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Tallyzip provides users with online invoicing and accounting tools along with a social CRM. Users’ cam compile all of their important contacts into one, easily accessible location. Contact lists can be shared to everyone in the company has access to the contacts they need without having to trouble coworkers to find a phone number or address. The application puts everything about a client onto one profile so the user gets a full view, which includes basic contact details, transactions, company names and income related data. Orders can be handled through Tallyzip, which includes built in statuses so the user can manage order workflow. Invoice forms are available and allow the user to easily create an accurate invoice using drop down boxes and text fields. Additional tools include commenting and notes, task management features, real time activity feeds, estimates and financial reports.

Tallyzip was founded in 2010 by Nathan Pearson, Andy Hawkes and Juan Trujillo. The concept behind Tallyzip was formed when the trio decided that an improvement needed to be made in the available business tools found on the web. They decided that the tool should be practical and useful as well as beautiful and convenient. For the most part, users have has positive things to say although some felt that the application was missing in a few areas. The reports were lacking in terms of detail and the application does not yet integrate with any popular third party applications. Tallyzip was shut down on February 29, 2012.

Tallyzip can handle many tasks, but so can many of its competitors. There are a number of all-in-one type applications intended to help businesses with billing, finances and projects. Tallyzip is another of these, however some may feel it is unique in what it does not offer. The application does not provide any scheduling specific tools such as calendars, does not integrate with other business tools and does not offer the same level of depth when it comes to reporting features.

Tallyzip gives users a very professional environment to work within. The application is very neat and clean, and looks much like a user would expect a business related interface to look like. There are few colors, although contacts can include photographs or avatar images to help add variety while making the contact easier to identify. New users may require a few minutes to explore Tallyzip’s many features, but this is to be expected with an application that covers a few diverse areas.

A new user can try Tallyzip by clicking the orange “Try It for Free” button found near the center of the homepage. The next page asks the user to click the button that corresponds with their preferred membership plan. After doing so, the user is asked to provide a company name, email address, password and the user’s name. The user must also check a box at the bottom of the form to confirm their agreement with the Tallyzip terms of service and privacy policy. After submitting the form, the user must check their email inbox for a message containing a confirmation code. The code must be entered to complete registration.

Tallyzip offers four membership options to its users. The Free plan includes access for one user, up to three customers, unlimited invoices, unlimited contacts, access to all features and enhanced SSL security. The Starter plan costs $19 per month and upgrades to three users and unlimited customers. The Plus plan costs $49 per month and includes up to 15 users and priority level support. The Premium plan costs $149 per month and includes access for up to 50 users. Each paid membership also includes a free 30 day trial for new users.

Tallyzip is a helpful tool for small businesses that need an easy way to manage contacts, invoices and basic financial reporting tasks. The application is lacking in some areas, so users who are searching for a tool to fill in the gaps might appreciate Tallyzip better than those who need the full package. The interface is user friendly and maintains a very professional atmosphere. Contact data is centralized and can be shared with team members and coworkers.

• Users can choose from three paid and one free subscription option
• Contact profiles contain all data on a specific contact
• Teams and companies can share contact lists
• Invoices and estimates can be created in Tallyzip
• Basic financial reporting tools are included

Tallyzip video

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