# Tallyfy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Tallyfy the right Workflow Management solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/153254/Tallyfy/reviews --- Tallyfy 4.4 (12) [View alternatives](https://www.capterra.com/p/153254/Tallyfy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Tallyfy Ease of use 4.5 Customer Service 4.7 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Helal U. Co Founder Marketing and Advertising Used the software for: 6-12 months ### "Best workflow software I have used" December 23, 2022 5.0 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. 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. Review Source CP Carolina P. owner Accounting Used the software for: 1-2 years ### "Highly recommend. " September 20, 2025 5.0 I am delighted with the product itself and would highly recommend it to anyone that is struggling with step by step processes. 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. . Review Source BB Bob B. Solution engineer Used the software for: 6-12 months ### "Checklist Solution that facilitates most workflow scenarios" March 11, 2018 3.0 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. Review Source VR Verified Reviewer Administrator Professional Training & Coaching Used the software for: 6-12 months ### "I am super anxious for deployment" April 11, 2019 5.0 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. 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. Review Source VR Verified Reviewer Co-Founder Internet Used the software for: 6-12 months ### "Great tool to store business processes" September 29, 2019 5.0 Great tool for storing processes that helps me save time in training and assigning processes to other team members. 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 Alternatives considered [Process Street](https://www.capterra.com/p/135004/Process-Street/) Reason for choosing Tallyfy Lifetime deal offer Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Tallyfy is made to storing processes. Review Source JL Jonathan L. COO Banking Used the software for: 6-12 months ### "The only tool with real BPM power, but still easy enough for anyone to use" July 16, 2016 5.0 We were looking for a more serious tool for serious process management problems for our clients. There's a number of "pretty checklist" tools out there that wouldn't be serious contenders because it's impossible to map a flowchart into a checklist. You need features like decision trees and conditional branching to make that happen. Tallyfy is the only "simplified BPM" tool we found that came packed with strong features but was still simple enough for everyone to use Pros \- The incredible power and functionality of a true Business Process Management tool - Real ease of use that no other BPM offers today - Transparent pricing - FANTASTIC service from their people - who are based in St. Louis and Silicon Valley Cons \- None that I can think of Review Source Response from Tallyfy July 16, 2016 We're definitely proud of being the only mid-market focused process management tool that's still incredibly easy to use for anyone! Thanks for this review - Jonathan VR Verified Reviewer Attorney Law Practice Used the software for: 1-2 years ### "Great Workflow Management Tool" February 13, 2019 5.0 No complaints. Seems like a great company. Not sure about customer service because I've never had an issue. Pros I loved the price; I purchased this through AppSumo and got a lifetime access deal that is hard to believe. So far, I haven't been able to integrate it into my business as much as I'd like, but that's no fault of Tallyfy, I simply haven't had enough people working for me to really benefit from it. But it does a great job of helping cement institutional knowledge and if you expect high employee turnover, this will help make sure new hires know what to do from the get go. Cons The graphic UI isn't very sexy, but I mean, who really cares? The functionality is great and working within the UI is largely intuitive. Review Source TH Tony H. Owner Consumer Services Used the software for: 6-12 months ### "Perfect for repeatable workflows" November 7, 2016 5.0 We wanted to a tool just the routine work in our online business, such as order fulfillment, implementation, and design approvals. Tallyfy now runs everything and also integrated with our CRM and help desk. Pros Easy to set up and integrate. Cons Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA. Review Source Response from Tallyfy November 7, 2016 Thank you!! PJ Pooja J. Finance Airlines/Aviation Used the software for: Less than 6 months ### "It's good" October 21, 2017 4.0 It's easy to use Pros The incredible power and functionality of a true Business Process Management tool - Real ease of use that no other BPM offers today - Transparent pricing - FANTASTIC service from their people - who are based in St. Louis and Silicon Valley. Cons Wish they had Eastern European presence - a help desk in our timezone. But they respond fairly quick from the USA. Review Source Thomas W. Founder Computer Software Used the software for: Less than 6 months ### "Good for formalizing process if only it comes with pre-made templates" April 30, 2018 3.0 Pros Tallyfy is a way to formalize your SOP (Standard Operating Procedures), and it's very good at it. No more Trello boards where people forget to move the cards. Cons They don't have pre-made templates. It's important to have them, since most business processes are more-or-less the same (e.g. for onboarding new hires: everyone needs to read company handbook, gets company email, etc). Review Source mA majed A. project manager Used the software for: Less than 6 months ### "I have nice experience with this product. " February 7, 2018 3.0 Pros easy to use, straightforward. I really like the processes tracking feature. tasks are easy to assigned and deal with. fast response from customer supports. customer support is beyond amazing. Cons there is always a chance to improve and add some features. Review Source VS Vinit S. Trader Capital Markets Used the software for: I used a free trial ### "Very good" May 9, 2021 5.0 Amazing Pros Yes it was very ease to get through will recommend. Cons Mostly all features were upto Mark nothing as such Review Source Similar Products Featured ## Related categories [Business Process Management](https://www.capterra.com/business-process-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.