On the recordRead 2 Oct 202613 facts
Lucidly
Plans and prices
60-Day Revenue Intelligence Pilot
$5,000one-time
Up to 250 customer accounts · Three primary data sources · Three intervention playbooks
Read 2 Oct 2026 · lucidlyhq.com
Growth Platform
$30,000a year
Priced on managed accounts, data complexity, and automation volume · Unlimited users and account hierarchies within your book
Read 2 Oct 2026 · lucidlyhq.com
Enterprise
Priced on request
Warehouse ingestion · Custom models · Higher data volume and retention · Dedicated support with SLA
Read 2 Oct 2026 · lucidlyhq.com
On the record
- Access controls
- The security policy lists role-based access control, multi-factor authentication, single sign-on support, and least-privilege access.lucidlyhq.com · read 2 Oct 2026
- Automation
- Features include retention and expansion campaigns, playbook recommendations, onboarding automation, QBR coordination, and cross-functional task management.lucidlyhq.com · read 2 Oct 2026
- Company
- Lucidly is a product of Cobalt Glacier LLC, which the company identifies as a North Carolina limited liability company.lucidlyhq.com · read 2 Oct 2026
- Customer views
- Features include unified customer account views, portfolio health monitoring, risk scoring, segmentation, cohort analysis, and stakeholder mapping.lucidlyhq.com · read 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.lucidlyhq.com · read 2 Oct 2026
- Free preliminary offer
- Lucidly offers a free preliminary Revenue Intelligence Plan that requires no data connection and carries no obligation.lucidlyhq.com · read 2 Oct 2026
- Implementation
- Lucidly says its integrations are read-only by default and that initial insights arrive in under two weeks.lucidlyhq.com · read 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.lucidlyhq.com · read 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.lucidlyhq.com · read 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.lucidlyhq.com · read 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.lucidlyhq.com · read 2 Oct 2026
- Support
- The Growth Platform includes named onboarding and success support; Enterprise includes dedicated success and technical support with an SLA.lucidlyhq.com · read 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.lucidlyhq.com · read 2 Oct 2026
