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Related Products
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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.
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Helios CX:
About
Helios is a customer experience and account health platform built for B2B companies that need a simple, continuous way to understand how their clients feel. With Helios, teams can send automated transactional surveys, run NPS and CSAT programs, and collect feedback across every stage of the customer journey. The platform centralizes all responses, analyzes sentiment, and highlights risks or opportunities in real time.
Helios goes beyond dashboards—its insights are designed for commercial and CX teams to take action: identifying accounts at risk, understanding key drivers of dissatisfaction, and spotting moments where upsell or retention efforts can make an impact. Companies use Helios to reduce churn, improve client relationships, and grow revenue from their existing customer base.
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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
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Helios CX:
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
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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.
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Helios CX:
Audience
B2B Companies
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Fidly:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Helios CX:
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Fidly:
API
Offers API
Supported
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Helios CX:
API
Offers API
Not Supported
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Fidly:
Screenshots and VideosNo images available
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Helios CX:
Screenshots and VideosNo images available
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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
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Helios CX:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Fidly:
Reviews/
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Helios CX:
Reviews/
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Fidly:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Helios CX:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Fidly:
Company InformationFidly
Founded: 2026
Brazil
fidly.com.br
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Helios CX:
Company InformationHelios CX
Founded: 2025
Peru
www.cxhelios.com
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Helios CX:
Alternatives |
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Helios CX:
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Categories |
Helios CX:
Categories |
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Fidly:
Integrations
HubSpot CRM
Supported
Make
Supported
Stripe
Supported
Zapier
Supported
Zendesk
Supported
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Helios CX:
Integrations
HubSpot CRM
Not Supported
Make
Not Supported
Stripe
Not Supported
Zapier
Not Supported
Zendesk
Not Supported
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Fidly:
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Helios CX:
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