INTUITIVE ELECTRONIC FORMS MANAGEMENT SOFTWARE

Tallyfy is powerful electronic forms management software that transforms your electronic forms and approvals into automated processes.

Create a template of your first workflow in 5 minutes

GET A DEMO

Electronic form management that’s made for teams of the future

Real results from customers using Tallyfy to manage their electronic forms.

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 all your electronic form submissions in one place

Electronic form 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 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
Structure talent requests
Promotion requests

R&D

Structure incoming issues
Product quality assurance cycles
Product release processes

IT

Triage tickets to playbooks
Merge DevOps to everyone
Asset re-assignment

Sales

Lead qualification or enrichment
Quote to Contract to Close
Customer handover to operations

Analysts

Structure and deliver audits
Train AI with human-in-the-loop
Request to BI to Insights

Operations

Make SOP's useful
Crowdsource know-how
Deliver "one source of truth"

Create a template of your first workflow in 5 minutes

GET A DEMO

Tallyfy makes electronic form management simple for anyone

Get electronic forms and approval workflows up and running in minutes. Share tasks with clients – outside your company.

Real-time Tracking The only cloud-native electronic form 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.