Design and run any process in minutes

Tallyfy makes your step-by-step procedures very easy to design, run and improve. End the chaos of tasks slipping through the cracks, gathering info, getting approvals and doing handovers. Get perfectly organized and run really smooth operations.


Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by designing our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!

- Dennis - Head of Operations at a mid-size US company / See more    stories


Which process could you run a lot better?



Marketing

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure product feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation for new employees
  • Structure incoming talent requests
  • Reimbursement and promotion requests

R&D

  • Structure incoming issues and ideas
  • Product quality assurance cycles
  • Product release or update processes

IT

  • Triage tickets and run custom playbooks
  • Integrate DevOps to everyday processes
  • Security and asset re-assignment checklists

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver process audits
  • Train AI with human-in-the-loop
  • Request to BI to Insight Delivery

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource and control know-how
  • Deliver "one source of truth"

So, do we all agree on this workflow?


Everyone can contribute easily to finalizing a process.


define

Is this done yet?


Never ask about the status of anything again.


define

Has anyone updated the client?


Clients can track a process and provide you information.


define

Didn’t you see the urgent email?


Know what’s important and what can wait.


define

It’s difficult to follow processes


Tallyfy guides you through decisions.


define

Is the process up to date?


Eliminate change, training and re-training costs.


define

Explain it once

Capture tribal knowledge into a system. Capture every detail about how every task is done – without the mess of flowcharts and documents. Your training and onboarding has never been this powerful & easy!


Track progress

Instantly turn your approval workflows, procedures and forms into trackable processes. Anyone can see the status of any request or task, anywhere, anytime. Stop all those wasted emails, chats and meetings.


Automate tasks

Put your processes and playbooks on auto-pilot. Tallyfy instantly shows or hides tasks based on powerful rules. Eliminate the stress of remembering every detail and every little if, but or when.


Get the power and control you're missing in other tools

Everyone must complete

Efficient teamwork requires a simple way to automate accountability. If 4 people are assigned - all 4 need to complete the task. Eliminate the stress of back-and-forth chats and emails to achieve consensus.

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This is not another comment

Commenting is great, until you're buried in an ocean of hundreds of random comments - and you have no idea what's actually important and what's noise. Report an issue to segment your chats beautifully.

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If this - then that

So many tasks are "Not applicable". Automate decisions to prevent mistakes. Reduce long, irrelevant lists into short, relevant tasks. Use rules to hide and show tasks. Make workflows amazingly clear.

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Structured fields

Collecting information via chat, email or documents is a mess - you get a jumbled pile of responses in random formats. Structured form fields in Tallyfy formalize responses and make data usable and organized.

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Approve / Reject

Make decisions so easy that it literally takes one click to move on. Save a ton of wasted time and prevent uncertainty and stress at work.

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How much power do you want?

Annually ( months free) Monthly

members

Document and see all your processes in one place

$ / month

Billed Annually

Contact us
  • Design playbooks, how-to's and SOP's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture

Replaces

Flowcharts & Documents

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Len Gilbert

Digital Prism

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

Get more power to launch and automate processes

Launch processes to prevent errors and omissions

$ / month

Billed Annually

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

Replaces

Lightweight project tools

Learn more

Automate decisions and client experiences

$ / month

Billed Annually

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

Replaces

Workflow automation & BPM

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."

Beautiful snap-ins to your existing systems

Tallyfy integrations

Tallyfy pays for itself – many times over

Time wasted per person

1 hour

Number of employees

100

$ wasted per day

-$4400

Do you want to run your processes better?



Bring clarity to your entire team

With one tool, everyone sees the same workflows