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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 CustomerX?

CustomerX is an innovative customer success software designed to empower users to be proactive, utilize data effectively, and prioritize the achievement of their customers' goals. It facilitates the establishment of strong, enduring relationships while transforming the customer success function into a significant source of revenue. With the ability to centralize and integrate all customer information in a single platform, it streamlines operations, allowing for the automation of routine tasks and freeing up valuable time to engage with customers. You can meticulously track the entire customer journey, pinpoint potential risks, and take timely, proactive measures. By assessing customer satisfaction through surveys sent directly from the interface, you can gain insights into customer well-being and identify areas requiring attention. Starting from the initial stages of the customer relationship, CustomerX’s cutting-edge technology ensures seamless connectivity with every platform available in the market. This capability guarantees that all pertinent information about your customers is consistently accessible and reliably updated in one centralized location. The comprehensive nature of CustomerX not only enhances operational efficiency but also fosters a deeper understanding of customer needs.

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Integrations Supported

HubSpot CRM
Zendesk
Make
Stripe
Zapier

Integrations Supported

HubSpot CRM
Zendesk
Blotout
Freshdesk
HubSpot Customer Platform
Intercom
Meltano
Mixpanel
Pipedrive

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

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Fidly

Date Founded

2026

Company Location

Brazil

Company Website

fidly.com.br

Company Facts

Organization Name

CustomerX

Date Founded

2017

Company Location

Brazil

Company Website

www.customerx.cx/

Categories and Features

Customer Success

Not specified

Categories and Features

Customer Success

Not specified

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