Believe.Digital, a 10-person UK digital marketing agency, used Tallyfy to share specialized knowledge across a growing team. With dozens of blueprints covering SEO onboarding, Google Ads management, and web development, apprentices now work at founder-level quality and the founder can step away without worry.
Bricks and MiniFigs replaced tedious manual franchise coordination with a structured Tallyfy candidate dashboard. Carson, their Franchise Development Coordinator, explains how franchise candidates now see exactly where they are in the 30+ step discovery process, what comes next, and why the system doubles as a natural qualification filter.
As Corestream scaled their project management platform, they used Tallyfy workflow automation to eliminate manual errors and accelerate onboarding. Documented workflows replaced scattered communication and preserved institutional knowledge.
Gaylor Electric grew from $400M to $500M in revenue while adding 100 people per month. VP of IT Joe Meadors explains how bi-weekly Tallyfy calls turned executive policy approvals from ad-hoc email chains into a structured process that everyone at the company knows by name.
Simploy, a Professional Employer Organization, cut weekly client meetings from 90 minutes to 20 minutes using Tallyfy. Their onboarding and workers comp renewal processes eliminated duplicated work and the need to chase people for updates.
West Community Credit Union struggled to manage marketing workflows across multiple campaigns. With 50+ step processes and vendor file transfers, things were falling through the cracks. Tallyfy brought clarity and accountability.
Greetabl, a fast-growing e-commerce gift company, launched 4 new products after adopting Tallyfy to streamline operations, onboarding, and inventory audits.
VPOIDS uses Tallyfy's API to help non-profit organizations manage large volumes of member onboarding across multiple software applications over 60-day processes. By tracking the multi-step process in one place with automated triggers, new members became 50% more likely to become contributing members thanks to better onboarding visibility and intervention.
Segue Partners, an outsourced accounting firm, uses Tallyfy to manage client-facing accounts payable workflows where guest users see only their own process and are added at no extra cost. Clients got comfortable in minutes with zero technical expertise, and the archive stores every file, comment, and timestamp for audit-ready compliance.
Opera Theatre of St. Louis rebuilt their content approval process using Tallyfy, completing approvals 60% faster. The theatre eliminated paper-based routing bottlenecks, moving from over a week to just 2-3 days for document reviews. Simultaneous collaboration replaced sequential handoffs, bringing accountability and efficiency to their flagship program book production.