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Tallyfy description
Tallyfy is workflow software designed to streamline and automate repeatable business processes, such as client onboarding. It allows you to create clear, step-by-step processes, assign tasks, and track progress in real-time. Tallyfy stands out with its intuitive design, aiming to make complex workflows accessible and easy to manage, even for non-technical users. It promises to eliminate confusion, reduce errors, and improve efficiency by providing a centralized platform for managing and completing tasks. Tallyfy can integrate with other business software and offers features like automated reminders, data collection, and process tracking.
What companies are using Tallyfy?
Who is Tallyfy best for
Tallyfy is a workflow software designed for businesses struggling with inefficient client onboarding. It automates and simplifies repeatable processes through clear, step-by-step workflows, task assignments, and real-time progress tracking. This intuitive platform centralizes key information and offers a branded client view, ultimately boosting efficiency and client satisfaction.
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Best for medium to large businesses (100+ employees) seeking streamlined client onboarding.
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Suitable for businesses across all industries handling repeatable client onboarding processes.
Tallyfy features
Supported Tallyfy automates client onboarding workflows, helping businesses save valuable time. |
Supported Tallyfy facilitates task tracking and delegation to coworkers and clients, ensuring clear communication and efficient collaboration. |
Supported Tallyfy serves as a central hub for all client onboarding information and files, ensuring easy access. |
Supported Tallyfy offers a branded and simple client view, streamlining the onboarding process for clients. |
Supported Tallyfy's automation capabilities contribute to increased revenue by streamlining client onboarding and reducing churn. |
Supported Tallyfy ensures consistency in the client onboarding process, leading to predictable client success. |
Tallyfy pricing
See the Tallyfy pricing page.
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Tallyfy has a free trial.
Can launch and assign tasks, track and complete tasks, set reminders, and watch tasks. Cannot create or edit templates. Has access to standard and light roles.
Can create and edit templates, launch and assign tasks, track and complete tasks, set reminders, and watch tasks. Has access to administrator, standard, and light roles.
Tallyfy alternatives
Tallyfy FAQ
Tallyfy is workflow software that automates and streamlines repeatable business processes, particularly client onboarding. It features an intuitive interface for building step-by-step procedures, task assignment, and progress tracking, enhancing team collaboration and efficiency. It also offers a centralized platform for managing information and integrates with other business software.
What is Tallyfy and what does Tallyfy do?
Tallyfy is workflow software that automates and streamlines repeatable business processes, particularly client onboarding. It features an intuitive interface for building step-by-step procedures, task assignment, and progress tracking, enhancing team collaboration and efficiency. It also offers a centralized platform for managing information and integrates with other business software.
Tallyfy integrates with other business software through its API and offers integrations with popular tools like Zapier, Make (formerly Integromat), and webhooks. This allows for seamless data flow and automation across different platforms.
How does Tallyfy integrate with other tools?
Tallyfy integrates with other business software through its API and offers integrations with popular tools like Zapier, Make (formerly Integromat), and webhooks. This allows for seamless data flow and automation across different platforms.
Top alternatives to Tallyfy include process automation platforms like Bonita, Camunda, and Flokzu, as well as project management software such as Asana and SOPHeroes. These alternatives offer similar features for workflow management, task automation, and team collaboration.
What the main competitors of Tallyfy?
Top alternatives to Tallyfy include process automation platforms like Bonita, Camunda, and Flokzu, as well as project management software such as Asana and SOPHeroes. These alternatives offer similar features for workflow management, task automation, and team collaboration.
Yes, Tallyfy is a legitimate workflow software designed to automate and streamline business processes. It's known for its intuitive design and focus on simplifying complex workflows. User reviews on G2 rate Tallyfy 5/5 stars, indicating user satisfaction with the platform's features and functionality.
Is Tallyfy legit?
Yes, Tallyfy is a legitimate workflow software designed to automate and streamline business processes. It's known for its intuitive design and focus on simplifying complex workflows. User reviews on G2 rate Tallyfy 5/5 stars, indicating user satisfaction with the platform's features and functionality.
Tallyfy's Light Member plan costs $50 per user/year, while the Full Member plan is priced at $300 per user/year. A Data Feed add-on is available for $20 per member/year. A 14-day free trial is also offered for those wanting to test the product's worth.
How much does Tallyfy cost?
Tallyfy's Light Member plan costs $50 per user/year, while the Full Member plan is priced at $300 per user/year. A Data Feed add-on is available for $20 per member/year. A 14-day free trial is also offered for those wanting to test the product's worth.
Tallyfy's customer service is highly responsive and helpful, addressing user needs and incorporating feedback for product improvement. They are praised for their timely responses and proactive approach to resolving issues and implementing suggestions.
Is Tallyfy customer service good?
Tallyfy's customer service is highly responsive and helpful, addressing user needs and incorporating feedback for product improvement. They are praised for their timely responses and proactive approach to resolving issues and implementing suggestions.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.