Tallyfy Software


 

Tallyfy is a cloud-based workflow management tool that helps users define, manage and execute repeatable business processes. It is suitable for businesses of all sizes across a range of industries.

Tallyfy offers a visual workflow builder that lets users define required actions and data uploads for each step of the process using a checklist-style interface. If data entry or file uploads are required to complete a step, that information is passed along to the next individual in the workflow. Conditional and decision logic can also be incorporated into a workflow

Workflow processes can also be triggered using input from other applications, such as Zapier, Basecamp, Zoho, Skype, Salesforce and more. Permissions management allows administrators to determine who can access specific Tallyfy features. Other features include HotDocs integration, CSV export capabilities, reporting tools and audit trails.

Support is offered through live chat and online ticketing. Pricing is per user per month.

 

Tallyfy - Task percentage tracking
 
  • Tallyfy - Task percentage tracking
    Task percentage tracking
  • Tallyfy - Run dashboard
    Run dashboard
  • Tallyfy - Process task list
    Process task list
  • Tallyfy - Step builder
    Step builder
  • Tallyfy - Create review workflow
    Create review workflow
  • Tallyfy - Improvement suggestions
    Improvement suggestions
Supported Operating System(s):
Web browser (OS agnostic)

7 Reviews of Tallyfy

 

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Software Advice Reviews (1)
More Reviews (6)

Showing 1-1 of 1

Bob from Worldview ltd
Specialty: IT
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Checklist Solution that facilitates most workflow scenarios

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Tallyfy makes it easy to create forms for collecting and routing data through the various workflow solutions for our organization.

Cons

All workflows need to be built in house. Tallyfy doesn't have pre-built process automation templates for processes that are used across organizations.

Review Source
 
 
 
Showing 1-6 of 6

Brian Del Terzo from Credilife® ... a financial wellness company
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Exceeding my expectations!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The potential and flexibility of this process solution is meeting all of my expectations and areas where any improvement may have been needed is already in DEV for an upcoming release... they are anticipating our needs and addressing them without question. Support has been very reliable for DIY implementation in a very user friendly environment, but if you want help working through your process and building it out into Tallyfy, they have full service options as well.

Cons

No cons to acknowledge at this time. I anticipate launching our first process template with the team by the end of this month. The solution is looking extremely promising.

Review Source: Capterra
 

Thomas from Probotdev Sdn Bhd

April 2018

April 2018

Good for formalizing process if only it comes with pre-made templates

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Tallyfy is a way to formalize your SOP (Standard Operating Procedures), and it's very good at it. No more Trello boards where people forget to move the cards.

Cons

They don't have pre-made templates. It's important to have them, since most business processes are more-or-less the same (e.g. for onboarding new hires: everyone needs to read company handbook, gets company email, etc).

Review Source: Capterra
 

majed from AKA comp solutions

February 2018

February 2018

I have nice experience with this product.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

easy to use, straightforward.
I really like the processes tracking feature.
tasks are easy to assigned and deal with.
fast response from customer supports.
customer support is beyond amazing.

Cons

there is always a chance to improve and add some features.






















Review Source: Capterra
 

Pooja from Spicejet
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

October 2017

October 2017

It's good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It's easy to use

Pros

The incredible power and functionality of a true Business Process Management tool - Real ease of use that no other BPM offers today - Transparent pricing - FANTASTIC service from their people - who are based in St. Louis and Silicon Valley.

Cons

Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA.

Review Source: Capterra
 

Tony from Hemp
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Perfect for repeatable workflows

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We wanted to a tool just the routine work in our online business, such as order fulfillment, implementation, and design approvals.

Tallyfy now runs everything and also integrated with our CRM and help desk.

Pros

Easy to set up and integrate.

Cons

Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA.

Advice to Others

Use Zapier with it to see full benefits!

Review Source: Capterra

  Response: Tallyfy, Tallyfy, Inc

Date: November 2016

November 2016

 

Thank you!!

 

Jonathan from Cobalt Finance
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2016

July 2016

The only tool with real BPM power, but still easy enough for anyone to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We were looking for a more serious tool for serious process management problems for our clients. There's a number of "pretty checklist" tools out there that wouldn't be serious contenders because it's impossible to map a flowchart into a checklist. You need features like decision trees and conditional branching to make that happen.

Tallyfy is the only "simplified BPM" tool we found that came packed with strong features but was still simple enough for everyone to use

Pros

- The incredible power and functionality of a true Business Process Management tool
- Real ease of use that no other BPM offers today
- Transparent pricing
- FANTASTIC service from their people - who are based in St. Louis and Silicon Valley

Cons

- None that I can think of

Advice to Others

Highly recommended Tallyfy for proper BPM use cases or just any process management use case

Review Source: Capterra

  Response: Tallyfy, Tallyfy, Inc

Date: July 2016

July 2016

 

We're definitely proud of being the only mid-market focused process management tool that's still incredibly easy to use for anyone! Thanks for this review - Jonathan