32 Tallyfy Testimonials

"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."

“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."

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

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

"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 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."

"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."

"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."

"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 the progress, problems and delays of hundreds of members being onboarded in one place. Onboarding a new member is a great example of how a well-managed process can have significant impact on the organization. If a member gets through the onboarding process smoothly and quickly, he or she is 50% more likely to be a contributing member of the organization. By making sure that people don’t lag in the process, we will greatly improve our volunteer utilization."

"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."

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

"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!"

"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."

"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 while – around how the service is constructed and the underpinning technologies and services used. Well worth a look if you are technically-minded, or just interested in how a modern tech. company approaches their IT. Good stuff!"