Arrows Fidly

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Arrows:

About

Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.
Fidly:

About

Fidly is a cloud-based customer success platform for B2B companies with recurring customer relationships, including SaaS providers, accounting firms, agencies, consultancies, and other service businesses. Teams define one-time customer journey stages and recurring routines with deadlines; Fidly checks progress daily and organizes a priority queue showing which accounts are due or overdue and why. The platform also includes team tasks, NPS and CSAT surveys, a daily 0–100 customer health score, AI summaries and analysis of survey comments and customer meetings, and an AI chat assistant for questions about customer accounts. Customers can be added manually or by spreadsheet, while product-usage data can be sent through the Pixel, REST API, or Zapier. The health score combines usage, adoption, financial, stability, and relationship signals, while the priority queue helps teams decide which account to address first.
Arrows:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Fidly:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Arrows:

Audience

Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks
Fidly:

Audience

B2B companies with recurring revenue, including SaaS providers, accounting firms, agencies, and other subscription-service businesses with customer success or account management teams.
Arrows:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Fidly:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported
Arrows:

API

Offers API Supported
Fidly:

API

Offers API Supported
Arrows:

Screenshots and Videos

Fidly:

Screenshots and Videos

No images available
Arrows:

Pricing

$99 per month
Free Version Not Supported
Free Trial Supported
Fidly:

Pricing

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 Version Not Supported
Free Trial Supported
Arrows:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Fidly:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Arrows:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Fidly:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Arrows:

Company Information

Arrows
Founded: 2018
United States
arrows.to/features/
Fidly:

Company Information

Fidly
Founded: 2026
Brazil
fidly.com.br
Arrows:

Alternatives

Fidly:

Alternatives

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Fidly:
SuccessGuardian

SuccessGuardian

5.0 out of 5 stars
Arrows:
Fidly:
Arrows:
Fidly:
Supportbench

Supportbench

4.9 out of 5 stars
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Fidly:
Freshsuccess

Freshsuccess

Freshworks
Arrows:

Categories

Fidly:

Categories

Customer Success Supported
Arrows:

Integrations

Zapier Supported
HubSpot CRM Not Supported
Make Not Supported
Salesforce Supported
Stripe Not Supported
Zendesk Not Supported
Fidly:

Integrations

Zapier Supported
HubSpot CRM Supported
Make Supported
Salesforce Not Supported
Stripe Supported
Zendesk Supported
Arrows:
Claim Arrows and update features and information
Claim Arrows and update features and information
Fidly:
Claim Fidly and update features and information
Claim Fidly and update features and information