Form Builder and Routing Software

Turn messy form-driven processes into automated workflows

Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis
"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.

Tallyfy® is Form Building Made Easy

Do not get stuck with form builders that make one-off forms. Build the form and the entire workflow that runs after the form is submitted with Tallyfy - multi-function, AI-powered, top-rated form builder and routing software

Do you know the cost of busywork in handling form submits?

Calculate Your Workflow Savings

Weekly Savings
$2,000
Monthly Savings
$8,000
Annual Savings
$96,000

These are estimated savings based on time recovered from manual workflow management. Actual results may vary.

Form building skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We can build or migrate your existing form for you on Tallyfy!

SCHEDULE A CALL
Tallyfy Team

IT, legal & compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

Related Questions

What exactly is Tallyfy?

Tallyfy is a robust application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitzed workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It is especially applicable with form intake processes, when you do not want to lose/deleted or forget any submission.

What makes form builder software different in Tallyfy?

Unlike typical form builders, which simply collect data and send it somewhere, Tallyfy links every form to a real workflow. That is, when someone fills out a form, it automatically starts a process where the right people get notified and can take action. It is like having a smart assistant that ensures nothing slips through the cracks after a form is submitted.

Why do traditional form builders often fail to deliver value?

"Most form builders create 'standalone forms' which drop data into a database or email inbox," writes Smith, "creating a black hole…in terms of follow up that is!" Tallyfy solves this – ensuring form submissions do not just happen, but that they kick off a tracked process to make sure the right people do the right things at the right time.

How does Tallyfy handle form data differently?

At Tallyfy – we do not treat form data as the end – but merely as the beginning of a journey. Form responses will be automatically pulled through your process and can be used in later steps, and will be able to direct workflow down alternate paths based on your responses. You can even incorporate data between steps and into outer systems through webhooks.

What happens to form submissions in Tallyfy?

For each Tallyfy form submit, we auto-kickoff a process that we track. The system sends relevant team members notifications, tracks progress and ensures that nothing gets lost. You can readily tell where each submission is in your workflow, who is in charge of the next step of your process, and any outstanding tasks.

Can I see customer reviews of Tallyfy?

Absolutely - you can read actual customer stories and reviews at https://tallyfy.com/customers/ These reviews illustrate how various companies effectively overhauled their form-based processes using Tallyfy.

Does Tallyfy offer a free trial?

Yes Tallyfy boos a trial/demo version for you to try in your own time with all the features open to you. To begin your own customized demo just book a call here https://tallyfy.com/booking/ and we will arrange everything for you.

How does Tallyfy's pricing work for different countries?

Tallyfy thoughtful pricing with lifetime discounts per country based on GDP per capita. These promos are not for a limited time — they are permanent discounts for some companies and for some countries up to 90% off, so anyone can access it worldwide.

What makes Tallyfy's form builder more secure?

Tallyfy has email submissions auto-verified - so no spam from non-existent emails. You also have the option to manage form access- whether the forms are public or private- and keep a detailed trail of every action using audit trails.

Does Tallyfy offer free help with form builder implementation?

Yes,Tallyfy gives you free professional assistance to get form-based processes inside your business - implemented. We will get you up, running, and off to the races with your forms and processes! Book a call to get started at https://tallyfy.com/booking/

Can Tallyfy convert my existing forms?

Yes! Tallyfy has intelligent AI which can instantly convert your existing web forms or documents (Paper, Word, Excel, PDF) into Tallyfy templates. This allows migration easy and saves countless hours of work transposing your forms into digital format.

How do I get started with Tallyfy for form building?

The best way to start is by booking a demo with our team. We will even demonstrate the amazing way in which Tallyfy changes form based processes - and create your personalized demo on Tallyfy in 3 minutes. Schedule your one-on-one demo by visiting: https://tallyfy.com/booking/.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy