





Task percentage tracking






Supported Operating System(s):
Web browser (OS agnostic)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 determi...
Task percentage tracking
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.0
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
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September 2019
Anonymous
Company Size: 2-10 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
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.
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.
July 2016
Jonathan from Cobalt Finance
Company Size: 51-200 employees
Industry: Banking
Time Used: Less than 12 months
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
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
March 2018
Bob from Worldview ltd
Company Size: 51-200 employees
Time Used: Less than 12 months
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.
April 2019
Anonymous
Company Size: 11-50 employees
Time Used: Less than 12 months
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
Industry: Consumer Services
Time Used: Less than 12 months
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
Replied November 2016
Thank you!!
February 2019
Anonymous
Company Size: 11-50 employees
Time Used: Less than 2 years
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
Industry: Airlines/Aviation
Time Used: Less than 6 months
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.
February 2018
majed from AKA comp solutions
Time Used: Less than 6 months
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
Industry: Computer Software
Time Used: Less than 6 months
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).