Tallyfy vs SharpSpring

"a great app to place all your processes in the one place" What do you like best about Tallyfy? a single place to keep business processes - with an easy to use checklist when going through them - great for doucumenting steps Review collected by and hosted on G2.com. What do you dislike about Tallyfy? You do need to set aside a lot of time to create a new process- depending how many steps there are - the time saved later does make this worthwhile Review collected by and hosted on G2.com. What problems is Tallyfy solving and how is that benefiting you? Keeps track of internal steps and processes

- James S.

Tallyfy is being implemented to assist with streamlining certain on-boarding processes. It is being implemented across almost the entire organization in how it works to aid in the sales process as well as the internal intake process.

- Brian Del Terzo Credilife

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

- Jonathan L.

SharpSpring listens to its clients and provides an easy to use CRM. When I have a question, they have the answer! I enjoy my CRM experience with SharpSpring.

- Freddy M.

At first, I was hesitant to jump on board with SharpSpring as I have used the bulkier parent company software from Constant Contact and did not love... I thought this would be similar and I was already familiar with HubSpot's array of marketing automation applications; however, I was a little wrong! I still prefer HubSpot for larger, more profitable or sizable I guess I should say, companies. For my non-profit and social enterprise ventures, however, it is actually very much aligned to the effectiveness as the aforementioned competitor but for half the price. I like that I can get detailed analytics while setting up true smart content triggers for pre-existing materials in a way that makes sense and is strategic for my audience at the right time in the right way.

- Brittany L.

Started out fine until we realized that all the report data within SharpSpring was false. We understand that data accountability is an issue in the marketing automation industry as a whole, but SharpSpring is especially terrible at this. The fact that upper management in IT recognizes that email report data is different between what's in SharpSpring email reports, what's in SharpSpring Life Of The Lead, and what's in the exported email report excel list and subsequently admits that none of it is entirely correct is beyond me. The software is meant to provide genuinely insightful feedback to track user activity and potential conversions, however, the development team.

- Chris F.