32 Tallyfy Testimonials

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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 …

  • "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."

  • "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 …

  • "Every business revolves around customer satisfaction and time, the quicker we deliver a great project, the quicker we get take on the next project. Tallyfy helps us excel at both!"

  • "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 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. …

  • "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!"

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

  • "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."

  • "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. …

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

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

  • "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."