Client Onboarding Software That Your Clients Can Understand Within 60 Seconds

Tallyfy is beautiful client onboarding software that transforms tasks and approvals into automated processes. First impressions are everything after you’ve won business with a client – so don’t lose the opportunity to offer an amazing, organized experience to your clients.


No credit card required.

  Book Your 1:1 Demo     Watch Video

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

 

Create spectacular first impressions

Workflows inside and outside your company – in one place. Securely share tasks and forms with clients. Prevent your clients seeing a mess of emails and calls.

 


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
Use your 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 only process management software that anyone can start using in 60 seconds.

No credit card required.

  Book Your 1:1 Demo     Watch Video

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

No credit card required.

  Book Your 1:1 Demo     Watch Video

Contact us

We look forward to hearing from you!

If you work in procurement, please submit an RFP or RFI here.

If you're a technical person - see technical documentation.

Schedule a personal demo

  Book 1:1 Demo

Sign up now

Seriously though, stop fighting email and spreadsheets.

Say hi to Workflow Made Easy® ... and get back in control.