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Tallyfy
Tallyfy Overview:
What is Tallyfy?
Tallyfy lets you document and automate any repeatable processes in your company.
Track all your processes in real-time, on a simple and visual dashboard. Automate forms, approvals, onboarding and even client-facing workflows in one, proven system.
As an open platform, Tallyfy integrates easily to most other systems, and requires zero code to create and launch an approval workflow or business process.
Tallyfy also supports conditional rules and branches using simple "if this then that" rules.
Who Uses Tallyfy?
Designed for business of all sizes within any industry.
Where can Tallyfy be deployed?
Cloud-based
On-premise
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Starting Price
US$5.00
Per User, Per Month
Free trial
About the vendor
- Tallyfy
- Located in ST LOUIS, US
- Founded in 2014
Tallyfy support
- Phone Support
- 24/7 (Live rep)
- Chat
Countries available
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Australia, Austria, Belgium, Canada, Denmark
Countries available
Countries where the product is available. Note: Customer support may not be accessible in that country.
- Australia
- Austria
- Belgium
- Canada
- Denmark
- Finland
- France
- Germany
- Greenland
- Iceland
- Ireland
- Isle of Man
- Italy
- Jersey
- Liechtenstein
- Luxembourg
- Monaco
- Netherlands
- New Zealand
- Norway
- Singapore
- South Africa
- Spain
- Sweden
- Switzerland
- United Arab Emirates
- United Kingdom
- United States
Languages
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Chinese, Danish, Dutch, English, French
Languages
Languages that the product is available in.
- Chinese
- Danish
- Dutch
- English
- French
- German
- Japanese
- Portuguese
- Spanish
Features of Tallyfy
Other great alternatives to Tallyfy
Show more details
Top rated features
Employee Time Tracking
Mobile Access
Top rated features
Task Management
Workflow Configuration
Top rated features
Multiple Projects
Task Management
Top rated features
Due Date Tracking
Order Fulfillment
Top rated features
Project Management
Project Planning/Scheduling
Top rated features
Business Process Automation
Integrations Management
Top rated features
Commenting/Notes
Project Planning/Scheduling
Top rated features
Multiple Projects
Project Planning/Scheduling
Top rated features
Client Management
Document Management
Capterra verified reviews for Tallyfy
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Overall rating
Based on 12 reviews
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Carolina
owner in US
Verified LinkedIn User
Accounting, 2–10 Employees
Used the Software for: 1+ year
"Highly recommend."
20 September 2025
I am delighted with the product itself and would highly recommend it to anyone that is struggling with step by step processes.
Pros:
It actually works if the setup is done correctly. This ensures nothing falls through the cracks, or if that person is absent, that anyone can follow through.
Cons:
It takes some time to understand the setup for the templates but once you know how to use its easy. .
Reviewer Source
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Helal
Co Founder in Bangladesh
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 6-12 months
"Best workflow software I have used"
23 December 2022
Tallyfy allows users to define and manage their workflows and tasks, assign them to team members, track progress, and collaborate with team members in real-time.Some of the key features of Tallyfy that make it useful for us include:Workflow and task templates: Tallyfy provides pre-built templates for common workflows and tasks, making it easy for us to get started and set up our processes quickly.Collaboration: Tallyfy includes a range of tools to help team members collaborate and work together effectively, including real-time chat, document sharing, and comment threads.Task tracking: Tallyfy provides a range of tools to help users track and manage tasks, including task lists, calendars, and kanban boards.Customization: Tallyfy allows users to customize their workflows and tasks to meet the specific needs of their business, including adding custom fields, tags, and notifications.
Pros:
Tallyfy improved our workflow management by automating repetitive tasks, enabling better collaboration and communication, and providing greater visibility and tracking of progress.
Cons:
To complete all tasks, Tallyfy requires an online connection. When network strength is weak, entry and automated activities may be hampered.
Reviewer Source
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Bob
Solution engineer in US
51–200 Employees
Used the Software for: 6-12 months
Source: SoftwareAdvice
"Checklist Solution that facilitates most workflow scenarios"
11 March 2018
Pros:
Tallyfy makes it easy to create forms for collecting and routing data through the various workflow solutions for our organization.
Cons:
All workflows need to be built in house. Tallyfy doesn't have pre-built process automation templates for processes that are used across organizations.
Reviewer Source
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Verified Reviewer
Verified LinkedIn User
Professional Training & Coaching, 11–50 Employees
Used the Software for: 6-12 months
"I am super anxious for deployment"
11 April 2019
This solution is going to simplify the sales process and greatly improve the transparency between sales, coaching, and back office.
I'll have to update my review once the platform is fully implemented but all tests are working as expected, and any hiccups along the way because of my unique and robust strategy.
Pros:
Functionality
Opportunity
Reliability
Ease of use once you get a hang of it.
Cons:
Customization of the user dashboard is limited.
For my purpose it has been a lengthy implementation, but to be fair, I am coordinating Tallyfy with Webmerge.me, Infusionsoft, SignNow, and zapier for the purpose of implementing a robust and streamlined on-boarding process.
Reviewer Source
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Verified Reviewer
Verified LinkedIn User
Internet, 2–10 Employees
Used the Software for: 6-12 months
"Great tool to store business processes"
29 September 2019
Great tool for storing processes that helps me save time in training and assigning processes to other team members.
Pros:
Tallyfy is a simple to use but also robust tool for storing business processes that can be easily shared with other members on the team.
Cons:
I wish there were a feature that allows searching for steps inside templates. Sometimes, I forget the template name where specific step is located.
In addition, the UI is a bit slow at times. But this is not a big issue
Reviewer Source
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