Tallyfy is a simple online platform that helps you get sales procedures and best practices digitized, making every know-how available to your entire sales team, anywhere, anytime.

Auto-document and track workflows with other people in real-time

Sales manual software thatโ€™s fit for modern teams

Real results from customers using Tallyfy to integrate their to improve their sales processes.


understand Tallyfy in 1 minute

Lisa McDonald,
Director of Communications


approval times

Anh Le,
Brand Manager


improvement in process outcomes

Stephan Fopeano,

Is it better than Word or Google Docs?

Donโ€™t waste time fighting documents and flowcharts to do the essential things below.

  • Find what sales info need without trawling through a fileshare
  • Improve sales processes immediately via feedback
  • No need to track versions and changes manually
  • Track whatโ€™s popular and see analytics on engagement
  • Works beautifully on any device โ€“ including tablets and phones
  • No need to waste countless hours on document formatting
  • Automate when and how every sales playbook gets updated
  • Add engaging media like screencasts, videos, photos and voice
  • Write sales playbooks that immediately convert to actionable workflows
  • Create conditional rules between steps in your playbook in a few clicks
  • Ensure your sales know-how is searchable from other systems

Use it right now to spread best sales practices with your team

Sales manual software that eliminates endless threads and undocumented processes.


  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA


  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's


  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding


  • Self-service orientation
  • Structure talent requests
  • Promotion requests


  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes


  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment


  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations


  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights


  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Tallyfy makes sales content digitization easy for anyone

Digitizing content around how you sell is extremely effective.

Real-time Tracking
The only cloud-native sales manual software to provide both a top-down dashboard of all processes in the organization as well as individual task views.

Open API for easy integration
Use your existing systems, including Azure Active Directory. Weโ€™re adding Office365 (Outlook) and G Suite (Gmail) integration soon for seamless deployment with zero training.

Cloud-first, AI-ready
As a cloud-born BPM โ€“ Tallyfy comes with an open API. This lets you push, pull and listen to information easily from other systems. Use any AI, on any cloud, on any platform.

Approval Definition & Compliance
Set up actionable and easy to follow approval workflows โ€“ including those that require tiered and conditional approval chains.

Decision & Logic
Automating approval logic has never been easier. Use if-this-then-that rules to handle every possible scenario.

Omnichannel & Mobility
Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API โ€“ layer Tallyfy on any system.
Sales processes that anyone can benefit from

The easiest sales manual software available.

Define your forms, approvals and processes
Start with everyday needs
One place to see your services and processes
Kick off approval workflows using web forms
Update SOPโ€™s to eliminate versioning chaos
Define who does what, when and how
Real-time workflows for employees and clients
Be the best manager on Earth
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
Gain competitive advantages
Handle process variation without flowcharts
Integrate via open API and SSO
Integrate AI or RPA into tasks
Stream analytics to your BI

Automate your recurring processes in minutes ๐Ÿ’ช

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Auto-document and track workflows with other people in real-time

So, do we all agree on this workflow?

Image of Does everyone agree tallyfy

Everyone can contribute easily to finalizing a work order process.


Has my request been approved yet?

Never have to ask about the status of anything again.


Has anyone updated the client?

Status and expectations

Clients can securely track a process!


Didn't you see the urgent email?

Image of bombarded

Know what's important and what can wait.


It's difficult to follow processes

Hard to follow process

Tallyfy guides you through approval decisions.


Is the process up to date?

Eliminate change management and training.


Auto-document and track workflows with other people in real-time

Say hello

Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.

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