Great Tool For PR Agencies Looking to Grow!
Updated June 22, 2025

Great Tool For PR Agencies Looking to Grow!

Amor (Amore L.B) Philip | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Lucid Visual Collaboration Suite

It is easy to use. It is critical for scaling businesses
I use Lucid for processes and project planning. We plan out processes such as workflows, CRM processes, and marketing plans, and then we use Lucid charts to present the plans and execute them.

Pros

  • Process Structure
  • Marketing Plans
  • Operations Documents

Cons

  • Sales
  • Operations
  • Marketing
  • Project Management
  • Increased productivity
  • Operational Management
  • Sales processes
Integrations are extremely important for us. We do not use products unless it integrates with other products.
Great quality. Lots of templates to choose from.
It's the best for outlining your systems and processes...
More templates and easier to use

Do you think Lucid Visual Collaboration Suite delivers good value for the price?

Yes

Are you happy with Lucid Visual Collaboration Suite's feature set?

Yes

Did Lucid Visual Collaboration Suite live up to sales and marketing promises?

Yes

Did implementation of Lucid Visual Collaboration Suite go as expected?

Yes

Would you buy Lucid Visual Collaboration Suite again?

Yes

We use it to outline processes for our CRM, and project management

More About Your Experience with Lucidchart

  • Process Mapping
  • Sales Processes
Lucidchart has made our processes clear and easy to understand. As a result, our processes become clearer, more streamlined, and methodical.
  • Outlining our project management processes
  • Creating training documents
  • Organizational growth charting and mapping

Using Lucid Visual Collaboration Suite

1 - Sales and Marketing
3 - Sales, Operations, and project management
  • Setting up CRM processes
  • Streamlining project management blueprint
  • charting department process flows.
  • Human Resources
  • Event Planning
  • Brainstorming
It really makes process planning much easier.

Evaluating Lucid Visual Collaboration Suite and Competitors

Yes - Milanote
  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
It has to integrate with our sales and communication software
I would have started with Lucidchart instead of writing out Word docs and then Lucid charting. Had I known I would have started with Lucid

Lucid Visual Collaboration Suite Implementation

Just plan what you want to use it for
  • Implemented in-house
Change management was a major issue with the implementation - getting better organized
  • none

Lucid Visual Collaboration Suite Training

Configuring Lucid Visual Collaboration Suite

just about right
I would like better integration into Zoho CRM and Zoho Backstage
No - we have not done any customization to the interface
No - we have not done any custom code
none

Lucid Visual Collaboration Suite Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support cares about my success
Need to explain problems multiple times
Slow Initial Response
Yes. I had the free version then I realize how valuable of a tool it was for growth
I have not needed to contact Lucid as I have never had an issue.

Using Lucid Visual Collaboration Suite

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Convenient
Feel confident using
None
  • Maybe the navigation
Yes - It works well.

Lucid Visual Collaboration Suite Reliability

because it is essential for scaling
We have had no issues
It loads quickly

Integrating Lucid Visual Collaboration Suite

Once you learn it it is easy to use
  • Zoho Projects
  • Zoho Workplace
  • Zoho CRM
I believe the integration was easy
  • Zoho Backstage
  • File import/export
no
Plan out your integration in simple steps to not get overwhelmed

Relationship with Lucid Software

Upgrading Lucid Visual Collaboration Suite

Yes - yes
  • integrations
  • multiple tools
  • more integrations
Yes - enterprise once our revenue increases
Yes - i started with freee and went to paid

Comments

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