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"We can finally outsource work with confidence and focus on growing the business."
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"Tallyfy provided us with a modern, global platform to automate, maintain, and cascade content to a wide array of stakeholders, effectively eliminating the need for our teams to ask "Where can I find the latest version of a playbook?". We’re excited to continue our partnership with Tallyfy and welcome their …
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"I was hesitant to get another but Tallyfy differentiates from whatever you are currently using, it is extremely easy to setup repeatable processes. Those processes can by very dynamic as well. In terms of business growth, I don’t have to spend a lot of time training freelancers. There’s a ton …
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"Tallyfy has fulfilled both of those goals admirably in just one year, and I do not doubt that we will become even more efficient as we grow into this technology. Thanks to Tallyfy’s system of master processes, I can start routing multiple documents much more quickly than with print outs. …
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"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."
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"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!"
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“Tallyfy allowed me to break complex processes into smaller, manageable tasks, giving me a greater sense of control."
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"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 …
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"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates—it’s all right there."
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"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."
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"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."
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"Before Tallyfy, we constantly forgot some steps in the client’s onboarding process and wasted a lot of time manually verifying each client’s status. Now we have more control over the onboarding process."
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"They are small nonprofits that need to manage large volumes of information (like onboarding and training many members) with a small support staff. The key is to give them tools to manage by exception, not have them touch every step of every process. With Tallyfy – we can easily track …
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"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."
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"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."