People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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 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 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.
"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 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 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 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.
"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.
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Tallyfy® is Work Intake Made Easy
Requests arrive via email, phone, and web forms - and they disappear into queues with no way to track what's stuck or who's responsible. With Tallyfy, every intake submission automatically triggers a tracked workflow. Nothing gets lost, and requesters can check their own status without asking anyone.
Just 3 simple steps to digitized workflows
Document, track and automate your work intake on Tallyfy
1. 1. Document
Build intake forms with conditional logic using AI. Start from templates like support requests or funding requests.
2. 2. Track
Real-time visibility into every request from submission to completion. Requesters can check their own status without asking anyone.
3. 3. Improve
Add automations for intelligent routing based on request type. Cut intake-to-action time by 60% or more.
Is request 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
Work intake design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Ask us to help you organize your work intake forms and processes.
SCHEDULE A CALL
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Middleware
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Documents
Analytics & Metrics
Email Integration
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Related Questions
What exactly is Tallyfy?
Tallyfy tracks every step of any process - automatically. You don't have to chase people or wonder where things are. In our conversations, we've heard teams say they save about 2 hours per person per day because they're not digging through emails or spreadsheets anymore. It's especially useful for intake processes where you can't afford to lose a single submission.
What is work intake software and why do you need it?
Work intake software accepts incoming requests in a structured way so nothing gets lost. Here's what usually happens without it: someone submits a form, and it vanishes into an email inbox. Maybe you find it weeks later. Maybe you don't. With Tallyfy, every submission kicks off a tracked process. Nothing falls through the cracks.
How does Tallyfy change work intake processes?
When someone submits a request through a form, it doesn't disappear into a black hole. Tallyfy automatically starts the right process. Everyone can see where things stand in real time. The system pings the right people when it's their turn. No more chasing. No more "did you get my email?"
What happens if you don't use proper work intake software?
Missed deadlines. Lost requests. Duplicate work. Frustrated team members. We've seen it over and over. Requests get buried in email threads, information goes missing, and there's no way to know what's been done or what's still waiting. It adds up to wasted time and poor service - and that's before anyone gets angry.
How does Tallyfy handle work requests from external customers?
Your customers don't need an account or password. They get a single permanent link to check their request status anytime. Based on feedback we've received, this is huge for customer satisfaction. The whole thing is white-labeled with your branding, and customers can even assign tasks among themselves if needed.
Can I see real customer reviews of Tallyfy?
Absolutely. Head to our customer reviews page for real stories from real teams. You'll see how different businesses have fixed their intake chaos and what kind of results they're getting.
Does Tallyfy offer a free trial period?
Yes - we set up a custom demo environment where you can test Tallyfy on your actual intake processes. It's not a generic sandbox. To get yours set up, schedule a call and we'll walk you through it.
How does Tallyfy's pricing work for different countries?
We adjust pricing based on the GDP per capita of your country. That means businesses in different economic regions can get lifetime deals at up to 90% off. It's something we believe in strongly - good workflow management shouldn't only be accessible to wealthy markets.
Does Tallyfy offer free help with implementing work intake processes?
Yes. Our team will help you set up your workflows, forms, and automations at no extra cost. It's not just documentation - we'll actually work with you to get things running. Book a call to get started.
How does Tallyfy's AI help with work intake?
You can generate process templates on the spot, translate content into 90+ languages, and digitize existing forms you've got lying around. It cuts setup time dramatically. You don't have to start from scratch - just describe what you need and the AI builds a working draft.
What makes Tallyfy different from regular form builders?
Regular form builders collect data. Then what? It sits there. Tallyfy connects forms to workflows. Someone submits a form, the right process starts, tasks get assigned, and everything is tracked. It's not just about collecting information - it's about making sure something actually happens with it.
How do I get started with Tallyfy for work intake?
Best way is to request a personalized demo. We'll show you how it works with your specific intake challenges. You'll get a custom instance and free implementation support to get things running.
How do you handle intake from multiple channels - email, phone, web forms?
Embed forms on your website, share links via email, or have your team launch intake workflows when phone requests come in. In our conversations, we've heard from teams who finally got visibility into requests that used to scatter across email, phone, and multiple web forms. One dashboard. Every channel triggers the same tracked workflow.
Can requesters check their own status without bothering my team?
This is one of the most-requested features, and yes - it works. Requesters get a permanent link to track their own status. One team told us their status inquiry calls dropped 80% because people could just check for themselves. No more "where's my request?" emails.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency