MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare Tallyfy vs Agency Matrix

What is better Tallyfy or Agency Matrix? Today’s businesses want the most effective Business Process Management Software product to keep on being competitive. On this page we help you with buying the right solution, by allowing you to examine Tallyfy and Agency Matrix down to the very details of their individual features.

You may as well check our overall scoring values, which rate the software all round quality and performance. Tallyfy got a 7.3 score, while Agency Matrix has a score of 6.8. Likewise, you may compare their general user satisfaction rating: 100% (Tallyfy) against 80% (Agency Matrix). Bear in mind to opt for the application that best answers your top needs, not the application with a lot of features.

Those of you who are pressed for time or want a Business Process Management Software suggestion from our team may want to examine these top choices for the current year: Promapp, Studio Creatio Enterprise, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Integration with over 400 apps
  • Process management
  • Process capture, control & analysis
  • Management of lifecycle
  • Management of enterprise assets
  • Compliance management
  • Forms management
  • Audit trail
  • Event tracking
  • Data mapping
  • Approval process control
  • Two-way authentication
  • Master process builder
  • Notifications, alerts & escalations
  • Content & process library
  • Dashboard creation
  • Advanced permissions
  • Conditional & decision logic
  • Activity streams
  • Checklists
  • Steps deadlines
  • Intuitive interface 
  • Collaboration platform
  • Customization 

Pricing Info

Tallyfy offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:

Basic – $15/user/month

  • Most features included
  • Limited Storage (5GB)
  • Basic deadlines
  • No analytics
  • No decision trees

Professional – $30/user/month

  • All features
  • Unlimited storage
  • Personal help for pilots and process mapping

Enterprise – By quote

  • All features
  • Unlimited storage
  • Full customization
  • Tailored SLA
  • Professional services

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Intel, Nestle,HP

Integrations

Tallyfy is an open API system, which means you can easily connect it to any third-party app or business systems. Prominent integrations include:

  • HotDocs
  • Amazon S3
  • Zapier
  • Webhooks
  • Dropbox
  • MailChimp
  • PayPal
  • Teambox
  • Salesforce.com
  • Twitter

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Tallyfy is a simplified business process management solution that simplifies critical approval and decision workflows and allows tracking, measuring and improving processes.

Company Email

hello@tallyfy.com

Contact No.

Company's Address

911 Washington Avenue, Suite 420
St. Louis, MO 63101
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 6.8

User Satisfaction

CUSTOMER EXPERIENCE 80%

Pricing

Starting from $69

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 100% Cloud-Based System
  • Unlimited Data Base for Clients
  • Up To 15 CSR/Agents per Location
  • Employee End-of-Day Tab
  • Online Training Videos
  • Hyperlink to Insurance Company
  • Import Customers/Prospects
  • Free Training and Support
  • Payment Processing
  • Rolodex
  • Invoicing
  • Bi-Lingual Receipts/Thank You Letters
  • X-Date Tracking
  • Follow Up Items and Notes
  • Mac/Safari Compatible
  • Comparative Rater Integration(s)
  • Ability to Export Reports to Excel
  • Export Contact and/or Policy Data
  • Google Map Integration
  • Sweep Tracking and Reconciliation
  • Automated Email Reporting
  • Advanced Reporting
  • Mail Label Processing
  • Company Announcements
  • Task Management
  • Custom Field Types
  • Miscellaneous Forms Upload
  • Balance Due Feature
  • Custom Letters
  • Letters Blasts
  • Custom Receipt Ads
  • Comment and Alert Fields
  • Unlimited Uploads of Attachments and Photos
  • Time Clock with Reporting Options
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blasts
  • Drag & Drop and Batch Uploading
  • Deposit Posting
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

Pricing Info

Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $69/month

  • Plus: $199 set up fee

Gold – $129/month

  • Plus: $399 set up fee

Platinum – $179/month

  • Plus: $499 set up fee

Diamond – $289/month

  • Plus: $599 set up fee

Enterprise – $419/month

  • Plus: $599 set up fee

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance

Integrations

Agency Matrix seamlessly integrates with the following applications:

  • Website Plugin
  • Agent Alive
  • EasyFile
  • DocBuild Plus
  • DocVault
  • TurboRater
  • Virtual Tone
  • Bluewave
  • RingCentral
  • Vonage
  • Nextiva
  • Fonality
  • Jive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Agency Matrix is software that helps insurance agencies manage their files and personnel.

Company Email

contactus@agencymatrix.com

Contact No.

Company's Address

2425 Commerce Ave, Suite 300,
Duluth, GA 30096
USA

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to automate, measure and optimize any business process, capable of ensuring accurate management, promoting collaboration, simplifying administrative tasks and robust reporting.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

Name
Comparision

The apps compared on this page are only a small part of our complete Business Process Management Software category and you should keep in mind that there might be more desirable solutions available. If you would like to guarantee you make the optimal decision for your team we definitely suggest that you analyze more software first. You may also want to study our top 10 Business Process Management Software ranking to find out which solutions are now the highest-rated ones and leaders in the market.

Page last modified