Upgrade from Microsoft Forms
Microsoft Forms gathers the answers. When people fill in a Tallyfy form instead, each response starts tracked work, with no Power Automate flow to build.
- Design - We invented Workflow Made Easy ®
- Tracking - Each response becomes steps you can follow to the end
- Pricing - Minimum purchase is 1 full member
- Support - Free 1:1 help from an expert, for life
- AI - AI can complete steps in the process each response starts
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. 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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. 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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
What switching from Microsoft Forms saves
What busywork costs your company
per week
per year
over 5 years
A submitted form can land on a pile
A submitted form in Tallyfy lands on the task list of whoever does the next step.
Tallyfy vs. Microsoft Forms
Tallyfy can collect form answers at any step of a process.
The alternatives
Form and survey builders
Form fields in Tallyfy include dates, file uploads, dropdowns, checklists and tables for line items.
AI readiness comparison
How Microsoft Forms and Tallyfy compare on AI-native capabilities
Data entered once, such as a customer name or order number, fills in by itself wherever another step uses it. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.
Which tool is right for you?
Tallyfy is best for
- Teams that act on every form response and need to see who has it
- Teams whose requests need an approval before work can start
- Teams that handle the same kind of request many times a week
- Operations teams that need a record of who did each step, and when
Consider Microsoft Forms for
- Simple internal surveys inside Microsoft 365
- Quick polls and quizzes for people who already use Microsoft
- Basic feedback forms with no follow-up work
- Teams that already pay for Microsoft 365 and want basic forms at no extra cost
Here's why people don't like Microsoft Forms
This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.
" The software has limited customization, a lack of advanced question types and limited integration options. Also has data export and reporting limitations and restricted collaboration features.[1] "
" I don't like the feature that lets you rearrange the order of the fields. It's not as simple as drag and drop, even though at first glance it looks as though it is.[2] "
" The amount of questions I use is limited and the choice for answers is limited to about 6. It's mainly for short quick surveys.[3] "
" There seems to be some limitations to the question types that can be used. Feels a little basic too at times. The customizations seem limited.[4] "
" The software lacks a mobile app, and real time group collaboration provisions for survey creation is absent. These are key limitations that have greatly affected the efficiency of my team.[5] "
" Sometimes it doesn't load very well but maybe it's network problem or anything else.[6] "
" If you are a power user of Microsoft Forms you can rapidly come up with a limit to how many forms you can use. This needs to increase to make this less of an issue.[7] "
" It does have limits like being unable to capture e-signatures natively (I think there is a separate integration for this).[8] "
" It has some limitations such as advanced data analysis or CRM integrations and is not very customizable. In addition, security could be affected by belonging to a network.[9] "
" Participants still believe you can trace who responded even when ticking the option to not record name and email.[10] "
" Performance issue and bad service support.[11] "
" It does not provide you fancy options to include in your survey forms. The User interface could be improved.[12] "
" I would strongly prefer a form service to have a wide variety of customization features to be able to change everything from the font color and size to the arrangement of the content on the page... I would also love to see more options for displaying results.[13] "
" The fact that there's a limit to the amount of responses, and limitations to the customization of the fields.[14] "
" The pricing structure of Microsoft Forms is very frustrating. Having to buy the the whole 365 suite in order to use Microsoft Forms is bad.[15] "
" I cannot customize it like i want and some file types are not allowed.[16] "
" I'm repeatedly facing issues with Microsoft Forms where it fails to save my work on both the web and application versions, leading to significant loss of effort.[17] "
" The only type of fields that can be used for branching is Choice, everything else is severely limited. You can't set up a condition on a Text field. Or any field other than a Choice field for that matter.[18] "
" Microsoft Forms doesn't connect well with many third-party apps, which could slow you down if you rely on external tools for data analysis or workflows. It also has no e-signature support.[19] "
- Basic features
- Limited to personal Microsoft accounts
- Part of Microsoft 365
- Web and mobile apps
- Part of Microsoft 365
- Desktop apps and Copilot included
- Part of Microsoft 365
- Advanced security and Copilot included
Tallyfy might not be right for you if...
- You need a free form tool
- You want forms built into Microsoft 365
- You mainly run classroom quizzes
- You're one person running a personal survey
Each response starts a process
You see what happens after someone hits submit
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Tallyfy does not charge for basic services
Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.
Book a call
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Switching from Microsoft Forms to Tallyfy
In our experience, teams finish the move in 1-2 weeks
Open each form's existing responses in Excel and keep a copy
Rebuild each form as the kick-off form of a Tallyfy template
Add the steps that follow, and choose who does each one
Set a deadline for each step and choose who gets notified
Send the people who fill in your forms the new link
Frequently Asked Questions
What is Microsoft Forms used for?
Microsoft Forms is Microsoft's tool for surveys, quizzes and polls, and it's part of Microsoft 365. You can read a summary of the answers or open them in an Excel workbook.
What is Tallyfy, and how is it different?
Tallyfy runs the work that comes after a form. You build a template once, with a kick-off form and the steps that follow. Each time someone submits the form, Tallyfy launches a new process and the people on each step get their tasks. You can track every step until the request is done.
What happens to a Microsoft Forms response after someone submits it?
The form's owners can get an email, and the response joins the others in the form's results. To start an approval or tell someone else, Microsoft has you build a flow in Power Automate.
How is Tallyfy priced?
Per seat. A light seat, for people who only complete tasks, costs less than a full seat, which can also create and edit templates. Guests are free and unlimited, and single sign-on comes with every paid plan.
How does Tallyfy handle process improvement?
Anyone working on a task can report a problem on it, and everyone assigned to that task gets notified. Ideas for changing a step go on the template as comments. The template owner makes the change, and every process launched after that uses it.
How does AI work in Tallyfy?
If you have a procedure in a Word file or a PDF, upload it and Tallyfy's AI turns it into a template. You can also connect ChatGPT, Claude or another AI you use, so it can complete steps in a process. A computer AI agent you connect can do work on screen in other apps, and Tallyfy sends it instructions and keeps the results.
How does Tallyfy handle security?
Tallyfy holds a current SOC 2 Type 2 attestation. Its emails also carry BIMI, so Tallyfy's verified logo shows next to real Tallyfy emails in inboxes that support it.
How can I see what customers say about Tallyfy?
Each quote on our customer stories page gives the person's name and company, and most link to a longer story about how that team uses Tallyfy.
Is setup help included?
Yes. Onboarding is 1:1 with our team, and we help you move your forms over at no cost.
How can I try Tallyfy?
Book a demo with our team, and we'll set up a trial for you. It's a 14-day free trial, which you can ask our support team to extend.
Can different teams handle different steps of one request?
Yes. A form gets you the answers, but someone still has to hand out and check the work that follows, like setting up accounts or approving a request. In a Tallyfy process, each step can go to a person, a job title or a group, so finance, IT and security each get their own steps.
How does Tallyfy help with audits?
Every Tallyfy process keeps an audit trail of who did each step and when. Nobody can edit or delete those records, admins included, so you can show an auditor what happened on any request.
References and Citations
- [1] Microsoft Forms reviews on Capterra (February 2025)
- [2] Microsoft Forms reviews on Capterra (February 2025)
- [3] Microsoft Forms reviews on Capterra (February 2025)
- [4] Microsoft Forms reviews on Capterra (February 2025)
- [5] Microsoft Forms reviews on Capterra (February 2025)
- [6] Microsoft Forms reviews on G2 (February 2025)
- [7] Microsoft Forms reviews on GetApp (February 2025)
- [8] Microsoft Forms reviews on GetApp (February 2025)
- [9] Microsoft Forms reviews on Software Advice (February 2025)
- [10] Microsoft Forms reviews on Software Advice (February 2025)
- [11] Microsoft Forms reviews on Gartner (February 2025)
- [12] Microsoft Forms reviews on Slashdot (February 2025)
- [13] Microsoft Forms reviews on Slashdot (February 2025)
- [14] Microsoft Forms reviews on Capterra (February 2025)
- [15] Microsoft Forms reviews on Capterra (February 2025)
- [16] Microsoft Forms reviews on Capterra (February 2025)
- [17] Microsoft Forms discussion on Microsoft Tech Community (January 2025)
- [18] Microsoft Forms branching limitations guide (January 2025)
- [19] Microsoft Forms reviews on Software Advice (January 2025)
5 alternatives to Microsoft Forms
Explore other alternatives to Microsoft Forms
Jotform
Drag-and-drop online form builder
- Forms and surveys
- Registrations, applications, orders and payments
- Workflow templates for approvals
Typeform
Form builder with AI automation
- Workflows that start when a form ends
- Lead capture and data enrichment
- AI-moderated research
Google Forms
Google's online form and survey builder
- Part of Google Workspace
- Customizable forms
- Insights from the answers
Cognito Forms
Online form builder with workflow automation
- File uploads and e-signatures
- Workflow tasks and approvals
- Document generation
SurveyMonkey
Survey platform for feedback and market research
- Survey templates and AI survey building
- Single sign-on on the Enterprise plan
- Yearly response limits on Team plans
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.
DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY
This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of October 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Microsoft Corporation. "Microsoft Forms" and related logos are trademarks or registered trademarks of Microsoft Corporation; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- • Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
- • Opinion & First-Amendment Protection. All statements constitute Tallyfy's opinion or commentary, which is protected speech when truthful and non-misleading.
- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties, express or implied, including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
- • Overall Website Terms. Your use of this website is subject to our terms and conditions.