Freshsuccess vs. Phano

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Freshsuccess
Score 7.3 out of 10
N/A
Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails, chats, meetings, support tickets, billing history, and product usage, in one place. Predictive Alerts - Predict which customers are likely to churn, convert, or expand their…
$79
per month
Phano
Score 0.0 out of 10
N/A
Phano is a composite AI platform for Customer Success and Account Management teams in B2B SaaS. It analyzes every account each night, cross-referencing usage, relationship, and support signals to surface churn risk and expansion opportunities before renewal, each with its likely cause and a recommended action. Composite AI, not a single score Rather than one predictive health score, Phano runs six analytical techniques in parallel and confronts their…
$99
per month
Pricing
FreshsuccessPhano
Editions & Modules
Estate
$79 billed annually
per month per user
Estate
$95 billed monthly
per month per user
Forest
$129 billed annually
per month per user
Forest
$150 billed monthly
per month per user
Standard
$99
per month
Offerings
Pricing Offerings
FreshsuccessPhano
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPricing is in EUR. The Standard plan is EUR 99/month and includes up to 100 customer accounts; beyond that, EUR 1 per additional customer account per month. A 30-day free trial is available with no credit card. Phano is headless: the intelligence is delivered through your existing tools (CRM, Slack, Microsoft Teams, email, webhooks) and via API and MCP
More Pricing Information
Community Pulse
FreshsuccessPhano
Features
FreshsuccessPhano
Security
Comparison of Security features of Product A and Product B
Freshsuccess
10.0
5 Ratings
14% above category average
Phano
-
Ratings
Role-based user permissions10.05 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Freshsuccess
7.1
6 Ratings
20% below category average
Phano
-
Ratings
API7.25 Ratings00 Ratings
Integration with Salesforce.com7.26 Ratings00 Ratings
Integration with Marketo7.01 Ratings00 Ratings
Integration with Eloqua7.01 Ratings00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Freshsuccess
8.6
6 Ratings
2% below category average
Phano
-
Ratings
Product usage8.16 Ratings00 Ratings
Help desk / support tickets9.15 Ratings00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Freshsuccess
7.1
6 Ratings
19% below category average
Phano
-
Ratings
NPS surveys7.02 Ratings00 Ratings
Sponsor tracking7.01 Ratings00 Ratings
Customer profiles7.15 Ratings00 Ratings
Automated workflow8.06 Ratings00 Ratings
Internal collaboration5.35 Ratings00 Ratings
Customer health scoring8.16 Ratings00 Ratings
Customer segmentation7.25 Ratings00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Freshsuccess
7.4
6 Ratings
13% below category average
Phano
-
Ratings
Customer health trends9.16 Ratings00 Ratings
Engagement analytics7.06 Ratings00 Ratings
Revenue forecasting4.44 Ratings00 Ratings
Dashboards9.16 Ratings00 Ratings
User Ratings
FreshsuccessPhano
Likelihood to Recommend
6.3
(6 ratings)
-
(0 ratings)
User Testimonials
FreshsuccessPhano
Likelihood to Recommend
Freshworks Inc
Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
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Phano
No answers on this topic
Pros
Freshworks Inc
  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
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Phano
No answers on this topic
Cons
Freshworks Inc
  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
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Phano
No answers on this topic
Alternatives Considered
Freshworks Inc
I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.
Read full review
Phano
No answers on this topic
Return on Investment
Freshworks Inc
  • Visibility - We can now see in one place the many dimensions of customer health
  • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
  • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
Read full review
Phano
No answers on this topic
ScreenShots

Freshsuccess Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Phano Screenshots

Screenshot of Daily diagnostics feed: every account analyzed each night, ranked by churn risk and expansion opportunity, each with its likely cause.Screenshot of Account diagnostic detail: the composite reading of one account with its risk drivers and a recommended next action for the CSM and the Account Manager.Screenshot of Evidence behind each diagnostic: the signals and interactions that justify the reading, so the recommendation is auditable, not a black box.Screenshot of Headless delivery: the intelligence is pushed where teams already work, via email, Slack, Microsoft Teams, CRM fields, and webhooks.Screenshot of Integrations: users can connect a CRM (Salesforce, HubSpot, Pipedrive), support, email and calendar to feed the composite analysis.