Electronic Forms Management Software
Turn messy intake forms 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.
Use this form to submit a vendor invoice for payment. Provide complete vendor and invoice details to
Submit your time-off request in 2-3 minutes. This form captures everything your manager needs to app
Tallyfy® is Digital Form Management Made Easy
The real problem isn't the form itself - it's the black hole after submit where data disappears into email inboxes. Tallyfy ensures every submission triggers a tracked workflow with the right people notified automatically.
How Tallyfy connects forms to real workflows
Stop forms from disappearing into email black holes
1. Document
Build digital forms with field validation that ensures complete, accurate submissions every time.
Is paper still acceptable?
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
Form design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our form design and workflow experts for life.
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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 exactly is Tallyfy?
Tallyfy pays for itself by killing the chaos around workflows. You can track any moving part without breaking a sweat. Teams save about 2 hours per person daily with digitized, trackable workflows. Delegate to people or AI. Run consistent processes. Scale without the mess. For electronic forms specifically, it turns static forms into workflows you can actually follow.
What is electronic forms management software?
It's software that helps you build, distribute, and track digital forms. Simple enough. But here's where Tallyfy differs - we connect your forms to real workflows. Someone submits a form? The right things happen automatically. The right people get notified. No manual handoffs.
Why do traditional electronic forms often fail?
They land in email inboxes and sit there. Nobody acts. In our conversations, we've heard this story hundreds of times - forms become isolated tools that don't connect to actual work. People submit and pray. They've got no clue what happens next. That's the fundamental problem.
How does Tallyfy improve electronic forms management?
Every form becomes the start of an automated process. Submit a form, and boom - the right process kicks off. Right people get tasks. You see everything in real-time. No more black hole. Every submission triggers an appropriate response.
What happens to form data in Tallyfy?
Data flows through your process without you lifting a finger. Pass info between steps, use it for decisions, connect to other systems via webhooks. No more re-typing the same data into three different places. Based on feedback we've received, this alone saves teams hours every week.
Can Tallyfy handle my existing forms?
Absolutely. Our AI turns your existing forms - web forms, Word docs, Excel sheets, PDFs, whatever you've got - into trackable workflows. Migration doesn't have to be painful. You can digitize what you already have pretty quickly.
How does Tallyfy handle form approvals?
No more chasing people down. If a form needs approval, it goes to the right approver automatically. They get notifications. They get reminders. You get response time tracking and a complete audit trail. Nothing slips through.
What makes Tallyfy different from other form solutions?
Most form tools stop at collection. We don't. You get real integration with actual workflows, real-time tracking, automated actions based on responses, and built-in collaboration. And it's built for regular people - your least technical employee can create and edit form workflows without calling IT.
Where can I see customer reviews of Tallyfy?
Check out our customer reviews page. Real stories from real organizations. They'll tell you how they've changed their form management and workflows with Tallyfy - way better than us describing it.
Does Tallyfy offer a free trial?
Yes! We'll set you up with a dedicated demo instance so you can test everything with your actual use cases. Just book a quick call and we'll get you started.
Does Tallyfy offer help with implementing electronic forms management?
We do - and it's free. Our professional services team helps with migrating your existing forms, setting up workflows, and making sure you're getting real value. Book a chat if you want to learn more.
What about pricing for different countries?
We offer lifetime discounts based on your country's GDP per capita. Some discounts go as high as 90%. Why? Because great workflow tools shouldn't only be available to wealthy countries.
How do I get started with Tallyfy?
Schedule a demo with our team. We'll show you exactly how Tallyfy works for form management and set you up with a trial environment tailored to what you need.
Can Tallyfy handle high-volume form submissions from external guests?
It can. In our conversations, we've heard from teams processing thousands of monthly applicants who use Tallyfy with unlimited free guest access. External submitters get a permanent link - no accounts, no passwords. This works great for housing applications, tenant onboarding, or any situation where you can't make outside people create yet another account.
How does Tallyfy compare to combining separate form tools with CRM systems?
Combining standalone form builders with CRMs creates silos and manual handoffs. Someone submits a form, then you're manually checking for new entries, copying data between systems, chasing people for action. It's exhausting. Tallyfy makes the form submission automatically start a tracked workflow. Right people get notified. Deadlines get enforced. Nothing falls through.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency