POWERFUL CUSTOMER SERVICE MANAGEMENT SOFTWARE TO HELP YOU BOOST RETENTION
Tallyfy is intuitive customer service management software that transforms your tasks and approvals into automated workflows.
Customer service that’s fit for modern companies
Real results from customers using Tallyfy to automate 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
Use it right now to manage your customer service workflows.
Customer service management software eliminates threads of emails, forms and spreadsheets.
Marketing 
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support
- High touch client onboarding
- Structure product feedback to R&D
- Playbooks to triage FAQ's
Finance
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
HR
- Self-service orientation for new employees
- Structure incoming talent requests
- Reimbursement and promotion requests
R&D
- Structure incoming issues and ideas
- Product quality assurance cycles
- Product release or update processes
IT
- Triage tickets and run custom playbooks
- Integrate DevOps to everyday processes
- Security and asset re-assignment checklists
Sales
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts
- Structure and deliver process audits
- Train AI with human-in-the-loop
- Request to BI to Insight Delivery
Operations
- Transform SOP's into engaging experiences
- Crowdsource and control know-how
- Deliver "one source of truth"
Tallyfy makes managing customers simple for anyone
Eliminate the use of flowcharts, forms and emails by automating workflows on Tallyfy.
Real-time Tracking
The only cloud-native customer service management software to provide both a top-down dashboard of all processes in the organization as well as individual task views.
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.
Approval Definition & Compliance
Set up actionable and easy to follow approval workflows – including those that require tiered and conditional approval chains.
Decision & Logic
Automating approval logic has never been easier. Use if-this-then-that rules to handle every possible scenario.
Omnichannel & Mobility
Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API – layer Tallyfy on any system.
Customer service management software that your team will love
The most intuitive customer service management software available.
Define your forms, approvals and processes
Start with everyday needs
- 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 employees and 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 approvals
- Automated rules for approvals
Process improvement for any size of business
Gain competitive advantages
- Handle approval variations without flowcharts
- Integrate via our open API and SSO
- Integrate AI for voice, images and more
- Stream analytics to your BI system
Modern teams Trust Tallyfy for Onboarding, Workflows, Approvals & SOP's
Assign, automate, track and train in one system. It's amazingly easy and deliciously powerful.
So, do we all agree on this customer service workflow?
Everyone can contribute easily to finalizing a customer service process.
Has my request been approved yet?
Never have to ask about the status of anything again.
Has anyone updated the client?
Clients can securely track a process!
Didn’t you see the urgent email?
Know what’s important and what can wait.
It’s difficult to follow processes
Tallyfy guides you through approval decisions.
Is the process up to date?
Eliminate change management and training.
Say hello
Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.