32 Tallyfy Testimonials

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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."

  • "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 …

  • "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!"

  • "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 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."

  • "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!"

  • “It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!"

  • "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."

  • "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."

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

  • "Tallyfy has been transformative for us. It’s reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks."

  • "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."

  • "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."

  • "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. …