Sales Manual Software

Digitize sales best practices into engaging, runnable workflows

Track all your workflows beautifully - on Tallyfy - a great way to document sales processes

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 Sales Manuals Made Easier, Brighter and More Effective

Fed up of ad-hoc, dry documentation that nobody looks at? Run and scale your sales properly with Tallyfy - multi-function, AI-powered, top-rated sales manual software

Just 3 simple steps to digitized sales knowledge

Document, track and automate your sales workflows

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.

Track

2. Track

Optionally 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.

Improve

3. Improve

Improve your sales processes 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 and bad selling?

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.

Sales documentation skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our sales workflow 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 is Sales Manual Software?

A sales manual software is an online sales process systems that allow you to organize, track and manage your sales processes, sales documentation and sales training material. Rather than having scattered documents and relying on people to follow them, it establishes a structured, easily navigable system that establishes consistency across your sales team.

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, digitized 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.

Why Do Traditional Sales Manuals Often Fail?

Sales playbooks of yesterday are outdated documents that nobody actually reads or follows. They are left in shared drives or paper folders and allowed to gather dust and be forgotten. Without a Tallyfy-like system turning them interactive and trackable, there is no other way of knowing whether your team is actually using the sales processes or whether they work.

How Does Tallyfy Transform Sales Manual Management?

Tallyfy does a sales manual for you - in steps - so people actually follow it. It automatically assigns tasks to your team, follows their progress, and makes sure nothing slips through the cracks. And you can update processes organization-wide in an instant, so everyone is always working off the latest version.

What Happens If You Do not Digitize Your Sales Manual?

Not digitizing your sales manual can negatively impact your sales process, enable deals to slip through the cracks and deliver unhappy team members. Sales reps may skip important step, rely on out-of-date marketing materials, or develop bad habits - and the end result is not only unpredictability, but a team of new hires that is more difficult to train.

How Does Tallyfy Handle Sales Manual Updates?

With Tallyfy, you can easily keep your sales manual up to date. Updates take effect immediately throughout your entire organization, and you can see who has viewed updates. Collaboration is built in to the system, even down to comments and suggestions, so your sales processes get better over time.

Can I See Customer Reviews of Tallyfy?

Yes! You can read actual customer success stories and read reviews on https://tallyfy.com/customers. Tonnes of companies already changed their sales processes with Tallyfy - and you can read their reviews and case studies here.

How Does Tallyfy's Pricing Work for Different Countries?

Tallyfy has a special early version pricing model - only by country GDP. As a result of this, companies located in various economic regions can gain access to the very same powerful features with discounts of up to 90% off for life. It is a thoughtful way to help organizations around the world be able to afford an upgrade to their sales process.

Can Tallyfy Help With Sales Training?

Absolutely! Tallyfy is great at productizing your sales training into a self-serve system. New hires can go through well-documented routines, and managers can monitor their advancement. The best part: It even supports multiple languages via auto-translation, which is great for your international sales team.

Does Tallyfy Offer a Free Trial?

Yes, customers can request a live demo of Tallyfy. For a call, please book a prefer that at: https://tallyfy.com/booking/ where we will configure a demo instance customized to your sales process.

Does Tallyfy Offer Free Help with Sales Manual Implementation?

Yes! Tallyfy offers pro-bono professional services to assist you in rolling out your sales manual successfully. Our team will assist you in moving your operations to digital platforms and get it running smoothly and efficiently. Head over to the conversation and book a time to chat https://tallyfy.com/booking/.

How Does Tallyfy Handle Customer-Facing Sales Documents?

Tallyfy's novel "no sign up, no password" method makes sharing sales docs with clients a breeze. Customers get to your documents through a single, permanent link, and you can see when and how much they engage. This streamlines a repetitive exercise in the sales process and ultimately helps deals close more quickly.

How to Get Started with Tallyfy for Your Sales Manual?

Do you want to start turning your sales manual into an interactive and trackable system? Book a demonstration with our team at https://tallyfy.com/booking/. We will walk you through how Tallyfy can simplify your sales operations and make your team more productive.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy