Tallyfy works as a lightweight CRM for small teams with simple sales processes. Create a template where each step is a pipeline stage, capture lead data with kick-off form fields, and monitor deals through tracker view. It’s best for fewer than 50 active deals. For persistent contact records or revenue forecasting, pair Tallyfy with a dedicated CRM.
Create a template with stages as steps - e.g. New Lead, Qualification, Proposal, Negotiation, Won/Lost.
Add kick-off form fields to capture lead data - contact name, company, email, phone, deal value (number field), lead source (dropdown). See form fields.
Add stage-specific fields on each step - e.g. “Budget confirmed?” radio on Qualification, “Proposal amount” number on Proposal, “Outcome” and “Lost reason” on Won/Lost.
Set assignments and deadlines using job titles for automatic routing, with deadline rules per stage. See assignment types.
Add automations to branch based on conditions - e.g. if deal value > $10,000 add manager approval, if Lost skip remaining steps. See automations.
Managing and reporting
Launch a process per new lead, then use tracker view to monitor your pipeline. Board view shows columns per stage. Table view shows all deals with form data as sortable columns.
CSV export from tracker view for Excel/Sheets analysis
Tallyfy Analytics copies data to Amazon Athena for BI tools - see analytics
Time tracking via number fields on tasks - see track time
Tallyfy isn’t a full CRM - you won’t get persistent contact records, revenue forecasting, or email tracking. When you outgrow this approach, connect to Salesforce or HubSpot via middleware.
Tallyfy integrates with CRM and ERP systems like Salesforce and NetSuite through middleware or magic links to automate the dozens of invisible micro-tasks between pipeline stages—such as technical reviews and legal approvals and team handoffs—that CRMs simply cannot track or coordinate across departments and external partners.
Tallyfy converts complex multi-level approval processes into visible and trackable workflows by using kick-off forms with validation and conditional logic to route tasks to the right approvers while providing real-time status tracking and automated reminders that eliminate bottlenecks and keep everything moving.
Tallyfy lets new users go from zero to a fully working tracked business process in under 30 minutes through a four-step tutorial path covering organization setup and dashboard orientation and template creation and process launching while also providing guidance on team adoption strategies and trial evaluation and industry-specific use cases for emergency services and small businesses and client management.
Every process in Tallyfy moves through five distinct phases—create a template with steps and assignments then launch a named instance where assignees complete tasks while you monitor progress in the Tracker view and finally review captured data after completion to improve your template based on patterns found across multiple runs.