The best alternative to Teamwork
Teamwork plans projects. When the same work comes around for every client, like onboarding or approvals, Tallyfy runs it as a process and shows who has each step.
- Approvals - Approval steps record who approved or rejected, and when
- Design - We invented Workflow Made Easy ®
- Support - Get expert 1:1 help free, for life
- AI - AI you connect, like ChatGPT or Claude, can complete single steps
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"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 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.
"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.
"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 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.
"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.
"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.
"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.
"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.
"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.
"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 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.
"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.
"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 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.
"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.
"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.
"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.
"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.
"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.
A board rebuilt by hand can come out different
Every run you launch from a Tallyfy template starts with the same steps.
Tallyfy vs. Teamwork
Tallyfy runs recurring processes, such as onboarding and approvals.
The alternatives
Project and task management tools
When you edit a Tallyfy template, every process launched after that follows the new version.
AI readiness comparison
How Teamwork and Tallyfy compare on AI-native capabilities
A run can start by hand, from a form, or when a task in another process is completed. 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 run the same work often, like onboarding or approvals
- Organizations turning one-off projects into processes they can repeat
- Operations teams who need everyone to do the work the same way
- Teams that want each step assigned and given a deadline when the process starts
- Anyone who wants to see how a process runs across every case
Consider Teamwork for
- Agencies tracking billable hours on each project
- Teams whose projects rarely repeat
- Firms that want a client portal and invoicing
- Project offices balancing people across projects
Here's why people don't like Teamwork
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.
" Some users have raised concerns about the mobile app, noting the absence of key features such as the workload planner, task filters, and the ability to move tasks between lists. They also find it lacking in user friendliness.[1] "
" Reviewers constantly cite ease of use as an area they're particularly dissatisfied with.[2] "
" The Teamwork Timer freezes fairly often. I would say at least once a week the timer will freeze on me when clicking to submit a task. When you give your task a name and click submit, the name box is blank for submission. I often find it really hard on the website to locate anything other than the amount of time per day of the week that has been spent on tasks.[3] "
" Lack of in-app chat hinders real-time communication; Client portal is only available as a paid add-on; Problematic API with inconsistent and unreliable data transfer; Costs can increase over time due to the need for add-ons.[4] "
" There is no way to export your own data yourself. No button, no option in settings. Teamwork tells you they will do it for you, but it will cost $500. They literally charge you by the hour just to get your own information off their platform. Greedy and short sighted.[5] "
" After configuring just TWO client projects, I hit an arbitrary limit requiring an expensive upgrade to the Scale plan - $2,000 annually for 3 users. This boggles the mind that a basic feature like this would be capped at 2 clients.[6] "
" Everything is tied to limited credits, automations do not work at all. I found competitors offer better functionality for less money. What worked one week does not work the next - inconsistent functionality makes planning impossible.[7] "
- Up to 5 users
- 5 projects
- 300 projects
- 100GB storage
- 5,000 automations
- 600 projects
- Team workload and capacity
- 20,000 automations
- Unlimited projects
- Resource scheduling by role or skill
- 100,000 automations
- Single sign-on
- Dedicated success manager
Tallyfy might not be right for you if...
- Tallyfy isn't a project management tool. It has no Gantt charts or resource scheduling
- No billable time tracking or invoicing
- Not designed for one-time projects that never repeat
- Guests see only their own tasks, so clients you invite this way can't follow a whole project
Three ways every task gets done in Tallyfy
Turn repeat client work into a process
Write it once and launch it for each client
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Document | TM Team member | |
| Status: Active | 2. Track why this works | Claude AI agent | |
| Status: Waiting | 3. Improve | TM Team member |
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
What switching from Teamwork saves
What busywork costs your company
per week
per year
over 5 years
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.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Switching from Teamwork to Tallyfy
In our experience, teams migrate core processes in 1-2 weeks
Find the Teamwork projects you run again and again
Export the task lists of those projects from Teamwork
Save each one as a Word or PDF file and upload it. Tallyfy's AI turns it into a template
Add rules that assign steps or show them based on earlier answers
Show your team how it works in one 30-minute session
Frequently Asked Questions
What is Tallyfy?
Tallyfy is built for work you do the same way every time. A step can go to a job title, with the person chosen at launch, and it can stay open until everyone assigned to it has done their part.
What is Teamwork.com used for?
Teamwork.com is project management software for planning projects and logging the time spent on them. Clients can follow along in it, and it has templates for the projects and tasks you repeat.
When is process management more useful than project management?
When you do the same work for case after case, like onboarding a client or approving a purchase. You run each case as its own process, so every case follows the same steps. Work that's new each time is still better planned as a project.
How does Tallyfy help you improve a process?
Anyone running a task can flag a problem on it, and everyone assigned to that task is told. People can also suggest changes in comments on a step. A person updates the template, and the next processes you launch use the new steps.
How does Tallyfy use AI?
Tallyfy's AI can turn a Word or PDF procedure into a template. You can also connect your own AI, such as ChatGPT or Claude, so it completes single steps in a running process. For a step that's done on screen, a computer AI agent you connect can click and type like a person.
Does Tallyfy price differently by country?
In some cases, yes. Organizations in eligible countries can apply for a discount under our Fair Price Guarantee, based on regional GDP per capita. It needs an annual plan, and mid-size or large companies may not qualify.
Can I export my work from Teamwork.com?
Yes. Teamwork.com can save a report of a project's task lists as an Excel, PDF or CSV file.
Does Tallyfy offer a free trial?
Yes. It's free for 14 days, and you don't need a credit card to start. If you need more time, our support team can extend it.
How do I get started with Tallyfy?
Book a demo, and our team will show you around Tallyfy and answer your questions.
Can clients fill in forms and complete steps in Tallyfy?
Yes. You invite clients as guests, which costs nothing on a paid plan. Each guest opens their tasks from an email link without logging in and sees only those tasks. A step can ask them questions in a form, and rules can show or hide later steps based on their answers.
How do I keep onboarding the same for every client?
Build your client onboarding steps once as a template, then launch it for each new client. You fill in the client's details on a short form at launch, and each step gets a deadline worked out from that start date.
References and Citations
- [1] G2 Teamwork Review (Retrieved February 2025)
- [2] Software Advice Teamwork Review (Retrieved February 2025)
- [3] Gartner Peer Insights Teamwork Review (Retrieved February 2025)
- [4] GetApp Teamwork Review (Retrieved February 2025)
- [5] Trustpilot Teamwork Data Export Review (January 2025)
- [6] Trustpilot Teamwork Pricing Limits Review (January 2025)
- [7] Trustpilot Teamwork Automation Issues Review (January 2025)
7 alternatives to Teamwork
Explore other alternatives to Teamwork
Asana
Work management software for teams and AI agents
- Plans, automates and runs team workflows
- Ready-made AI agents for each team
- No-code automations
monday.com
Workspace where people and AI agents work together
- Separate products for projects, CRM, service and dev teams
- Agent builder for custom AI agents
- Dashboards and reporting
Trello
Boards for organizing tasks and projects
- Inbox, Boards and Planner views
- Automation for tasks and workflows
- Power-Ups that link other tools
ClickUp
All-in-one work app with tasks, docs, goals and chat
- AI agents you can build and hand tasks to
- Kanban boards, Gantt views and custom fields
- Time tracking and sprints
Basecamp
Project management and team communication app
- Message boards and to-dos in each project
- Built for working with clients too
- API and CLI for developers and AI agents
Wrike
Enterprise work management software for people and AI
- Request forms with conditional logic
- Workload and capacity planning
- Interactive timelines
Smartsheet
Work management platform for projects and workflows
- Portfolio and resource planning
- Dashboards and reporting
- Template gallery
See Tallyfy run your own process
Book a demo and bring a process your team runs today.
SCHEDULE A DEMO
Still comparing tools?
Start with a 14-day free trial, which you can ask our support team to extend.
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 October 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- • No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Teamwork.com Ltd.. "Teamwork" and related logos are trademarks or registered trademarks of Teamwork.com Ltd.; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- • Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
- • Opinion & First-Amendment Protection. All statements constitute Tallyfy's opinion or commentary, which is protected speech when truthful and non-misleading.
- • No Warranties; Limitation of Liability. Tallyfy disclaims all warranties, express or implied, including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
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