Form Builder and Routing Software
Turn messy form-driven processes into 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.
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Tallyfy® is Form Building Made Easy
Don't get stuck with form builders that just collect data. Build the form and the entire workflow that runs after submission. When form data needs to route through multiple departments or trigger conditional steps, standalone form builders can't keep up.
How Tallyfy builds forms that actually do something
Create forms that kick off real workflows, not just collect data
1. Document
Create smart forms with conditional show/hide fields, dropdown dependencies, and required file uploads.
2. Track
See every submission and its workflow status in one dashboard - filter by date, status, or assignee.
3. Improve
Connect forms to post-submit workflows that auto-route based on form answers. Try our vacation request form as a starting point.
Are forms just forms?
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 building skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We can build or migrate your existing form for you on Tallyfy!
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 keeps track of every step for any process - automatically. You'll save about 2 hours per person per day by delegating to people or AI. In our conversations, we've heard teams say they finally stopped losing form submissions in email inboxes. It's especially useful for intake processes where you can't afford to forget anything.
What makes form builder software different in Tallyfy?
Most form builders just collect data and dump it somewhere. That's it. Tallyfy links every form to a real workflow. When someone fills out a form, it kicks off a process - the right people get notified and can actually take action. Nothing slips through the cracks after submission.
Why do traditional form builders often fail to deliver value?
Here's the problem. Standalone forms drop data into a database or email inbox, and then... nothing. It becomes a black hole. Based on feedback we've received, this is the #1 frustration. Tallyfy fixes this by making sure submissions don't just happen - they kick off a tracked process so the right people do the right things at the right time.
How does Tallyfy handle form data differently?
We don't treat form data as the end - it's the beginning. Form responses get pulled through your process and can be used in later steps. Need to route the workflow down different paths based on answers? Done. You can also push data to other systems through webhooks if that's your thing.
What happens to form submissions in Tallyfy?
Every form submission auto-kicks off a process that gets tracked. Your team gets notified. Progress is visible. Nothing gets lost. You can see exactly where each submission is in your workflow, who's handling the next step, and what's still outstanding. Simple as that.
Can I see customer reviews of Tallyfy?
Absolutely. Check out our customer stories - real companies sharing how they fixed their form-based processes with Tallyfy. No fluff, just honest feedback.
Does Tallyfy offer a free trial?
Yes! You get access to all features during your trial - no artificial limits. Just book a call and we'll set everything up for you. Takes about 15 minutes.
How does Tallyfy's pricing work for different countries?
We offer permanent discounts based on your country's GDP per capita. Not a promo. Not a limited-time thing. Some countries get up to 90% off - permanently. We believe good workflow software shouldn't be priced only for wealthy economies.
What makes Tallyfy's form builder more secure?
Email submissions are auto-verified, so you won't get spam from fake addresses. You control whether forms are public or private. And every action leaves an audit trail - who did what, when. In discussions we've had about compliance, this is usually the first thing people ask about.
Does Tallyfy offer free help with form builder implementation?
Yes - and we mean actually free, not "free until you need real help." We'll get your form-based processes set up and running. No charge. Book a call and let's get started.
Can Tallyfy convert my existing forms?
Yep. Our AI can convert your existing web forms, PDFs, Word docs, or Excel spreadsheets into Tallyfy templates. In our experience, this saves hours of tedious re-work. You don't have to start from scratch.
How do I get started with Tallyfy for form building?
Book a demo with our team. We'll show you exactly how Tallyfy works with your form-based processes and build your personalized demo in about 3 minutes. No slides, just the real thing.
Can forms in Tallyfy have conditional logic that shows different fields based on answers?
Yes. Show/hide fields, dropdown dependencies, required uploads - all based on previous answers. Pick a certain service type? Show questions only relevant to that service. But here's what makes it powerful: this branching doesn't stop at the form. It can route the entire post-submit workflow down different paths too.
How do teams consolidate multiple form and project tools into Tallyfy?
In our conversations, we've heard this story a lot: work scattered across five or more tools. Form builder here, project tracker there, emails everywhere. It's exhausting. Tallyfy replaces that mess with one platform where form, workflow, and tracking live together. And our AI can convert your existing PDFs, Word docs, or spreadsheets into Tallyfy templates automatically.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency