32 Tallyfy Testimonials

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

  • "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!"

  • "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."

  • "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. …

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

  • “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 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!"

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

  • "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!"

  • "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."

  • "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 …

  • "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."