The best alternative to Zoho Projects

Zoho Projects is a project management app, one of more than 50 that Zoho makes. Tallyfy runs the work your team repeats and tracks every step.

  • Sign-offs - A step can need every assigned person to complete it
  • Design - We invented Workflow Made Easy ®
  • Support - Get expert 1:1 help free, for life
  • AI - Upload an SOP as a Word or PDF file, and AI turns it into a template
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
"

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
"

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
"

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 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
"

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
"

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
"

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
"

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
"

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
"

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
"

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 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
"

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
"

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
"

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
"

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 Zoho Projects saves

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

A board rebuilt by hand can come out different

Every run you launch from a Tallyfy template starts with the same steps.

One template stamps out identical runs A board is built by hand, one card at a time. It is finished, wiped and built by hand again, and this time one card sits crooked and one comes out short. Then the board becomes a template, and the template stamps out three identical runs of numbered steps, 1 to 3. Every step gets a green check. Then the picture starts again. 1 2 3 1 2 3 1 2 3

Tallyfy vs. Zoho Projects

Zoho Projects
1 Built for repeatable processes
2 Free 1:1 support for life
3 Lower-priced seats for people who only complete tasks
4 Free single sign-on (SSO) on every paid plan
Tallyfy

Tallyfy runs recurring processes, such as onboarding and approvals.

vs

When you edit a Tallyfy template, every process launched after that follows the new version.

AI readiness comparison

How Zoho Projects and Tallyfy compare on AI-native capabilities

Criterion
Zoho Projects
Tracks each run of a process to the end Shows which steps of each run are done and which are still open
Steps an AI agent can follow They can run side by side, wait for an earlier step, or reopen when a review asks for changes
People outside your team take part for free Clients and suppliers complete the tasks you give them without an account or a paid seat
Plain-language if-this-then-that rules Rules decide which steps show and who does them, based on form answers or earlier steps
MCP server for AI assistants A live Model Context Protocol server that AI assistants connect to

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

  • Processes that run the same way every time
  • Teams that want rules to assign steps and move deadlines
  • Work that brings in clients or vendors as free guests
  • Work that needs a record of who did each step and when
  • Teams that use many apps and want one place to run processes

Consider Zoho Projects for

  • Teams that already use other Zoho apps
  • Teams that plan projects on Gantt charts and timelines
  • Small teams that want a free plan for up to 5 users
  • Teams where many people only need to view projects
  • Write it once, run it every time

    Each run follows the same steps, and every change you make improves the next one.

    Document, Run and Improve form a loop, and the run counter goes up each time round Document Run Improve 1 2 3

Here's why people don't like Zoho Projects

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.

" We are moving to another vendor...[1] "
Senior SEO Manager
- Zoho Projects review on G2
" This makes us look stupid towards our clients - hence - I wouldn't recommend Zoho Projects to any agency that values their clients...[2] "
Director / Owner
- Zoho Projects review on G2
" One of the main drawbacks we've encountered with the Zoho Projects is the significant price jump between the Premium and Enterprise tiers. We only need a few specific features from the Enterprise category, but there's no option for a lower price based on our requirements. It would be beneficial if they could introduce more flexible pricing options to accommodate businesses with specific needs...[3] "
- Zoho Projects review on G2
" Pricing - I had only 5 users accepted in Zoho Projects and the software kept insisting to push me to the paid tier...[4] "
Presales Consultant within the IT industry
- Zoho Projects review on Capterra
" The Zoho Projects is, without a doubt, one of the least user-friendly and most aggravating pieces of software I have ever worked with. It has some of the worst user experience and interface (UI) that I have ever seen, and it is missing some of the most fundamental capabilities that a project management software ought to have. It has been nothing but a hassle from the beginning to the end...[5] "
Construction industry, 2-10 employees
- Zoho Projects review on Software Advice
" The interface feels outdated and clunky compared to modern project management tools. Zoho Projects lacks the polish and intuitive design that you'd expect from a contemporary software solution. Navigation can be confusing and the learning curve is steep for new users...[6] "
- Zoho Projects review on GetApp
" The reporting features in Zoho Projects are limited and don't provide the depth of analytics needed for serious project management. Custom reporting is difficult to set up and the dashboard lacks visual appeal and meaningful insights...[7] "
- Zoho Projects review on TrustRadius
" This could be a great basic and affordable project system if Zoho would just fix some basic day to day usability issues. As it is, it's frustrating and not flexible enough in some basic ways. The system doesn't remember your preferred view and constantly changes on you. The Kanban view is next to useless - it allows for no sorting at all...[8] "
- Zoho Projects review on Software Advice
" Customer service makes me frustrated because it's so hard to get them to begin with and then it's still a circus getting whatever problem it is sorted out. A number of users report difficulty reaching customer support, citing slow response times and limited availability during North American hours...[9] "
- Zoho Projects review on Techjockey
" Zoho Projects is very busy and can get a bit frustrating when it comes to notification overload. Really lacks a logic for prioritizing what I need to know. As great as the features are, the functionality of the software can be quite frustrating. The interface is bland and can be very difficult to navigate...[10] "
- Zoho Projects review on Software Advice
Zoho Projects Pricing
View official pricing
Free
Free
  • Up to 5 users
  • 5GB storage
  • 3 projects
Premium
$4-5/user/month
  • Unlimited projects
  • 100GB storage
  • 5,000 workflow actions/month
Enterprise
$9-10/user/month
  • 120GB storage
  • SSO/2FA
  • 10 read-only users
Ultimate
$14-15/user/month
  • 15GB storage per user, at least 150GB
  • 100 read-only users
  • Unlimited custom dashboards
* Lower price billed annually* Higher price billed monthly
Pricing last verified: October 2026. Prices may have changed.

Tallyfy might not be right for you if...

  • Not part of an all-in-one suite like Zoho One
  • No Gantt charts for planning projects
  • No built-in connection to Zoho apps
  • Not built for creative projects where every job is different

Start Your Free Trial

No credit card required. Set up in minutes.

How to move repeat work into Tallyfy

Set it up once, then run it whenever the work comes up

Switching from Zoho Projects 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

Write each process once, with its steps and who does them.

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

2. Track

Check progress in one place, without asking around.

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

3. Improve

Add rules that hide steps a run doesn't need, and fix what people flag.

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 Zoho Projects to Tallyfy

In our experience, teams move their main processes in 1-2 weeks

1

List the Zoho Projects work that your team repeats

2

Export your procedures from Zoho Projects

3

Save each one as a Word or PDF file and upload it; Tallyfy's AI turns it into a template

4

Choose who does each step and when each step is due

5

Run the first few processes with your team and adjust the templates

Our team helps you pick which work should become a process

Frequently Asked Questions

What is Zoho Projects used for?

Teams use Zoho Projects to plan projects and track the tasks in them until the work is done.

What exactly is Tallyfy and how is it different?

Tallyfy runs the processes your team repeats, such as client onboarding or purchase approvals, where Zoho Projects manages projects. Each step has a deadline, and you choose who does it. Everyone works from their own list of tasks, and you see where each process stands.

Do I need a process tool if I already use Zoho Projects?

Not always. You need one when some of your work repeats in the same steps, like onboarding a client or closing the books each month. That work fits a process better than a fresh project each time.

Does Tallyfy price differently by country?

For some teams, yes. If you pay annually and most of your users work in an eligible country, our Fair Price Guarantee can lower your price based on regional GDP per capita. We decide each application, and mid-size or large companies may not qualify.

How does Tallyfy handle process improvement?

When something goes wrong on a task, the person working on it reports an issue, and everyone assigned is notified. The process shows a problem status until someone resolves it. Whoever owns the template reads that feedback and changes the template, so future runs get the fix.

What can AI do in Tallyfy?

AI can complete single steps in a running process. You can also connect a computer AI agent, which works in other apps through the screen. Tallyfy sends it instructions and records what it did.

Does Zoho Projects handle repeat work?

Yes, in part. Its paid plans include project templates and recurring tasks, as well as task blueprints.

Where can I read what Tallyfy customers say?

On our customer testimonials page. Each quote names the person and their company, and most link to a case study.

Is setup help included?

Yes. Your plan includes 1:1 onboarding with our team, and we help you move your processes in.

How do I get started with Tallyfy?

Book a demo with our team to see Tallyfy and talk through your processes. Or start the free 14-day trial yourself; it needs no credit card.

What happens to running processes when I change a template?

Nothing. Processes already running keep the steps they started with, and every launch after your change uses the new version.

Can Tallyfy work alongside Zoho apps?

Yes. Tallyfy connects to Zoho CRM through middleware such as Zapier or Make, or through Zoho Flow and Tallyfy's API.

References and Citations


7 alternatives to Zoho Projects

Explore other alternatives to Zoho Projects

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.