Form Intake Software

Turn messy form intake processes into digitized, automated workflows

  • Save Time vs. Documents – Win back 2 hours/person/day
  • Track & Delegate Post-Intake – To people or AI
  • Consistent Handling – Predictable workflow outcomes
  • Intake + Workflow Combined – Not just the intake form
  • Discount – For companies in
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Track all your workflows beautifully - on Tallyfy

Start by Tallyfying one recurring process

Perfect for digitizing procedures, form-triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.

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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 – multi-function, AI-powered, top-rated form intake with workflow software

Create and run automated, scalable workflows on Tallyfy

Stop bleeding 2 hours per person, daily - on busywork

Do you know the cost of busywork handling form intake manually?

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  • How do I do this?
  • What's the status of this?
  • I forgot we had to do that
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  • Every workflow - digitized
  • Everyone is happy and efficient
  • Newbies are auto-trained
  • Grow revenue without chaos
TIME IS EVERYTHING
  • US average wage is $44/h
  • Nobody enjoys busywork
  • Free up time for innovation
  • Automate mundane stuff

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.

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Tallyfy Team
GDP per capita for the world

Upto 90% discount forever

Tallyfy is the only form intake software that’s discounted using the GDP-per-capita of your primary country. You won’t find this value in any other forms and workflow platform.

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Related Questions

What exactly is Tallyfy?

Tallyfy is a robust application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitzed 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 is especially applicable with form intake processes, when you don’t want to lose/deleted or forget any submission.

What is form intake software and why do I need it?

Form processing software will organize and accept incoming form submissions in a structured manner. With a traditional form submission the submissions seems to be lost, until found again in an email inbox or somewhere deep in the file structure. Because 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. As people list things for sale, a pre-set workflow magically happens when someone fills out a form. All participants can see the status, next steps are assigned automatically, 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’s forms becomes immediately actionable. The solution can automatically send data to team members who need it, automate workflows in reaction to 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 even 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 in your filing cabinets 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 inbuilt validation in Tallyfy. Users get a custom link in their email to access forms, so only valid submissions make their way through. You can then make forms public when you need, but again the default privacy options here that can 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 at https://tallyfy.com/customers/. These reviews share how various companies have changed their forms 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 here: https://tallyfy.com/booking/ and we’ll get your demo instance set up.

What makes Tallyfy’s pricing unique?

Tallyfy provides a unique pricing model, beginning with a lifetime discount based on your country’s GDP per capita. In effect, this provides organizations in all locations with enterprise-grade workflow automation at equitable rates, and 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 use Tallyfy for free to get professional assistance with how to effectively execute your new form intake processes. Our team will assist you in getting and running your workflows. To begin using this free assistance, book a chat at https://tallyfy.com/booking/.

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. Book your demo today at https://tallyfy.com/booking/.