SmartSuite vs. Tallyfy

It is best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

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.

Incentivized

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• 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.

Incentivized

• Need to make video tutorial how to use SmartSuite for new users
• Need to make help articles how to user SmartSuite for new users

• 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

I have a great expereance

The product is usability friendly, easy to use, flexible and has all functions I need for my purposes

They have a great tutorial and a lot of hits during the work process

That's easy. Just try

Well, Asana was just too simple for our use case, we couldn't get into the details as we could with Smart Suite. As for Jira, it is exactly the opposite, it was just too had to use and our team members just stop using it based on the time they need to spend in order to use Jira. I would say Smart Suite is a healthy balance between those two allowing for the business to be super specific with their workflows but not putting a lot of overhead on the employees.

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

Incentivized

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business

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

Incentivized