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Tallyfy

Use Tallyfy as a lightweight CRM

Tracking a sales pipeline with Tallyfy

Tallyfy works as a lightweight CRM for small teams with simple sales processes. Create a template where each step is a pipeline stage, capture lead data with kick-off form fields, and monitor deals through tracker view. It’s best for fewer than 50 active deals. For persistent contact records or revenue forecasting, pair Tallyfy with a dedicated CRM.

  1. Create a template with stages as steps - e.g. New Lead, Qualification, Proposal, Negotiation, Won/Lost.

  2. Add kick-off form fields to capture lead data - contact name, company, email, phone, deal value (number field), lead source (dropdown). See form fields.

  3. Add stage-specific fields on each step - e.g. “Budget confirmed?” radio on Qualification, “Proposal amount” number on Proposal, “Outcome” and “Lost reason” on Won/Lost.

  4. Set assignments and deadlines using job titles for automatic routing, with deadline rules per stage. See assignment types.

  5. Add automations to branch based on conditions - e.g. if deal value > $10,000 add manager approval, if Lost skip remaining steps. See automations.

Managing and reporting

Launch a process per new lead, then use tracker view to monitor your pipeline. Board view shows columns per stage. Table view shows all deals with form data as sortable columns.

  • CSV export from tracker view for Excel/Sheets analysis
  • Tallyfy Analytics copies data to Amazon Athena for BI tools - see analytics
  • Time tracking via number fields on tasks - see track time

Tallyfy isn’t a full CRM - you won’t get persistent contact records, revenue forecasting, or email tracking. When you outgrow this approach, connect to Salesforce or HubSpot via middleware.

Middleware > Integrate to your CRM or ERP

Tallyfy integrates with CRM and ERP systems like Salesforce and NetSuite through middleware or magic links so that the dozens of invisible micro-tasks happening between sales stages—like technical reviews and legal approvals and resource checks—become visible and trackable with auto-assignment and deadline enforcement for everyone involved including teams outside the CRM.

How To > Build effective forms

Tallyfy connects form submissions directly to trackable workflows with email verification, conditional branching, field validation, and document generation - creating complete processes rather than isolated data collection.

Processes > Process lifecycle management

Every Tallyfy process moves through five phases - create a template, launch an instance, execute tasks, monitor progress, and complete with data you can analyze.

How To > Complex approval workflows

Turn multi-level approvals into trackable workflows with kick-off forms, conditional routing, dynamic assignments, and automated reminders in Tallyfy.
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