32 Tallyfy Testimonials

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

"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."

"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 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."

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

"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. Really love the control you have with theses tasks and whether you make them mandatory or not, repeatable and send webhooks to update a CRM or application. The ability to add time from initiation is a real bonus and as you dig deeper more and more unravels – this comes with a business rules engine so you can initiate actions if a task hasn’t been completed say 24 hours after the last task. If you have graduates or apprentices or even new staff this will massively help them onboard. I would be very surprised if there is anyone that this application would not benefit."

"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 to stop using task managers start running repetitive processes with Tallyfy. The biggest pro that I’m getting out of Tallyfy is the change of mindset and how I do things, I’ve realized that I already run a lot of repetitive processes that could have been standardized long ago but never had a tool that helped organize it, visualize it or even realize that that could be useful. Here are some unique benefits of switching from tasks-only to processes in Tallyfy: You can hide/show tasks based on rules and logic jumps. They have an API, so if you are a technical you can integrate it with other tools."

"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 growth-forward mindset as we deliver on our commitments to our stakeholders."

“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 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."

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

"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!"

"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!"