Define your process blueprints
- 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
- Works without leaving Outlook or Gmail *
- Easy integration via webhooks and API
- Real-time tracking for all your processes
- Conditional branching automates decisions
Process improvement for any size of business
- 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 *
Simplify complicated business processes into clear and actionable tasks, forms and approvals.
Create your blueprints
Define how a process is done. Get consensus from everyone.
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.
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 the status of all your work in one place. See who is doing what, when and how.
A beautiful place to track the real-time status of everything.
See status without a single meeting, email or phone call.
See the workload of your coworkers too.
Keep up to date with a live-stream of notifications.
Reliable logs showing exactly who did what, and when.
Tallyfy is specially designed to help you work with people inside and outside your company.
Assign tasks, forms and approvals to multiple coworkers.
Drop a task or form securely to your clients.
Have a conversation
Focus your chat in the context of actual work to be done.
Everyone knows exactly what’s next and what’s important.
Custom process views
Filter and watch the specific processes that matter to you.
Issues are not just comments. Highlight and resolve issues beautifully.
See what’s on time, due soon or running late to make informed decisions.
Direct the flow of any process with a beautifully simple yet powerful rules engine.
Hide and show tasks based on other steps and form fields. Mimic flowcharts.
Escalate an action when a task is completed on-time or late.
Trigger actions that are conditional on information captured in form fields.
Quickly build YES-NO approval workflows that take different paths based on outcome.
Loop and repeat*
Loop, repeat and clone a task.
Set, control and customize access and settings according to your needs.
Search and organize blueprints and processes with tags.
Set how you get notified about tasks and actions in Tallyfy.
Add your logo on the Tallyfy dashboard. Brand emails (coming soon).
Pipe CSV exports and real-time streams to BI tools for process improvement analysis.
Connect with and trigger actions to and from your favorite systems using the Tallyfy API and Zapier.
Integrate our API for the ability to automate any workflow across your business.
Point-and-click workflow automation without code, across 1000+ cloud apps.
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.
Never forget a task again
"Nobody reads, updates or improves our existing process documentation."
You can make seeing and improving processes stunning and easy, right now.
"So, do we all agree on the process?"
Everyone creates a process, together.
"Oh, I'm waiting on that to be approved!"
Never ask about the status of anything again.
"Has anyone engaged the client yet?"
Clients can complete a task or fill out a form. Like tracking a package - but better!
"I cc'ed you and it was really urgent!"
Forget the crazy mess of email and chat. Separate comments from problems.
"This wouldn't have happened if we'd followed the process."
No - your team doesn't stare at flowcharts. Eliminate mistakes and automate decisions.
Never forget a task again