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.

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

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

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

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.

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

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

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

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

- 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

- None that I can think of

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.

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

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.