Workflow Management Software
Simplify messy processes into smooth, automated workflows
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 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 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!
"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.
"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!
"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.
"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 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 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 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!
"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.
"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!
"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.
"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 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.
Tallyfy® is Workflow Made Easy
Fed up of ad-hoc projects and tasks? Use a platform to manage your workflows the easy way - AI-powered, top-rated workflow management software that anyone can learn in 60 seconds.
Just 3 simple steps to digitized workflows
Document, track and automate your workflows on Tallyfy
1. 1. Document
Build workflow templates with AI. Capture process knowledge, roles, and decision points. Check our client onboarding template for a head start.
2. 2. Track
Real-time visibility into every workflow instance. PaynPark resolved issues in hours instead of days by seeing bottlenecks the moment they appeared.
3. 3. Improve
Add conditionals and automations. Refine your management approach based on real performance data, not guesswork.
Is manual workflow sustainable?
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
Workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow management experts for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
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Middleware
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Related Questions
What exactly is Tallyfy?
Tallyfy removes the chaos from workflows while giving you visibility into every step - without adding manual work. You'll save roughly 2 hours per person per day, delegate tasks to people or AI, and run consistent processes that scale. It's built so teams of any size can manage workflows easily.
Why does workflow management software matter?
Operations are way more complex now. Without proper workflow software, teams waste hours on manual tracking, deal with communication breakdowns, and struggle with inconsistent processes. Tallyfy fixes this - you get visibility over every process, automated notifications, and nothing slips through the cracks.
How is Tallyfy different from traditional workflow tools?
Most workflow software just creates static flowcharts that nobody uses. Tallyfy is quick to learn and actually powerful. You get AI-based template creation, real-time tracking, and auto-translation into 90+ languages. Guests can participate without signing up for accounts - which we hear is a game-changer for teams working with external partners.
What happens without proper workflow management?
More mistakes. Missed deadlines. Grumpy teams. You'll lose hundreds of hours in pointless meetings and endless "status update" emails. Nobody knows what's going on. Tallyfy gives you clear visibility, automated reminders, and the peace of mind that everything's running as it should.
How does Tallyfy handle automation?
Simple if-this-then-that rules that anyone can set up. Create tasks, assign them automatically, set due dates, and trigger actions when you want. No manual handoffs, fewer errors, and things run smoothly without constant babysitting.
Where can I read real reviews?
Check out our customer stories page. You'll find reviews from teams across different industries who've cleaned up their processes with Tallyfy.
Is there a free trial?
Yes - you get a personalized demo that works with your actual workflows. Schedule a demo and we'll set up a tailored trial for you.
How does document management work?
You can create fill-in-the-blank templates for contracts, forms, and other documents. Define the editable bits, reuse content blocks, and auto-fill fields with existing data. No more copying documents by hand and editing them one by one.
What's different about the pricing?
We link pricing to GDP per capita in each country. Teams in qualifying regions can get lifetime discounts up to 90%. It's about fair access - good workflow tools shouldn't only be available to companies in wealthy economies.
Do you help with setup?
Yes - free help is included. Our team will get you up and running and help you get the most out of your workflows. Book a call to chat about what you need.
How do teams improve processes over time?
Team members can comment and suggest improvements directly on processes. You also get analytics and audit trails that help spot bottlenecks. In our experience, teams often discover quick wins they'd never noticed before.
How do I get started?
Schedule a quick demo with our team. We'll show you how Tallyfy works for your specific processes and set up a customized trial. Book a free demo.
Can Tallyfy replace memorizing complex procedures?
This comes up all the time - staff having to remember 50, 80, even 100+ steps for complex procedures. With Tallyfy, every step is documented, assigned, and tracked in templates. No more memorizing. One legal team doubled their capacity once they stopped relying on memory for case workflows.
Can one person manage lots of workflows at once?
Absolutely - that's the whole point. We've seen HR teams where one person manages 10-20 employee onboardings at once, across five departments. The trick is centralized visibility - you see every workflow status at a glance instead of chasing updates through email and spreadsheets.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency