Integrify vs. Tallyfy

If you know workflow programs, and if you are tech-savvy, then this program will help you with nearly everything. If you need a workflow made better or just need one period, then this will help. You can use it for nearly anything where there is a process. Unfortunately, in any of these scenarios, if you are not tech-savvy, then you do not want to use this program. It will be frustrating. Same can be said if you are handing the program off to someone. It can be too complex for some people. That said, if they are willing to learn the program, then you may be OK. But ultimately, you will lose time and effort. For us, Integrify was used in Admissions - the workflow had to be very specific, and was very complex when it came to the re-enrollment process; however, I would not have suggested it to HR. While it could have helped them, it would have resulted in many hours lost because of the complexity of the program if I were to have left. I'm not saying I was the be-all, end-all for it in HR! I am saying that they had never worked with a workflow program before, and it was going to cost her more time than she could spare.

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Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

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• Easy to develop an intake form.
• Workflow diagram is simple to follow and make adjustments to.
• Dashboard is helpful in identifying bottlenecks in the process.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It's complicated. No, really. When you log in, you won't know much about what you're doing and you may only get about 10% of what the program is capable of. This is not a good thing as some will just give up before delving further into the program. If it is too complicated at the outset for someone who doesn't understand forms or how these kinds of programs work, you will not gain new clients unless you are there the moment they create an account. You can have someone reach out, but - in my experience - the decision to continue with a program or write it off is in the first ten minutes.
• When I first looked at it, printing larger flows was an issue. They have since addressed this, so the point of mentioning this is that (while they eventually looked back at the bigger picture) looking at large and small views would have been helpful.
• The people I consulted had issues with Javascript. There were ways to get around it, but these people did not have the time to spend on that and asked me to find another solution.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I think Integrify was a good product for its cost. The only thing it really lacked was project management capabilities. It was difficult for our manager to go into the dashboard and see what work his employees were working on, who has what, and how long they have had certain tasks. It is doable, but just not very quick and simple.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• For the people I consulted - it helped them put more into the personal aspects of the business. While certain processes ran, they could keep an eye on the data, but were otherwise free to focus on the important aspects of the business. They were a marketing group. Their copywriter was able to be a copywriter instead of just filling out forms all day!
• It's adaptable. You can cross-pollinate any department with it, provided you know what you are doing. So, you are not getting a program for HR, and another for Marketing. Integrify can span the whole business. You can cut costs in focusing on one workflow product rather than a handful.
• It did have one negative impact on the place I consulted. Their tech-savvy person left in early 2019, and nobody else was able to use the program. Nor did they want to try when opening it up and trying to understand it. I was able to help out, but ultimately they were discouraged. I would recommend training multiple people if you use this product, and emphasize their support team!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info