Sales Manual Software
Digitize sales best practices into engaging, runnable workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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 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!
"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.
"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.
"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.
"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.
"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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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 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!
"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.
"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.
"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.
"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.
"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.
"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.
Tallyfy® is Sales Manuals Made Easier, Brighter and More Effective
New sales hires reach quota faster when they follow structured playbooks instead of tribal knowledge. Tallyfy turns static documentation into trackable workflows your team will actually use.
Just 3 simple steps to digitized sales knowledge
Document, track and automate your sales workflows
1. Document
Build your sales playbooks with AI. Capture winning techniques, objection handling scripts, and deal qualification criteria. Start with our client onboarding template.
3. Improve
Add automations for follow-ups and approvals. Continuously refine playbooks based on what closes deals.
Is sales consistency possible?
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
Sales documentation skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our sales workflow experts for life.
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 is sales manual software?
It's an online system that lets you organize, track, and manage your sales processes and training materials in one place. Instead of scattered documents that people forget about, you get a structured system that actually creates consistency across your team. In our conversations, we've heard the same story over and over - reps ignore static docs, but they follow trackable workflows.
What exactly is Tallyfy?
Tallyfy keeps track of every step for any process - automatically. You can save about 2 hours per person per day by delegating tasks to people or AI. Everything stays consistent. It's especially useful when you don't want submissions falling through the cracks.
Why do traditional sales manuals often fail?
They're just documents. Nobody reads them. They sit in shared drives gathering dust. Based on feedback we've received, the real problem is there's no way to know if anyone actually followed the process. Did they skip steps? Who knows. Without tracking, you're guessing.
How does Tallyfy change sales manual management?
Tallyfy breaks your sales manual into steps that people actually follow. It assigns tasks automatically, tracks progress, and makes sure nothing gets missed. Need to update something? One change, and everyone's working from the latest version instantly.
What happens if you don't digitize your sales manual?
Deals slip through the cracks. Reps skip steps or use outdated materials. Bad habits form. In discussions we've had with operations leaders, the pattern is clear - you end up with unpredictable results and new hires that are harder to train. Not great.
How does Tallyfy handle sales manual updates?
Updates go live immediately across your whole organization. You can see who's viewed what. Comments and suggestions are built right in, so your processes actually improve over time instead of getting stale.
Can I see customer reviews of Tallyfy?
Yes! Check out our customer success stories. Lots of companies have already made the switch - you can read what they have to say.
How does Tallyfy's pricing work for different countries?
We price based on your country's GDP. Companies in different economic regions get the same features with discounts up to 90% off - for life. It's how we make Tallyfy accessible to organizations everywhere.
Can Tallyfy help with sales training?
Absolutely. It turns your training into a self-serve system. New hires work through documented workflows at their own pace, and managers can track progress. It also supports multiple languages through auto-translation - handy for international teams.
Does Tallyfy offer a free trial?
You can request a live demo. Book a call and we'll set up a demo instance customized to your sales process.
Does Tallyfy offer free help with implementation?
Yes! We offer pro-bono professional services to help you get started. Our team will help you move your operations over and get things running smoothly. Book a time to chat.
How does Tallyfy handle customer-facing sales documents?
Our "no sign up, no password" approach makes sharing docs with clients simple. They access everything through one permanent link. You can see when they engage and how much. Fewer hoops, faster closes.
How do I get started with Tallyfy for my sales manual?
Want to make your sales manual actually trackable? Book a demo with us. We'll show you how it works for your specific setup.
What happens when a top sales performer leaves?
Their knowledge leaves with them. That's the problem. New hires end up relying on outdated docs or coaching that varies by manager. With Tallyfy, you capture the winning techniques, objection scripts, and qualification criteria in actual workflows. The knowledge stays with the company, not the person.
Why do most sales playbooks go unused?
They sit in shared drives. No accountability. No one knows if reps followed the process or skipped steps. Tallyfy turns static playbooks into active workflows - tasks get assigned, completion gets tracked, bottlenecks surface. When every step is visible, adoption isn't optional anymore.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency