Lucidly

6.1easy start · #15 of 37
in Customer Lifetime Value Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $2,500/mo.

Lucidly is ranked #15 of 37 in customer lifetime value software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $2,500/mo.

Lucidly plans and pricing

All plans

60-Day Revenue Intelligence Pilot $5,000 once one-time, 60 days Up to 250 customer accounts · Three primary data sources · Three intervention playbooks lucidlyhq.com · 2 Oct 2026

Growth Platform $30,000/yr Starting at $30,000 annually Priced on managed accounts, data complexity, and automation volume · Unlimited users and account hierarchies within your book lucidlyhq.com · 2 Oct 2026

Enterprise Not published Custom annual agreement Warehouse ingestion · Custom models · Higher data volume and retention · Dedicated support with SLA lucidlyhq.com · 2 Oct 2026

Compared on customer lifetime value software

Free plan: No
Predictive CLV: Yes
Profitability metrics: Yes
Cohort analysis: Yes
Customer segmentation: Yes
Forecast horizon: not stated
Data refresh: not stated

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The record

What it does: Lucidly connects product, billing, support, CRM, and customer conversation signals to detect churn and expansion opportunities and coordinate interventions.
Intended users: Lucidly is built for B2B SaaS customer success leaders, including VPs and Heads of Customer Success managing 100 to 1,000 accounts.
Customer views: Features include unified customer account views, portfolio health monitoring, risk scoring, segmentation, cohort analysis, and stakeholder mapping.
Forecasting and risk: Lucidly offers NRR forecasting with confidence intervals, rolling-horizon churn risk scoring, expansion opportunity identification, and customer lifetime value prediction.
Automation: Features include retention and expansion campaigns, playbook recommendations, onboarding automation, QBR coordination, and cross-functional task management.
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.
Implementation: Lucidly says its integrations are read-only by default and that initial insights arrive in under two weeks.
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.
Access controls: The security policy lists role-based access control, multi-factor authentication, single sign-on support, and least-privilege access.
Privacy: Lucidly says customer data is not used to train third-party foundation models and describes its data handling as GDPR- and CCPA-aligned.
Support: The Growth Platform includes named onboarding and success support; Enterprise includes dedicated success and technical support with an SLA.
Free preliminary offer: Lucidly offers a free preliminary Revenue Intelligence Plan that requires no data connection and carries no obligation.
Company: Lucidly is a product of Cobalt Glacier LLC, which the company identifies as a North Carolina limited liability company.
Price from: $2,500/mo

Where it ranks on The Geeks Club

Best Customer Lifetime Value Software in 2026#15 of 37

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Sources

lucidlyhq.com/product· checked 2 Oct 2026
lucidlyhq.com· checked 2 Oct 2026
lucidlyhq.com/security· checked 2 Oct 2026
lucidlyhq.com/pricing· checked 2 Oct 2026
lucidlyhq.com/book-demo· checked 2 Oct 2026