Skip to main content
TrustRadius
Tallyfy

Tallyfy

Overview

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…

Read more
Recent Reviews

TrustRadius Insights

Tallyfy is a powerful process management tool that offers a range of features to help businesses streamline their workflows and tasks. …
Continue reading
Read all reviews
Return to navigation

Pricing

View all pricing

Basic

$15.00

Cloud
per user, per month

Professional

$30.00

Cloud
per user, per month

Entry-level set up fee?

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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

"Aha! Moment" Demo Video with Tallyfy

YouTube

[500 STARTUPS DEMO DAY 2016] BATCH 17, Tallyfy

YouTube
Return to navigation

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

Screenshot of Doing a stepScreenshot of Conversation and audit trailsScreenshot of Custom build any process you like

Tallyfy Integrations

Tallyfy Competitors

Tallyfy Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesAll countries
Supported LanguagesAll languages

Tallyfy Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)10%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Brian Del Terzo Credilife® | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Process Engine (6)
100%
10.0
Process designer
100%
10.0
Business rules engine
100%
10.0
SOA support
100%
10.0
Process player
100%
10.0
Form builder
100%
10.0
Model execution
100%
10.0
Collaboration (1)
100%
10.0
Social collaboration tools
100%
10.0
Reporting & Analytics (1)
100%
10.0
Dashboards
100%
10.0
Content Management Capabilties
N/A
N/A
  • Streamlined our intake process, leaving far less room for error.
  • Also expedited and improved the accuracy of the sales contract process and execution.
I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.
Return to navigation