Name: Tallyfy
Price: 15 USD
Rating: 8 (4 reviews)
Author: Tallyfy

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enterprise Generative AI

File Sharing

Objectives and Key Results (OKR)

VoIP

Enterprise

Accounting

Online Trading

Payment Orchestration

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Course Authoring

Employee Engagement

Employee Performance Management

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Migration

Cloud Storage

Database DevOps

Database Management

Enterprise Backup

Fraud Detection

Hadoop-Related

High Availability Cluster

IT Service Management (ITSM)

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Virtualization

Remote Monitoring and Management

Traffic Switching

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Competitive Intelligence

Consumer Ratings & Reviews

Content Management

Cross-Channel Campaign Management

Email Marketing

Local Listing Management

Marketing Automation

Presentation

SMS Marketing

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Field Service Management

Professional Services Automation

Project Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Lead Generation Services

Sales Gamification

Sales

Cloud Access Security Brokers

Video Surveillance

Security

Digital Forensics

Estate Planning

Home Health Care

Insurance Claims Management

Military and Defense

Vertical-Specific

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HotDocs by CARET

Tallyfy is a powerful process management tool that offers a range of features to help businesses streamline their workflows and tasks. Users can easily define and manage workflows, assign them to team members, track progress, and collaborate in real-time. With pre-built templates available, setting up processes quickly becomes effortless. Collaboration tools like real-time chat, document sharing, and comment threads enable effective teamwork among team members. The platform also provides task lists, calendars, and kanban boards for tracking and managing tasks. Additionally, Tallyfy allows customization of workflows and tasks to meet specific business needs by adding custom fields, tags, and notifications. This flexibility ensures that businesses can tailor the tool according to their unique requirements.

One of the notable advantages of Tallyfy is its ability to keep track of internal steps and processes, minimizing the risk of missing any crucial tasks. It simplifies the sales process by improving transparency between sales, coaching, and back office operations. Integration with CRM and help desk systems further enhances its usability for businesses. Tallyfy's decision trees and conditional branching features demonstrate that it is built for serious process management problems. This versatile tool finds application in various scenarios such as onboarding processes streamlining and aiding in sales and internal intake processes. Overall, Tallyfy empowers businesses to optimize their workflows, increase efficiency, and promote collaboration across teams.

Effective Workflow Management: Tallyfy has been praised for improving workflow management by automating repetitive tasks, facilitating collaboration and communication, and enhancing visibility and progress tracking. Users appreciate its ability to map out complex processes into simple, actionable steps, as well as the option to assign different steps to team members.

User-Friendly Interface: Many users find Tallyfy simple and fun to use. They enjoy the satisfying completion noises and strike-throughs that enhance the overall experience. The platform is easy to navigate yet robust enough for storing and sharing business processes within a team. While there may be a learning curve initially, users mention that it becomes easier with familiarity.

Excellent Customer Service: Tallyfy's top-notch customer service receives praise from several users. They acknowledge the fast response from the support team and express satisfaction with the fantastic service provided by company representatives.

Basic

Professional

Process Street in San Francisco offers their application which allows teams to create simple recurring checklists, collaborate around them and track as they’re completed.

Free

Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.

Business

Unlimited

Starter

Tallyfy

Business process management (BPM) is a systematic approach to managing and optimizing a company's business processes, with the goal of improving corporate performance. BPM usually involves designing, modeling, implementing and measuring workflows and business rules, thus helping companies to refine and optimize processes that involve human interaction or multiple business applications. BPM is often a juncture between IT and business departments at a company.

BPM software supports the activity of BPM with capabilities such as case management, application development, workflow design and modeling, business rules engine, and reporting and alerting.

Business Process Management (BPM)

500 Startups Demo Day Batch 17 -- 42 seed round companies, 11 Series A companies, and 5 hours of pitches.

This video features TravelFlan: A platform to track and improve repeating business processes.

See their deck at: http://www.slideshare.net/500startups/500s-demo-day-batch-17-tallyfy

YOU could be the next company to pitch on that stage. Apply for the fall /winter accelerator round today: http://s.500.co/CcpL302WjLR

[500 STARTUPS DEMO DAY 2016] BATCH 17, Tallyfy

"Aha! Moment" Demo Video with Tallyfy

Likelihood to Recommend

Reporting & Analytics

Process Engine

Dashboards

Process designer

Business rules engine

SOA support

Process player

Form builder

Model execution

Social collaboration tools

Tallyfy provides workflow and business process management software.&nbsp;<br>Founded in 2014,&nbsp;Tallyfy is headquartered in Moutain View, CA.<br><br><br>

Web-based tool for creating and customizing web process models

Process simulation

Evaluating model performance with real data, and optimizing

Business rules engine allows non developers to change business logic in a model

Support for reusable services to be built into process design

Step-by-step analysis of model to validate business rules

Support for modeling languages

Support for modeling languages like BPML, BPEL, and BMMN.

Ability to execute model and build code without programming skills

Collaboration tools allowing BPM experts to collaborate on model design

Social tools for discussion threads, wikis, enabling decision making

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Content Management Capabilties

Content management

Content management tool for storing and managing versioning of electronic documents, images, etc.

Co-Founder and Operational Strategist

Tallyfy 2019-05-17 10:18:27

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Collect data

Uploading documents

Cloud storage

One team

Customer experience

Electronic signature

Short and long

Home

Business Process Management (BPM) Tools

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.

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

Tallyfy

Overview

What is Tallyfy?