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

"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!"

"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 …

"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."

"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 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."

"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. …

"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."

"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."

"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."

“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."

"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!"