Service management software made for teams of any size

Real results from customers using Tallyfy to manage their processes.

Use it right now to digitize all your services.

Service management software eliminates threads of emails, forms and spreadsheets.

Marketing

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

Support

• High touch client onboarding
• Structure product 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 for new employees
• Structure incoming talent requests
• Reimbursement and promotion requests

R&D

• Structure incoming issues and ideas
• Product quality assurance cycles
• Product release or update processes

IT

• Triage tickets and run custom playbooks
• Integrate DevOps to everyday processes
• Security and asset re-assignment checklists

Sales

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

Analysts

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

Operations

• Transform SOP's into engaging experiences
• Crowdsource and control know-how
• Deliver "one source of truth"

CONTINUE FREE      GET A DEMO

 

Tallyfy makes service management as simple as 1,2,3.

Get forms and service workflows up and running in minutes. Share tasks with clients – outside your company.

 

Real-time Tracking
The only cloud-native service management 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 service management 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.

Service management that your coworkers will love

The most intuitive service management software available.

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  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 SOP’s to eliminate versioning chaos


• Define who does what, when and how

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  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

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  Process improvement for any size of business

  Gain competitive advantages

  

• Handle approval variations without flowcharts


• Integrate via our open API and SSO


• Integrate AI for voice, images and more


• Stream analytics to your BI system