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!.
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.
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 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.
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 is a 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 as a business owner easier!
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.
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.
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.
Which process could you run a lot better?
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
- High touch client onboarding
- Structure feedback to R&D
- Playbooks to triage FAQ's
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
- Self-service orientation
- Structure talent requests
- Promotion requests
- Structure incoming issues
- Product quality assurance cycles
- Product release processes
- Triage tickets to playbooks
- Merge DevOps to everyone
- Asset re-assignment
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
- Structure and deliver audits
- Train AI with human-in-the-loop
- Request to BI to Insights
- Make SOP's useful
- Crowdsource know-how
- Deliver "one source of truth"
Tallyfy pays for itself – many times over
Busywork per person
$ wasted per day
These problems cost real money. But see this a different way. Is there better things you could do with the time you save?
- Training. Repeatedly explaining a standard procedure to a new or existing employee.
- Busywork. Chasing coworkers or clients for approvals. Saying "it's your turn" on a handover.
- Backtracking. Getting the full story of a problem (from scratch) before it can be solved.
- Lack of clarity. Doing back-and-forth emails and chats due to vague and unstructured tasking.
- Missing information. Sending forms back and forth due to problems or missing info.
- Annoyed clients. Dropping the ball with clients due to uncertainty about workflow status.
In case you're wondering - studies show that on average, busywork takes up 2 hours per person, per day (contact us for references). Now consider this - the stresses above also annoy people and kills creativity. It also builds toxic work culture and causes people to disengage from work and eventually - leave their jobs. Leavers might tell potential new hires that your company is a disorganized mess. Saving time on busywork is not just about money, it's about your survival - and happy employees.
How many employees work at your company? Edit the number by clicking on the pencil icon.
Sure, lost time = lost money. But more importantly - Is there better things you can do with the time you save?
An average US professional worker is paid $44 per hour, per person (official data). We take this rate and multiply it with time wasted and the number of employees to get dollars wasted per day.
Studies show busywork eats up an average 2 hours a day. See the explanation panel for the first box - "Busywork per person". You can improve your operations immediately - try Tallyfy!