SALES MANUAL SOFTWARE THAT ANYONE CAN USE IN 60 SECONDS

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

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Sales manual software that’s fit for modern teams

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

95%

understand Tallyfy in 1 minute

Lisa McDonald,
Director of Communications

70%

faster
approval times

Anh Le,
Brand Manager

50%

improvement in process outcomes

Stephan Fopeano,
Founder

Is it better than Word or Google Docs?

Don’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 what’s popular and see analytics on engagement
Works beautifully on any device – 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.

Marketing

Inbound campaign requests
Structured feedback from sales
Creative approval and QA

Support

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

Finance

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

HR

Self-service orientation
Structure talent requests
Promotion requests

R&D

Structure incoming issues
Product quality assurance cycles
Product release processes

IT

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

Sales

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

Analysts

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

Operations

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. We’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 – 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 – 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 – 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