Make your company playbooks, SOP’s and processes far more engaging and useful by transferring them to Tallyfy

Tallyfy Docs demo
By making ourselves write down our processes and know-how in a dedicated place - we can now ensure that steps are never missed or done out of order. There's fewer mistakes and a lot of time is saved. This is the easiest way to capture knowledge and scale operations.
Len Gilbert
Digital Prism

Is Tallyfy better than using Word or Google Docs?

Yes – see the details here. Don’t waste time fighting with the pains of documents and flowcharts.

Ensure hard, important knowledge stays current in one place

Improve processes with feedback and comments

No need to track versions and changes manually

Measure engagement via Google Analytics

Works beautifully on tablets and phones

Stop wasting countless hours on document formatting

Automate who updates every procedure and when

Add engaging media like screencasts, videos and photos

Write procedures that convert immediately to actionable workflows

Create conditional rules between steps in a few clicks

Search processes from your other systems like email and chat

Tallyfy Docs lets you capture all your know-how, playbooks, processes and procedures in one place. This frees everyone from worrying about missing small, important details. Everybody can focus on what matters – getting things done.

Explain it once

Capture tribal knowledge in one place. Gather details about every playbook and procedure, without the mess of flowcharts and documents. Training and onboarding has never been this easy.

Image of Does everyone agree tallyfy

Tallyfy pays for itself – many times over

Tallyfy costs less than a cup of coffee per person, per month. People time can cost $44 per person, per hour. If you want to save a penny, you might lose a dollar.

Future-proof your operations

Not impressed yet? Get this. Tallyfy is the only platform that instantly converts a process designed just to read (the starting point) into a workflow that’s actionable and trackable in real-time. That’s the future of smooth operations and continuous improvement.



$505 / member
Document Processes
Train and Systemize
Continuously Improve
Measure Engagement
  • Annual plans save 16%
  • Free & unlimited guests
  • Free 1:1 support for life
  • Free SSO for life
  • Free Tallyfy AI
  • A member is an employee
  • A guest is any non-employee
  • Only active members are billed

Have occasional users? Chat with us for light member pricing

… and it integrates nicely 🙂

Excited? You won't find this elegance & power in any other system

Beautiful client experiences

Tallyfy gives you unlimited, free assignment of tasks and forms to automate data collection from outside clients. They see your custom branding and they get "one link for life" that requires no signup or login.

Everyone must complete

Efficient teamwork requires a simple way to automate accountability. If 4 people are assigned - all 4 need to complete the task. Eliminate the stress of back-and-forth chats and emails to achieve consensus.

This is not another comment

Commenting is great, until you're buried in an ocean of hundreds of random comments - and you have no idea what's actually important and what's noise. Report an issue to segment your chats beautifully.

If this - then that

So many tasks are "Not applicable". Automate decisions to prevent mistakes. Reduce long, irrelevant lists into short, relevant tasks. Use rules to hide and show tasks. Make workflows amazingly clear.

Structured fields

Collecting information via chat, email or documents is a mess - you get a jumbled pile of responses in random formats. Structured form fields in Tallyfy formalize responses and make data usable and organized.

Approve / Reject

Make decisions so easy that it literally takes one click to move on. Save a ton of wasted time and prevent uncertainty and stress at work.

Next steps for you

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