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.

Task percentage tracking
Task percentage tracking

Task percentage tracking

Run dashboard

Run dashboard

Process task list

Process task list

Step builder

Step builder

Create review workflow

Create review workflow

Improvement suggestions

Improvement suggestions

Supported Operating System(s):

Web browser (OS agnostic)



7 Reviews of Tallyfy

Overall rating

4.0 / 5 stars

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Brian Del Terzo from Credilife® ... a financial wellness company

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Exceeding my expectations!

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

Ease-of-use

Value for money

Customer support

Functionality

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).

Review Source: Capterra

Bob from Worldview ltd

Industry:  IT

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source

majed from AKA comp solutions

Ease-of-use

Value for money

Customer support

Functionality

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.






















Review Source: Capterra

Pooja from Spicejet

Number of employees:  5,001-10,000 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Tony from Hemp

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Response: Tallyfy, Tallyfy, Inc

November 2016

Thank you!!

Jonathan from Cobalt Finance

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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

Review Source: Capterra

Response: Tallyfy, Tallyfy, Inc

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


Displaying 1 - 7 of 7 reviews