Tallyfy 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Tallyfy

4.4

(12)

Pricing

Starting at $5.00 per month

About Tallyfy

Tallyfy is workflow software that lets you document and automate every business process across your company.

Track all your processes in real-time, on a simple and visual dashboard. You can trigger processes manually, via forms, via a schedule, or via common middleware platforms.

As an open platform, Tallyfy integrates easily to most other systems, and requires zero code to create and launch an approval workflow or business process. Tallyfy also supports conditional rules and branches.

Tallyfy Screenshots

Tallyfy Pricing and Plans

Starting price: $5.00 per month

Free Trial

Free Version

Basic

$5.00

per user, per month

No plan information available

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Tallyfy Features

Popular features found in Workflow Management
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Collaboration Tools
Compliance Tracking
Document Management
Drag & Drop
Forms Management
Reporting/Analytics
Search/Filter
Third-Party Integrations
More features of Tallyfy
Activity Dashboard
Activity Tracking
API
Audit Trail
Business Process Automation
Business Process Control
Calendar Management
Commenting/Notes
Compliance Management
Configurable Workflow
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Storage
Mobile Access
Monitoring
No-Code
Process Change Tracking
Process Modeling & Designing
Progress Tracking
Real-Time Data
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Task Management
Task Progress Tracking
Template Management
Templates
User Management
Workflow Configuration
Workflow Management

Tallyfy Integrations

Dropbox Business

Slack

Zapier

Microsoft 365

Microsoft Power BI

Mailchimp

See all 20 integrations

Tallyfy User Reviews

Overall Rating

4.4

Ratings Breakdown

67%

25%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.7

Functionality

4.5

Helal U.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2022

Best workflow software I have used

Tallyfy allows users to define and manage their workflows and tasks, assign them to team members, track progress, and collaborate with team members in real-time.Some of the key features of Tallyfy that make it useful for us include:Workflow and task templates: Tallyfy provides pre-built templates for common workflows and tasks, making it easy for us to get started and set up our processes quickly.Collaboration: Tallyfy includes a range of tools to help team members collaborate and work together effectively, including real-time chat, document sharing, and comment threads.Task tracking: Tallyfy provides a range of tools to help users track and manage tasks, including task lists, calendars, and kanban boards.Customization: Tallyfy allows users to customize their workflows and tasks to meet the specific needs of their business, including adding custom fields, tags, and notifications.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tallyfy improved our workflow management by automating repetitive tasks, enabling better collaboration and communication, and providing greater visibility and tracking of progress.

Cons:

To complete all tasks, Tallyfy requires an online connection. When network strength is weak, entry and automated activities may be hampered.

Carolina P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Highly recommend.

I am delighted with the product itself and would highly recommend it to anyone that is struggling with step by step processes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It actually works if the setup is done correctly. This ensures nothing falls through the cracks, or if that person is absent, that anyone can follow through.

Cons:

It takes some time to understand the setup for the templates but once you know how to use its easy. .

Bob B.

51-200 employees

Used daily for less than 12 months

Review source

Reviewed March 2018

Checklist Solution that facilitates most workflow scenarios

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Professional Training & Coaching

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2019

I am super anxious for deployment

This solution is going to simplify the sales process and greatly improve the transparency between sales, coaching, and back office. I'll have to update my review once the platform is fully implemented but all tests are working as expected, and any hiccups along the way because of my unique and robust strategy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Functionality Opportunity Reliability Ease of use once you get a hang of it.

Cons:

Customization of the user dashboard is limited. For my purpose it has been a lengthy implementation, but to be fair, I am coordinating Tallyfy with Webmerge.me, Infusionsoft, SignNow, and zapier for the purpose of implementing a robust and streamlined on-boarding process.

Verified

Reviewer

Internet

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed September 2019

Great tool to store business processes

Great tool for storing processes that helps me save time in training and assigning processes to other team members.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Tallyfy is a simple to use but also robust tool for storing business processes that can be easily shared with other members on the team.

Cons:

I wish there were a feature that allows searching for steps inside templates. Sometimes, I forget the template name where specific step is located. In addition, the UI is a bit slow at times. But this is not a big issue

Reasons for choosing Tallyfy

Lifetime deal offer

Reasons for switching to Tallyfy

Tallyfy is made to storing processes.

Jonathan L.

Banking

51-200 employees

Used daily for less than 12 months

Review source

Reviewed July 2016

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

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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

Replied July 2016

Verified

Reviewer

Law Practice

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed February 2019

Great Workflow Management Tool

No complaints. Seems like a great company. Not sure about customer service because I've never had an issue.

Ratings Breakdown

Ease of use

Functionality

Pros:

I loved the price; I purchased this through AppSumo and got a lifetime access deal that is hard to believe. So far, I haven't been able to integrate it into my business as much as I'd like, but that's no fault of Tallyfy, I simply haven't had enough people working for me to really benefit from it. But it does a great job of helping cement institutional knowledge and if you expect high employee turnover, this will help make sure new hires know what to do from the get go.

Cons:

The graphic UI isn't very sexy, but I mean, who really cares? The functionality is great and working within the UI is largely intuitive.

Tony H.

Consumer Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed November 2016

Perfect for repeatable workflows

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

Thank you!!

Replied November 2016

Pooja J.

Verified reviewer

Airlines/ Aviation

5001-10000 employees

Used daily for less than 6 months

Review source

Reviewed October 2017

It's good

It's easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Thomas W.

Verified reviewer

Computer Software

Used monthly for less than 6 months

Review source

Reviewed April 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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).

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