CODE-FREE CLIENT ONBOARDING SOFTWARE
TO HELP YOU BOOST RETENTION

 

Tallyfy is intuitive client onboarding software that any client can understand in under 60 seconds.


 

Client onboarding software that’s fit for modern teams

Real results from customers using Tallyfy to enhance their workflows.

95%

understand Tallyfy in 1 minute

Lisa McDonald,
Director of Communications

70%

faster
approval times

Anh Le,
Brand Manager

50%

improvement in process outcomes

Stephan Fopeano,
Founder

Use it right now to automate many business processes

Client onboarding software to securely share tasks and forms with clients.
Prevent your clients seeing a mess of emails and calls.

Marketing

  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing

Support

  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions

Finance

  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams

HR

  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests

R&D

  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes

IT

  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists

Sales

  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks

Analysts

  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

Tallyfy boosts client experience and client retention

Onboarding new clients has never been easier.


Real-time Tracking
CRM’s might keep you organized inside your company. Think about what your client experiences. Tallyfy lets clients track workflows.

Open API for easy integration
Allow clients to use existing systems, including Azure Active Directory. We’re adding Office365 (Outlook) and G Suite (Gmail) integration soon for seamless deployment with zero training.

Cloud-first, AI-ready
As a cloud-born BPM – Tallyfy comes with an open API. This lets you push, pull and listen to information easily from other systems. Use any AI, on any cloud, on any platform.

Consistent Client Experiences
Set up actionable and easy to follow workflows – ensuring that critical steps are never missed.

Decision & Logic
Automating process logic has never been easier. Use if-this-then-that rules to handle every possible scenario.

Omnichannel
Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API – layer Tallyfy on any customer data.

Client-facing software that your clients will remember

The easiest client onboarding software available.


  •  

    Define your forms, approvals and processes

    Define client-facing processes

  • One place to see your services and processes

  • Kick off approval workflows using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how



  •  

    Real-time workflows for you and your clients

    Be the best manager on Earth

  • Works without leaving Outlook or Gmail

  • Integration in minutes via webhooks and API

  • Real-time tracking for all your processes

  • Conditional branching automates who does what



  •  

    Client outcome analysis for any size of business

    Gain competitive advantages

  • Handle client process variation beautifully

  • Integrate via our open API and SSO

  • Integrate AI for voice, images and more

  • Stream analytics to your BI system




Tallyfy is the easiest way to document and automate any process.


So, do we all agree on the process?


Everyone can finalize a client-facing process.


define

Has this been done yet?


Neither you or your clients ever have to ask about status.


define

Has anyone updated the client?


Clients can securely track a process!


define

Didn’t you see the urgent email?


Know what’s important and what can wait.


define

It’s difficult to follow processes


Tallyfy guides you and your clients through decisions.


define

Is the process up to date?


Imagine the impact of consistent client processes.


define

Say hello

Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.

  Schedule Chat

Ready to try Tallyfy for free?

Bring clarity to your entire team

With one tool, everyone sees the same workflows