
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 Work Intake Made Easy
Fed up of ad-hoc projects and tasks for routine work, service or ticket intake? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated work intake software
Just 3 simple steps to digitized workflows
Document, track and automate your work intake on Tallyfy
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.
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 your process 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 handling new work intake manually?
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Work intake design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Ask us to help you organize your work intake forms and processes.
SCHEDULE A CALL
IT, legal & compliance information
Integrations
Security & Compliance
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, 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.
What is work intake software and why do you 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 work intake processes?
Tallyfy transforms insane work requests into organized, trackable workflows. When a work request is submitted through a form, instead of getting lost in a black hole, it will automatically initiate that process. All parties can monitor the status in real time, and the system automatically alerts the appropriate parties when it is their turn to act.
What happens if you do not use proper work intake software?
Without a decent work intake tool (such as Tallyfy) – you will often site missing deadlines, lost requests, duplications of work and angry team members. Work requests are buried in email threads, information goes missing and there is no way to track your progress or keep consistency with what you have done in the past. All this adds to time wastage, lost opportunities and bad service delivery.
How does Tallyfy handle work requests from external customers?
Tallyfy is unique in that it allows people to submit and track work requests from external customers with no need to have an account or remember a password. They get a single, permanent link that gives them access to their request status in real time. The software is white-labeled and it is possible for your customers to assign tasks among themselves.
Can I see real customer reviews of Tallyfy?
You can read real customer reviews and success stories at https://tallyfy.com/customers/ There reviews demonstrate how businesses have re-invented the way they intake work, and experienced dramatic gains in productivity and customer satisfaction.
Does Tallyfy offer a free trial period?
Yes – Tallyfy provides a customized demo experience where you can test drive the product on your own actual work intake processes. To get your own custom demo instance set up, just schedule a call: https://tallyfy.com/booking/
How does Tallyfy's pricing work for different countries?
Tallyfy has a one-of-a-kind and equitable pricing structure which varies according to the GDP per capita of the country. Which means businesses in various economic geographies get lifetime deals at up to 90% off. This prudent approach guarantees that organizations all over the world can afford to have well-managed flow of work.
Does Tallyfy offer free help with implementing work intake processes?
Indeed, Tallyfy offers pro bono professional services to assist in effectively implementing your work intake processes. Our staff will help you get your workflows, forms, and automations in place. To begin using this free implementation assistance, book a call at https://tallyfy.com/booking/.
How does Tallyfy's AI help with work intake?
With Tallyfy AI, process templates can be generated on the spot, content can be translated into more than 90 languages, and existing forms and workflows can be digitized. So you can easily create robust work intake processes without reinventing the wheel, and cut down set up time by using a pre-packaged model.
What makes Tallyfy different from regular form builders?
Tallyfy is not your average form builder - It is a form builder that is part of workflow. All someone has to do is submit the form, and the correct process starts, the right people get assigned to tasks, and things are tracked in real time. It does away with the typical situation of forms being sent off and then pushed into oblivion.
How do I get started with Tallyfy for work intake?
The best way to begin is request a personalized demo where we will show you how Tallyfy can change your work intake. Our team will get you started with your custom instance and free implementation support. Schedule your demo here: https://tallyfy.com/booking/
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy