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What is Freshsuccess?

Freshsuccess stands out as a revolutionary platform in the realm of customer success, specifically crafted to assist software and subscription firms in minimizing churn, boosting expansion initiatives, and fostering deeper customer connections. The platform grants users insightful visibility into customer accounts, enabling swift evaluations of account conditions, support requests, billing details, communications, and user engagement statistics. By pinpointing potential risks and opportunities, businesses can proactively address issues that could lead to churn while also discovering potential advocates or growth pathways. Freshsuccess not only standardizes workflows but also optimizes task automation and enforces best practices for Customer Success teams, promoting both efficiency and uniformity. Users can easily access vital performance indicators, including churn rates, expansion figures, product adoption rates, and overall customer health assessments. Renowned among top B2B software and subscription businesses, Freshsuccess employs customer health scores to represent the traits and actions of content customers. This analytical strategy empowers Customer Success professionals to discern risks and opportunities without depending solely on intuition, leading to improved decision-making and heightened customer satisfaction. Additionally, the platform's commitment to continuous improvement means that it evolves alongside its users, ensuring that companies stay ahead of market trends and customer expectations.

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.

Media

Media

No images available

Integrations Supported

HubSpot CRM
Stripe
Zendesk
AskNicely
Copper
Delighted
Freshdesk
Freshsales
Google Calendar
HubSpot Customer Platform
Insightly
QuickBooks Online Advanced
Recurly
Salesforce
Zoho Billing
Zuora

Integrations Supported

HubSpot CRM
Stripe
Zendesk
Make
Zapier

API Availability

API Availability

Has API

Pricing Information

$79 per user per month

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?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Freshworks

Date Founded

2010

Company Location

United States

Company Website

www.freshworks.com/customer-success-software/

Company Facts

Organization Name

Fidly

Date Founded

2026

Company Location

Brazil

Company Website

fidly.com.br

Categories and Features

Churn Prevention

Not specified

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics

Categories and Features

Customer Success

Not specified

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