32 Tallyfy Testimonials

“Tallyfy allowed me to break complex processes into smaller, manageable tasks, giving me a greater sense of control."

"We run all of our processes on Tallyfy. By making ourselves to write out the processes we can now ensure that steps are not missed or done out of order. Generally, there are fewer mistakes."

"I had a great chat with Tallyfy – and love the user-first design. They are also a rare example of transparency and confidence. The legal compliance and security page (which hardly anyone would normally read) would be one of the best examples of open communication I have seen for a while – around how the service is constructed and the underpinning technologies and services used. Well worth a look if you are technically-minded, or just interested in how a modern tech. company approaches their IT. Good stuff!"

"Decision making in the company is more efficient. The considerable time savings and productivity has had a direct impact on every employee’s performance and the number of clients we can serve."

"I can standardize my routine processes and reduce supervision. Time is money and this is a huge time saver!"

"We have prevented many common errors and delays in accounting processes by using Tallyfy."

"Tallyfy is particularly good at ensuring critical time-sensitive client setup tasks are done in a certain timeframe. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place!"

"Our clients and team sail through the Tallyfy process – there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time – it all works incredibly well! I can’t imagine scaling our Google Ads agency without Tallyfy."

"We are much more confident that nothing is getting missed with our new member setup process. And more importantly, Tallyfy has allowed us more time to focus on our member experience and less time worrying about admin."

"Tallyfy is great for any team that needs to be on the same page and implement processes for the first time. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast."

"Do you constantly find yourself lost in a lot of tasks and subtasks? Duplicating boards or task-groups? micromanaging your VAs or employees? missing the bigger picture because you are way too deep into task managing? If most of the answers to the questions above is ‘ yes’, then you have to stop using task managers start running repetitive processes with Tallyfy. The biggest pro that I’m getting out of Tallyfy is the change of mindset and how I do things, I’ve realized that I already run a lot of repetitive processes that could have been standardized long ago but never had a tool that helped organize it, visualize it or even realize that that could be useful. Here are some unique benefits of switching from tasks-only to processes in Tallyfy: You can hide/show tasks based on rules and logic jumps. They have an API, so if you are a technical you can integrate it with other tools."

"We had 30+ repetitious tasks that you had to follow up in a certain sequence. Tallyfy worked wonders because you can also add links and attachments, which makes it a document system right away."

"I’ll be using this for my day job and one of companies outside to onboard staff where I need to request laptops, access to environments, provide training materials and core documentation that needs to be completed. It will also be used to pipeline clients and attendees of our national events. Really love the control you have with theses tasks and whether you make them mandatory or not, repeatable and send webhooks to update a CRM or application. The ability to add time from initiation is a real bonus and as you dig deeper more and more unravels – this comes with a business rules engine so you can initiate actions if a task hasn’t been completed say 24 hours after the last task. If you have graduates or apprentices or even new staff this will massively help them onboard. I would be very surprised if there is anyone that this application would not benefit."

"The first client we trained as a guest user was a bit hesitant to have to learn new software. However, because Tallyfy is so intuitive and visually appealing (don’t underestimate the importance of that) – we quickly ran through the steps and the icons and they were up and running. We were all very surprised at how easy it was, how quickly our clients became comfortable with the program in less than a few minutes – and how well it met our needs."

“Tallyfy has greatly improved the quality of our interactions between customers and internal team members. We would recommend Tallyfy to any department working in customer service."