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What is STAMP?

By evaluating the sentiments of customers, channels, and employees, you can greatly enhance your capability to retain clients, boost revenue, and optimize customer lifetime value. Real-time dashboards for external clients enable you to monitor how effectively you are satisfying their needs. Additionally, dashboards specifically designed for account managers give insights into their performance across their respective portfolios. STAMP goes beyond just providing the Net Promoter Score (NPS); it also incorporates a unique algorithm to derive your STAMP Score, allowing you to quickly identify which clients are loyal and which ones may be at risk of leaving. This summary delivers a comprehensive overview of account performance based on critical metrics such as Net Promoter and Ease of Business. Furthermore, STAMP's proprietary algorithm generates an overall "customer sentiment score," offering valuable insights into overall client satisfaction and engagement trends. With these tools at your disposal, you can make more informed decisions to foster long-term relationships with your clients.

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

Integrations Supported

HubSpot CRM
Make
Stripe
Zapier
Zendesk

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

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
iPhone
iPad

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Stonegate Advisors

Date Founded

2005

Company Location

United States

Company Website

www.stampcsm.com

Company Facts

Organization Name

Fidly

Date Founded

2026

Company Location

Brazil

Company Website

fidly.com.br

Categories and Features

Customer Success

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

Categories and Features

Customer Success

Not specified

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