Form Intake Software
Turn messy form intake processes into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
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 Intake Made Easy
Fed up of ad-hoc intake via documents or manual calls and emails? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated form intake with workflow software
Do you know the cost of busywork handling form intake manually?
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Form design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Let us help you build or migrate your intake form.
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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 is form intake software and why do I need it?
Form processing software will organize and accept incoming form submissions in a structured manner. With a traditional form submission the submissions seems to be lost, until found again in an email inbox or somewhere deep in the file structure. Because with Tallyfy, every form submission results in a tracked process – nothing ever falls through the cracks and every submission is processed.
How does Tallyfy transform form intake compared to traditional methods?
Tallyfy transforms form intake from the dreaded "submit and hope" process to a "submit and track" experience. As people list things for sale, a pre-set workflow magically happens when someone fills out a form. All participants can see the status, next steps are assigned automatically, reminders ensure timely processing. It gets rid of the black hole where forms usually vanish.
What happens to form data after submission in Tallyfy?
Data in Tallyfy is forms becomes immediately actionable. The solution can automatically send data to team members who need it, automate workflows in reaction to submission content, and share data to other steps. You can also hook form data up to other systems via webhooks for a fully automated form intake process.
Can Tallyfy handle my existing forms?
Yes! Tallyfy is AI can even take your current web forms, Word documents, Excel spreadsheets or PDFs and turn them into digital templates for you. This means you can easily digitize what you already have in your filing cabinets instead of wasting hours building them from scratch. Just submit your forms to the support team, and they will assist with the conversion.
How does Tallyfy prevent fake form submissions?
Spam submission is minimized through inbuilt validation in Tallyfy. Users get a custom link in their email to access forms, so only valid submissions make their way through. You can then make forms public when you need, but again the default privacy options here that can keep people from wasting your time with bogus stuff, while still allowing real people to submit entries.
Where can I see customer reviews of Tallyfy?
You can see customer reviews, success stories and testimonials on our website at https://tallyfy.com/customers/. These reviews share how various companies have changed their forms intake with Tallyfy.
Does Tallyfy offer a free trial?
Yes, we do - it is called the demo of Tallyfy and you can use it in a personalized way with your use-case. To kick off your own custom trial, book a quick call here: https://tallyfy.com/booking/ and we will get your demo instance set up.
What makes Tallyfy's pricing unique?
Tallyfy provides a unique pricing model, beginning with a lifetime discount based on your country is GDP per capita. In effect, this provides organizations in all locations with enterprise-grade workflow automation at equitable rates, and with potential discounts of up to 90% for eligible parties. That makes it available wherever you are.
Does Tallyfy offer free help with form intake implementation?
Yes! You can use Tallyfy for free to get professional assistance with how to effectively execute your new form intake processes. Our team will assist you in getting and running your workflows. To begin using this free assistance, book a chat at https://tallyfy.com/booking/.
How do I get started with Tallyfy for form intake?
The best way to get started is to schedule a personalized demo with our team. We will show you exactly how Tallyfy can transform your form intake process and help you set up a custom trial environment. Book your demo today at https://tallyfy.com/booking/.
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy