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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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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.
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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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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
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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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Phano:
Audience
Customer Success and Account Management teams at B2B SaaS companies
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Fidly:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Phano:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Fidly:
API
Offers API
Supported
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Phano:
API
Offers API
Supported
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Fidly:
Screenshots and VideosNo images available
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Phano:
Screenshots and Videos |
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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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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
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Fidly:
Reviews/
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Phano:
Reviews/
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Fidly:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Phano:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Fidly:
Company InformationFidly
Founded: 2026
Brazil
fidly.com.br
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Phano:
Company InformationPhano
Founded: 2026
France
phano.ai/en
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Fidly:
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Phano:
Alternatives |
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Fidly:
Categories |
Phano:
Categories |
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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
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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
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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
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Fidly:
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Phano:
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