Service Management Software
Turn messy business and IT processes into automated workflows
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"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 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.
"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 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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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 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.
"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 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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
Is service chaos acceptable?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Write a clear subject line
- In progress: Pick the right category
- Waiting: Describe your problem in detail
- Done: Describe IT support request
- In progress: IT manager - review support request
- Waiting: IT manager - review access to a system request
- Done: Acknowledge the Complaint
- In progress: Categorize and Prioritize
- Waiting: Investigate the Root Cause
- Done: Listen and Empathize
- In progress: Be Objective
- Waiting: Be Helpful
- Done: Determine channel of reporting
- In progress: Check for duplicate/similar bugs
- Waiting: Send helpful notification to client
- Done: What exactly is the problem?
- In progress: Gather more details
- Waiting: Reproduce the problem
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.
A service request is several tasks deep
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
Just 3 simple steps to digitized service management
Document, track and automate service-driven processes
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Service request opened | RQ Requester | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI triages and assigns why this works | AI AI agent | 4m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Technician confirms scope | OM O. Mwangi Technician | 3h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-close on resolution | Conditional On resolution | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so service management software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
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 built it so every request has someone clearly accountable and a trail of what happened - 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 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.