Work Intake Software

Turn messy intake processes into automated workflows

  • Save Time On Work Intake – Win back 2 hours/person/day
  • Track & Delegate Steps – To people or AI
  • Consistency – Ensure quality outcomes
  • Structure – Intake with logic-powered forms
  • Organizations in get a discount for life!
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Track all your work intake processes  beautifully - on Tallyfy

Start by Tallyfying one recurring process

Perfect for procedures, forms, approvals, playbooks and contracts. Use Tallyfy AI to auto-generate a template or auto-convert your existing process documentation.

Tallyfy now

Tallyfy® is Work Intake Made Easy

Fed up of ad-hoc projects and tasks for routine work, service or ticket intake? Run and scale your operations properly with Tallyfy – multi-function, AI-powered, top-rated work intake software

Just 3 simple steps to digitized workflows

Document, track and automate your work intake on Tallyfy

Define

1. Document

Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.

Define

2. Track

Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.

Define

3. Improve

Improve your process through feedback and metrics. Add steps run by AI. Automate specific steps if they’re worth it. Practice easy and continuous improvement.

Create and run automated, scalable workflows on Tallyfy

Can you tolerate the pain and cost of each person in your company wasting ~2 hours a day on busywork?

Do you know the cost of handling new work intake manually?

PAINFUL, DULL QUESTIONS
  • How do I do this task?
  • What's the status of this?
  • I forgot we had to do that
  • What's next?
  • Did you complete that?
hours
START TALLYFYING TO SUCCEED
  • Fully digitize in-house workflows
  • Free, unlimited outside guests
  • Imagine a happy, efficient team
  • Self-training and Self-checkin
  • Build a moat to scale ops
THE VALUE OF TIME
  • US avg - $44/h at 260 days/year
  • What else could you have done?
  • Love continuos improvement?
  • Wasted time is $$$ burned away
  • Save for higher wages and talent
$0

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.

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Tallyfy Team
GDP per capita for the world

Upto 90% discount forever

Tallyfy is the only workflow software that’s discounted using the GDP-per-capita of your primary country. You won’t find this value in any other premium work intake platform.

Fair Price Guarantee

IT, legal & compliance information

Summary of connectors and integrations

Related Questions

What exactly is Tallyfy?

Tallyfy is a powerful system that eliminates workflow chaos by tracking every step in a workflow without manual effort. Through trackable, digitized workflows, you can save about 2 hours per person each day, delegate tasks to people or AI, run consistent and standardized processes, and scale operations without friction. It’s particularly effective for work intake management, ensuring nothing falls through the cracks.

What is work intake software and why do you need it?

Work intake software helps organize and manage incoming work requests in a structured way. Instead of having requests scattered across emails, chats, and meetings, Tallyfy provides a central place to capture, organize, and track all incoming work. This eliminates the chaos of trying to manage work requests through multiple channels.

How does Tallyfy transform work intake processes?

Tallyfy turns chaotic work requests into organized, trackable workflows. When someone submits a work request through a form, instead of disappearing into a black hole, it automatically triggers a structured process. Everyone involved can track the status in real-time, and the system automatically notifies the right people when it’s their turn to take action.

What happens if you don’t use proper work intake software?

Without proper work intake software like Tallyfy, organizations typically face missed deadlines, lost requests, duplicate work, and frustrated team members. Work requests get buried in email threads, important details get lost, and there’s no way to track progress or ensure consistency. This leads to wasted time, missed opportunities, and poor service delivery.

How does Tallyfy handle work requests from external customers?

Tallyfy offers a unique approach where external customers can submit and track work requests without needing to create accounts or remember passwords. They get a single, permanent link that shows them the real-time status of their requests. The system includes your branding and allows customers to delegate tasks within their own team if needed.

Can I see real customer reviews of Tallyfy?

Yes, you can read authentic customer reviews and success stories at https://tallyfy.com/customers/. These reviews showcase how organizations have transformed their work intake processes and achieved significant improvements in efficiency and customer satisfaction.

Does Tallyfy offer a free trial period?

Yes, Tallyfy offers a personalized demo experience where you can try the platform with your actual work intake processes. To set up your custom demo instance, schedule a call at https://tallyfy.com/booking/.

How does Tallyfy’s pricing work for different countries?

Tallyfy offers a unique and fair pricing model that adjusts based on each country’s GDP per capita. This means organizations in different economic regions can access lifetime discounts of up to 90% off. This thoughtful approach ensures that companies worldwide can afford to implement proper work intake management.

Does Tallyfy offer free help with implementing work intake processes?

Yes, Tallyfy provides free professional services to help you implement your work intake processes effectively. Our team will help you set up your workflows, forms, and automations. To get started with this free implementation support, schedule a chat at https://tallyfy.com/booking/.

How does Tallyfy’s AI help with work intake?

Tallyfy’s AI can automatically create process templates in seconds, translate content into over 90 languages, and help digitize existing forms and workflows. This means you can quickly set up sophisticated work intake processes without starting from scratch, saving significant setup time.

What makes Tallyfy different from regular form builders?

Unlike simple form builders, Tallyfy connects forms directly to workflows. When someone submits a form, it automatically triggers the right process, assigns tasks to the right people, and provides real-time tracking. This eliminates the common problem of forms being submitted and then forgotten about.

How do I get started with Tallyfy for work intake?

The best way to get started is to schedule a personalized demo where we’ll show you exactly how Tallyfy can transform your work intake processes. Our team will help you set up your custom instance and provide free implementation support. Book your demo at https://tallyfy.com/booking/.