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What is Success4?

Success4 equips you with the essential tools needed to handle the challenging tasks, allowing you to concentrate on enhancing your customer success strategy effectively. Additionally, this enables you to allocate more time toward refining your approach and achieving your business goals.

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

Stripe
Zendesk
AirCare
CloudTalk
Freshchat
Freshdesk
Freshsales
Grafana Cloud
Microsoft Outlook
Pipedrive
QuickBooks Online
Recurly
Salesforce
Segment
Zoho CRM
Zoho Mail

Integrations Supported

Stripe
Zendesk
HubSpot CRM
Make
Zapier

API Availability

API Availability

Has API

Pricing Information

$99
$99 per user for a month for the first 5 users and $89 for every other user after that 5.

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

Training Options

Documentation Hub

Company Facts

Organization Name

Success4

Date Founded

2016

Company Location

United States

Company Website

success4.us

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
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

Customer Success

Not specified

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