Lucidly

Lucidly is the AI-powered Customer Intelligence Platform engineered specifically for modern SaaS companies looking to transform their customer base into a predictable revenue stream. By automatically connecting your entire Go-To-Market (GTM) data stack, Lucidly analyzes crucial customer signals, detects financial risk, and deploys specialized AI revenue agents to automate workflows that protect renewals and accelerate Net Revenue Retention (NRR). Designed for Customer Success, RevOps, and Executive teams, Lucidly moves you beyond reactive account management to proactive, data-driven revenue growth.

Key Features

Lucidly connects your entire Go-To-Market (GTM) stack, analyzes customer behavior, and automatically triggers revenue workflows, shifting your team from guesswork to precision.

🧠 Predictive Revenue Intelligence

Lucidly utilizes specialized AI agents, such as Sentinel (Churn Detector) and Wizard (NRR Forecast), to deliver deep, actionable foresight. This capability provides crucial 90-day advance churn warnings and achieves 96% accurate NRR forecasting, allowing your teams to intercept risks and seize opportunities long before they impact the balance sheet.

⚙️ Automated Post-Sale Orchestration

Move beyond manual processes by automating complex retention and expansion playbooks. The platform uses real-time customer signals to trigger precise actions—from intelligent Slack alerts via Signal to recommended next steps via Compass—ensuring consistency and scalability across your entire customer portfolio.

📊 Unified Customer 360° Context

Break down data silos instantly by connecting your CRM (Salesforce, HubSpot), product analytics (Amplitude, Mixpanel), billing (Stripe, Recurly), and data warehouse (Snowflake, BigQuery). Lucidly synthesizes this disparate data into a single, unified view, enabling comprehensive portfolio health monitoring, accurate risk scoring, and robust customer lifetime value (CLV) analysis.

🤖 Specialized AI Revenue Agent Hub

Lucidly's unique Agent Hub provides 11 autonomous agents dedicated to specific revenue outcomes. Agents like Scout (Expansion Finder) identify and time upsell/cross-sell opportunities, while Narrator and Cadence automate QBR generation and scheduling, dramatically reducing administrative overhead and accelerating QBR preparation by over 40%.

Use Cases

Lucidly integrates seamlessly into your existing workflows, delivering tangible, measurable results across your revenue organization.

1. Proactive Retention and Risk Mitigation (Customer Success)

Instead of relying on lagging indicators or manually reviewing dashboards, CSMs receive intelligent alerts (via Signal and Sentinel) identifying accounts flagged for churn 90 days out. This allows the team to shift focus immediately from low-value administrative tasks to high-leverage intervention strategies. For example, if product usage drops in a critical module, a Slack alert is triggered, and Compass automatically initiates the relevant retention playbook, such as scheduling a targeted health check meeting.

2. Driving Predictable Revenue Growth (CROs & CEOs)

Executives gain immediate, centralized visibility via the Overwatch dashboard and Wizard's forecasting. You no longer have to rely on subjective CSM reports or outdated spreadsheets for revenue health. Lucidly provides full account economics and a clear, evidence-based view of the expansion pipeline, demonstrating where the business is truly positioned to achieve its NRR goals. One VP of Customer Success used Scout to identify $420K in expansion opportunities in the first week of deployment.

3. Operational Efficiency and Automation (RevOps)

Lucidly standardizes post-sale execution by acting as the automation layer for your GTM stack. Using Cadence and Narrator, workflows like Quarterly Business Review (QBR) preparation are automated, cutting preparation time by 40%+. Furthermore, the platform integrates cross-functional tasks (Jira, Slack) directly into customer workflows, ensuring that technical or support issues that impact revenue are addressed automatically and tracked to resolution.

Why Choose Lucidly?

Lucidly is designed not merely as a reporting tool, but as an action engine for post-sale revenue, offering capabilities that traditional Customer Success platforms often overlook.

• Verified Precision and Results: Our AI models deliver 96% accurate NRR forecasting and provide crucial 90-day advance churn warnings. This precision translates directly into financial uplift, with users reporting a 12%+ NRR uplift in the first 90 days.
• Actionable Revenue Intelligence: Unlike platforms focused primarily on health scores, Lucidly provides crucial expansion signals and full account economics, ensuring your team focuses equally on protecting existing revenue and accelerating new revenue from the current customer base.
• Autonomous Workflow Execution: The Agent Hub framework and Compass automation allow you to automate 80%+ of repetitive post-sale workflows. This moves your team from manual data aggregation and task assignment to executing high-impact, revenue-driving activities based on real-time intelligence.
• Enterprise-Ready Security: Lucidly is built for scale and trust, featuring SOC 2 Type II Ready status, SAML 2.0 Single Sign-On (SSO) with Multi-Factor Authentication (MFA), and robust Role-Based Access Control (RBAC).

Conclusion

Lucidly transforms the complex, often unpredictable world of customer retention and expansion into a systematic, predictable revenue engine. By unifying your GTM data and deploying specialized AI agents to predict risk, identify opportunities, and automate key workflows, you empower your teams to maximize Customer Lifetime Value (CLV) and sustainably boost NRR.