Conversational Workflow Software

Turn messy processes into smooth, automated workflows without losing the human element of chat and conversation

Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Procedure
Help Desk Requests
1Write a concise subject line
2Use the correct category
3Give a full description of your problem
4Add a screenshot or screen recording
5Log the request
+4 more steps
View template
Example Procedure
Internal Support Request
1Describe IT support request
2IT manager - review support request and confirm priority
3IT manager - review access to a system request
4IT manager - review new hardware or software request
5IT manager - review troubleshooting request
+11 more steps
View template
Example Procedure
Customer Complaint Resolution Workflow
1Acknowledge the Complaint
2Categorize and Prioritize
3Investigate the Root Cause
4Propose Resolution to Customer
5Implement the Resolution
+2 more steps
View template
Example Procedure
Device Troubleshooting
1What exactly is the problem?
2Gather more details, eliminate variables
3Reproduce the problem, develop hypothesis of root cause
4Attempt a fix based on findings
5Problem Solved?
View template
Example Procedure
Issue Tracking
1Determine channel of reporting
2Check for duplicate/similar bugs
3Send helpful notification to client
4Create a new ticket
5Prioritize and assign
+8 more steps
View template
Example Procedure
Client Visits
1Prepare for the Visit
2Run the Meeting Onsite
3Send Follow-up Email
4Update CRM and Internal Records
5Debrief with Your Team
+2 more steps
View template

Tallyfy® is Conversational Workflow Made Easy

Work gets scattered across WhatsApp, Slack, email, and a dozen other tools. Context disappears. Accountability gets murky. Tallyfy turns those fragmented conversations into trackable workflows - without losing the human element that makes chat work.

From chat chaos to workflow clarity

Turn scattered conversations into trackable, structured workflows

1. Document

Convert chat-based handoffs into structured workflow templates - no flowcharts needed.

2. Track

See conversation outcomes and follow-ups across every team interaction.

3. Improve

Add smart routing to assign work based on conversation context.

Is chat-based work enough?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Workflow design skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Try a next-gen platform that prioritizes people-driven conversation within fully digital, social workflows.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is conversational workflow software?

It's software that turns messy chat-based work into something you can actually track and manage. Think of it like having a personal assistant who remembers everything that was discussed, nudges people when things stall, and makes sure nothing falls through the cracks. Instead of endless back-and-forth, you get clear next steps that actually get done.

What exactly is Tallyfy?

Tallyfy documents your workflows automatically and keeps everyone on the same page. In our conversations, we've heard teams say they're saving about 2 hours per person daily. You can delegate work to people or AI, run consistent processes, and never lose track of important conversations again.

Why do traditional chat tools fall short for business processes?

Chat is great for quick questions. Terrible for running actual business processes. Important details get buried in threads. Steps get skipped because nobody's tracking them. You end up asking "wait, did we ever finish that?" more times than you'd like to admit. Tallyfy gives structure to the chaos without killing the conversational feel.

How does Tallyfy make conversational workflows more efficient?

Every conversation becomes a clear sequence of steps. Templates make sure nothing's forgotten. Alerts fire at the right moments. Progress is visible to everyone who needs it. Based on feedback we've received, teams stop spending time asking for status updates - they just look.

What makes Tallyfy different from other workflow tools?

We built it for regular people, not engineers. Guests don't need to create accounts or remember passwords - they get one link that works forever. Content auto-translates into 32 languages. And our AI can help you create templates in minutes instead of hours.

How does pricing work for different countries?

We discount based on GDP per capita. If you're in an emerging market, you could pay up to 90% less - permanently. It's not a trial thing. That discount stays with you.

Can I see real customer reviews of Tallyfy?

Absolutely. Check out our customer stories and reviews - real companies explaining how they actually use it.

What happens without proper conversational workflow software?

You've probably lived it already. Missed follow-ups. Customers getting wildly different experiences. Data scattered everywhere. People digging through old Slack messages trying to find that one thing someone mentioned three weeks ago. It's exhausting.

How does Tallyfy handle customer-facing conversations?

External folks don't need accounts. No login screens. They get a single permanent link for all their tasks - simple as that. Your branding stays front and center. Take a look at our client onboarding template to see how it works with outside participants.

Does Tallyfy offer a free trial?

Yes! Schedule a demo and we'll set you up with a trial tailored to what you're trying to solve.

Does Tallyfy offer free help with implementation?

We do. Our workflow experts will hop on a call and help you set things up properly. No charge, no catch. Book a call whenever you're ready.

How can I get started with Tallyfy?

Schedule a demo and we'll walk you through how it applies to your specific situation.

How many tools can Tallyfy actually replace?

In our conversations, we've heard teams replacing anywhere from 4 to 6 tools. Common combos: WhatsApp plus Asana plus Google Calendar plus spreadsheets. Or Salesforce plus Trello plus Airtable plus DocuSign plus email. The bigger win isn't fewer tools - it's killing the manual data entry that creates duplicates and errors everywhere.

What happens when accountability is unclear?

Nothing good. When processes live only in people's heads, you get missed follow-ups, inconsistent experiences, and folks hunting through old chat threads for context. Tallyfy makes it explicit - every task has an owner, every handoff is visible, and anyone can see exactly where things stand. No status update meetings required.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency

Discover Tallyfy