"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."

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

"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."

"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end – without any steps being forgotten or skipped!"

“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."

"This application is absolutely amazing. They also assure you that they have setup data and security measures which makes it perfect for medium to large businesses as well. 5 stars, no questions asked."

"Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by designing our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!"

"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 …

"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. …

"A paper-based approval could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes."

"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."

"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!"

"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 …

"We can finally outsource work with confidence and focus on growing the business."

"Tallyfy has helped us translate our marketing and patient workflows into detailed actionable steps. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. It is a secure platform that strongly addresses our need for safe record-keeping of our …