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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.

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.

Tutorials > How-to guides

Practical step-by-step instructions and real-world examples showcase how to effectively utilize Tallyfy’s workflow features to solve business challenges and optimize processes.

Support > In-app user guide

Tallyfy’s in-app help system can be accessed through either the Help button in the left sidebar or the Help and FAQs option in the user menu dropdown.

Tutorials > Key features

Tallyfy offers comprehensive workflow management capabilities with real-time tracking conditional automation external collaboration options and practical tutorials for optimizing business processes through its platform interface.

Pro > Getting started

A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.