Everything you need to run operations in a single platform that people actually want to use
AI-Driven | |
Process Without Stress |
Real-Time Status | |
Eliminate Busywork |
Streaming BI Feeds | |
Operational Excellence |
New employee training |
Financial approvals |
Marketing workflows |
End user onboarding |
Client onboarding |
Requests for Data |
Playbooks from templates |
“Fill in the blanks” |
Transactional documents |
Eliminate workflow headaches. Tallyfy your workflows and track them in real-time.
Get a free 14 day free trial. No credit card required and full access to all features.
Document your template once. A template is like a recipe of your process. Stuck? Watch the best generative AI on the planet auto-generate your policy or procedure. It’s breathtaking! See more features.
GET A PERSONAL DEMOeSOP’s for any device. No flowcharts. Color-coded steps
Explain “how” each step is done via text, photos and videos
Assign job titles, people or guests to every step
Measure engagement on documentation for the first time
Parallel tasking is the default. It’s way more efficient
Powerful permissioning and maintenance cycles per template
Improve your processes via simple, crowdsourced comments
Create your blueprint once and auto-translate it to 90+ languages
See the status of any process without meetings, reports or busywork. You never need to ask for the status of a task or workflow again. Tallyfy auto-calculates task deadlines to fall within working hours. Digitize and track reminders, procedures, approvals, client workflows, forms, documents and status updates. See more features
DISCUSS YOUR QUESTIONS“Set and forget” reminders. “You’re up next” notifications
Launch your process in many different ways
Comments in context replace emails. Flag issues
Filtering and presets that scale to any number of processes
Handle ad-hoc tasks. See clear audit trails of what happened
Custom dashboards with streaming analytics to any system
If you can say “if this then that” – you can automate it! Save countless hours for yourself and coworkers via conditional rules that anyone can use without any technical know-how. See more features
SCHEDULE A DEMOShow the right task at the right time and hide the rest
Always ensure the right people are assigned to a task
Eliminate worries on deadlines by auto-changing deadlines
Outbound and inbound webhooks to and from any system
Delight your customers with spectacular, branded experiences. Auto-remind them about tasks on a cadence you choose. Help them get information to you with zero friction. See more features
SCHEDULE A CHATSubmitters can partly fill a form and return anytime
Unlimited, free guest invites with DIY sub-delegation
Each guest gets a link. No signup or login eliminates friction
Set your logo and your colors. Set a custom sender address
Automate document production for sales proposals, playbooks, orders, etc. Make document templates and templatize frequent documents by just filling in some blanks and getting your document. Stop wasting time editing documents manually
Tallyfy allows you to set your own global CSS stylesheet that reflects your company branding. It brands all your content by default, with zero effort. No need to waste all those hours on manual formatting
We guarantee our customers unlimited, free 25-minute calls for life. Speak to our team of amazing experts anytime
SCHEDULE A CALLSOC-2 compliant | |
DPA / IDTA / GDPR | |
BIMI compliant | |
HSTS compliant | |
Free SSO | |
$5m Insurance | |
BI Streaming |
Eliminate workflow headaches. Tallyfy your workflows and track them in real-time.
Get a free 14 day free trial. No credit card required and full access to all features.