Service Management Software
Turn messy business and IT processes into automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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 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!
"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 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 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.
"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.
"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.
"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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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 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!
"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 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 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.
"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.
"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.
"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 Service Management Software For Any Size Of Business
Tired of juggling emails, calls, and clunky legacy tools to handle service requests? Structured intake forms cut resolution times by 60% compared to email chaos. Tallyfy gives you one place to run and scale every service workflow - without the headaches.
Just 3 simple steps to digitized service management
Document, track and automate service-driven processes
1. Document
Create service request workflows with AI. Define SLAs, escalation paths, and resolution procedures. Try our service request handling template.
3. Improve
Add automations for routing, notifications, and escalations. Reduce resolution time continuously.
Is service chaos acceptable?
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
Service design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our service management 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 service management software?
It's basically your digital command center for tracking every service request - whether that's for customers or internal teams. Think of it as the thing that keeps requests from disappearing into email chaos. Tallyfy takes broken service delivery and turns it into something people actually want to use. No more hunting through inboxes wondering what happened to that ticket from last Tuesday.
What exactly is Tallyfy and how does it help with service management?
Tallyfy helps businesses deliver consistent, high-quality service without the chaos of things constantly going wrong. We've designed it to save about 2 hours per person per day - that's not marketing fluff, it's what we hear from teams using it. You can delegate work to people or AI, run standardized processes, and actually see what's happening in real-time. Most service management tools hide everything behind a ticket queue. We don't.
Why do traditional service management tools often fail?
In our conversations, we've heard the same story over and over. Ticket-based systems create silos. Requests go in, and tracking them becomes a nightmare. It's like a black hole. The ticket exists somewhere, but good luck figuring out where it is in the process or who's responsible. Tallyfy flips this - everyone sees exactly what's happening, all the time. No more "I thought you were handling that" moments.
How does Tallyfy's pricing work for different countries?
We price based on GDP per capita. That means companies in developing countries can get up to 90% off - for life. It's not a promo or a limited-time thing. We genuinely want service management to be accessible everywhere, adjusted for what makes sense locally.
What makes Tallyfy different from traditional service desk software?
Legacy help desk tools just shuffle tickets around. Tallyfy gives you actual structured processes so nothing falls through the cracks. Smart forms, automated workflows, real-time tracking - all in one place. And here's the thing: anyone can set it up in minutes. No IT department required. No steep learning curve.
How does Tallyfy handle customer-facing service processes?
Your customers don't need accounts or passwords. They get one persistent link, branded with your company's look and feel, for all their interactions. That's it. Based on feedback we've received, this single change dramatically reduces friction and makes customers way happier with the whole experience.
Can I see real customer reviews of Tallyfy?
Absolutely. Check out our customer page for real stories from companies using Tallyfy. Not polished case studies written by marketing - actual feedback from teams who've switched.
Does Tallyfy offer a free trial for service management?
Yes! Book a call and we'll set up a personalized demo tailored to your exact service workflows. You'll see how it works for your situation, not some generic walkthrough.
How does Tallyfy help with service knowledge management?
You can build templates for your most common service processes, auto-translate them into 90+ languages, and see who's actually using what through built-in analytics. AI helps you create templates in seconds too. No more knowledge stuck in someone's head or buried in a shared drive nobody checks.
Does Tallyfy offer free help with implementing service management?
Yep. We offer free consulting to help you get your service workflows set up properly. Our team will work with you to customize everything for your situation. Book a call - it doesn't cost anything to get started.
How does Tallyfy handle service automation?
You don't need any tech skills. Set up if-then rules, automatic assignments, deadline tracking - the usual stuff. The right people get notified at the right time without you chasing anyone. No more manual follow-ups. It just works.
Can Tallyfy handle multi-location service operations?
In discussions we've had, teams with multiple locations see major improvements after rolling out standardized processes everywhere. One organization runs 400+ active daily workflows across their sites. Build templates once, deploy everywhere, see exactly how each location is performing.
How does Tallyfy prevent service requests from falling through the cracks?
Three things work together here. Structured intake forms grab all required info upfront - no back-and-forth emails. Automatic deadline tracking alerts supervisors when SLAs are at risk. And the guest portal lets requesters check their own status instead of calling your team. Organizations tell us this kills the "black hole" problem where requests just vanish.
How do I get started with Tallyfy for service management?
Book a demo and our team will show you how it works for your specific needs. Not a canned presentation - we'll focus on what matters to you.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency