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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.

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