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

• Structure inbound creative requests
• Collect campaign ideas from sales
• QA for content publishing

Support

• High touch client onboarding
• Client feedback requests
• Playbooks to triage common questions

Finance

• Accounts receivable & payable
• Purchase requests
• Collect monthly data from teams

HR

• Self-service orientation for new employees
• Incoming resource requests
• Reimbursement and promotion requests

R&D

• Organize incoming issues and ideas
• Quality assurance
• Product release processes

IT

• Triage requests to run custom playbooks
• Add micro-RPA to people-driven processes
• Consistent vendor and security checklists

Sales

• Lead qualification
• Automate contractuals and closes
• Document and improve playbooks

Analysts

• Crowdsource data labelling for AI/ML
• Manage human-in-the-loop workflows
• Deliver insights "as a service"

Operations

• Transform SOP's into engaging experiences
• Crowdsource all company know-how
• Measure and improve company know-how

START TALLYFYING NOW      Schedule 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