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What is atEaseAI?

Managing customers after the sale takes more than keeping records up to date. Teams need to recognise when an account needs attention, prepare for the right conversation, and make sure someone follows through. atEaseAI gives Customer Success Managers, Account Managers, and their leaders a shared workspace for that work. Designed for B2B SaaS businesses, the platform connects information from supported customer systems to help teams assess relationships, track progress toward value, and organise their next steps. It supports the customer lifecycle, including onboarding, ongoing adoption, churn prevention, renewal preparation, and account growth. Agent Caleb lets users work conversationally with account and portfolio information. A team member can ask for a customer review, investigate a risk, explore an expansion opportunity, or prepare a plan. Agent Caleb uses the available customer data alongside the organisation’s Business Profile, which defines its terminology, customer journey, success measures, and operating playbooks. The responsible person reviews the output, makes adjustments, and approves consequential actions before they are carried out through available integrations and platform capabilities. Automation & Workflows help maintain ownership and repeatable processes, while reporting helps leaders assess progress and team performance. atEaseAI suits dedicated post-sales departments as well as smaller businesses where one person handles several customer responsibilities. Its account-based pricing includes unlimited users and AI usage, allowing colleagues to collaborate without additional seat charges. Developed by Renz Innovations Private Limited, atEaseAI focuses on helping teams spend less time assembling information and coordinating routine work, leaving more time for meaningful customer conversations.

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
Zendesk
Freshdesk
Gmail
Google Analytics
Microsoft Outlook
PostHog
Salesforce
Zoho CRM

Integrations Supported

HubSpot CRM
Zendesk
Make
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Free Trial
Manage up to 50 accounts for 30 days free.
No credit card required.
Full access to all core features.
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

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

atEaseAI

Date Founded

2025

Company Location

India

Company Website

www.ateaseai.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 Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics

Categories and Features

Customer Success

Not specified

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