How Greetabl use Tallyfy to scale internal and ecommerce operations

Greetabl is a rapidly growing online one-stop-shop for creatively-curated gifts.  Greetabl uses Tallyfy’s process management tool to run and scale their e-commerce operations.

Macklin Andrick

Operations Manager, Greetabl

What was the core problem you wanted to solve at Greetabl?

We wanted to streamline and develop our processes to move operations quickly and scale.

Which processes do you run on Tallyfy?

  • New Product Launch
  • New Hire Onboarding
  • Metrics Reviews / Data Collection
  • Monthly Inventory Audits / Review Process

How did you do these processes before Tallyfy?




Google docs for documentation

We also tried Asana and Todoist, but decided to go with Tallyfy.

With Tallyfy, we have seen clarity in the process .. as well as any bottlenecks

What specific improvements have you seen you seen with Tallyfy?

We have seen clarity of the process and communication with the team as well as any bottlenecks or stuck points. Tallyfy has worked well for launching new products at Greetabl.

How has Tallyfy impacted your business?

Greetabl launched 4 new products. We look forward to using it for more processes as we expand the team.

Tallyfy helped improved collaboration between their design and operations team which resulted in more new products being launched faster to meet demands.

What specific features did you like most about Tallyfy? Why?

We like the ability to design and edit the process then run an iteration of it over and over again.

We look forward to using Tallyfy for more processes as Greetabl scales

How would you describe Tallyfy to others?

Tallyfy is a process management and design tool that you can communicate to-do’s, how-to’s and when to’s with ease and effectiveness.


Would you recommend Tallyfy to others? If so, to whom, and why?

Yes, Tallyfy is great for any team that needs to be on the same page and implement processes for the first time.

Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Run your operations on auto-pilot

Tallyfy is the simplest and most powerful way to document and track your playbooks, know-how, SOP's and forms in one organized place.


Automate and scale any custom process in any size of company

Turn ad-hoc emails, work request forms and approvals into organized services.


  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing


  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions


  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams


  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests


  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes


  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists


  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks


  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"


  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

How much time can you win back with Tallyfy?

Time wasted per person

1 hour

Number of employees


$ wasted per day


Annual Pricing (2 months free)Monthly Pricing

The easiest way to train your team and grow your business

$50 / member / year

10 members minimum

  • Document playbooks and how-to's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture


Flowcharts & Documents

Learn more

Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions

Ensure forms & tasks never slip through the cracks

$150 / member / year

8 members minimum

  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs


Lightweight project tools

Learn more

Get predictable and scalable outcomes across teams

$300 / member / year

4 members minimum

  • Automate decisions with rules
  • Approval workflows & smart views
  • Custom branding & controls
  • Addons like analytics, SSO & more


Complex workflow automation

Learn more

Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

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What do others say?

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How can I use it?

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