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per user, per month



per user, per month

Entry-level set up fee?

  • $500 Per organizationOptional
For the latest information on pricing, visithttps://tallyfy.com/pricing-information


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is Tallyfy?

Tallyfy is designed to eliminate flowcharts and aims to focus on enabling anyone to do and track any process in the easiest possible way. This solution enables users to track the status of many processes going on at the same time - within a real-time dashboard. Examples of repeatable processes include client onboarding, customer success, guided sales and compliance checks.

The vendor’s value proposition is that their solution collects valuable data about the effectiveness and efficiency of processes which allows their customers to improve their processes using real data from user activity that is impossible or difficult to collect via email, spreadsheets or paper-based recording.

Tallyfy Features

Process Engine Features

  • Supported: Process designer
  • Supported: Business rules engine
  • Supported: SOA support
  • Supported: Process player
  • Supported: Form builder
  • Supported: Model execution

Collaboration Features

  • Supported: Social collaboration tools

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Content Management Capabilties Features

  • Supported: Content management

Additional Features

  • Supported: Real-time process tracking
  • Supported: Process improvement analytics
  • Supported: Integration to 500+ cloud apps

Tallyfy Screenshots

Doing a stepConversation and audit trailsCustom build any process you like

Tallyfy Video

Tallyfy Integrations

Tallyfy Competitors

Tallyfy Customer Size Distribution

Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)10%

Tallyfy Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesAll countries
Supported LanguagesAll languages


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Reviews and Ratings



(1-1 of 1)
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Brian Del Terzo Credilife® | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Tallyfy is being implemented to assist with streamlining certain on-boarding processes. It is being implemented across almost the entire organization in how it works to aid in the sales process as well as the internal intake process.
  • 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.
  • 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.
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.