--- description: Review of Tallyfy Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Tallyfy | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Onboarding Software](/directory/1396/employee-onboarding/software) > [Tallyfy](/software/167047/tallyfy) # Tallyfy Canonical: https://www.softwareadvice.co.uk/software/167047/tallyfy Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/167047/tallyfy?page=2) > Tallyfy is workflow software that lets you document and automate every business process across your company. Track all your processes in real-time, on a simple and visual dashboard. You can trigger processes manually, via forms, via a schedule, or via common middleware platforms. As an open platform, Tallyfy integrates easily to most other systems, and requires zero code to create and launch an approval workflow or business process. Tallyfy also supports conditional rules and branches. > > Verdict: Rated **4.4/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 12 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Tallyfy - **Location**: ST LOUIS, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$5.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: For more details visit https://tallyfy.com/pricing/ All Tallyfy plans offer unlimited, free guests - great for client-facing workflows and third-parties like vendors\! Annual plans get 2 months free. Tallyfy Docs - the low-cost and easy way to document and view your processes in one place. Perfect for company-wide SOP's, employee training and playbooks and operations manuals. Tallyfy Basic - enables you to run a process, instead of just view it. This plan includes real-time tracking of tasks and handovers between people. Tallyfy Pro - all our features. This plan enables you to scale your operations in a way that's mistake-proof, automated, stress-free and easy. It includes conditional branching via "if this then that" rules. Add-on's include streaming to your favorite BI tool like Power BI or Tableau for $20 per member, per annum. SSO (Single Sign On) is free. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: Chinese, Danish, Dutch, English, French, German, Japanese, Portuguese, Spanish - **Available Countries**: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greenland, Iceland, Ireland, Isle of Man, Italy, Jersey, Liechtenstein, Luxembourg, Monaco, Netherlands, New Zealand, Norway and 8 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Trail - Business Process Automation - Business Process Control - Calendar Management - Collaboration Tools - Commenting/Notes - Compliance Management - Compliance Tracking - Configurable Workflow - Customisable Dashboard - Customisable Forms - Customisable Reports - Customisable Templates - Customizable Fields ## Integrations (21 total) - Docusign - Dropbox Business - Gmail - Google Cloud - HubSpot CRM - HubSpot Sales Hub - Mailchimp - Microsoft 365 - Microsoft Azure - Microsoft Entra ID - Microsoft Outlook - Microsoft Power Automate - Microsoft Power BI - Microsoft SharePoint - Microsoft Teams ... and 6 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Onboarding Software](https://www.softwareadvice.co.uk/directory/1396/employee-onboarding/software) ## Related Categories - [Onboarding Software](https://www.softwareadvice.co.uk/directory/1396/employee-onboarding/software) - [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software) - [Business Process Management Software](https://www.softwareadvice.co.uk/directory/4351/bpm/software) - [Quality Management Software](https://www.softwareadvice.co.uk/directory/420/quality-management-software/software) - [Forms Automation Software](https://www.softwareadvice.co.uk/directory/4223/forms-automation/software) ## Alternatives 1. [viaSocket](https://www.softwareadvice.co.uk/software/520083/viaSocket) — 4.8/5 (640 reviews) 2. [Jira](https://www.softwareadvice.co.uk/software/4315/jira) — 4.4/5 (15312 reviews) 3. [Asana](https://www.softwareadvice.co.uk/software/5576/asana) — 4.5/5 (13547 reviews) 4. [monday.com](https://www.softwareadvice.co.uk/software/131008/monday-com) — 4.6/5 (5726 reviews) 5. [Zapier](https://www.softwareadvice.co.uk/software/163639/zapier) — 4.7/5 (3043 reviews) ## Reviews ### "Best workflow software I have used" — 5.0/5 > **Helal** | *23 December 2022* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **Pros**: Tallyfy improved our workflow management by automating repetitive tasks, enabling better collaboration and communication, and providing greater visibility and tracking of progress. > > **Cons**: To complete all tasks, Tallyfy requires an online connection. When network strength is weak, entry and automated activities may be hampered. > > Tallyfy allows users to define and manage their workflows and tasks, assign them to team members, track progress, and collaborate with team members in real-time.Some of the key features of Tallyfy that make it useful for us include:Workflow and task templates: Tallyfy provides pre-built templates for common workflows and tasks, making it easy for us to get started and set up our processes quickly.Collaboration: Tallyfy includes a range of tools to help team members collaborate and work together effectively, including real-time chat, document sharing, and comment threads.Task tracking: Tallyfy provides a range of tools to help users track and manage tasks, including task lists, calendars, and kanban boards.Customization: Tallyfy allows users to customize their workflows and tasks to meet the specific needs of their business, including adding custom fields, tags, and notifications. ----- ### "Highly recommend." — 5.0/5 > **Carolina** | *20 September 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It actually works if the setup is done correctly. This ensures nothing falls through the cracks, or if that person is absent, that anyone can follow through. > > **Cons**: It takes some time to understand the setup for the templates but once you know how to use its easy. . > > I am delighted with the product itself and would highly recommend it to anyone that is struggling with step by step processes. ----- ### "Checklist Solution that facilitates most workflow scenarios" — 3.0/5 > **Bob** | *11 March 2018* | Recommendation rating: 6.0/10 > > **Pros**: Tallyfy makes it easy to create forms for collecting and routing data through the various workflow solutions for our organization. > > **Cons**: All workflows need to be built in house. Tallyfy doesn't have pre-built process automation templates for processes that are used across organizations. ----- ### "I am super anxious for deployment" — 5.0/5 > **Verified Reviewer** | *11 April 2019* | Professional Training & Coaching | Recommendation rating: 10.0/10 > > **Pros**: Functionality Opportunity Reliability Ease of use once you get a hang of it. > > **Cons**: Customization of the user dashboard is limited. For my purpose it has been a lengthy implementation, but to be fair, I am coordinating Tallyfy with Webmerge.me, Infusionsoft, SignNow, and zapier for the purpose of implementing a robust and streamlined on-boarding process. > > This solution is going to simplify the sales process and greatly improve the transparency between sales, coaching, and back office. I'll have to update my review once the platform is fully implemented but all tests are working as expected, and any hiccups along the way because of my unique and robust strategy. ----- ### "Great tool to store business processes" — 5.0/5 > **Verified Reviewer** | *29 September 2019* | Internet | Recommendation rating: 10.0/10 > > **Pros**: Tallyfy is a simple to use but also robust tool for storing business processes that can be easily shared with other members on the team. > > **Cons**: I wish there were a feature that allows searching for steps inside templates. Sometimes, I forget the template name where specific step is located. In addition, the UI is a bit slow at times. But this is not a big issue > > Great tool for storing processes that helps me save time in training and assigning processes to other team members. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/167047/tallyfy?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/167047/tallyfy) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data