Lucidly
Lucidly: A broad customer success platform that connects CLV prediction to revenue-risk workflows. Ranked #26 of 36 in Customer Lifetime Value Software by our editors (6.9/10); pricing: Paid; best for B2B customer success teams.
At a glance
- Editor score6.9 / 10
- PricingPaid
- Best forB2B customer success teams
- Free planNo
- Predictive CLVYes
- Facts checked20 Sep 2026
Where it wins
- Predicts CLV alongside churn, expansion, health, and NRR signals
- Connects CRM, product, support, billing, warehouse, and collaboration data
- Automates retention and expansion playbooks with ROI reporting
Where it doesn't
- Paid pilot and annual agreements require a written statement of work
- Enterprise capabilities such as SSO/SAML require the Enterprise plan
- Application-level SOC 2 audit is still in progress
Our verdict on Lucidly
Lucidly is a cloud customer success platform for B2B SaaS teams that want to connect post-sale activity to revenue outcomes. It combines Customer 360 account views, portfolio health monitoring, predictive churn detection, expansion opportunity identification, customer lifetime value prediction, and NRR forecasting with confidence intervals. Customer success leaders can also use segmentation, cohort analysis, QBR generation and scheduling, ROI reporting, and automated intervention playbooks. Its fit is strongest for teams managing complex account portfolios where product usage, support activity, billing, CRM records, and customer conversations all inform retention and expansion decisions.
The published plans are structured around a 60-Day Revenue Intelligence Pilot, Growth Platform, and Enterprise. The pilot includes baseline revenue-risk analysis, churn and expansion signal mapping, three intervention playbooks, and an end-of-pilot revenue-impact review. Growth Platform adds continuous revenue-risk and expansion scoring, broad CRM, product, support, and billing integrations, workflow automation, renewal and NRR reporting, plus named onboarding and success support. Enterprise extends the platform with warehouse ingestion, custom and co-developed risk models, SSO/SAML, data residency support, multi-entity account hierarchies, and dedicated success and technical support with an SLA. Final pricing is confirmed through a written statement of work.
Integration breadth is a central strength. Lucidly connects with Salesforce, HubSpot, Mixpanel, Amplitude, Segment, Pendo, Snowflake, Redshift, BigQuery, Databricks, Stripe, Recurly, Slack, Zendesk, and Intercom, with web and API access. That ecosystem suits organizations assembling a unified revenue view across customer-facing systems. Teams that need CLV prediction tied to playbooks, forecasting, and account prioritization should consider Lucidly. Smaller teams seeking a lightweight health dashboard, a free plan, or a narrowly focused scheduling tool may prefer a simpler alternative. Organizations requiring completed SOC 2 certification should also assess fit while the application-level audit is in progress.
Your product? Our editors can test Lucidly in depth and publish a review, labelled as paid · from $149/mo →
Lucidly pricing
All 3 Lucidly plans and prices →
Lucidly fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Predictive CLV | Yes |
| Profitability metrics | Yes |
| Cohort analysis | Yes |
| Customer segmentation | Yes |
| Forecast horizon | Not stated |
| Data refresh | Not stated |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, SSO/SAML, 2FA |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Salesforce, HubSpot, Mixpanel, Amplitude, Segment, Pendo … |
| Pricing | Paid (source) |
| Website | lucidlyhq.com |
| Facts checked | 20 Sep 2026 |
Lucidly integrations
Lucidly lists 20 integrations on its own site.
- Salesforce
- HubSpot
- Mixpanel
- Amplitude
- Segment
- Pendo
- Snowflake
- Redshift
- BigQuery
- Databricks
- Stripe
- Recurly
- Slack
- Zendesk
- Intercom
- Freshdesk
- Fivetran
- Airbyte
- Jira
- Asana
Alternatives to Lucidly
- Braavo AnalyticsA focused analytics platform for app subscription revenue, cohorts, LTV, and acquisition ROI.9.4
- RetentionXA broad ecommerce intelligence platform combining LTV, retention, attribution, and profitability.9.3
- ThetaA deep CLV and profitability toolkit for teams making advanced customer-value decisions.9.2
See all Lucidly alternatives →
Used Lucidly? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Lucidly for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Lucidly is listed in our Customer Lifetime Value Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/lucidly/"><img src="https://www.itechguides.com/best/badge/lucidly.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update