Form Intake Software
Turn messy form intake processes into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Strong enough for champs.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
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Complete this form to gather all essential information from your new home buyer client. Takes about
Tallyfy® is Form Intake Made Easy
Fed up of chasing form submissions through emails, documents, and phone calls? Tallyfy turns every submission into a tracked workflow - so nothing falls through the cracks. External people don't need accounts either.
How Tallyfy captures and routes every submission
Never lose a form submission in an email inbox again
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Request submitted via form | RQ Requester | On time |
| Status: Active | 2. AI extracts fields and tags | Claude AI agent | 2m left |
| Status: Waiting | 3. Intake team assigns owner | TB T. Boyd Intake | 2h left |
| Status: Conditional | 4. Route to right team | Conditional On tag | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so form intake software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeRun
People + AI working togetherTrack and improve
Audit and learnIs intake chaos sustainable?
What busywork costs your company
per week
per year
over 5 years
Form design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Let us help you build or migrate your intake form.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Related Questions
What exactly is Tallyfy?
Tallyfy tracks every step of any process - automatically. You don't have to chase people or wonder where things stand. In our conversations, we've heard that once teams are up and running, an intake never sits idle - it moves to the next owner the moment a step wraps up. It's especially handy for form intake because you won't lose or forget submissions ever again.
What is form intake software and why do I need it?
Form intake software takes submissions and organizes them properly. Here's the problem with traditional forms: they disappear into email inboxes or get buried in folder structures somewhere. Good luck finding them. With Tallyfy, every single submission kicks off a tracked process. Nothing slips through.
How is Tallyfy different from traditional form tools?
Most form tools give you "submit and hope." You fill it out, hit send, and cross your fingers. Tallyfy gives you "submit and track." A workflow starts automatically when someone fills out a form. Everyone can see the status. Next steps get assigned on their own. Reminders go out. No more black hole.
What happens to form data after submission in Tallyfy?
It becomes actionable immediately. Data can go straight to the team members who need it. It can trigger different workflows based on what was submitted. You can also connect it to other systems via webhooks if you want full automation. Based on feedback we've received, this is where Tallyfy really shines compared to standalone form builders.
Can Tallyfy handle my existing forms?
Yes! Our AI can take your current web forms, Word docs, Excel spreadsheets, or PDFs and turn them into digital templates. Don't waste hours rebuilding what you already have. Just send your forms to our support team and they'll help with the conversion.
How does Tallyfy prevent fake form submissions?
Spam's annoying. We get it. Tallyfy has built-in validation and users get a custom link in their email to access forms - so only legitimate submissions get through. You can make forms public when you need to, but the default setup keeps the junk out while letting real people submit.
Where can I see customer reviews of Tallyfy?
Head over to our customer reviews page. You'll find success stories and testimonials from companies who've sorted out their form intake mess with Tallyfy.
Does Tallyfy offer a free trial?
We do! It's a personalized demo where you can test Tallyfy with your actual use case. Book a quick call and we'll get your demo instance set up.
What makes Tallyfy's pricing unique?
We price based on your country's GDP per capita. That means organizations everywhere can access proper workflow automation at rates that make sense for their location. Some teams get discounts up to 90%. It's about fairness, not squeezing every dollar.
Does Tallyfy offer free help with form intake implementation?
Absolutely. You can book free 25-minute screen-sharing calls with our workflow experts for life - not just during onboarding. Need help setting up your intake forms? Book a chat and we'll walk you through it.
How do I get started with Tallyfy for form intake?
Schedule a personalized demo with our team. We'll show you exactly how Tallyfy works for your form intake needs and set up a custom trial environment for you to explore.
How does Tallyfy handle intake from external people who shouldn't need accounts?
External submitters get a permanent link. No accounts. No passwords. No friction. In our conversations, we've heard this is crucial for tenant applications, vendor submissions, patient forms - any scenario where expecting external people to remember another login just isn't realistic.
Can intake forms route to different workflows based on what's submitted?
Yes. Conditional logic routes submissions down different paths automatically. High-priority requests go to senior staff. Standard requests follow the normal queue. A service type selection can trigger an entirely different workflow with different steps and assignees. It all happens the moment someone hits submit.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency