The most beautiful way to manage recurring workflows for your team

Create one blueprint – then use it to launch each process


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Strong capabilities that grow with you



  • Define your process blueprints

    Perfect to start out

  • One place to see your services and processes

  • Kick off approval workflows using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how




  • Real-time workflows for employees and clients

    Be the best manager on Earth

  • Works without leaving Outlook or Gmail *

  • Integration in minutes via webhooks and Zapier

  • Real-time tracking for all your processes

  • Conditional branching automates who does what




  • Process improvement for any size of business

    Gain competitive advantages

  • Handle process variation without flowcharts

  • Integrate via our open API and SSO *

  • Integrate AI for voice, images and more *

  • Stream analytics to your BI tool *


Ready to conquer your processes?

No credit card required.


Let’s dive deeper into all the features

Define

Simplify complicated business processes into clear and actionable tasks, forms and approvals.

define

Create your blueprints

Define how a process is done. Get consensus from everyone.

Organize blueprints

One, beautiful place for all your processes.

Add rich detail

Specify supporting links, documents and instructions.

Add smart forms

Collect structured data in any kind of form field.

Auto-assign work

Pre-set who is doing what. Automate approval chains.

Apply relative deadlines

Automate deadlines that are dependent on other tasks.

Apply process rules

Define the flow of decisions and actions via conditions.

Make tasks flexible

Make some tasks mandatory and some optional. This is not a flowchart!

Add one-off tasks

Add one-off tasks as personal to-dos or even to an existing process.

Kick off processes from a form

Have a “request form”? Place it right at the beginning.


Track

Track the status of all your work in one place. See who is doing what, when and how.

track

Process Tracker

A beautiful place to track the real-time status of everything.

Progress bars

See status without a single meeting, email or phone call.

Task lists

See the workload of your coworkers too.

Real-time notifications

Keep up to date with a live-stream of notifications.

Audit trails*

Reliable logs showing exactly who did what, and when.


Share

Tallyfy is specially designed to help you work with people inside and outside your company.

share

Assign coworkers

Assign tasks, forms and approvals to multiple coworkers.

Assign guests

Drop a task or form securely to your clients.

Have a conversation

Focus your chat in the context of actual work to be done.


Prioritize

Everyone knows exactly what’s next and what’s important.

prioritize

Custom process views

Filter and watch the specific processes that matter to you.

Issue reporting

Issues are not just comments. Highlight and resolve issues beautifully.

Deadline status

See what’s on time, due soon or running late to make informed decisions.


Automate

Direct the flow of any process with a beautifully simple yet powerful rules engine.

automate

Conditional branching

Hide and show tasks based on other steps and form fields. Mimic flowcharts.

Deadline rules

Escalate an action when a task is completed on-time or late.

Form rules*

Trigger actions that are conditional on information captured in form fields.

Approval workflows

Quickly build YES-NO approval workflows that take different paths based on outcome.

Loop and repeat*

Loop, repeat and clone a task.


Manage

Set, control and customize access and settings according to your needs.

manage

Tags

Search and organize blueprints and processes with tags.

Email reminders

Set how you get notified about tasks and actions in Tallyfy.

Branding

Add your logo on the Tallyfy dashboard. Brand emails (coming soon).

Analytics*

Pipe CSV exports and real-time streams to BI tools for process improvement analysis.


Integrate

Connect with and trigger actions to and from your favorite systems using the Tallyfy API and Zapier.

Open API

Integrate our API for the ability to automate any workflow across your business.

Zapier

Point-and-click workflow automation without code, across 1000+ cloud apps.

Kick-off forms

Create or link existing webforms to kick-off your Tallyfy process.

Send email from you*

Use your existing email account to ensure emails get delivered.

Note … ‘*’ indicates this feature is coming soon.

Ready to conquer your processes?

No credit card required.

Partners and Awards


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