You can use Tallyfy as a lightweight CRM to track leads through your sales pipeline - no separate CRM tool needed. Create a template where each step represents a pipeline stage, capture contact data with form fields, and monitor everything through tracker view.
This works well for small teams with fewer than 50 active deals and a straightforward sales process. If you need persistent contact records or revenue forecasting, pair Tallyfy with a dedicated CRM instead - see integrate to your CRM or ERP.
Create a procedure template Go to Templates > Create New. Name it “Sales Pipeline - [Your Product]”.
Add pipeline stages as steps Each step = one stage. A typical setup: New Lead → Qualification → Discovery Call → Proposal Sent → Negotiation → Won/Lost. Adjust to match your process.
Build the kick-off form Add form fields to capture lead data when a deal enters: Contact name, Company, Email, Phone, Deal value (number field with ”$” suffix), Lead source (dropdown), and Notes.
Add stage-specific fields On each step, add relevant fields. For example - Qualification: “Budget confirmed?” radio button. Proposal: “Proposal amount” number field. Won/Lost: “Outcome” radio and “Lost reason” dropdown.
Set assignments and deadlines Assign steps to the right people using job titles for automatic routing. Add deadline rules so deals don’t stall - e.g. 2 days for Qualification, 5 days for Proposal.
Add conditional automations Use automations to branch your workflow. For example: if deal value > $10,000, add a manager approval step. If outcome = Lost, skip remaining steps.
Launch a process for each new lead. Open tracker view to monitor your pipeline:
Tallyfy sends automatic deadline reminders so deals keep moving. Set up automations to escalate overdue deals to a manager.
Tallyfy is a workflow tool, not a full CRM. You won’t get persistent contact records across deals, revenue forecasting, email open/click tracking, or advanced lead scoring.
When you outgrow the lightweight approach, connect Tallyfy to Salesforce, HubSpot, or similar through middleware. Tallyfy then handles the operational workflows between CRM stages.
Middleware > Integrate to your CRM or ERP