Workflow Management Software

Simplify messy processes into smooth, automated workflows

Track and manage 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 Workflow Made Easy

Fed up of ad-hoc projects and tasks? Use a platform to manage your workflows the easy way - multi-function, AI-powered, top-rated workflow management software

Just 3 simple steps to digitized workflows

Document, track and automate your workflows on Tallyfy

1. Document

. 1. Document

Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.

2. Track

. 2. Track

Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.

3. Improve

. 3. Improve

Improve your workflow through feedback and metrics. Add steps run by AI. Automate specific steps if they are worth it. Practice easy and continuous improvement.

Do you know the cost of busywork in workflow management?

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.

Workflow skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow management experts for life.

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 Tallyfy is a system that removes the chaos of a workflow while still having visibility into each and every step in a workflow – entirely without adding any more manual work. Running trackable, digital workflows also allows you to save roughly 2 hours per person on average per day, delegate tasks to either people or AI, operate consistent and standardized processes and scale operations without friction. It aims to make it easy and efficient for teams of any size to manage workflow.

What makes workflow management software essential in today's business environment?

Today businesses are dealing with significantly more complexity on the operations side. Without effective workflow management software, teams are forced to waste their time with manual tracking, encounter communication breakdowns and battle with inconsistent processes. Tallyfy solves this problem by allowing visibility over every process, by automating notifications, and by making sure nothing ever negative slips between the cracks. Recommended read: What is workflow

How does Tallyfy differ from traditional workflow management tools?

Unlike old school workflow software that only creates static flowcharts or does not have a powerful engine - Tallyfy is ultra powerful and quick for anyone to use. One time purchase, can be used in various projects and has features that are not found in other software in the same category (like template AI-based creations and real time process tracking), and have over 90 languages auto translate. And, it integrates smoothly with guests, who do not need to sign up for accounts.

What happens if you do not implement proper workflow management software?

Without adequate workflow management software, organizations tend to make more mistakes, miss deadlines, have accountability issues and grumpy teams. Every team loses hundreds of hours in pointless meetings, emails asking for status updates and nobody knows what is going on. Tallyfy solves these problems by giving you good clear visibility of everything, automated reminders and compliance, and peace of mind that it is all running as it should.

How does Tallyfy handle workflow automation?

Tallyfy works by running easy if-this-then-that rules that anyone can set up. You can create tasks, assign them automatically, – set due dates, and make things happen when you want. This one step automation avoids the need of manual handoffs and minimizes human error, enabling smooth running without the need of constant oversight.

Can I see real customer reviews of Tallyfy?

Yes - you can read real customer reviews and success stories at https://tallyfy.com/customers/ These Tallyfy reivews reveal how businesses from alike industries have managed to streamline their processes thanks to Tallyfy.

Does Tallyfy offer a free trial?

Yes, you get a personalized demo of Tallyfy that works with your workflows. Schedule a demo at https://tallyfy.com/booking/ and we will create a tailored trial instance for you.

How does Tallyfy handle document management within workflows?

Tallyfy boasts a robust document templating capability, which allow you to create fill-in-the-blank templates for contracts, forms, and other documents. You can define the bits that can be edited, reuse blocks of content, and fill in fields automatically with existing data — you should not have to copy a document by hand and then edit it.

What makes Tallyfy's pricing unique?

The company has thoughtful pricing that is linked to the GDP per capita in each country and companies and regions that qualify can receive lifetime discounts of up to 90%. Such approach creates a fair access to the robust workflow management facilities irrespective of geography or economy.

Does Tallyfy offer free help with implementation?

Yes, Tallyfy includes free professional services to assist you in deploying your workflow management solution. Our experts will get you up and running with your workflow, and make it as efficient as possible. Book a call to discuss your needs https://tallyfy.com/booking/.

How does Tallyfy support continuous process improvement?

It comes with features for collaborative improvement, so team members can comment on and suggest improvements to processes. The platform also comes with analytics and audit trails that assist in unearthing bottlenecks and optimizing workflows over time.

How do I get started with Tallyfy?

The easiest way to receive ready is to plan a demo with our team. We will guide you on how Tallyfy can radically change your particular processes and structure your own trial with all necessary customizations. Sign up for a free demo at https://tallyfy.com/booking/.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy