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Tallyfy

Contact support

Contacting Tallyfy support

Here’s how to reach our support team and get help with Tallyfy.

Support options

  • In-app help bubble - Click the Get Help bubble (green, bottom right corner). Search help articles or send messages with screenshot attachments to the support team.
  • Email support - Send questions directly to support@tallyfy.com.
  • Live screen-sharing calls - Schedule free 25-minute screen-sharing sessions with Tallyfy experts through our booking page ↗.

Professional services

For projects that need deeper consultation or hands-on expertise, Tallyfy offers Professional Services. Our support team will let you know when your needs fit these services:

  • Dedicated account manager - An expert assigned to your account for ongoing support.
  • Process mapping consultation - Help mapping complex business processes before building them in Tallyfy.
  • Workflow optimization analysis - Evaluation and improvement recommendations for your workflows.
  • Custom template development - Creation of templates tailored to your specific business requirements.
  • Pilot program implementation & ROI analysis - Help setting up pilot programs, measuring success metrics, and calculating return on investment.
  • Advanced integration design - Help designing, configuring, and testing connections to external systems.
  • Change management & team training - Guidance for rolling out Tallyfy organization-wide and ensuring successful team adoption.

Support > In-app user guide

Access Tallyfy’s built-in user guide through the Help button in the left sidebar or the Help and FAQs option in your profile menu.

Tutorials > How-to guides

Tallyfy’s how-to guides offer task-focused instructions and real-world implementation approaches to help users solve common workflow challenges and improve their business processes.

Tutorials > Key features

Tallyfy’s workflow management features include real-time status tracking, conditional logic automation, external guest collaboration, and process optimization that turn static documentation into dynamic trackable workflows.

Pro > Miscellaneous

Tallyfy offers a range of resources beyond its core workflow tools including company background and trust information along with support and troubleshooting guides and details on browser compatibility and system features like file storage and search and translation and legal documentation.
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About Tallyfy