Fidly Phano

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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.
Phano:

About

Phano is a composite AI for Customer Success and Account Management teams at B2B SaaS companies. It cross-references each account's signals every day (usage, relationship, support and every other connected source) to surface, ahead of renewal, the accounts at risk of churn and those ready for expansion, with their probable cause and the action to take. Every diagnostic exposes its evidence, contradictions and blind spots, so teams can trust it before acting. Phano also covers client meetings end to end: a brief before every call, live coaching during it, a structured recap written to the CRM and the follow-up email drafted in the inbox. Intelligence is delivered where teams already work: email, Slack, Microsoft Teams, CRM and webhooks, plus API and MCP. The CSM protects the customer base, the Account Manager grows the accounts, from the same diagnostic. Self-serve setup, 30-day free trial, then 99 EUR per month.
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
Phano:

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.
Phano:

Audience

Customer Success and Account Management teams at B2B SaaS companies
Fidly:

Support

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

Support

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

API

Offers API Supported
Phano:

API

Offers API Supported
Fidly:

Screenshots and Videos

No images available
Phano:

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
Phano:

Pricing

€99/month
Free 30-day trial, no credit card required. Standard plan from 99 EUR per month (up to 100 customer accounts, then 1 EUR per extra account). Composite AI for Customer Success and Account Management: daily cross-signal diagnostics per account plus meeting briefs, live coaching, recaps and follow-up drafts, delivered into your existing tools (email, Slack, Microsoft Teams, CRM, webhook), plus API and MCP access.
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

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Review this Software
Phano:

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
Phano:

Training

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

Company Information

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

Company Information

Phano
Founded: 2026
France
phano.ai/en
Fidly:

Alternatives

Phano:

Alternatives

Fidly:
SuccessGuardian

SuccessGuardian

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

Supportbench

4.9 out of 5 stars
Phano:
Fidly:
Freshsuccess

Freshsuccess

Freshworks
Phano:
Fidly:

Categories

Customer Success Supported
Phano:

Categories

Phano:

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Not Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported
Fidly:

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Not Supported
Make Supported
Microsoft Teams Not Supported
Microsoft Teams Phone Not Supported
Model Context Protocol (MCP) Not Supported
Salesforce Not Supported
Slack Not Supported
Stripe Supported
Zapier Supported
Zendesk Supported
Phano:

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Make Not Supported
Microsoft Teams Supported
Microsoft Teams Phone Supported
Model Context Protocol (MCP) Supported
Salesforce Supported
Slack Supported
Stripe Not Supported
Zapier Not Supported
Zendesk Not Supported
Fidly:
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Claim Fidly and update features and information
Phano:
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