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Tallyfy description
Tallyfy is workflow software designed to streamline and automate repeatable business processes, such as client onboarding. It allows you to create clear, step-by-step processes, assign tasks, and track progress in real-time. Tallyfy stands out with its intuitive design, aiming to make complex workflows accessible and easy to manage, even for non-technical users. It promises to eliminate confusion, reduce errors, and improve efficiency by providing a centralized platform for managing and completing tasks. Tallyfy can integrate with other business software and offers features like automated reminders, data collection, and process tracking.
What companies are using Tallyfy?
Who is Tallyfy best for
Tallyfy is best for companies that need to automate client onboarding processes and want to reduce errors and improve client happiness. If you're spending too much time on repetitive tasks or want a better way to track progress, Tallyfy can help. We find that it is easy to use, even if you're not technical, and can integrate with other tools you already use. Based on positive user reviews, teams also saw a noticeable boost in revenue using this software!
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Perfect for mid-sized to large companies seeking structured, automated workflows to streamline operations and improve efficiency.
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While versatile, Tallyfy shines in industries like marketing/advertising, where repeatable client onboarding directly impacts revenue and client satisfaction.
Tallyfy features
Supported Save Time: Save Time - Win back 2 hours/person/day. By automating client onboarding workflows, Tallyfy helps businesses save valuable time, allowing them to reclaim up to 2 hours per person each day. |
Supported Track & Delegate: Track & Delegate - To coworkers or clients. Tallyfy allows for easy tracking and delegation of tasks to both coworkers and clients, ensuring clear communication and efficient collaboration throughout the onboarding process. |
Supported Consistency: Consistency - Predictable client success. Tallyfy ensures consistency in the client onboarding process, leading to predictable client success and a smoother overall experience. |
Supported Client Facing: Client Facing - A branded, simple client view. Tallyfy offers a branded and simple client view, streamlining the onboarding process and making it easier for clients to understand and complete their required tasks. |
Supported Increase Revenue: Increase Revenue - Improve your bottom line. Tallyfy's automation capabilities contribute to increased revenue by streamlining the client onboarding process and reducing churn. |
Supported Delight Clients: Delight Clients - Create memorable first impressions. Tallyfy helps businesses delight their clients by providing a seamless and efficient onboarding experience. |
Supported One Central Hub: One Central Hub - All information and files. Tallyfy serves as a central hub for all client onboarding information and files, eliminating the need for scattered communication and ensuring easy access to everything in one place. |
Tallyfy pricing
See the Tallyfy pricing page.
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Tallyfy has a free trial.
Can launch and assign tasks, track and complete tasks, set reminders, and watch tasks. Cannot create or edit templates. Has access to standard and light roles.
Can create and edit templates, launch and assign tasks, track and complete tasks, set reminders, and watch tasks. Has access to administrator, standard, and light roles.
Tallyfy alternatives
Tallyfy FAQ
We find that Tallyfy is a workflow software that helps automate and streamline repeatable business processes, like client onboarding. It lets you create step-by-step procedures, assign tasks, and monitor progress, all within a user-friendly interface. We think this improves efficiency and reduces errors.
What is Tallyfy and what does Tallyfy do?
We find that Tallyfy is a workflow software that helps automate and streamline repeatable business processes, like client onboarding. It lets you create step-by-step procedures, assign tasks, and monitor progress, all within a user-friendly interface. We think this improves efficiency and reduces errors.
Tallyfy integrates with other business software, but specific integrations are not listed in the provided data. We recommend checking their website for a detailed list of supported integrations.
How does Tallyfy integrate with other tools?
Tallyfy integrates with other business software, but specific integrations are not listed in the provided data. We recommend checking their website for a detailed list of supported integrations.
We find that Tallyfy's main competitors include process automation and workflow management software like Bonita, Asana, Camunda, SOPHeroes, and Flokzu. These alternatives offer similar features for streamlining business processes, managing tasks, and improving team collaboration.
What the main competitors of Tallyfy?
We find that Tallyfy's main competitors include process automation and workflow management software like Bonita, Asana, Camunda, SOPHeroes, and Flokzu. These alternatives offer similar features for streamlining business processes, managing tasks, and improving team collaboration.
Yes, Tallyfy is a legitimate workflow software. We find that users rate it highly (5/5 on G2), praising its intuitive design and effectiveness in streamlining client onboarding and other business processes. It's a safe and reliable choice for businesses seeking to automate workflows.
Is Tallyfy legit?
Yes, Tallyfy is a legitimate workflow software. We find that users rate it highly (5/5 on G2), praising its intuitive design and effectiveness in streamlining client onboarding and other business processes. It's a safe and reliable choice for businesses seeking to automate workflows.
Tallyfy's Light Member plan is $50 per user/year, while the Full Member plan costs $300 per user/year. A Data Feed add-on is available for $20 per member/year. They also offer a 14-day free trial.
How much does Tallyfy cost?
Tallyfy's Light Member plan is $50 per user/year, while the Full Member plan costs $300 per user/year. A Data Feed add-on is available for $20 per member/year. They also offer a 14-day free trial.
We find that Tallyfy's customer service is highly responsive and attentive to user needs. They actively listen to feedback and consistently work on improving the product based on suggestions. Users appreciate their timely responses and willingness to address concerns.
Is Tallyfy customer service good?
We find that Tallyfy's customer service is highly responsive and attentive to user needs. They actively listen to feedback and consistently work on improving the product based on suggestions. Users appreciate their timely responses and willingness to address concerns.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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