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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 CustomerGauge?

CustomerGauge empowers B2B companies to harness customer insights and behaviors, facilitating the alignment of business strategies while enhancing account retention rates. Additionally, it drives revenue growth by enabling effective up-sells and cross-sells. The CustomerGauge Account Experience™ platform enables businesses to track account engagement and gather valuable feedback from important stakeholders. It features the ability to segment real-time data into personalized dashboards and correlate feedback with alterations in NPS scores and overall revenue. With the use of custom and native integrations, users can monitor engagement levels, including the frequency with which key stakeholders respond to surveys, submit support requests, and interact with marketing communications. Furthermore, the CustomerGauge Account Expert™ platform allows users to establish KPI targets, effectively closing the feedback loop, pinpointing accounts that are at a higher risk of churn, and predicting the potential revenue impact resulting from changes in NPS scores. This comprehensive approach ensures that businesses can proactively manage their customer relationships and drive sustainable growth. Don’t miss out—schedule a demo today to see how CustomerGauge can transform your business strategy.

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Integrations Supported

HubSpot CRM
Zapier
Zendesk
Make
Stripe

Integrations Supported

HubSpot CRM
Zapier
Zendesk
Desktop.com
Freshdesk
HubSpot Customer Platform
Kapiche
Keap
NetSuite
Oracle CPQ
Pipedrive
Rivery
Salesforce
Stackreaction
Storable Newbook
Sugar Sell
Wonderflow
Wufoo

API Availability

Has API

API Availability

Has API

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

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Fidly

Date Founded

2026

Company Location

Brazil

Company Website

fidly.com.br

Company Facts

Organization Name

CustomerGauge

Date Founded

2007

Company Location

Netherlands

Company Website

customergauge.com

Categories and Features

Customer Success

Not specified

Categories and Features

Churn Prevention

Not specified

Customer Engagement

Analytics
Churn Management
Communication Management
Feedback Collection

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Retention

Not specified

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Upsell & Cross-Sell

Not specified

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