Audience

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

About Fidly

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.

Pricing

Starting Price:
R$297/month
Pricing Details:
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 Trial:
Free Trial available.

Integrations

API:
Yes, Fidly offers API access

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Fidly
Founded: 2026
Brazil
fidly.com.br

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Product Details

Platforms Supported
Cloud
Windows
Training
Documentation

Fidly Frequently Asked Questions

Q: What kinds of users and organization types does Fidly work with?
Fidly works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Fidly support in their product?
Fidly supports these languages: Portuguese.
Q: What other applications or services does Fidly integrate with?
Fidly integrates with: HubSpot CRM, Make, Stripe, Zapier, and Zendesk.
Q: Does Fidly have an API?
Yes, Fidly has an API.
Q: What type of training does Fidly provide?
Fidly provides training in the form of documentation.
Q: Does Fidly offer a free trial?
Yes, Fidly offers a free trial.
Q: How much does Fidly cost?
Pricing for Fidly starts at R$297/month.

Fidly Product Features

Customer Success

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