Tallyfy is intuitive client onboarding software that puts your client at the center of the experience

Reduce churn. Increase revenue. Delight your customers at every step. Never ask “what’s the status?” for any process again. This is your dream come true.

Create a template of your first workflow in 5 minutes

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Track every client and their onboarding status - as a repeatable process

Excited? You won’t find this elegance and power in any other system

Beautiful Client Experiences

You get unlimited, free assignment of tasks and forms to clients. Clients see your branding. Their one link for life requires no signup and no login!

Conversation and Empathy

Segment internal and external comments – without the mess of chat and emails. @mention co-workers privately. Resolve client questions.

If This – Then That

Conditional rules show and hide tasks. Never wonder – “did I forget to do something?” because the task just shows up when the time is right. It’s makes everything mistake-proof and digitizes tribal knowledge.

Automate Data Collection

Structured and organize responses from clients. No need to battle with a jumbled mess of emails and spreadsheets. Push and sync data to your other systems and CRM.

Perfect Handoffs

Collect structured data from sales before onboarding kicks off. Tallyfy works across silos – for any repeatable process in your company.

Process Makes Perfect

Scale your process with a template. Continuously improve your template via crowdsourced ideas. Remove inconsistency and get predictable outcomes. Drastically reduce the training cost for new hires to become productive.

Client onboarding software that’s fit for modern teams

Real results from customers using Tallyfy as client implementation software.

95%

understand Tallyfy in 1 minute

Lisa McDonald, Director of Communications

70%

faster completion times

Anh Le, Brand Manager

50%

improvement in outcomes

Stephan Fopeano, Founder

Create a template of your first workflow in 5 minutes

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Tallyfy transforms client experience and client retention

This is client onboarding software that eliminates the back-and-forth and misunderstandings. Automate data collection in a way that makes everyone smile.

Real-time Tracking

Every repeatable process is tracked in real-time. Clients only see what you explictly assign them.

Open API and middleware connectors

Push and pull from your CRM. Use any BI system. All your data is open and available via S3 or our REST API.

Motivation-first design

Client experiences are subtle and nuanced. We’ve designed reminders appropriately.

Sticky client links

Clients get one link for life for all their tasks. That’s not a typo.

Decisions & Logic

Hired a new employee? Imagine if they could run your process with no training.

Omnichannel

We operate on any web-enabled device and embracing many channels.

Client-facing software that your clients will remember

This is client onboarding software that clients understand within 15 seconds. And guess what? There’s no annoying signup or registration for clients.

Define your forms, approvals and processes

Start with everyday needs

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 employees and 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 approvals

Automated rules for approvals

Process improvement for any size of business

Gain competitive advantages

Handle process variation without flowcharts

Integrate via open API and SSO

Integrate AI or RPA into tasks

Stream analytics to your BI

Automate your recurring processes in minutes 💪

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Create a template of your first workflow in 5 minutes

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So, do we all agree on this workflow?

Everyone can contribute easily to finalizing a work order process.

Has my request been approved yet?

Never have to ask about the status of anything again.

Has anyone updated the client?

Clients can securely track a process!

Didn't you see the urgent email?

Know what's important and what can wait.

It's difficult to follow processes

Tallyfy guides you through approval decisions.

Is the process up to date?

Eliminate change management and training.

Create a template of your first workflow in 5 minutes

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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.

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