Fidly FunnelStory

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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.
FunnelStory:

About

FunnelStory AI is a next-gen, agentic revenue intelligence platform designed for post-sales and revenue-growth teams, built to drive proactive intervention, amplify productivity, and surface high-impact opportunities across the customer lifecycle. It unifies structured and unstructured enterprise data, such as CRM records, product usage, support tickets, conversation transcripts, and financial metrics, into a semantic “Customer Intelligence Graph” that supports deep AI reasoning and real-time search. Its Needle Movers module detects early risk and expansion signals, predicting customer churn or renewal opportunities 3-9 months ahead and helping teams act while there is ample runway. With task-automation and AI-agent orchestration, FunnelStory cuts busywork, tripling CS/RevOps productivity by allowing teams to manage 2-3x more accounts with fewer manual steps.
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
FunnelStory:

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:

Audience

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

Audience

Customer success, revenue-ops and post-sales teams looking for a tool to reduce surprise churn, identify expansion opportunities early, and boost productivity by leveraging AI-driven insights and workflows
Fidly:

Support

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

Support

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

API

Offers API Supported
FunnelStory:

API

Offers API Not Supported
Fidly:

Screenshots and Videos

No images available
FunnelStory:

Screenshots and Videos

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
FunnelStory:

Pricing

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

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:

Training

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

Training

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

Company Information

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

Company Information

FunnelStory
Founded: 2022
United States
funnelstory.ai/
Fidly:

Alternatives

FunnelStory:

Alternatives

Fidly:
SuccessGuardian

SuccessGuardian

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

Supportbench

4.9 out of 5 stars
FunnelStory:
Fidly:
Freshsuccess

Freshsuccess

Freshworks
FunnelStory:
Fidly:

Categories

Customer Success Supported
FunnelStory:

Categories

Fidly:

Integrations

HubSpot CRM Supported
Zendesk Supported
Freshdesk Not Supported
Gong Not Supported
Google Cloud BigQuery Not Supported
Make Supported
Salesforce Not Supported
Segment Not Supported
Slack Not Supported
Snowflake Not Supported
Stripe Supported
Zapier Supported
Zoom Not Supported
FunnelStory:

Integrations

HubSpot CRM Supported
Zendesk Supported
Freshdesk Supported
Gong Supported
Google Cloud BigQuery Supported
Make Not Supported
Salesforce Supported
Segment Supported
Slack Supported
Snowflake Supported
Stripe Not Supported
Zapier Not Supported
Zoom Supported
Fidly:
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FunnelStory:
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