7 Best CRMs for Tally in 2026

Tally captures leads fast. Revenue gets lost when those responses stay stuck in form submissions, spreadsheets, or inbox notifications.

A CRM turns every Tally submission into owned pipeline: clean contact records, clear deal stages, automated follow-ups, and reporting that shows what converts.

The right CRM keeps speed high while making the data usable across sales and ops.

What is Tally?

Tally is a form builder designed to collect structured data with minimal friction, then route it into the tools that run operations. It supports fast form creation, flexible layouts, and workflows that turn submissions into actions across teams.

• Unlimited forms and submissions: Forms scale without worrying about caps, so lead capture and internal requests stay consistent as volume grows.
• Conditional logic: Fields and sections show or hide based on answers, keeping forms short while still collecting the right details for routing and qualification.
• Embeddable forms: Forms embed on landing pages, help centers, and product screens, so conversion flows stay on-brand and integrated with the website.
• File uploads and structured fields: Submissions include attachments and clean field formats, which makes downstream sorting, qualification, and handoff easier.
• Integrations and automation connectors: Submissions trigger workflows and sync into databases, CRMs, email tools, and spreadsheets, reducing manual copy-paste.

Tally fits startups, agencies, and SMB teams that need a lightweight way to capture leads, onboard clients, collect internal requests, or standardize intake forms without adding operational overhead.

Is Tally a CRM Software?

❌ Tally is not a CRM software. Tally collects information through forms and turns submissions into structured data, but it does not manage contacts, companies, deals, or pipeline stages as a system of record.

Why Tally Users Need a CRM

Tally captures intent. Pipeline needs structure, ownership, and a single source of truth that survives beyond a form submission.

✔️ Submission-to-record sync: Tally responses become contacts and companies with consistent fields, not a growing pile of entries.

✔️ Ownership and routing: Every inbound lead gets assigned automatically, so follow-up does not depend on who saw the notification first.

✔️ Deal stages and next steps: Each qualified submission turns into a deal with a stage, a value, and a clear action path.

✔️ Follow-ups that stay contextual: Tasks and sequences trigger from status changes and activity history, not just a “new submission” event.

✔️ Clean data over time: Deduplication and enrichment keep segmentation usable as volume grows and sources multiply.

✔️ Revenue visibility: Submissions connect to meetings, pipeline value, win rates, and forecasting, so intake performance becomes measurable.

7 Best CRMs for Tally Users in 2026

1. volks-CRM

Beoordeling

⭐⭐⭐⭐⭐(G2)

Overzicht

folk is a modern sales CRM that keeps inbound context close to contacts, companies, and deals. It fits Tally-led lead capture flows that need fast pipeline execution and clean data hygiene at scale. Enrichment, deduplication, and AI fields reduce manual admin, while email, calendar, and WhatsApp sync keep timelines accurate.

Voordelen

• Fast pipeline execution with low operational overhead
• Contact enrichment + deduplication to keep data clean as submissions scale
• Multi-channel context with email, calendar, and WhatsApp sync
• LinkedIn Chrome extension for capture and in-context updates
• AI fields and assistants speed up research and updates

Nadelen

• Deep enterprise governance is not the core focus

Prijzen

• Standard: $20/member/month billed yearly
• Premium: $40/member/month billed yearly
• Custom: $80/member/month billed yearly

👉 Probeer folk CRM gratis uit

2. Attio

Beoordeling

⭐⭐⭐⭐(G2)

Overzicht

Attio is a flexible, AI-native CRM built around custom objects, powerful lists, and fast workflows. It fits Tally-led inbound when intake fields need to map cleanly into structured records, segmentation, and pipeline views without heavy admin overhead.

Voordelen

• Flexible data model for custom intake schemas from Tally
• Fast filtering and list-based workflows for qualification and routing
• Strong enrichment and automation-friendly structure

Nadelen

• Reporting and governance stay lighter than enterprise suites
• Some teams need time to standardize the data model and views

Prijzen

• Plus: $29/user/month billed yearly
• Pro: $69/user/month billed yearly
• Onderneming: op maat

3. monday CRM

Beoordeling

⭐⭐⭐⭐⭐(G2)

Overzicht

monday CRM is a visual, workflow-first CRM that turns intake into trackable stages, owners, and automation rules. It works well for Tally users who want a CRM that feels like an operations board: easy to adopt, easy to customize, and strong for handoffs between sales and delivery.

Voordelen

• Highly visual pipelines and flexible workflows for teams
• Automation recipes for assignment, reminders, and stage movement
• Good fit when CRM and ops workflows need to live together

Nadelen

• Can get messy without strict field and workflow standards
• Advanced governance and complex reporting stay limited vs enterprise CRMs

Prijzen

• Basic: $12/seat/month billed yearly
• Standard: $17/seat/month billed yearly
• Pro: $28/seat/month billed yearly
• Onderneming: op maat

4. Copper CRM

Beoordeling

⭐⭐⭐⭐ (G2)

Overzicht

Copper is a Google Workspace-first CRM that keeps leads, emails, meetings, and follow-ups close to Gmail and Calendar. It fits Tally users who want every form submission to become a clean contact and a trackable opportunity, without switching tabs all day. It stays lightweight for small teams, while still adding pipelines, tasks, and basic automation once inbound volume grows.

Voordelen

• Strong Google Workspace experience for inbox-led qualification and follow-up
• Clear contact + company records that prevent “submission spreadsheet” chaos
• Pipelines and tasks keep Tally leads moving instead of sitting in a queue
• Enrichment and reporting available on higher tiers for scaling teams

Nadelen

• Sales opportunities and leads start on higher tiers
• Less suited to complex enterprise governance and deep customization

Prijzen

• Starter: $9/seat/month billed annually
• Basic: $23/seat/month billed annually
• Professional: $59/seat/month billed annually
• Business: $99/seat/month billed annually

5. Capsule CRM

Beoordeling

⭐⭐⭐⭐⭐ (G2)

Overzicht

Capsule is a clean, SMB-focused CRM that turns Tally responses into structured contacts, opportunities, and repeatable follow-up workflows. It works well when the goal is simple pipeline control, consistent tasking, and visibility across deals, without the operational weight of enterprise suites. Project boards also help when sales handoffs and delivery need to stay connected.

Voordelen

• Fast setup and strong usability for teams processing inbound submissions
• Pipelines + tasks create consistent follow-up after qualification
• Workflow automations available for routing and stage-based execution
• Solid fit when sales and delivery tracking must stay aligned

Nadelen

• Advanced reporting and governance stay lighter than enterprise platforms
• High-volume teams may outgrow limits without upgrading tiers

Prijzen

• Gratis: $0 (maximaal 2 gebruikers)
• Starter: $18/user/month billed annually
• Growth: $36/user/month billed annually
• Advanced: $54/user/month billed annually
• Ultimate: $72/user/month billed annually

6. Streak

Beoordeling

⭐⭐⭐⭐ (G2)

Overzicht

Streak runs inside Gmail and turns Tally submissions into trackable leads and deals without leaving the inbox. Best fit when qualification and follow-up live in email threads and the team wants pipelines, tasks, and shared context with minimal setup.

Voordelen

• Works directly in Gmail for fast triage and follow-ups
• Shared pipelines keep handoffs clean after inbound qualification
• Contact enrichment and activity tracking support consistent execution

Nadelen

• Best experience stays tied to Google Workspace workflows
• Advanced reporting and governance stay lighter than enterprise platforms

Prijzen

• Pro: $49/user/month billed annually
• Pro+: $69/user/month billed annually
• Enterprise: $129/user/month billed annually

7. Insightly CRM

Beoordeling

⭐⭐⭐⭐ (G2)

Overzicht

Insightly combines CRM fundamentals with workflow automation, making it a strong fit for turning Tally intake into owned records, routed leads, and measurable pipeline. Good match for teams that want structured follow-ups and reporting without moving into full enterprise complexity.

Voordelen

• Lead routing and workflows support consistent execution after submissions
• Solid reporting and dashboards for pipeline visibility
• Integrations and automation options support scalable intake-to-deal flows

Nadelen

• Setup gets heavier as workflows and objects expand
• Some capabilities push teams into higher tiers

Prijzen

• Plus: $29/user/month billed annually
• Professional: $49/user/month billed annually
• Enterprise: $99/user/month billed annually

7 Best CRMs for Tally: Final Recap

Conclusie

Tally captures intent fast. Pipeline still needs structure: clean records, clear ownership, and follow-ups that fire on time instead of relying on notifications and memory.

folk CRM is the most direct fit for Tally-led inbound. Each submission can become a usable contact and company record, then flow into a deal when qualification is met. Enrichment and deduplication keep data clean as volume scales, while multi-channel context (email, calendar, WhatsApp) keeps every touchpoint tied to the right account. The result is simple: fewer leads lost after the form, faster response times, and a pipeline that stays accurate enough to manage known next steps.