Customer Service Management Software

Turn messy customer service processes between people into smooth, 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 Workflow Made Easy

Fed up of ad-hoc projects and tasks? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated customer service management software

Do you know the cost of <a href="/return-on-investment/">busywork</a>?

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.

Expert skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Tell us how you run customer service workflows today and we will give you an honest assessment of whether or not we can help.

SCHEDULE A CALL
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Related Questions

What is Customer Service Management Software?

Customer service management software assists to manage customer inquiries, to-monitor and resolve problems and maintain a level of quality of service. More modern solutions such as Tallyfy take this well beyond just ticketing with process-driven workflows that can guarantee that no customer request slips through the cracks. Unlike classical helpdesk tools, Tallyfy will give you live visibility into where every customer request is in your service process.

What is Tallyfy and How Does it Help with Customer Service?

Tallyfy Tallyfy is a service that eradicates the chaos of workflows by monitoring every single step in customer service workflows, but without the need to do anything manually. It is a solution that lets teams win back 2 hours per person, every day, by automating follow-ups and task delegation. It offers consistent and reliable customer service by establishing a unified approach to work and allowing teams to grow much faster with less gunk. In contrasts to antiquated ticket systems, Tallyfy makes customer service predictable and measurable.

Why Do Traditional Help Desk Tickets Often Fail Customers?

The problem is, old-fashioned ticket systems can leave your customers exasperated: if a follow-up system is not in place, customers can be let down. Tickets disappear, are assigned to wrong teams or closed without a true resolution. Tallyfy solves this by making every customer interaction a tracked process, so nothing falls through the cracks. Every step of the way is tracked, from first call to resolution, to subsequent enhancements.

How Does Tallyfy's Process-Driven Approach Improve Customer Satisfaction?

Tallyfy turns customer service from reaction to tickets to work processes. Having a track of each Customer request - Automatically assigned with automatic reminders. Customers can also check the status of their request in real time, without having to call or email for updates. This openness and continuity results in a higher level of satisfaction, and consequently, less need for additional follow-up questions.

What Makes Tallyfy Different from Traditional Help Desk Software?

Unlike old helpdesks that just manage tickets, Tallyfy empowers continual improvement. It snatches up knowledge, automates responses and works with teams to identify patterns to prevent future issues. It also feeds customer feedback into product and documentation revisions, establishing a virtuous circle of continued service improvement.

How Does Tallyfy Handle Customer Service Across Different Time Zones?

With Tallyfy's automated processes, your customer requests never leave your control, even when you are fast asleep. The system automatically distributes work to available team members and reminds at the right time. This ensures that your clients across the globe enjoy uninterrupted service, even when your team is not online.

Can I See Real Customer Reviews of Tallyfy?

You can actually go to https://tallyfy.com/customers/ to read real customer reviews and stories. These are the stories of companies who have reimagined and reinvented customer service with Tallyfy's process-centric process platform.

Does Tallyfy Offer a Free Trial for Customer Service Teams?

Yes – at Tallyfy, we provide a customized demo where you can see precisely how it works and gain benefits for customer service teams..try a demo at https://tallyfy.com/booking/ and we will get you set up with a free trial environment customized for your team.

What About Implementation Support for Customer Service Teams?

Free professional services from Tallyfy to assist with implementation of your customer service workflows. We will also help you structure flows, train your users, and ensure successful adoption. Book a discussion to cover your needs at https://tallyfy.com/booking/.

How Does Tallyfy's Pricing Work for Different Countries?

Tallyfy has conscious pricing with lifetime discounts based on GDP per capita where you are. Which means fast-growing teams in emerging markets can enjoy the same powerful feature set at a reasonable price, where discounts may be available for qualifying companies of up to 90% off. This means the tools for executing customer support are available globally.

Can Tallyfy Handle Complex Customer Service Workflows?

Absolutely. With Tallyfy's conditional branching and automation you could not manage complex service scenarios without getting boxes and arrows all over your flowcharts. If-then rules are easy to build for teams, to automate these assignments, and to make sure customer requests of specific kinds go to specific people. This adaptability allows you to handle anything from straightforward queries to complex cross-department problems.

How Do I Get Started with Tallyfy for Customer Service?

The perfect place to begin is scheduling a personal demo at https://tallyfy.com/booking/. Our team will demonstrate exactly how Tallyfy can streamline your customers service processes, and provide you with a custom trial and a successful rollout strategy. We will make sure you have all the tools you need to succeed with process-focused customer support.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy