Conversational Workflow Software
Turn messy processes into smooth, automated workflows without losing the human element of chat and conversation
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
Is chat-based work enough?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Write a clear subject line
- In progress: Pick the right category
- Waiting: Describe your problem in detail
- Done: Describe IT support request
- In progress: IT manager - review support request
- Waiting: IT manager - review access to a system request
- Done: Acknowledge the Complaint
- In progress: Categorize and Prioritize
- Waiting: Investigate the Root Cause
- Done: What exactly is the problem?
- In progress: Gather more details
- Waiting: Reproduce the problem
- Done: Determine channel of reporting
- In progress: Check for duplicate/similar bugs
- Waiting: Send helpful notification to client
- Done: Prepare for the Visit
- In progress: Run the Meeting Onsite
- Waiting: Send Follow-up Email
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.
A simple chat hides a chain of tasks
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
From chat chaos to workflow clarity
Turn scattered conversations into trackable, structured workflows
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so conversational workflow software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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 is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
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 the scattered "where did we land on this?" pings across chat apps mostly dry up once the workflow holds the answer. 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.