not be right for you if...
- Not meant for one-off projects
- Not an all-in-one app: there are no goals or whiteboards
- No Gantt charts or project timelines
How repeat work runs in Tallyfy
Three steps from a written procedure to tracked work
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Tallyfy does not charge for basic services
Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.
Book a call
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Switching from ClickUp to Tallyfy
Most teams move over in 2-3 weeks, with their projects running as usual
Automated Migration Tool Available
We provide an open-source migration script specifically for ClickUp users.
View ClickUp Migrator on GitHubFind the work in ClickUp that you repeat with the same steps
Export your procedures from ClickUp
Save each one as a Word or PDF file and upload it; Tallyfy's AI turns it into a template
Choose who does each step and when it's due
Show your team where to find and complete their tasks
Frequently Asked Questions
What is ClickUp used for?
What exactly is Tallyfy?
Which of our work should run as a process?
Does Tallyfy price differently by country?
How does Tallyfy handle process improvement?
Where does AI fit in a Tallyfy process?
Can I see who has the next task in every process?
Where can I find reviews of Tallyfy?
Is setup help included?
How do I get started with Tallyfy?
What do people need to learn to use Tallyfy?
What happens to running work when we change a process?
References and Citations
- [1] ClickUp Reviews on Capterra (February 2025)
- [2] ClickUp Reviews on G2 (February 2025)
- [3] ClickUp Reviews on G2 (February 2025)
- [4] ClickUp Reviews on Trustpilot (February 2025)
- [5] ClickUp Reviews on Capterra (February 2025)
- [6] ClickUp Reviews on Capterra (February 2025)
- [7] ClickUp Reviews on Product Hunt (February 2025)
- [8] ClickUp Pricing Changes Reviews on G2 (January 2025)
- [9] ClickUp Guest Pricing Issues Reviews on G2 (January 2025)
7 alternatives to ClickUp
Explore other alternatives to ClickUp
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Teamwork
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Wrike
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Smartsheet
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- Template gallery
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.
DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY
This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of October 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by ClickUp, Inc.. "ClickUp" and related logos are trademarks or registered trademarks of ClickUp, Inc.; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- • Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
- • Opinion & First-Amendment Protection. All statements constitute Tallyfy's opinion or commentary, which is protected speech when truthful and non-misleading.
- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties, express or implied, including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
- • Overall Website Terms. Your use of this website is subject to our terms and conditions.