Say goodbye to workflow chaos

Process-driven customer service software

Turn messy customer service processes between people into smooth, automated workflows

  • Save Time – Win back 2 hours/person/day
  • Track & Delegate – To people or AI
  • Consistency – Ensure quality outcomes
  • Intake – Digitized customer tickets
  • Organizations in get a discount for life!
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Track all your workflows beautifully - on Tallyfy

Start by Tallyfying one recurring process

Perfect for procedures, forms, approvals, playbooks and contracts. Use Tallyfy AI to auto-generate a template or auto-convert your existing process documentation.

Tallyfy now

Tallyfy® is Workflow Made Easy®

Fed up of ad-hoc projects and tasks? Run and scale your operations properly with Tallyfy – multi-function, AI-powered, top-rated customer service management software

Create a template of a customer workflow with AI or upload it

Explain it once and capture all that tribal knowledge into a template that anyone can read, run, improve and delegate

Create Templates with AI
Kick off forms and triggers

Trigger your process using shareable forms

Put every process on auto-pilot with an intake form. Auto-assign every step to the right person at the right time. You can also make your form public to customers.

Automate changes with effortless if this then that rules

Eliminate the stress on existing and new employees having to remember every detail of every tiny if, but or when variation. You can route tickets from customers using conditional rules.

Automated Actions on Tallyfy
Track Process

See the status of any customer workflow without busywork

Launch your template into a trackable process. See the status of workflows without needing to request the status manually via chats, emails and meetings. Your customers can track it too!

Share branded views with customers

Extend the bliss of fully digitized workflows outside your company to unlimited guests with free tasks, forms and reminders. Guests never need to signup or login – this is what customers dream about!

Customer Workflows on Tallyfy
Create templates of documents where you just fill in the blanks to generate a custom version

Create a template. Fill in the blanks. Done.

Stuck in a world where people duplicate a master document, edit whatever they want, name it whatever they want, store it in random places and use totally inconsistent content and formatting from the master document? It’s a painful mess you can eliminate with Tallyfy.

Create and run automated, scalable workflows on Tallyfy

Can you tolerate the pain and cost of each person in your company wasting ~2 hours a day on busywork?

Do you know the cost of busywork?

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 Team
GDP per capita for the world

Upto 90% discount forever

Tallyfy is the only customer service management software that’s discounted using the GDP-per-capita of your primary country. You won’t find this value in any other premium platform.

Fair Price Guarantee

Everything IT, legal & compliance needs

Summary of connectors and integrations