Amazing Results. Happy Customers.
Tallyfy is the only process management software that anyone can start using in 60 seconds.
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!
-Rommel C. Caibal, (Owner)
Web Agency, Web Project Management
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!
-Hanka Hanga, (Co-founder at Mindset Institute)
Education. Marketing Approval
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.
-Tom Lewis (Operator at Cowork Inc.)
Real estate, Membership management
We have prevented many common errors and delays in accounting processes by using Tallyfy.
-Rajesh Verma (Registered Tax Agent at ATS)
Accounting, Client Onboarding
I can standardize my routine processes and reduce supervision. Time is money and this is a huge time saver!
-Raj Esh (Director at Autax)
Financial Services, Operations
I was hesitant to get another “task/project manager,” 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 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. This makes it where I just have to record the workflow once, and now, anyone can do it! And I can track it, and do so many more things with it.
-Kyle Lawrence (Development Manager at D&D)
Consulting, Web Development
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 to stop using task managers start running repetitive processes with Tallyfy.
The biggest pro that I’m getting out of Tallyfy is the change of mindset and how I do things, 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.
Here are some unique benefits of switching from tasks-only to processes in Tallyfy:
You can hide/show tasks based on rules and logic jumps.
They have an API, so if you are a technical you can integrate it with other tools.
-Jose Sotelo (Marketing Manager at Havas)
Media, Publishing Approvals
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.
-Simon Rowe (Development Manager at HM Government)
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
-David Christopher Castillo (Senior Business Analyst at Voyager)
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.
-Len Gilbert (COO at Digital Prism Advisors)
Professional Services, Client Facing Operations
Tallyfy is great for any team that needs to be on the same page and implement processes for the first time.
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.
-Macklin Andrick (Operations Manager at Greetabl)
Ecommerce Operations, Product Management
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.
-Mario Alfaro (Manager at Soluciones Eficaces)
Legal Services, Client Onboarding
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.
-Stephan Fopeano (Founder at VPOIDS Inc.)
Technology, Member Onboarding
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. We were all very surprised at how easy it was, how quickly our clients became comfortable with the program in less than a few minutes – and how well it met our needs.
-Michelle Murray (Managing Director / CPA at Segue Partners)
Accounting, Financial Approvals
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.
-Timothy O’Leary (General Director at OTSL)
Entertainment, Content Approval