32 Tallyfy Testimonials

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

  • "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. …

  • "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."

  • "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!"

  • "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."

  • "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."

  • "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. …

  • "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. …

  • "I was hesitant to get another but Tallyfy differentiates from whatever you are currently using, it is extremely easy to setup repeatable processes. Those processes can by very dynamic as well. In terms of business growth, I don’t have to spend a lot of time training freelancers. There’s a ton …

  • "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!"

  • "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 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 …

  • "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."

  • "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 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!"