Upgrade from SurveyMonkey

A survey collects answers. Tallyfy runs the work that starts when someone hits submit, and shows you who is doing each step.

  • Design - We invented Workflow Made Easy ®
  • Tracking - A response can start tasks with names and deadlines on them
  • Security - Free SSO on every paid plan
  • Pricing - Minimum purchase is 1 full member
  • AI - AI you connect can complete steps after a response comes in
Gartner Peer Insights: 4.6 out of 5

People ❤️ Tallyfy

Simple for everyone. Powerful enough for pros.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

What switching from SurveyMonkey saves

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

A submitted form can land on a pile

A submitted form in Tallyfy lands on the task list of whoever does the next step.

A form entry flows into steps with owners A form is submitted and drops onto a pile of earlier entries, and more entries land on top of it. Then the same entry flows into three numbered steps, 1 to 3. Each step has an owner beneath it, and each step gets a green check. Then the picture starts again. 1 2 3

Tallyfy vs. SurveyMonkey

SurveyMonkey
1 Free 1:1 support for life
2 Automatic actions as responses come in
3 Free single sign-on (SSO) on every paid plan
4 Different actions for different answers
Tallyfy

Tallyfy can collect form answers at any step of a process.

vs

The alternatives

Form and survey builders

Form fields in Tallyfy include dates, file uploads, dropdowns, checklists and tables for line items.

AI readiness comparison

How SurveyMonkey and Tallyfy compare on AI-native capabilities

Criterion
SurveyMonkey
Workflow after the form submission Each submission can start a process, with a deadline on every step
AI works on the follow-up steps AI you connect can complete steps in the process a submission starts
MCP server for AI integration A Model Context Protocol server that lets AI assistants work with your processes and their form data
Task routing based on form answers Rules show, hide or reassign steps based on the answers given
Tracks each submission to the end See which steps are done and which are still open

Data entered once, such as a customer name or order number, fills in by itself wherever another step uses it. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.

Which tool is right for you?

Tallyfy is best for

  • Teams that need each form submission to start work for someone
  • Organizations that need SSO without moving to an Enterprise plan
  • Operations teams that route work based on the answers
  • Companies that want a deadline on every task a form starts
  • Businesses that need an audit trail of who did each step

Consider SurveyMonkey for

  • Academic research surveys with statistical analysis
  • Simple market research polls with no follow-up
  • One-off feedback where nobody needs to act
  • Teams that mainly care about survey design and question logic

Here's why people don't like SurveyMonkey

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

" Expensive and questionable practices. The platform continues sending promotional emails after account deletion. The service provided does not justify the high price.[1] "
Fritz
- SurveyMonkey review on Trustpilot
" I turned off the auto pay. Somehow it was turned back on and I was charged an additional month.[1] "
Tim
- SurveyMonkey review on Trustpilot
" Paid the $105 to access these. Once I did all it showed was the initial 6 responses. They are highly unethical and dishonest.[1] "
Tony O'Tool
- SurveyMonkey review on Trustpilot
" After 25 respondents you have to pay hundreds of dollars. The pricing is deliberately obscured until you are already committed.[1] "
Rushane Bunting
- SurveyMonkey review on Trustpilot
" Auto renewal and billing information is buried deep. There is no warning that they will be auto-renewing your account and charging your card.[1] "
Swat Abug
- SurveyMonkey review on Trustpilot
" Bait and switch pricing was very disappointing. I logged in several times and received a listed price only to be charged a significant amount more.[1] "
Jeremy M
- SurveyMonkey review on Trustpilot
" Features are meh, and they do not let you downgrade easily. They auto-billed me for the full year.[1] "
Nicole Bocskocsky
- SurveyMonkey review on Trustpilot
" Self-service tool has bugs. Communication on features and pricing poor. The lack of a dedicated account manager makes it difficult to get timely or helpful assistance.[1] "
Tina Payne Hunt
- SurveyMonkey review on Trustpilot
" You spend a lot of time building a survey with no mention of fees until you are done. Then they want you to pay to see your own results.[1] "
S R
- SurveyMonkey review on Trustpilot
" Offered a basic plan to receive 25 responses, only gave me 5. Completely misleading.[1] "
Kathryn McLean
- SurveyMonkey review on Trustpilot
" Spent over $3,000 for incomplete data. Instructions were unclear and assistance is not readily available.[1] "
Carly Snodgrass
- SurveyMonkey review on Trustpilot
" I was charged $900 for the year. The Team Advantage package advertises as $25 a month but requires paying for the full year upfront.[2] "
Tracy G
- SurveyMonkey review on Sitejabber
" You get unlimited responses, but YOU ONLY GET TO SEE THE FIRST 10. Read the fine print: there is no free plan.[2] "
Maritta D
- SurveyMonkey review on Sitejabber
" Upgrades required for basic features - cynical price-gouging. This basic function is only available in the Enterprise edition.[2] "
Elizabeth I
- SurveyMonkey review on Sitejabber
" No customer support. On the other hand, subscription fee is the highest. There is no phone support for my paid account, just email support.[2] "
- SurveyMonkey review on Sitejabber
" Software was never being used in the entire year then it got auto-renewed. Worst cancellation policy and extortion.[2] "
Mo S
- SurveyMonkey review on Sitejabber
" Signed up for a month to month and was charged for a year. Tried to cancel and would not refund.[3] "
Nicholas M
- SurveyMonkey review on BBB
" The SurveyMonkey customer service will not reimburse you for not turning off the auto-renew. I lost $325.95 and received zero service in return.[3] "
Nicole S
- SurveyMonkey review on BBB
" This feels like extortion. Where was this information BEFORE I created and distributed my survey?[4] "
- SurveyMonkey complaint on BBB
" Many advanced features - such as deeper analytics, logic controls, and export options - are locked behind higher-priced plans. The free and lower-tier versions feel quite limiting.[5] "
- SurveyMonkey review on G2
" So pricy for what you get, which is nothing unique or particularly robust. Literally any other tool will do everything SurveyMonkey does, and for an actually reasonable cost.[6] "
- SurveyMonkey review on Capterra
" Reached out and only way to contact is via email and they take over 24 hours to respond. There is no phone number to call for immediate help.[3] "
Margarito E
- SurveyMonkey review on BBB
SurveyMonkey Pricing
View official pricing
Basic
Free
  • 10 questions per survey
  • Limited responses per survey
Standard Monthly
$149/month
  • 1,000 responses per month
  • Skip logic
Advantage Annual
$39/month ($468 billed annually)
  • 15,000 responses per year
  • More logic features
Premier Annual
$139/month ($1,668 billed annually)
  • 40,000 responses per year
  • Advanced logic
  • Phone support
Team Advantage
$30/user/month (annual)
  • 3 user minimum
  • 50,000 responses per year
  • Shared brand assets
Team Premier
$92/user/month (annual)
  • 3 user minimum
  • 100,000 responses per year
  • Phone support
Enterprise
Contact sales
  • 5 user minimum
  • HIPAA
  • SSO
* Advantage, Premier and team plans are billed annually* $0.15 per response over the plan limit* SSO only available on Enterprise plan* HIPAA features only available on Enterprise plan* BBB lists 90 complaints in the last 3 years, 19 of them billing issues
Pricing last verified: October 2026. Prices may have changed.

Tallyfy might not be right for you if...

  • You run academic research surveys and need statistical analysis tools
  • You need a survey panel or a marketplace to find respondents
  • You only run anonymous one-off polls with no follow-up
  • Your work is mostly market research

Start Your Free Trial

No credit card required. Set up in minutes.

Answers that start the next step

Each response starts tasks with deadlines

Switching from SurveyMonkey Run #2,481 Running now Completed
1 done, 1 running, 1 to go
Status Step Assignee Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

1. Document

Build the form people fill in, then add the steps that follow.

TM
Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

2. Track

See what happened after every response.

why this works
AI
AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

3. Improve

Use rules to send the work to the right people based on each answer.

TM
Team member

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

Tallyfy does not charge for basic services

Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.

Book a call
Tallyfy Team

Switching from SurveyMonkey to Tallyfy

In our experience, teams have their first forms launching processes in under a week

Automated Migration Tool Available

We provide an open-source migration script specifically for SurveyMonkey users.

View SurveyMonkey Migrator on GitHub
1

List the questions in each SurveyMonkey survey you still use

2

Pick the surveys whose answers need someone to act on them

3

Rebuild each one as a kick-off form on a Tallyfy template

4

Add the steps that follow, with who does each one and when it's due

5

Retire each SurveyMonkey survey once its Tallyfy version is live

Our team helps you plan the steps that should follow each survey

Frequently Asked Questions

What is SurveyMonkey used for?

SurveyMonkey is a survey platform. You build questionnaires, send them out and look at the results.

What is Tallyfy, and how is it different from SurveyMonkey?

Tallyfy runs processes. A request comes in, and each step after it has a deadline and the person or team you chose. A form or survey can start the process, and you can track every task it creates. Reminders and rules that route work by answer are built in too.

Does SurveyMonkey include SSO for all users?

No. SurveyMonkey offers SAML-based single sign-on on its Enterprise plan only, so a company that requires SSO has to buy that plan.

How does SurveyMonkey handle cybersecurity and compliance?

SurveyMonkey holds SOC 2 Type II and ISO 27001 certifications. HIPAA compliance needs a Business Associate Agreement, which is only available on its Enterprise plan.

Does SurveyMonkey support conditional logic for workflows?

Yes. Skip logic and branching decide which question a person sees next. Skip logic comes with the paid Standard plan, and advanced branching with Premier. SurveyMonkey's quick actions can also act on responses that have a specific answer, for example by posting a notification to Slack or Microsoft Teams.

What work can a survey response start?

Often work for several people. When a new employee fills in an onboarding form, someone has to set up a laptop and accounts, book training and check it all got done, each by a deadline. Tallyfy turns that form into a tracked process and manages every step after it.

What comes with Tallyfy's pricing?

You can buy as little as one seat, and guests are free and unlimited (subject to reasonable use). Our team also helps you move over from SurveyMonkey at no charge.

How does Tallyfy handle process improvement?

If a step goes wrong, the person on the task reports the problem there, and everyone assigned to the task is notified. Suggestions for a better step go on the template as comments. Once the template owner updates it, every new process follows the change.

How does AI integration in Tallyfy compare to SurveyMonkey?

SurveyMonkey's AI features, "Build with AI" and "Analyze with AI", help you write a survey and read the results. Tallyfy's AI works on the process. Upload a procedure as a Word file or PDF and it becomes a template, and AI you connect, such as ChatGPT or Claude, can complete steps. A computer AI agent you connect can also work in other apps for you. Tallyfy's MCP server lets AI assistants find tasks and launch processes.

How can I see what real customers say about Tallyfy?

Some of the people quoted on our customer stories page describe work that used to take days and now takes hours or minutes. Each quote gives their name and company.

How can I try Tallyfy for my business?

Start a 14-day free trial, which you can ask our support team to extend. Our team can also set it up with you on a call.

What if a survey response needs follow-up?

Say a customer satisfaction survey comes back negative and someone needs to call the customer. If you collect that survey through a Tallyfy kick-off form, each response launches a process with tasks, deadlines and an escalation if a step runs late. The person responsible is notified, and you can see whether the call happened.

References and Citations


5 alternatives to SurveyMonkey

Explore other alternatives to SurveyMonkey

See Tallyfy run your own process

Book a demo and bring a process your team runs today.

Book a demo

Pick one process. Run it this week.

Start with the one your team repeats most, and stop chasing it.

DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of November 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.