Form Intake Software
Turn messy form intake processes into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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.
"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!
"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!
"We can finally delegate work with confidence and focus on growing the business.
"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 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.
"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.
"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.
"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!
"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!
"We can finally delegate work with confidence and focus on growing the business.
"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 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.
"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. Start with one process then gradually roll it out to all your processes.
Tallyfy® is Form Intake Made Easy
Fed up of ad-hoc intake via documents or manual calls and emails? Run and scale your operations properly with Tallyfy. Across 167 teams, intake forms drive process consistency - professional services (10% of our conversations) use intake for client engagements, healthcare teams (11%) for patient and compliance forms. We designed Tallyfy so every intake triggers a tracked workflow.
How Tallyfy captures and routes every submission
Never lose a form submission in an email inbox again
1. Document
Build intake forms with conditional logic - show different fields for service requests vs. support tickets vs. quote requests.
2. Track
Track every intake from submission to resolution - see average processing time and identify bottlenecks.
3. Improve
Trigger automated workflows instantly - route high-priority requests to senior staff. See our support ticket intake form template.
Is intake chaos sustainable?
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 workflow experts for life. Let us help you build or migrate your intake form.
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 is an application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It's especially useful for form intake processes when you don't want to lose or forget any submission.
What is form intake software and why do I need it?
Form processing software organizes and accepts incoming form submissions in a structured manner. With traditional form submission, the submissions seem to be lost until found again in an email inbox or somewhere deep in the file structure. With Tallyfy, every form submission results in a tracked process – nothing ever falls through the cracks and every submission is processed.
How does Tallyfy transform form intake compared to traditional methods?
Tallyfy transforms form intake from the dreaded "submit and hope" process to a "submit and track" experience. A pre-set workflow automatically kicks off when someone fills out a form. All participants can see the status, next steps are assigned automatically, and reminders ensure timely processing. It gets rid of the black hole where forms usually vanish.
What happens to form data after submission in Tallyfy?
Data in Tallyfy forms becomes immediately actionable. It can automatically send data to team members who need it, trigger workflows based on submission content, and share data to other steps. You can also hook form data up to other systems via webhooks for a fully automated form intake process.
Can Tallyfy handle my existing forms?
Yes! Tallyfy's AI can take your current web forms, Word documents, Excel spreadsheets or PDFs and turn them into digital templates for you. This means you can easily digitize what you already have instead of wasting hours building them from scratch. Just submit your forms to the support team, and they'll assist with the conversion.
How does Tallyfy prevent fake form submissions?
Spam submission is minimized through built-in validation in Tallyfy. Users get a custom link in their email to access forms, so only valid submissions make their way through. You can make forms public when needed, but the default privacy options keep people from wasting your time with bogus stuff while still allowing real people to submit entries.
Where can I see customer reviews of Tallyfy?
You can see customer reviews, success stories and testimonials on our website. These reviews share how various companies have improved their form intake with Tallyfy.
Does Tallyfy offer a free trial?
Yes, we do - it's called the demo of Tallyfy and you can use it in a personalized way with your use-case. To kick off your own custom trial, book a quick call and we'll get your demo instance set up.
What makes Tallyfy's pricing unique?
Tallyfy offers a unique pricing model with a lifetime discount based on your country's GDP per capita. This gives organizations in all locations access to enterprise-grade workflow automation at fair rates, with potential discounts of up to 90% for eligible parties. That makes it available wherever you are.
Does Tallyfy offer free help with form intake implementation?
Yes! You can get free professional assistance with setting up your new form intake processes. Our team will help you get your workflows up and running. To start using this free assistance, book a chat.
How do I get started with Tallyfy for form intake?
The best way to get started is to schedule a personalized demo with our team. We'll show you exactly how Tallyfy can transform your form intake process and help you set up a custom trial environment.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency