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What is Fidly?

Fidly is an innovative, cloud-based platform that focuses on customer success for B2B businesses with ongoing client relationships, including SaaS providers, accounting firms, marketing agencies, consulting firms, and other service-based organizations. This platform allows teams to define specific stages in the customer journey while establishing recurring tasks with set deadlines; Fidly tracks daily progress and compiles a prioritized list that identifies accounts needing urgent attention along with explanations for their current status. Beyond task management, Fidly includes features such as NPS and CSAT surveys, a daily customer health score that ranges from 0 to 100, AI-generated insights and summaries based on customer feedback and meetings, as well as a chat assistant powered by AI to address inquiries about customer accounts. Users have the flexibility to add customers manually or through spreadsheet uploads, and they can integrate product usage data via Pixel, REST API, or Zapier. The customer health score combines various factors, including usage patterns, adoption rates, financial indicators, stability metrics, and relationship signals, while the priority queue helps teams identify which accounts need immediate focus. In essence, Fidly aims to improve customer engagement and facilitate proactive management of client relationships, ultimately driving business success and satisfaction. By leveraging these advanced features, businesses can foster stronger connections with their clients and enhance overall service delivery.

What is Bellwethr?

Assessments of customer health frequently depend on personal interpretations or limited information, potentially masking critical insights. For a truly data-driven strategy, it is vital to utilize all accessible data to identify key indicators that reveal both risks and opportunities, which in turn can improve decision-making. By examining patterns, estimating customer lifetime value, forecasting churn, and identifying the best strategies to increase retention and revenue, companies can make more informed decisions. Partnering with our data science experts will help you enhance your approaches and implement industry best practices. Additionally, it's important to track the reasons for customer cancellations and analyze which segments are lagging while also pinpointing those that are performing well. While retaining every customer forever is not feasible, it's interesting to note that former customers have a 45% higher likelihood of re-engaging compared to new customers converting. As you work towards data-driven initiatives and methodologies, it's essential to acknowledge that navigating data science can be complex. Gaining a thorough understanding of your customer data will ultimately empower your business to make superior decisions and foster growth, leading to a more robust and sustainable operation in the long run. In this evolving landscape, staying agile and responsive to data insights can provide a competitive edge.

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Integrations Supported

HubSpot CRM
Stripe
Make
Zapier
Zendesk

Integrations Supported

HubSpot CRM
Stripe
Amazon Web Services (AWS)
Chargebee
Cratejoy
Google Cloud Platform
HubSpot Customer Platform
Microsoft Azure
Microsoft Dynamics 365
Recharge
Recurly
Salesforce
SendGrid

API Availability

Has API

API Availability

Pricing Information

R$297/month
Start is R$297/month for up to 100 customers; Essencial is R$597/month for up to 300; Profissional is R$997/month for up to 1,000; Escala starts at R$1,294/month for larger portfolios. Extra users are R$10/month; annual billing gives two months free. A 30-day free trial is offered on all plans.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Fidly

Date Founded

2026

Company Location

Brazil

Company Website

fidly.com.br

Company Facts

Organization Name

Bellwethr

Date Founded

2017

Company Location

United States

Company Website

www.bellwethr.com

Categories and Features

Customer Success

Not specified

Categories and Features

AI Customer Success

Not specified

Customer Retention

Not specified

Customer Success

Not specified

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