Tallyfy offers built-in help access through a sidebar Help button with search and messaging options or through the user profile menu for complete documentation.
Contact Tallyfy support or engage in professional services
When you need assistance with Tallyfy®, our dedicated support team offers multiple contact methods and comprehensive help options to resolve your questions quickly and effectively.
Tallyfy offers multiple no-cost support channels to help users at every level:
- In-App Help Bubble: Click the Get Help bubble (typically green, located in bottom right corner). Search comprehensive help articles or send direct messages with screenshot attachments to our support team
- Email Support: Send detailed questions directly to
support@tallyfy.comfor written assistance - Live Screen-Sharing Calls: Schedule complimentary 25-minute screen-sharing sessions with Tallyfy experts through our booking page ↗
For complex projects requiring extensive consultation or specialized expertise, Tallyfy provides Professional Services engagements. Our support team identifies when your needs align with these paid services, which include:
- Dedicated Account Manager: Receive a specialized expert assigned exclusively to your account for ongoing strategic support
- Process Mapping Consultation: Professional assistance mapping complex business processes before implementing them in Tallyfy
- Workflow Optimization Analysis: Expert evaluation and improvement recommendations for workflow efficiency and effectiveness
- Custom Template Development: Professional creation of sophisticated templates tailored to your specific business requirements
- Pilot Program Implementation & ROI Analysis: Comprehensive assistance setting up pilot programs, measuring success metrics, and calculating quantifiable return on investment
- Advanced Integration Design: Specialized help designing, configuring, and testing complex connections to external systems and platforms
- Change Management & Team Training: Strategic guidance for rolling out Tallyfy organization-wide and ensuring successful team adoption
Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence.
Tallyfy support involves strategic workflow adoption through early user involvement valuable process selection manager buy-in success story sharing planned rollouts automatic onboarding templates universal snippets for guidance and measuring adoption success through usage statistics feedback and process efficiency improvements.
Tallyfy’s how-to guides offer task-focused instructions and real-world implementation approaches to help users solve common workflow challenges and optimize their business processes more effectively.
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