32 Tallyfy Testimonials

"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!"

"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."

"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."

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

"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."

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

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

"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 patient information. Thank you for making my life as a business owner easier!"

“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."

“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!"

"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 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. Thanks to Tallyfy’s overview-at-a-glance interface, I can instantly take note of which projects, pages, or steps are currently on track or behind schedule. And thanks to the handy Tallyfy inbox, my colleagues can easily review and power through any tasks they have been assigned. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days. Add to this the ability to leave comment threads, to attach links to other collaboration tools like Google Docs, to collect feedback and opinions within each step, and to flag crucial problems, and you have a software that is fully capable of bringing a massive project from conception to finish."

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

"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 revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration."