Client Onboarding Software
Turn messy emails and calls into simple, smooth, automated workflows. First impressions are critical to clients. Reduce churn. Increase revenue. Delight your clients at every step.
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.
Tallyfy® is Client Onboarding Made Easy
Fed up of ad-hoc projects, calls, emails and tasks? Run and scale your onboarding and client data collection process professionally with Tallyfy - multi-function, AI-powered, top-rated client onboarding software
Here is the cost of busywork with no client onboarding software
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Client onboarding process design skills - without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our onboarding software configuration experts for life.
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Related Questions
What is Client Onboarding Software?
This is where client onboarding software comes in to help companies bring in and onboard new clients seamlessly and uniformly. You could think of it as being your own digital assistant that ensures nothing falls through the cracks as you onboard new customers. Tallyfy is a great example – it digitizes every step – including a good process path for every new client – automatically and ensures the same high-standard processes are followed by your team.
What Exactly is Tallyfy?
Tallyfy tracks every step of a process without chaos – no manual work. The platform enables trackable, digitized workflows for client onboarding that save approximately 2 hours per person daily, allowing teams to work seamlessly, repeatably, and at scale without friction.
Why Do Companies Struggle with Client Onboarding Without Software?
Without proper software, client onboarding becomes a mess of emails, spreadsheets, and missed to-dos. Teams waste time chasing status updates, clients experience slow responses, critical steps are overlooked, and poor first impressions damage client relationships from the start.
How Does Tallyfy Make Client Onboarding Better?
Tallyfy provides a clear, visual process that everyone can understand. Clients track their progress, teams receive automatic notifications for action items, and managers identify bottlenecks instantly, with automatic reminders ensuring nothing gets lost or overlooked.
Can Clients Access Tallyfy During Onboarding?
Yes. Clients receive one persistent link displaying their onboarding status without needing account creation or password management, reducing friction and allowing them to participate whenever convenient.
How Does Tallyfy Handle Document Collection During Onboarding?
The platform features a robust document template system with fill-in-the-blank capabilities. Clients complete information once, and it auto-populates across all required documents, saving time and virtually eliminating errors.
What Makes Tallyfy Different from Regular Project Management Tools?
Tallyfy was purpose-built for workflows, offering advanced features including conditional logic (if-this-then-that), automatic translation in 90+ languages, and process effectiveness measurement via Google Analytics—capabilities beyond standard project management tools.
How Can I See Customer Reviews of Tallyfy?
Genuine customer stories and testimonials are available at tallyfy.com/customers/, illustrating how businesses have transformed client onboarding and other processes using the platform.
Does Tallyfy Offer a Free Trial?
Yes, users can begin with a custom demo. The company deploys a private instance for onboarding needs. Book your demo at tallyfy.com/booking/.
Does Tallyfy Offer Free Help with Client Onboarding Implementation?
Absolutely. We guarantee you can schedule free 25-minute screen-sharing calls with our onboarding software configuration experts for life, assisting with process design and optimization.
What About Pricing – Is Tallyfy Affordable?
Tallyfy's pricing adjusts based on your country's GDP per capita, offering lifetime discounts up to 90% off, making professional onboarding accessible to businesses of any size.
How Do I Get Started with Tallyfy for Client Onboarding?
Begin with a custom demo showcasing how client onboarding becomes hands-off and how to deploy a customized solution. Schedule at tallyfy.com/booking/.
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy