About Tallyfy


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.



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Supported Operating System(s):

Web browser (OS agnostic)

8 Reviews of Tallyfy

Average User Ratings

Overall

4.13 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(4)

4 stars

(1)

3 stars

(3)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-8 of 8 reviews

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July 2016

Jonathan from Cobalt Finance

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

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

Response from Tallyfy of Tallyfy, Inc

Replied 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

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

November 2016

Tony from Hemp

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

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.

Response from Tallyfy of Tallyfy, Inc

Replied November 2016

Thank you!!

February 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

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.

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.

October 2017

Pooja from Spicejet

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2017

It's good

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.

March 2018

Bob from Worldview ltd

Company Size: 51-200 employees

Review Source


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

March 2018

Checklist Solution that facilitates most workflow scenarios

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.

February 2018

majed from AKA comp solutions

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

February 2018

I have nice experience with this product.

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.






















April 2018

Thomas from Probotdev Sdn Bhd

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

April 2018

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

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).