Amazing Benefits. Happy Customers.

Automate your recurring processes in minutes 💪

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Auto-document and track workflows with other people in real-time

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!.

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!

We had 30+ repetitious tasks that you had to follow up in a certain sequence. Tallyfy worked wonders because you can also add links and attachments, which makes it a document system right away.

Before Tallyfy, we constantly forgot some steps in the client’s onboarding process and wasted a lot of time manually verifying each client’s status. Now we have more control over the onboarding process.

Huge time saver. I can standardize my routine processes and reduce supervision.

This is the key to business growth. I don’t have to spend a lot of time training freelancers. There’s a ton of applications for it in sales and other such processes, but I’m especially excited for the ability to hand-off tedious workflows that I don’t want to have to explain to someone else again and again.

If you want to scale your business, then Tallyfy is a must. I’ve realized that I already run a lot of repetitive processes that could have been standardized long ago but never had a tool that helped organize it, visualize it or even realize that that could be useful.

Tallyfy is deliciously complex and simple. Really love the control you have with tasks and whether you make them mandatory or not, repeatable and send webhooks to update a CRM or application. I would be very surprised if there is anyone that this application would not benefit.

Tallyfy is absolutely amazing. It’s perfect for medium to large businesses. They also assure you that they have setup data and security measures which makes it perfect for medium to large businesses as well. 5 stars, no questions asked.

Which process could you run a lot better?

Marketing

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation
  • Structure talent requests
  • Promotion requests

R&D

  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes

IT

  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights

Operations

  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Tallyfy pays for itself – many times over

Auto-document and track workflows with other people in real-time