10 Tallyfy Alternatives to Improve Your Workflow in 2024

10 Tallyfy Alternatives to Improve Your Workflow in 2024

Picture this: It’s Monday morning, and you’re starting work with a lengthy to-do list buzzing in your mind. As you settle in, you notice that your inbox is surprisingly light, and the team’s project dashboard is already up to date. 

No, there wasn’t an overnight shift; it’s workflow automation working its magic. While you were away from your desk, automation tools were busy scheduling meetings, filtering emails, and updating project statuses. 

Workflow automation uses technology to complete repetitive or time-consuming tasks without human input. It improves team productivity and boosts business operations.

Tallyfy is a popular business process management tool for workflow automation. However, it isn’t free from problems like customization limitations, notification overload, and performance issues with complex processes. 

So, which software should you use to automate business processes? This blog post discusses the ten best Tallyfy alternatives to improve your workflow.

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What Should You Look for in Tallyfy Alternatives?

Each workflow automation tool has pros and cons, so you must know these when choosing one. Start by evaluating certain base factors to identify which best suits your business requirements.

  • Ease of integration: The workflow automation software you choose must integrate with your existing tech stack without technical assistance, avoiding the stress of manually managing data
  • User-friendliness: You don’t want something with a steep learning curve. You should be able to figure out how it works quickly
  • Functionality: Does the business process management platform have all the necessary features like  process document management, task automation, data collection, and analysis for digital transformation 
  • Scalability: The workflow automation platform must handle added capacity as your business scales and your projects grow in size or complexity
  • Security: With sensitive company data at stake, you want a tool that adheres to data privacy and security laws and has robust encryption measures to safeguard against data breaches
  • Reporting: You should be able to generate detailed reports and analytics on various key metrics such as task completion time, error rate, cost savings, and customer satisfaction
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10 Tallyfy Alternatives to Improve Your Workflow in 2024

1. ClickUp

ClickUp is a robust project management software designed to optimize your processes and eliminate time-consuming, repetitive tasks from your daily schedule. Integrating your work applications into a single collaborative environment on ClickUp enables you to automate workflows with a drag-and-drop interface.

This platform has hundreds of flexible features, including ClickUp Automations, allowing you to select from 100+ pre-made automation techniques to streamline processes, routine tasks, and project handoffs for easy automation and workflow management. 

ClickUp Automation
Build custom automation based on your workflows through ClickUp Automation

Whether you want to automatically assign tasks or comments, implement clear SOPs across your team, change assignees and priorities, set dynamic due dates, or trigger notifications, ClickUp Automations can make it happen.

ClickUp’s Process Flow Template is specifically crafted to help you visualize, document, track, and optimize all steps in your process or workflow. You can invite relevant team members or guests to the template to start collaborating.

Streamline project visualization with a clear and concise overview of your end-to-end workflow

ClickUp Brain works like your own virtual copywriter. It’ll quickly reply to messages with shorthand and craft copies from scratch in your tone. You can even automate project summaries and progress updates and ask ClickUp Brain to provide status reports on the project and its team members.

ClickUp best features

  • Brainstorm, add notes, files, and links, and bring your best ideas together on a creative canvas using ClickUp Whiteboard
  • Structure your entire workflow, starting from the smallest to-do item into Workspaces, Spaces, Folders, Lists, and Tasks
  • Leverage ClickUp Views to visualize tasks, projects, and workflows the way that works best for you. They come with 15+ customizable options
ClickUp Views
Monitor your daily work and track progress in various formats with ClickUp Views 
  • Integrate with 1000+ apps, including Calendly,  Google Sheets, Dropbox, Slack, Airtable, and GitHub
  • Use a library of Triggers and Actions to customize and implement tasks
  • Schedule assignments, keep up with projects’ progress, manage deadlines, and handle bottlenecks with ClickUp Gantt Chart View
  • Set up Automation actions, from status updates to due dates, so your process precisely starts when you want it to

ClickUp limitations

  • ClickUp AI is a paid feature
  • Not all ClickUp features are currently available on the mobile app 

ClickUp pricing

  • Free forever
  • Unlimited: $7 per month per user
  • Business: $12 per month per user
  • Enterprise: Custom pricing
  • ClickUp AI: Available on all paid plans for $5 per workspace member per month

ClickUp customer ratings

2. Process Street

Process Street is an AI-powered checklist and workflow automation software that enables businesses to build and track existing processes, collaborate with teams, and track jobs.

One of its USPs is scheduling workflows to run automatically regularly or once on a specified date or time. 

Process Street can be used for various tasks, from employee onboarding and sales follow-ups to event management. 

Process Street best features

  • Access a centralized repository for storing data
  • Capture, organize, and share SOPs and critical team info with a simple document editor 
  • Create and customize forms, surveys, and quizzes that easily integrate into your automated workflows
  • Obtain an overview of all activities on the platform by tracking the status of multiple checklists simultaneously

Process Street limitations

  • The platform’s mobile app doesn’t have an Android version
  • Assigning tasks to a single person within a workflow is cumbersome; business users must set up a new workflow or assign tasks individually

Process Street pricing

  • Startup: $100 per month
  • Pro: $1,500 per month
  • Enterprise: Custom pricing

Process Street customer ratings

  • G2: 4.6/5 (350+ reviews)
  • Capterra: 4.7/5 (600+ reviews)

3. Coolfire Core

If you’re looking for a flexible work management system with real-time collaboration, then Coolfire Core is for you. It easily adapts to unique business needs, helping you and your team know what’s due, what’s next, and what needs your attention.

This Tallyfy alternative digitizes and automates work for internal teams, customers, contractors, and vendors, giving them real-time access to their jobs, orders, and deliveries.

Coolfire Core is a reliable business process management platform for corporate and government agencies, from the US Army Special Operations to Enterprise Rent-A-Car and American Expediting Company.

Coolfire Core best features

  • Organize your work, assign to-dos to your team, and monitor progress with its patented Sessions technology 
  • Coordinate work inside and outside your team with Android and iOS mobile apps, share links, and attach files to document your progress 
  • Avail digital job forms that structure jobs and capture the exacting details you need to complete the work

Coolfire Core limitations

  • Frequent software updates may sometimes introduce minor bugs in the system

Coolfire Core pricing

  • Free trial
  • Starts from $450 per month

Coolfire Core customer ratings

  • G2: Not enough reviews
  • Capterra: Not enough reviews

4. Microsoft Power Automate

Previously known as Microsoft Flow, Microsoft Power Automate is a cloud automation platform for businesses to automate repetitive manual tasks and paper processes using a drag-and-drop workflow interface or a sequential rule-based flow.

For instance, you can visualize a process by creating a flowchart containing different steps, variables, and loops and then replicate it on Microsoft Power Automate.

This tool is suitable for both coders and non-coders. For rapid deployment, you can choose from several built-in workflow templates, from data ingestion to predefined custom reports. 

Microsoft Power Automate integrates with other Microsoft tools, such as Excel, OneDrive, and Teams, for an uninterrupted workflow.

Microsoft Power Automate best features

  • Send alerts via email to relevant stakeholders so that they stay up-to-date on recent happenings
  • Use automated legacy systems with pre-built or custom user-interface actions using Robotic Process Automation (RPA)
  • Employ various automated data collection processes, such as converting PDF to text, extracting text from an image, or converting PDF to word

Microsoft Power Automate limitations

  • A steep learning curve due to a lack of guides and training materials
  • The performance may decline when working with large data sets, impacting system efficiency

Microsoft Power Automate pricing

  • Free trial
  • Power Automate Premium: $15 per user per month
  • Power Automate Process: $150 per bot per month

Microsoft Power Automate customer ratings

  • G2: 4.5/5 (400+ reviews)
  • Capterra: 4/4 (150+ reviews)

5. Kissflow

Kissflow is a cloud-hosted workflow management platform that helps businesses design, create, and customize their workflows without writing a single line of code.

From mileage reimbursement and purchase order invoicing to employee onboarding and software development, you can edit and manage workflows for anything with Kissflow’s user-friendly interface.

You can also identify operational bottlenecks with a quick visual representation of workflows and automate trigger emails for your team to stay on top of tasks and deadlines.

Kissflow best features

  • Track workflows and metrics effectively with pre-built reports 
  • Access predesigned templates, so you don’t have to build your workflows from scratch
  • Reap the benefits of easy integration setup, process deployment, and development of workflow apps without technical assistance
  • Delegate tasks with formulas, user lists, and tables and control who can start a process and what one can see or edit at every step

Kissflow limitations

  • Customer support can be slow to respond, which is problematic given the platform’s vast array of tools
  • Transitioning to a new version includes a massive price increase and a tedious migration process

Kissflow pricing

  • Basic: $1,500 per month
  • Enterprise: Custom pricing

Kissflow customer ratings

  • G2: 4.3/5 (500+ reviews)
  • Capterra: 4.1/5 (55 reviews)

6. Pipefy

via Pipefy

Pipefy is a no-code process management tool that helps HR, finance, IT, customer support, and marketing teams create, organize, and oversee their workflows on a single platform.

Equipped to handle all sorts of operational scenarios, it lets you create workflows based on the best practices in your industry using its process mapping tools.

Whether you want to track SLAs more efficiently, improve teamwork, or deliver better customer service, Pipefy can provide the necessary tools to accomplish your tasks. 

Pipefy best features

  • Avail the advantages of integrating ERPs, databases, and vertical solutions stored in private cloud or on-premise systems
  • Create custom workflows by defining the starting point, phases, and necessary integrations. Employ Kanban and Scrum
  • Centralize all procure-to-pay workflows—purchasing, payment, approvals, and more—and connect with stakeholders via a central hub

Pipefy limitations

  • Lacks the ability to report on connected database records directly, necessitating manual workarounds
  • Data filtering options are limited, leading to an over-reliance on labeling

Pipefy pricing

  • Starter: Free
  • Business: $20 per user per month
  • Enterprise: $34 per user per month

Pipefy customer ratings

  • G2: 4.6/5 (200+ reviews)
  • Capterra: 4.6 (300+ reviews)

7. ProcessPlan

ProcessPlan is a dynamic AI-powered cloud-based solution that automates your entire business process lifecycle using task monitoring, account branding, single sign-on, and scheduling tools.

ProcessPlan’s Machine Learning (ML) technology proactively identifies potential problems, preventing issues before they arise, making it critical for departments such as accounting, project management, and operations. 

The extensive resource library offers workflow examples and process templates for hundreds of business use cases and industries.

ProcessPlan best features

  • Utilize trained Robot Employees to do your admin tasks like running reports, doing research, and filling forms
  • Complete assigned tasks via email, chat, and other third-party programs; no login is required
  • Assign and distribute tasks automatically to suitable people at appropriate times whenever the workflow is executed
  • Manage your corporate data securely alongside your processes and workflows with a built-in knowledge base

ProcessPlan limitations

  • Automated actions can be confusing and may not work with all selected fields, requiring trial and error
  • It can become unresponsive with extensive coding and lacks auto-save features, which hampers managing complex automation

ProcessPlan pricing

  • Humans: $29 per month per user
  • Robots: Optional add-on with custom pricing

ProcessPlan customer ratings

  • G2: Not enough reviews
  • Capterra: Not enough reviews

8. Next Matter

Next Matter is a business process management platform for medium to large-sized companies that want to integrate process automation for mission-critical jobs into their systems, including CRM functionalities.

One of its typical business process automation examples is customizing and handling complex workflows with extensive permission control, which enhances process visibility and business efficiency.

Whether you’re a fast-booming fintech or the next eCommerce giant, Next Matter is extremely useful as it integrates with Microsoft Office and provides detailed reports and analytics for better decision-making and performance tracking. 

Next Matter best features

  • Integrate your current tech stack with a custom REST API
  • Customize workflows to start, pause, or end based on designated trigger events
  • Assign single or multiple process steps to external collaborators besides the usual task assignment for teams

Next Matter limitations

  • Larger processes within the system experience significant loading lag
  • Integrations are complex, with scarce training material, and support is affected by time zone differences, causing delays

Next Matter pricing

  • Build your own workflows: $180 per workflow per month
  • NextMatter builds workflows for you: $300 per workflow per month
  • Custom pricing

Next Matter customer ratings

  • G2: Not enough reviews
  • Capterra: Not enough reviews

9. VisualCron

VisualCron is a Windows workflow automation and integration tool designed to help businesses automate manual processes, such as data handling, job scheduling, auditing, and more.

It allows you to use an integrated task scheduler to create tasks, assign them to your team, and generate reports to review performance. You can also sort out local or remote files by applying filters based on folders, file size, date, and content.

VisualCron best features

  • Drag, click, and create with a consistent and easy-to-learn interface 
  • Connect locally or remotely across the internet to control a VisualCron Server
  • Utilize the standard protocols for file transfer and script execution across different platforms, such as SFTP, SCP, and HTTP
  • Use its API to integrate the system with several third-party platforms such as SAP, OneDrive, SharePoint, and Slack 

VisualCron limitations

  • A steep learning curve due to its vast task and variable combinations
  • A mandatory support plan purchase for license transfers, even between servers, is criticized

VisualCron pricing

  • 1-Server license (Basic): $229 per month
  • 1-Server license (Pro): $249 per month
  • Site license (Pro): $1,249 per month
  • Country license (Pro): $1,599 per month
  • World license (Pro): $1,999 per month

VisualCron customer ratings

  • G2: Not enough reviews
  • Capterra: Not enough reviews

10. ProcessMaker

ProcessMaker is a low-code business process automation (BPA) workflow tool for automating and deploying enterprise workflows to optimize resource allocation for mission-critical jobs.

It best suits medium-sized business owners, IT leaders, enterprise architects, and software engineers. You can glean insights from unstructured data with automated data extraction and classification.

You can also easily create your own using ready-made templates from the Process Modeler or the ProcessMaker workflow design software. It integrates with many tools, including Typeform, Salesforce, SAP, DocuSign, Microsoft Dynamics 365, etc.

ProcessMaker best features

  • Create electronic receipts, letters, confirmations, invoices, and contracts necessary to run any business with its Document Builder 
  • Create processes and scripts and translate them into multiple languages in minutes
  • Access data as it gives you offline access. Sync it later once you go online
  • Future-proof your tech stack by integrating with core systems, breaking data, and application silos

ProcessMaker limitations

  • Requires programming skills, particularly in PHP and JavaScript, for practical use, which makes it less suitable for end-user development 
  • New releases can introduce bugs and take the system offline without prior notification

ProcessMaker pricing

  • Platform: Custom pricing
  • Pro: Custom pricing
  • Enterprise+: Custom pricing

ProcessMaker customer ratings

  • G2: 4.3/5 (200+ reviews)
  • Capterra: 4.5/5 (100+ reviews)
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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Enhance Your Workflow With the Best Business Process Management Platform

Research and estimate how each Tallyfy alternative can improve your workflow and make your team even more productive. The right business process automation software helps you make confident data-backed decisions for your business applications and workflow management. 

ClickUp is the best Tallyfy alternative for helping you and your team focus on collaboration and creativity rather than playing catch-up with admin tasks. 

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