Tallyfy is an AI-assisted workflow platform that turns SOPs and approvals into trackable, step-by-step runs without coding or flowcharts. Document a process once, launch it for clients or teammates, and watch tasks progress with due dates, rules, and automations. Trigger runs from email or forms, invite external guests without accounts, and audit everything in real time. Pricing includes a Fair Price Guarantee with GDP-based discounts so global teams can adopt predictably.
Describe each step in plain language, add required fields, owners, and deadlines, and branch with simple if-this-then-that rules. Convert tribal knowledge and scattered docs into clear runbooks anyone can follow. Templates make repeat launches consistent, while step-level instructions, attachments, and checklists prevent gaps that cause rework, escalation, or missed hand-offs between teams and vendors.
Route items to single or multi-stage approvers with timeouts, reminders, and escalation paths. Capture comments and decisions inline for auditability, and block downstream tasks until gates are cleared. Because approvals sit inside the same run, status stays obvious, cycle time shrinks, and stakeholders don’t need to chase inbox threads to find who is holding-up delivery or why a request stalled mid-stream.
Kick off runs from Gmail, forms, webhooks, or schedules; update external systems via Zapier, Make, and API calls; and mirror key fields back to CRMs or ERPs. Auto-assign tasks by role, push notifications to Slack, and sync documents to cloud drives. These connections keep data consistent while eliminating swivel-chair updates that introduce errors and slow audits, especially in multi-team processes.
Invite clients, contractors, or partners to complete specific steps without full accounts, limiting access by role and context. Share just the tasks and files they need, collect e-signatures or confirmations, and keep the rest of the workflow private. External collaboration becomes structured and predictable, replacing ad-hoc email chains with a guided sequence that finishes on time and leaves a clean trail.
View real-time status, blockers, and owners across all active runs; compare cycle times by template; and spot steps that routinely cause delays. Export evidence with timestamps for audits, and retain histories per policy. Admins can enforce naming, ownership, and retention standards, while the Fair Price Guarantee offers sustainable seat costs across regions, supporting broader rollouts without budget shocks.
Operations teams formalizing onboarding, finance handling approvals and receivables, agencies managing client deliverables, customer success coordinating implementations, and compliance leaders who need traceable processes with guests and audits but don’t want heavyweight BPM suites or brittle flowchart tools that few people update after kickoff.
Email threads, spreadsheets, and static flowcharts hide ownership and stall decisions. Tallyfy replaces scattered hand-offs with guided steps, clear approvers, and automations that keep data synchronized. Teams gain visibility, reduce cycle time, and pass audits with less effort, while guests participate securely without creating accounts—so recurrent work finishes reliably and scales across regions and partners.
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