Run your operations on auto-pilot
“Tallyfy is deliciously complex and simple. Really love the control you have with tasks and whether you make them mandatory or not, repeatable and send webhooks to update a CRM or application. I would be very surprised if there is anyone that this application would not benefit.”
– Simon Rowe / Her Majesty’s Government
Start automating workflows now with your free 14-day trial of Tallyfy
Tallyfy Pro lets you bring all your know-how, playbooks, processes, SOP’s and forms into one system. Get organized. Track progress. Automate tasks. Stop worrying about the details.
Explain it once
Capture tribal knowledge into a system. Gather details about every playbook and procedure, without the mess of flowcharts and documents. Training and onboarding has never been this powerful and 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.
Which process will you run?
Marketing 
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support 
- High touch client onboarding
- Structure 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
- Structure talent requests
- Promotion requests
R&D 
- Structure incoming issues
- Product quality assurance cycles
- Product release processes
IT 
- Triage tickets to playbooks
- Merge DevOps to everyone
- Asset re-assignment
Sales 
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts 
- Structure and deliver audits
- Train AI with human-in-the-loop
- Request to BI to Insights
Operations 
- Make SOP's useful
- Crowdsource know-how
- Deliver "one source of truth"
Tallyfy pays for itself – many times over
Tallyfy costs less than a few cups of coffee per person, per month. People time can cost $44 per person, per hour. If you want to save a penny, you might lose a dollar.
Busywork per person
1 hour
Employees
100
$ wasted per day
-$4400
Future proof your scalability
Tallyfy is the only platform that takes you from capturing knowledge to automating workflows
… and it integrates nicely 🙂
Excited? You won't find this elegance & power in any other system
Beautiful client experiences
Tallyfy gives you unlimited, free assignment of tasks and forms to automate data collection from outside clients. They see your custom branding and they get "one link for life" that requires no signup or login.
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.
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.
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.
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.
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.
Next steps for you
Start automating workflows now with your free 14-day trial of Tallyfy