Contact Tallyfy support or engage in professional services

Contacting Tallyfy support

Need help with Tallyfy? Our support team can help.

Standard support (free)

There are several ways to get free help:

• In-App Help Bubble: Click the Get Help bubble (usually green, bottom right corner). You can search help articles or send a message (including attaching screenshots) to our team.
• Email: Send an email to support@tallyfy.com.
• Book a Call: Schedule a free 25-minute screen-sharing call with a Tallyfy expert via our booking page ↗.

Free live support calls for paid plans

We believe in providing excellent support. Customers on paid plans get free, unlimited 25-minute support calls via screen share. Use the booking link to get help with building templates, setting up integrations, troubleshooting, or any other questions – at no extra charge.

Professional services (paid engagement)

For more detailed help that takes significant time or consulting, we offer paid Professional Services. Our support team will let you know if your request fits this category. Examples include:

• Dedicated Account Manager: Get an expert assigned to your account.
• Process Mapping: Help mapping complex processes before building them in Tallyfy.
• Process Optimization: Help analyzing and improving workflow efficiency.
• Template Creation: Building complex templates for you.
• Pilot Programs & ROI: Help setting up pilot programs, measuring success, and calculating return on investment (ROI).
• Complex Integrations: Help designing and testing connections to other systems.
• Change Management & Training: Help rolling out Tallyfy to your team and ensuring your team adopts it successfully.

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