Kissflow vs. Tallyfy

KiSSFLOW is well suited for any information heavy paperwork that multiple people approve and have access to complete work. It is less suited for processes that require a lot of back and forth with a form initiator. The workflows like to be very linear without much back tracking. It can do that but it prefers to be forward linear.

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• I appreciate the automatic email notifications when it is your turn to complete a task. This keeps everyone on track.
• I appreciate being able to "reassign" a task as well--leaving flexibility for some folks to cover for others when needed.
• I appreciate the personal check-ins from our rep, asking how things are going. That makes me feel like someone is paying attention and wants me to be happy with the product.

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• Learning. If you are coming from a 100% paper process and have employees who know nothing more, then there is definitely a learning curve. You will need to bring someone in to help you train employees on the core concept of the change (the "Why are we doing this" questions). KiSSFLOW does have support, but this is more getting down to the details in your own work environment.
• Visual learners will love it, but not non-visual. If you are an accountant, and your brain works like an accountant, then this program will be difficult to learn. It is very visual, and I have seen more success with visual learners than any others.
• Bugs. A few years ago, there were a lot of bugs. There are not that many anymore. This is to be expected with any program, so if you are training an impatient staff who doesn't do well with error messages, you will want to be sure to pad the training sessions. I have not seen error messages in a long time; however, the nature of the beast is that you won't see one until you actually find one...

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

Really love the product. Was pleasantly surprised that it has been easy to use for parents

Incentivized

The system has room to grow as it's limited by not being able to edit POs after they've been approved. The system is great for registrations and syncing to other systems while including the attachments. The reporting from Kissflow is also easy to setup to link to other platforms such as Looker

Incentivized

I haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!

Incentivized

KiSSFLOW wants you to be able to increase productivity, make it possible to "manage the chaos" (their own words) and simply make things better. It is exactly what it sounds like. For a visual learner, KiSSFLOW is perfect. It really does make good on its promise to help you manage the chaos, and it makes it easy for your employees to understand how your business works. More specifically, I recommended this program for a small school that had never automated anything. They knew nothing about the process. Bringing in KiSSFLOW allowed them to not only refine their process, but it gave awareness to other employees and ensure that they could work as a team, knowing the intricacies of how each department works (so, the Director would understand the many steps of Admissions before taking over after enrollment -- they would know what each family experienced).

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Somewhat expensive compared to other cheap (or free) task management alternatives. ROI depends on your specific needs and the size of your organization.
• ROI can be ambiguous since KiSSFLOW is primarily for internal company use. A simple email thread could accomplish many of the same things, but with less efficiency.

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized