Form Intake Software

Tallyfy is a powerful system that eliminates workflow chaos by tracking every step in a workflow without manual effort. Through trackable, digitized workflows, you can save about 2 hours per person each day, delegate tasks to people or AI, run consistent and standardized processes, and scale operations without friction. It’s particularly effective for form intake processes, ensuring no submission gets lost or forgotten.

Form intake software helps organize and process incoming form submissions systematically. Traditional form submissions often disappear into email inboxes or scattered folders, creating confusion and delays. With Tallyfy, each form submission triggers a tracked process, ensuring nothing falls through the cracks and every submission gets the attention it needs.

Tallyfy changes form intake from a “submit and pray” approach to a “submit and track” system. When someone submits a form, it automatically kicks off a predefined workflow. Everyone involved can see the status, next steps are automatically assigned, and reminders ensure timely processing. This eliminates the black hole where form submissions typically disappear.

Form data in Tallyfy becomes instantly actionable. The system can automatically route information to relevant team members, trigger specific workflows based on submission content, and pass data through to other steps in the process. You can even connect form data to other systems through webhooks, making your form intake process truly automated.

Yes! Tallyfy’s specialized AI can automatically convert your existing web forms, Word documents, Excel sheets, or PDFs into digital templates. This means you can quickly digitize your current form collection without spending hours rebuilding them from scratch. Simply send your forms to the support team, and they’ll help with the conversion.

Tallyfy includes built-in verification to prevent spam submissions. Users receive a unique link in their email to access forms, ensuring only legitimate submissions get through. You can also make forms public when needed, but the default security features help maintain data quality and prevent time waste from processing fake submissions.

You can find detailed customer reviews, success stories, and testimonials on our customer page at https://tallyfy.com/customers/. These reviews showcase how different organizations have transformed their form intake processes using Tallyfy.

Yes, Tallyfy offers a personalized demo environment where you can test all features with your actual use cases. To get started with your customized trial, schedule a quick call at https://tallyfy.com/booking/, and we’ll set up your demo instance.

Tallyfy offers an innovative pricing approach with lifetime discounts based on your country’s GDP per capita. This means companies in different regions can access premium workflow automation at fair prices, with discounts up to 90% off for qualifying organizations. This ensures accessibility regardless of geographic location.

Yes! Tallyfy provides free professional services to help you implement your form intake processes effectively. Our team will help you set up, optimize, and launch your workflows. To get started with this free support, schedule a chat at https://tallyfy.com/booking/.

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/.