Workflow management that’s fit for enterprises
Real results from customers using Tallyfy to manage and automate their workflows.
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Director of Communications
improvement in process outcomes
Use it right now to manage all your workflows
Enterprise workflow management software that eliminates threads of emails, forms, and spreadsheets.
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
- High touch client onboarding
- Structure product feedback to R&D
- Playbooks to triage FAQ's
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
- Self-service orientation for new employees
- Structure incoming talent requests
- Reimbursement and promotion requests
- Structure incoming issues and ideas
- Product quality assurance cycles
- Product release or update processes
- Triage tickets and run custom playbooks
- Integrate DevOps to everyday processes
- Security and asset re-assignment checklists
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
- Structure and deliver process audits
- Train AI with human-in-the-loop
- Request to BI to Insight Delivery
- Transform SOP's into engaging experiences
- Crowdsource and control know-how
- Deliver "one source of truth"
Tallyfy makes managing workflows easy for anyone
Get forms and approval processes up and running in minutes. Share tasks with clients – outside your company.
Workflow software that your coworkers will actually love
The most intuitive enterprise software available.
Define your forms, approvals and processes
- One place to see your services and processes
- Kick off 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
- 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
- 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
So, do we all agree on this workflow?
Everyone can contribute easily to finalizing an approval 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.