FormAssembly
FormAssembly is an enterprise-grade data collection platform that helps you build complex web forms, automate workflows, and securely integrate data with Salesforce and other essential business systems.
Tallyfy
Tallyfy is a cloud-based process management and workflow automation software that helps you document, track, and automate repeatable business processes without using complex flowcharts or messy spreadsheets.
Quick Comparison
| Feature | FormAssembly | Tallyfy |
|---|---|---|
| Website | formassembly.com | tallyfy.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $110/month | $25/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2006 | 2014 |
| Headquarters | Bloomington, USA | St. Louis, USA |
Overview
FormAssembly
FormAssembly helps you bridge the gap between data collection and actionable insights. You can create sophisticated, branded web forms using a drag-and-drop builder that handles everything from simple contact requests to complex multi-page applications. The platform is specifically designed to solve the headache of manual data entry by automatically routing form submissions directly into your existing databases and CRM systems.
You can maintain strict security standards while streamlining how your organization gathers information. Whether you are collecting patient intake forms in healthcare or managing student applications in higher education, the platform ensures your data remains compliant with regulations like HIPAA and GDPR. It eliminates the need for coding, allowing your team to launch secure, integrated forms in minutes rather than days.
Tallyfy
Tallyfy helps you transform your static SOPs and messy spreadsheets into living, breathing workflows. Instead of drawing complex flowcharts that nobody follows, you can create simple, checklist-based processes that your team can actually execute. You can hide or show tasks based on powerful rules, ensuring that everyone only sees what they need to do at the right time.
The platform eliminates the chaos of chasing people for status updates by providing real-time visibility into every active process. You can easily onboard new employees, manage client requests, and ensure compliance across your entire organization. It is designed for teams that need to scale their operations without adding administrative overhead, making it a favorite for operations managers and department heads in professional services and finance.
Overview
FormAssembly Features
- Drag-and-Drop Builder Create professional, mobile-responsive forms in minutes using an intuitive visual interface without writing a single line of code.
- Advanced Salesforce Integration Map your form fields to any standard or custom Salesforce object to update records in real-time automatically.
- Workflow Mapper Visualize and automate complex data processes by connecting multiple forms and systems into a single, seamless workflow.
- Compliance & Security Collect sensitive information confidently with built-in features that meet HIPAA, GLBA, and GDPR data privacy requirements.
- Conditional Logic Show or hide specific questions based on previous answers to create a personalized and relevant experience for your users.
- Electronic Signatures Gather legally binding signatures directly within your forms to finalize contracts and agreements without switching between different apps.
Tallyfy Features
- Dynamic Logic. Show or hide specific tasks based on previous answers so your team only sees steps relevant to their current situation.
- Structured Data Capture. Collect specific information through form fields within tasks to ensure you have all the data needed for the next step.
- Real-time Tracking. Monitor the progress of every active workflow from a single dashboard and identify bottlenecks before they cause delays.
- Automated Handoffs. Notify the next person in line automatically as soon as a task is completed to keep your projects moving forward.
- Guest Access. Invite clients or external partners to complete specific tasks in your workflow without requiring them to create an account.
- Template Versioning. Update your process templates and instantly apply those changes to all active runs to keep your team on the latest version.
Pricing Comparison
FormAssembly Pricing
- Unlimited forms and responses
- Conditional logic
- File uploads
- Payment integration
- Standard integrations
- Email support
- Everything in Professional, plus:
- Salesforce Prefill
- Salesforce Marketing Cloud integration
- Workflow Mapper access
- E-signature capabilities
- Priority email support
Tallyfy Pricing
- Unlimited view-only guests
- Unlimited process documentation
- Basic folder organization
- Standard support
- Document export options
- Everything in Docs, plus:
- Unlimited active process runs
- Conditional branching logic
- App integrations via Zapier
- Reporting and analytics
- Custom branding options
Pros & Cons
FormAssembly
Pros
- Deepest Salesforce integration available on the market
- Highly secure for handling sensitive regulated data
- Flexible enough to handle very complex logic
- Reliable automation reduces manual data entry errors
Cons
- Higher starting price point than basic builders
- Interface can feel dated compared to competitors
- Steep learning curve for advanced mapping features
Tallyfy
Pros
- Eliminates the need for complex flowcharting
- Intuitive interface makes team adoption very fast
- Powerful conditional logic handles complex scenarios
- Guest features simplify client data collection
Cons
- Mobile app experience is less polished
- Initial setup of complex logic takes time
- Higher price point than basic task managers