Customer Service Management Software
Turn messy customer service processes between people into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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.
"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 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!
"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 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.
"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 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.
"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.
"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 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!
"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 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.
"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 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.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Complete this form to initiate a customer refund request. Provide all transaction details and suppor
Tallyfy® is Customer Service Workflow Made Easy
Service teams lose 30% of their time to manual ticket routing and status updates. Tallyfy turns every service request into a trackable process from first contact to resolution - so nothing slips through the cracks.
How Tallyfy transforms customer service delivery
Turn reactive tickets into proactive service workflows
1. Document
Build service intake forms that capture customer details upfront and route tickets automatically.
Can customers wait?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
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:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Expert skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Tell us how you run customer service workflows today and we will give you an honest assessment of whether or not we can help.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What is customer service management software?
It's software that helps you manage customer inquiries, resolve problems, and maintain service quality. But here's the thing - most tools stop at ticketing. Tallyfy doesn't. We've built process-driven workflows that guarantee nothing slips through. You get live visibility into where every request actually sits in your service process, not just a ticket number.
What is Tallyfy and how does it help with customer service?
Tallyfy tracks every step in your customer service workflows - automatically. No manual chasing. Teams typically win back 2 hours per person, every day. That's not marketing fluff. It happens because follow-ups and task delegation just happen on their own. The result? Consistent service. Faster growth. Customer service that's actually predictable instead of chaotic.
Why do traditional help desk tickets often fail customers?
In our conversations, we've heard this story dozens of times. Tickets disappear. They get assigned to the wrong team. They're closed without any real resolution. Customers end up frustrated - and rightfully so. Tallyfy fixes this by making every interaction a tracked process. First call to resolution. Every step visible. Nothing falls through.
How does Tallyfy's process-driven approach improve customer satisfaction?
Stop reacting to tickets. Start running structured processes. Each request gets tracked, auto-assigned, and reminded automatically. Here's what customers love: they can check their request status in real time. No calling. No emailing. Just clarity. Based on feedback we've received, this transparency alone cuts follow-up questions dramatically.
What makes Tallyfy different from traditional help desk software?
Old helpdesks manage tickets. That's it. Tallyfy does something different - it captures knowledge, automates responses, and identifies patterns that prevent future issues. Check our support ticket form template and help desk procedure template to see the difference yourself. Customer feedback flows back into your product and docs. It's a cycle that actually improves things over time.
How does Tallyfy handle customer service across different time zones?
Your team's asleep? Doesn't matter. Requests don't slip through. The system distributes work to whoever's available and sends reminders at the right time. We've heard from teams running 24/7 support across multiple continents - clients get uninterrupted service regardless of where anyone sits.
Can I see real customer reviews of Tallyfy?
Absolutely. Head over to our customer reviews page for real stories. These aren't polished marketing pieces - they're from companies who've actually changed how they run customer service.
Does Tallyfy offer a free trial for customer service teams?
Yes. We'll do a customized demo first so you can see exactly how it works for your situation. Schedule one here and we'll set you up with a trial environment built around your team's actual workflows. Not generic. Actually useful.
What about implementation support for customer service teams?
We include free professional services. Not a sales tactic - actually free. We'll help structure your flows, train your team, and make sure adoption sticks. Book a discussion and let's figure out what you need.
How does Tallyfy's pricing work for different countries?
We price based on GDP per capita. Simple as that. If you're in an emerging market, you get lifetime discounts - up to 90% off for qualifying companies. Same features. Same support. Just fair pricing based on where you are.
Can Tallyfy handle complex customer service workflows?
Yes. Conditional branching and automation handle complexity without messy flowcharts. Build if-then rules your team can actually understand. Automate assignments. Route specific requests to specific people. We've seen teams manage everything from simple queries to gnarly cross-department escalations without breaking a sweat.
How does Tallyfy handle high-volume service operations?
It scales. Hundreds of concurrent requests? No bottlenecks. One organization runs 400+ workflows at the same time using public intake forms - requesters start their own tracked process. Each request gets its own instance with automatic routing. No admin overhead. No manual ticket assignment.
Can external parties track their service request status?
They get a permanent link. No account needed. No password to remember. Just click and see where things stand. In our conversations with healthcare and education teams, this is the feature that kills "where's my request?" calls. Patients and students can check status themselves with full SLA visibility.
How do I get started with Tallyfy for customer service?
Schedule a personal demo. That's it. We'll walk you through exactly how it works for your situation, set up a custom trial, and map out a rollout plan. No pressure. Just honest conversation about whether we're the right fit.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency