Agency · Tally · Forms

The Tally agency.Forms that get you paid.

Tally is the simplest form builder on the market, and free for most of what you need. But a form is not the finish line: an answer that just sits in an inbox does nothing. As a Tally agency, we build it in the block editor, wire the logic, scoring and Stripe payments, then connect the whole circuit so each submission lands in your CRM, pings your team, and triggers the follow-up on its own.

★★★★★Verified Trustpilot reviews · AI, automation & growth agency

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What we do

A Tally agency makes the form do real work, not just look clean.

Anyone can drop questions on a Tally page. Wiring the logic, the payments and the integrations so the form converts and feeds your stack is a different job. Here are the four things we own.

Method · 4 stages

We build Tally forms like a tool, not a survey.

Most Tally forms die the same way: a long page of inputs, no conditional logic, no payment, no integration, so half the people bounce and the answers pile up in an inbox nobody checks. So we treat the form like infrastructure: built in the block editor, structured with logic and scoring, wired to take payment and feed your stack, and handed over clean so your team can edit it without breaking it.

  • Audit · map the form's job, the data it feeds, and where people currently drop off
  • Build · the block editor, conditional logic, calculations and the question flow
  • Wire · Stripe payments, integrations, webhooks and the embed in your site
  • Enable · hand over a clean workspace and document what not to break
Walk me through the method
Differentiator · no badge

We build on Tally for real client work.

We don't sell a partner tier. We use Tally to ship forms that take payment, qualify leads and feed real systems, so we set up the logic, calculations and integrations the way they hold up in production. That's exactly what's missing when a form ends at a clean page with no payment and no integration.

  • We have shipped 150+ automations for 40+ companies since 2024, with clients worldwide, so we set up Tally's logic, payments and integrations the way they hold up in production, not the way a template looks.
  • Honest about fit: Tally's free tier carries Tally branding and its analytics are lighter, so if you need full white-label or heavy reporting we'll tell you when another tool fits.
  • You leave autonomous: we hand over a clean workspace and document the logic and webhooks so your team edits forms without breaking the integrations.
  • No badge to sell. We're judged on whether your forms collect, convert and feed your stack after we leave, not on a partner tier.
Show me a typical build
What we set up

A form is not the finish line: the circuit from an answer to your CRM.

The value is not the form, it is what happens after someone hits submit. We wire the full circuit: the answer flows into your CRM or database, the right person gets pinged, and the follow-up goes out on its own, handled by n8n (a tool that connects your apps and passes data between them without anyone copy-pasting). Here's what that circuit covers.

Free audit · 60 minutes

We map what the form has to do, you leave with a plan.

Before quoting anything, we take 60 minutes to look at the form's job, the data it has to feed, and where people currently drop off. You leave with an honest read on whether Tally is the right fit, what logic and integrations to wire first, and whether you need the paid plan. Zero pitch, just a builder's take on your form.

  • An honest read on whether Tally fits your case
  • The logic, payments and integrations to wire first
  • A ballpark cost (from $2,000) and a realistic timeline, from a week to a few months
  • A frank take on when another tool fits better
Or send your brief instead
Our approach

How we run a Tally build.

Five steps, in order. We don't ship a form before the logic and payments are tested, we don't leave a form in a silo, and your team owns it at the end. Each step has a deliverable and you sign off before we move on.

  1. Step 1 · Form audit

    Map what the form actually has to do

    We sit down and look at the real job: intake, lead qualification, a quiz, a checkout, an application. We check what data it has to feed (CRM, Notion, Sheets), where people currently abandon, and what the form needs to take payment or score. Half the value is telling you when Tally is the right fit and when a heavier survey or full white-label tool would serve you better.

  2. Step 2 · Build in the editor

    Build the form so it reads like a conversation

    We build in Tally's block editor: the right input types, multi-page flow, conditional logic that shows and hides blocks, calculations and scoring, and answer piping so each step references what someone already told you. Hidden fields pass context through. The result is a form people finish, not a long page they bounce off, with the logic structured so it's safe to edit later.

  3. Step 3 · Wire payments & logic

    Make the form take payment and qualify

    We connect Tally's native Stripe integration so the form takes a fixed or calculated amount, with calculated fields updating the price live from the answers. For quizzes and qualification we set up scoring and routing. Partial submissions capture people who drop off so a half-finished form is still a lead. The form becomes a checkout or a qualifier, not just a survey.

  4. Step 4 · Integrate & embed

    Connect it to your stack and your site

    We wire Tally into where the data lives: Notion, Airtable, Google Sheets, Slack alerts, and webhooks or the API into your own systems, so a submission updates your CRM and pings the team automatically. Then we embed the form in your site or Notion page so people stay on your domain. On Pro we set custom CSS and a custom domain where the white-label is worth the cost.

  5. Step 5 · Enable & hand over

    Hand over a workspace your team can run

    We hand over a clean Tally workspace, walk your team through how the logic, payments and integrations are wired, and document what not to touch so a quick edit doesn't break a Stripe field or a webhook. If you want to go deeper, our training covers Tally end to end. If you want us on call for the next forms and automations, we talk about that separately.

Proof · what the clients say

We're judged on the forms that convert.

No partner badge to display, so we lead with what matters: feedback from the teams whose Tally forms we built, and whether those forms kept collecting, converting and feeding their stack after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.

  • The workspace is clean and owned by your team
  • Logic and payments tested before the form goes live
  • Every submission feeds your stack, not a dead inbox
  • Trustpilot reviews come from the teams we built for
Talk to the team
FAQ · Tally agency 2026

Tally, the free plan, payments and fit, answered straight.

  • What does a Tally agency actually do?
    A Tally agency builds the forms you need on Tally so they collect, convert and feed your stack, instead of leaving you with a blank Notion-style page. We build the form in the block editor, wire conditional logic, calculations and scoring, connect Stripe for payments, integrate it with Notion, Airtable, Sheets, Slack and your own systems through webhooks and the API, and embed it cleanly in your site. The point is a form that does real work, not a survey nobody finishes.
  • Is Tally really free, with unlimited submissions?
    Yes. Tally is genuinely free for unlimited forms and unlimited submissions, with conditional logic, calculations, file uploads, hidden fields and Stripe payments all on the free plan, which is rare. The honest catch: the free tier carries a small Tally badge on your forms, and its built-in analytics are lighter than a dedicated survey platform. That is it. For most projects the free plan is plenty, and we build on it directly. We only point you to the paid Pro plan when a specific feature earns its cost.
  • What actually needs the Tally Pro plan?
    Not much, and less than people expect. Prefilling fields through URL parameters and hidden fields works on the free plan, so a personalized link does not force an upgrade. Pro is a paid plan you pay Tally directly for, and it mainly buys three things: removing the Tally badge for full white-label, a custom domain, and custom CSS for deeper styling, plus a few extras like form-closing dates and partial submission emails. In the free audit we map exactly which of those your setup needs, so you are not paying for a plan you will not use.
  • Can a Tally form take payments?
    Yes. Tally has a native Stripe integration, available on the free plan, so a form can take a fixed amount or a price calculated live from the answers. We wire the payment field, connect your Stripe account, and use calculated fields so the total updates as someone fills the form, which turns intake, bookings or a quote into a single checkout step. A human still controls what the form charges; we set it up so the amount is always correct.
  • Can you build a Tally form with AI?
    Tally does not generate a form from a prompt on its own, so the AI does not live inside Tally. It comes from us. We are an AI and automation agency, so we use AI to draft the questions and the logic fast, then build the form properly in the editor. The bigger win is after submit: AI in the circuit can read an answer, score or qualify the lead, summarize a long response, and route it to the right person, so the form does thinking, not just collecting.
  • Can you integrate Tally with Notion, Airtable and our tools?
    Yes, that's where a form earns its place. We connect Tally to Notion, Airtable, Google Sheets and Slack, and into your own systems through webhooks and the Tally API, so a submission updates your CRM or database and pings the right person automatically. We use hidden fields to pass context through and embed the form in your site or Notion page, so the data flows into your stack instead of sitting in a Tally inbox nobody checks.
  • Tally or Typeform, Fillout, Jotform, SurveyMonkey?
    Tally wins on price and a clean Notion-style editor, with unlimited forms and submissions free, plus logic and payments most tools lock behind a paywall. Typeform leads on polished one-question-at-a-time design, Fillout on deeper logic and integrations, Jotform on a huge template and widget library, and SurveyMonkey on heavy survey analytics and reporting. We'll tell you honestly when Tally is the right fit and when one of those serves your case better, and we build on whichever you choose.
  • When is Tally NOT the right fit?
    We'd rather say it up front. If you need full white-label with zero third-party branding on the free tier, deep survey analytics and cross-tabs, enterprise compliance features, or very complex multi-form workflows, a heavier survey platform or a tool like Fillout or SurveyMonkey can fit better, and Tally Pro covers some of that for a cost. We build on Tally when it's genuinely the right tool, and we'll point you elsewhere when it isn't.
  • How much does a Tally project cost?
    Our work starts from $2,000, and where it lands depends on scope: a single intake form with light logic is nothing like a multi-page quiz with Stripe payments, scoring and a full circuit into your CRM. We skip flat packages. We start with a free 60-minute audit to map what the form has to do, then quote a fixed scope, usually delivered in a week to a few months. Tally itself is free for unlimited forms and submissions, so the only extra cost is the optional Pro plan you'd pay Tally directly, and we tell you honestly whether you need it.
  • Do you train our team or just build the form?
    Both, and the handover is where it sticks. A form nobody can safely edit becomes a bottleneck. We hand over a clean Tally workspace, show your team how the logic, calculations, payments and integrations are wired, and document what not to touch so a quick edit doesn't break a Stripe field or a webhook. If you want to go deeper, we run training that covers Tally end to end so your team builds the next form, and the next integration, without us.
Build on Tally

Stop staring at a blank page. Build it right.

A 60-minute audit, the form's job mapped, a build plan with the logic, payments and integrations baked in. If your team can run it in-house after the build, we'll hand you the workspace. If we're the right fit, we handle it.

or just drop your email