Amazing Benefits. Happy Customers.

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.

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

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 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

A paper-based approval for critical purchases 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.

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 agency without Tallyfy

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

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.

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

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.

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.

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.

We can finally delegate work with confidence and focus on growing the business.

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Tallyfy is intuitive, fun and visually appealing. 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.

It takes a very short time to learn and use. 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.

The best way to standardize your processes and tasks. We have prevented many common errors and delays in accounting processes by using Tallyfy.

Huge time saver. I can standardize my routine processes and reduce supervision.

This is the key to business growth. I don't have to spend a lot of time training freelancers. There's a ton of applications for it in sales and other such processes, but I'm especially excited for the ability to hand-off tedious workflows that I don't want to have to explain to someone else again and again.

If you want to scale your business then Tallyfy is a must. 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.

Tallyfy is deliciously complex and simple. Really love the control you have with tasks and whether you make them mandatory or not, repeatable and send webhooks to update a CRM or application. I would be very surprised if there is anyone that this application would not benefit.

Tallyfy is absolutely amazing. It's perfect for medium to large businesses. 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 think several departments in any business would benefit from Tallyfy operations, finance, account management and even sales. 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.

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

The considerable time savings to our service delivery time has had a direct impact on the performance of every employee and the number of clients we can serve. Decision making in our company is more efficient.

I see tremendous potential for business process tracking with the clients I work with. The key is to give them tools to manage by exception, not have them touch every step of every process. 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.

We were all very surprised at how quickly our clients became comfortable with using Tallyfy.

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

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