Lucidly
The facts below are what the maker publishes about Lucidly, checked and dated. Our editors have not written about it yet.
Plans and prices
From Lucidly's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 60-Day Revenue Intelligence Pilot | $5,000, paid once | Up to 250 customer accounts · Three primary data sources · Three intervention playbooks · one-time, 60 days |
| Growth Platform | $30,000 a year | Priced on managed accounts, data complexity, and automation volume · Unlimited users and account hierarchies within your book · Starting at $30,000 annually |
| Enterprise | Priced on request | Warehouse ingestion · Custom models · Higher data volume and retention · Dedicated support with SLA · Custom annual agreement |
The facts
Each one read from Lucidly's own pages, with the date it was checked.
What it does
- Access controls
- The security policy lists role-based access control, multi-factor authentication, single sign-on support, and least-privilege access.checked 2 Oct 2026
- Automation
- Features include retention and expansion campaigns, playbook recommendations, onboarding automation, QBR coordination, and cross-functional task management.checked 2 Oct 2026
- Customer views
- Features include unified customer account views, portfolio health monitoring, risk scoring, segmentation, cohort analysis, and stakeholder mapping.checked 2 Oct 2026
- Forecasting and risk
- Lucidly offers NRR forecasting with confidence intervals, rolling-horizon churn risk scoring, expansion opportunity identification, and customer lifetime value prediction.checked 2 Oct 2026
- Implementation
- Lucidly says its integrations are read-only by default and that initial insights arrive in under two weeks.checked 2 Oct 2026
- Integrations
- The product page lists Salesforce, HubSpot, Mixpanel, Amplitude, Segment, Pendo, Snowflake, Redshift, BigQuery, Databricks, Stripe, Recurly, Slack, Zendesk, Intercom, Freshdesk, Fivetran, Airbyte, Jira, and Asana.checked 2 Oct 2026
- Intended users
- Lucidly is built for B2B SaaS customer success leaders, including VPs and Heads of Customer Success managing 100 to 1,000 accounts.checked 2 Oct 2026
- Privacy
- Lucidly says customer data is not used to train third-party foundation models and describes its data handling as GDPR- and CCPA-aligned.checked 2 Oct 2026
- Security
- The security policy says data is encrypted with TLS 1.3 in transit and AES-256 at rest, and the application-level SOC 2 audit is in progress.checked 2 Oct 2026
- Support
- The Growth Platform includes named onboarding and success support; Enterprise includes dedicated success and technical support with an SLA.checked 2 Oct 2026
- What it does
- Lucidly connects product, billing, support, CRM, and customer conversation signals to detect churn and expansion opportunities and coordinate interventions.checked 2 Oct 2026
The company
- Company
- Lucidly is a product of Cobalt Glacier LLC, which the company identifies as a North Carolina limited liability company.checked 2 Oct 2026
Money
- Free preliminary offer
- Lucidly offers a free preliminary Revenue Intelligence Plan that requires no data connection and carries no obligation.checked 2 Oct 2026
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