Tallyfy
Client onboarding software
Workflow management software
Project, portfolio & program management software
Process automation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$10 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Accommodation and food services
- Manufacturing
- Professional services (engineering, legal, consulting, etc.)
What is Tallyfy
Tallyfy is a workflow management and process automation platform used to document, run, and track repeatable business processes. It supports use cases such as client onboarding, internal approvals, and cross-team task coordination with step-by-step workflows, assignments, and due dates. The product emphasizes standardized process templates and real-time visibility into who is responsible for each step and what is currently blocked or overdue. It also provides integrations and API options to connect workflows with other business systems.
Template-driven process standardization
Tallyfy centers on creating reusable workflow templates that teams can run repeatedly for consistent execution. This approach helps reduce ad-hoc task handling and makes responsibilities and handoffs explicit. It fits organizations that want to operationalize SOPs without building custom software. Templates can be adapted for different onboarding or service delivery variants.
Clear task ownership and tracking
The platform assigns steps to specific people or roles and tracks status across each workflow run. This provides operational visibility into progress, bottlenecks, and overdue work without relying on email threads. Stakeholders can see what is pending and who is accountable for next actions. It is well-suited to coordinating work across multiple teams involved in onboarding or delivery.
Integrations and automation hooks
Tallyfy supports connecting workflows to external tools through integrations and API-based automation. This enables triggering workflows from other systems and pushing updates or data to downstream applications. It can reduce manual coordination when onboarding requires multiple systems (e.g., ticketing, CRM, or document tools). The integration approach supports incremental automation without replacing existing systems.
Limited PPM depth
While it can coordinate projects as workflows, it is not designed as a full project/portfolio/program management suite. Organizations needing advanced portfolio views, resource capacity planning, budgeting, or complex dependency management may require additional tooling. Reporting tends to focus on workflow execution rather than portfolio governance. This can be a constraint for PMO-style use cases.
Not a full customer success platform
Tallyfy can support client onboarding workflows, but it does not primarily function as a customer success management system. Teams that need health scoring, usage analytics, renewal forecasting, and customer lifecycle reporting may find gaps. It is better positioned for operational process execution than customer success analytics. As a result, CS teams may need to integrate it with dedicated customer data systems.
Automation complexity for edge cases
Highly variable processes with many exceptions can require careful template design and governance to avoid workflow sprawl. Complex conditional routing, data modeling, and end-to-end orchestration across many systems may be harder than in platforms built for enterprise-grade process automation. Some organizations may need technical support to implement robust integrations and controls. This can increase setup effort for sophisticated scenarios.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Full Seat | $300 per user/year (annual) — $30 per user/month (monthly) | Create & edit templates; Launch & assign processes; Track, approve & complete tasks; Reminders & watching; All roles (Admin, Standard, Light). Annual billing shows "Save 16%" vs monthly. Minimum 1 seat. Billing in USD only. |
| Light Seat | $100 per user/year (annual) — $10 per user/month (monthly) | Launch & assign processes; Track, approve & complete tasks; Reminders & watching; Light role only (cannot create/edit templates). Minimum 1 seat. Billing in USD only. |
| Data Feed (Analytics) — Add-on | +$20 per seat/year (annual billing only) | Streams analytics data to BI tools; if purchased applies to all seats; annual-only add-on. |
Additional always-included items & notes:
- Free SSO (Okta, Azure AD, Google Workspace, etc.)
- Unlimited guests (external users are free)
- Tallyfy AI included
- 1:1 support included (no support tiers)
- 14-day free trial available
- Fair Price Guarantee (lifetime discounts for qualifying countries; applies to annual billing only)
- Minimum 1 seat required; prices displayed on official pricing page (tallyfy.com/pricing)
