Process Improvement Software
Turn messy processes into digitized workflows that continuously improve
People ❤️ Tallyfy
Simple for everyone. Strong enough for champs.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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!
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"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 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 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.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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!
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"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 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 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.
"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.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Tallyfy® is Process Improvement Made Easy
Fed up of ad-hoc process documentation that nobody follows? One 6-person team we worked with consolidated their fragmented tools into Tallyfy and cut onboarding time by 60%. When you can actually measure your baseline, improvement becomes possible.
The improvement loop in product terms. Phase 4 has two exits - lock the change in, or roll it back. Most teams skip the rollback path. That is why their improvements stall.
Just 3 simple steps to digitized processes
Document, track and improve your workflows on Tallyfy
1. Document
Baseline your current process in a trackable template so you can measure it. Try our continuous improvement template.
Is good enough actually good?
Process improvement skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Our team includes process improvement experts that will help you document, run and setup a plan for continuous improvement!
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Related Questions
What exactly is Tallyfy?
Tallyfy tracks every step of any process automatically. That's it. You don't have to chase people or wonder where things stand. Once teams ditch the email and spreadsheet juggling, every task has a named owner and a record of what got done. It's particularly helpful for form intake - you won't lose or forget any submission.
What is process improvement software?
It's software that helps you figure out what's broken in how your team works - and fix it. Most tools make you draw flowcharts nobody reads. Tallyfy's different. You document your process, run it, and track it all in one place. No technical skills required. Based on feedback we've received, that simplicity is what makes people actually use it.
Why do traditional process improvement methods often fail?
Static flowcharts. That's the short answer. They're outdated the moment you print them. Traditional methods rely on documents that sit in folders collecting dust. Tallyfy keeps processes alive - they're tracked in real time, so when someone spots a bottleneck, they can flag it immediately. Changes happen fast instead of waiting for the next quarterly review.
How do I know which processes to improve first?
Go after the painful ones first. High-frequency, high-frustration. In discussions we've had with operations teams, onboarding and compliance processes tend to show the fastest wins. Tallyfy's tracking shows you exactly where tasks get stuck - so you're making decisions based on actual cycle time data, not gut feelings.
Can process improvement work without a dedicated process team?
Absolutely. We've seen 6-person teams running 98+ active workflows after they stopped using WhatsApp, spreadsheets, and calendar apps separately. The trick? Processes need to be living documents, not static PDFs. When anyone on the team can suggest improvements and changes show up instantly, you don't need a dedicated team to keep everything current.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency