STAMP

STAMP

Stonegate Advisors
Fidly STAMP

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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.
STAMP:

About

Assess customer, channel and employee sentiment, significantly improve your ability to retain accounts, increase recurring revenue, and maximize customer lifetime value. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business. Not only does STAMP provide the Net Promoter Score (NPS), but also uses our proprietary algorithm to calculate your STAMP Score to quickly show what clients are loyal or at risk of loss. Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business. An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm.
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
STAMP:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad 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.
STAMP:

Audience

Customer Success platform for companies wanting to onboard, educate, engage, and retain more users
Fidly:

Support

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

Support

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

API

Offers API Supported
STAMP:

API

Offers API Not Supported
Fidly:

Screenshots and Videos

No images available
STAMP:

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
STAMP:

Pricing

No information available.
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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STAMP:

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
STAMP:

Training

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

Company Information

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

Company Information

Stonegate Advisors
Founded: 2005
United States
www.stampcsm.com
Fidly:

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STAMP:

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Fidly:
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STAMP:
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Fidly:
Supportbench

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Freshsuccess

Freshsuccess

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STAMP:
Fidly:

Categories

Customer Success Supported
STAMP:

Categories

Customer Success Supported
STAMP:

Customer Success Features

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

Integrations

HubSpot CRM Supported
Make Supported
Stripe Supported
Zapier Supported
Zendesk Supported
STAMP:

Integrations

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