Tallyfy Reviews

4 Ratings
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Score 9.6 out of 100

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Brian Del Terzo Credilife® | TrustRadius Reviewer
May 20, 2019

A very user-friendly and flexible way to build a launch a process!

Score 10 out of 10
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Verified User
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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.
Read Brian Del Terzo Credilife®'s full review

Tallyfy Scorecard Summary

Feature Scorecard Summary

Dashboards (1)
10
Process designer (1)
10
Business rules engine (1)
10
SOA support (1)
10
Process player (1)
10
Form builder (1)
10
Model execution (1)
10
Social collaboration tools (1)
10

About 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

Has featureProcess designer
Has featureBusiness rules engine
Has featureSOA support
Has featureProcess player
Has featureForm builder
Has featureModel execution

Collaboration Features

Has featureSocial collaboration tools

Reporting & Analytics Features

Has featureDashboards
Has featureStandard reports
Has featureCustom reports

Content Management Capabilties Features

Has featureContent management
Additional Features
Has featureReal-time process tracking
Has featureProcess improvement analytics
Has featureIntegration to 500+ cloud apps

Tallyfy Screenshots

Tallyfy Integrations

Amazon S3 (Simple Storage Service), Zapier - 500+ apps, HotDocs, Active Directory

Tallyfy Competitors

Tallyfy Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Basic$15per user, per month
Professional$30per user, per month

Tallyfy Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
20%
Mid-Size Companies (51-500 employees)
70%
Enterprises (> 500 employees)
10%

Tallyfy Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Tallyfy Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Mobile Web
Supported Countries:All countries
Supported Languages: All languages