Enterprise Workflow Management Software
Turn messy processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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 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.
"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 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!
"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.
"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!
"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.
"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.
"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.
"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 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.
"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 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!
"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.
"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!
"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.
"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.
"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.
Tallyfy® is Enterprise Workflow Made Easy
Large organizations tell us their SOPs are scattered across OneNote, SharePoint, and random Word docs - nothing gets tracked, nothing gets followed. Tallyfy turns those static documents into running workflows where every step has an owner, a deadline, and real visibility.
Just 3 simple steps to digitized workflow management
Document, track and automate your workflows on Tallyfy
1. Document
Build enterprise workflow templates with conditional branching, approval gates, and role-based task assignment across departments.
2. Track
Get cross-department visibility into every active workflow - see who owns each step and what is blocking progress.
3. Improve
Use if-this-then-that rules to auto-assign tasks, set deadlines, and escalate overdue items. See our annual planning template for a real example.
Is enterprise chaos scalable?
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
Workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our enterprise workflow design experts for life.
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 exactly is Tallyfy?
Tallyfy tracks every step of any process - automatically. No more wondering where things are or who dropped the ball. In our conversations, we've heard that teams save roughly 2 hours per person per day once they switch from email chaos to actual tracked workflows. It's particularly useful for form intake. You won't lose or forget submissions again.
Why do enterprise teams need workflow management software?
Here's what we hear constantly: teams burn hours in status meetings and send dozens of emails just to figure out where something stands. Nothing is consistent. Things fall through cracks. Based on feedback we've received from operations leaders, the real cost isn't just wasted time - it's the frustration and rework when nobody knows who owns what. Tallyfy makes everything visible so you can stop chasing and start doing.
How is Tallyfy different from older workflow tools?
Most workflow tools are overbuilt. They've got a zillion features nobody uses. Tallyfy is simple on purpose. You can track processes in real-time, create templates with AI, and auto-translate into 90+ languages. External participants don't need accounts - they just click a link. That last one? It's a bigger deal than it sounds.
What happens when you don't have proper workflow software?
Missed deadlines. Finger-pointing. Endless meetings about status. We've heard this story hundreds of times. Teams spend more time asking "where is this?" than actually doing the work. Tallyfy automates reminders and tracks handoffs so the process actually runs - and you've got documentation to prove it happened.
How does Tallyfy handle automation?
Simple if-this-then-that rules. Anyone can set them up - no coding required. When a form gets submitted, assign it to the right person automatically. When a step is overdue, escalate it. When a condition is met, skip to the next relevant step. It removes the manual handoff headaches that slow everything down.
Can I see real customer reviews?
Absolutely. Check out our customer testimonials and case studies. They're from real companies in different industries - not made-up scenarios. You'll see how teams actually use Tallyfy day to day.
Is there a free trial?
We do it differently. Instead of throwing you into a trial with no guidance, we'll walk you through a personalized demo first. You'll see Tallyfy with your actual processes, not generic examples. Book a demo and we'll set up a trial tailored to what you need.
How does document management work inside workflows?
You can build contracts, forms, and other documents with fill-in-the-blank fields. Mark specific sections as editable while locking down everything else. Reuse content snippets across documents. The best part? Fields populate automatically from previous data - no more copy-paste errors from old versions.
What's different about Tallyfy's pricing?
We discount based on GDP per capita of your country. Companies in emerging economies can get up to 90% off - permanently. It's not a temporary promotion. We believe good workflow tools shouldn't only be available to wealthy regions.
Do you offer free implementation help?
Yes. We don't just hand you software and wish you luck. Our team helps you configure workflows, migrate existing processes, and get everything running properly. No charge. Book a free call and tell us what you're working with.
How do teams improve processes over time?
Staff can suggest improvements and leave comments right inside the workflow. You'll also get analytics showing where things slow down and audit trails tracking what actually happened. Find the bottlenecks, fix them, repeat.
How do I get started?
Book a demo. We'll show you a before-and-after comparison using your actual processes. Then you get a trial account with your own data, your own team members, real collaboration. Not some sandbox with fake examples. Schedule your demo here.
How do you handle the switch from static SOPs to trackable workflows?
In discussions we've had with enterprise teams, SOPs are usually scattered across OneNote, SharePoint, Word docs, random PDFs, and Visio flowcharts. Nobody follows them. Send us your existing documentation and we'll migrate it into Tallyfy templates for you. Once they're live, you can launch actual tracked processes - every step has an owner, a deadline, and real visibility.
Can Tallyfy handle workflows across multiple departments?
That's one of the main reasons enterprise teams choose us. When procurement needs finance approval, or HR onboarding requires IT setup, you need to see the handoffs. Who owns the current step? What's blocking progress? You shouldn't need a status meeting or email chain to find out. Tallyfy shows you in real-time.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency