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it_user1602801 - PeerSpot reviewer
Manager, Marketing at a computer software company with 10,001+ employees
Real User
Easy to set up and use, saves time when presenting processes
Pros and Cons
  • "The usability is very nice in terms of flowchart components that are available."
  • "It would be really helpful if we could create a process flow based on a Word Document or a PPT file."

What is our primary use case?

Professionally, I am involved in marketing and I use Lucidchart to create campaign flowcharts. One of the specific things I do is create process workflows.

How has it helped my organization?

Lucidchart has features for documenting things such as processes and the product is very nice in terms of creating the flowchart, but it appears to lack the ability to process handwritten or textual documentation. I'm not sure if this is possible, so I would rate the capabilities a seven out of ten.

This product has very good capabilities for visualizing and understanding process flows and workflows. I would rate it an eight out of ten in this regard because we can create very good process flowcharts.

Having people look at a diagram rather than read through written documents has absolutely saved us time and money. I estimate that it saves us two hours per week.

What is most valuable?

The most valuable feature is the ease of use. The usability is very nice in terms of flowchart components that are available.

What needs improvement?

I would like to see more flexibility in terms of the components that are available. For example, I was not able to create a freeflow shape and I did not have the option to create a straight line without an arrowhead on at least one side. I only had the option of having an arrow on one side or the other, rather than a simple line. Adding these few things would make sense but overall, it is fine.

It would be really helpful if we could create a process flow based on a Word Document or a PPT file.

Having integration with a CRM would certainly help. For example, it would be better if we could extract the fields from our CRM when we are creating a process. 

Buyer's Guide
Lucidchart
October 2025
Learn what your peers think about Lucidchart. Get advice and tips from experienced pros sharing their opinions. Updated: October 2025.
872,922 professionals have used our research since 2012.

For how long have I used the solution?

I have been using Lucidchart for approximately four months.

What do I think about the stability of the solution?

The availability of the application is 98%. 

What do I think about the scalability of the solution?

At this point, I am not sure of how scalable the product is.

Which solution did I use previously and why did I switch?

Prior to Lucidchart, I used Microsoft Word and Microsoft PowerPoint to prepare flowcharts. I switched because it is easier to build flowchart diagrams.

How was the initial setup?

The initial setup is straightforward. It is a web-based application that is easy to set up and easy to use. Getting started with inserting diagrams and workflows is not something that I found difficult.

What was our ROI?

It will take another two or three months to see ROI but as of now, we are happy with the investment.

What's my experience with pricing, setup cost, and licensing?

The price of this product is a little bit high. It is probably 20% higher than what I expected to pay for such a solution.

What other advice do I have?

I have not yet integrated Lucidchart with other products but this is something that I plan to do in the future. I would like to integrate it with Microsoft Teams.

My advice for anybody who is considering Lucidchart is that it's a very good tool for creating processes and documenting flows. It is plug-and-play and very easy to use.

I would rate this solution an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
it_user1609260 - PeerSpot reviewer
Student at Universidad Galileo
Real User
Allows you to collaborate online and modify things in real time, saving time
Pros and Cons
  • "The sticky notes are among the most valuable features. Also, the fact that it has templates so that I don't have to do things myself, starting from scratch, is very helpful. In addition, it's really easy to use. You can add stuff by clicking, without having to go to the options. You just click on something and the options you can use appear."
  • "One downside is that you can only modify things online, but when you download work, you download it as an image. It would be useful to have an option to modify it locally."

What is our primary use case?

I started using it for projects that I have to deliver at university. I see it more as a collaboration tool where you can create things, present them, and you can do idea maps. For me, it's mostly a graphics tool. If I had to present something that represents a hierarchy or a process, I could use it as well.

How has it helped my organization?

The ability for people to look at diagrams, rather than reading through written documents, saves time and money. It makes a presentation even easier to digest. It's faster.

What is most valuable?

The sticky notes are among the most valuable features. Also, the fact that it has templates so that I don't have to do things myself, starting from scratch, is very helpful. In addition, it's really easy to use. You can add stuff by clicking, without having to go to the options. You just click on something and the options you can use appear. So in general, what I like is how simple it is to use, and the templates.

The fact that it is compatible with both PC and Mac is important. I am a PC user, but I work with people who use Macs.

In addition, the fact that you can collaborate online and modify things in real time helps a lot. If you had to send things to a friend it would be a little more complicated. It saved me about five hours, due to the fact that we didn't have to send things back and forth.

What needs improvement?

One downside is that you can only modify things online, but when you download work, you download it as an image. It would be useful to have an option to modify it locally.

Also, in the web version, when I'm trying to log in it takes a while to load. It shows you a progression bar and that it's loading a document, but if it worked a little bit faster, it would be easier. Loading the projects I'm working on takes a lot of time.

For how long have I used the solution?

I started using it about three or four months ago.

What do I think about the stability of the solution?

It's pretty stable. I haven't had any problems with it.

What do I think about the scalability of the solution?

I would give the scalability a five out of 10. You have to download an image, which doesn't work as well.

How are customer service and technical support?

Tech support is pretty good.

Which solution did I use previously and why did I switch?

I used some online tools, but I don't remember what they were called. When I was looking for a tool to help me, I found Lucidchart easier to use, without a requirement to purchase it. The other tools ask you for your credit card to try the free trial, and I didn't like that. That's why I chose Lucidchart.

How was the initial setup?

Setting it up was easy. I just created an account and started using it. It wasn't complicated.

What was our ROI?

My return on investment has been on hours spent. Going back and forth on documents is not only tiring but it takes a long time to complete a project that way. The ability to look at things in real time makes it a whole different experience. It makes work a little bit faster, helping you to more quickly finish stuff. It makes it easier for a team and makes projects easier to do.

What's my experience with pricing, setup cost, and licensing?

I only use the free version.

What other advice do I have?

Try it out, because it's really good. It might be good to download the desktop version. The desktop would be easier because it doesn't take as long to load. But overall, it's good.

I rate it a nine out of 10. The reason it's not a 10 is the load time. But other than that, everything is good.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Buyer's Guide
Lucidchart
October 2025
Learn what your peers think about Lucidchart. Get advice and tips from experienced pros sharing their opinions. Updated: October 2025.
872,922 professionals have used our research since 2012.
Co-Owner at Globe Cafe & Tapas Bar
Real User
Organizational charts help to visualize and understand team hierarchies and relationships
Pros and Cons
  • "Lucidchart enables me to put down on paper what I was visualizing in my head. It makes it more shareable than only using words."
  • "A couple of times when I tried to move a line, connecting two shapes on an organizational chart, occasionally the line doesn't move as intuitively as I think it should. I have to fiddle around with it a few times to get it to do what I want it to do."

What is our primary use case?

I'm using their web-based application. I've just come off the free trial, so I'm a very new user.

We use it for the organizational charts and for documenting new teams. We'll probably use it for processing systems at some point.

I would rate Lucidchart a seven out of ten for documenting things like new teams. I'd give it this rating purely because I don't know all the features yet.

How has it helped my organization?

Lucidchart enables me to put down on paper what I was visualizing in my head. It makes it more shareable than only using words.

What is most valuable?

The ease of use is the most valuable feature. It's simple to learn pretty quickly.

I have used the organizational charts for visualizing and understanding team hierarchies and relationships. It's been very good so far. It's easy to use, it's easy to manipulate and change quickly if I need to change something. It's a good product.

What needs improvement?

A couple of times when I tried to move a line, connecting two shapes on an organizational chart, occasionally the line doesn't move as intuitively as I think it should. I have to fiddle around with it a few times to get it to do what I want it to do. That's probably because I'm a new user and I'm not experienced enough, rather than it being an issue with the software itself.

For how long have I used the solution?

I have been using Lucidchart for around three weeks. 

What do I think about the stability of the solution?

It seems very available and very stable so far. The follow-ups have been good.

Nobody else is using it yet, but my business partner and our general manager will probably be using it. So there will be at least three of us.

What do I think about the scalability of the solution?

I know I can add other users and stuff like that. So, that's good.

Which solution did I use previously and why did I switch?

I tried to do charts in Word before.

Lucidchart is definitely more comprehensive, more professional-looking, and more flexible.

How was the initial setup?

The initial setup was of medium-level complexity. 

It didn't take very long to set up. There wasn't anything really difficult about it. I'm just not the most computer savvy person on the planet.

What was our ROI?

I hope to see ROI soon. 

What's my experience with pricing, setup cost, and licensing?

The price was low enough to make me think that it was fine, I'll go for it. I think it's $80 or so. It's not too expensive. Even if I don't end up using it that much, I feel that it's still a good deal.

Which other solutions did I evaluate?

I didn't evaluate other solutions.  I had a quick look at Lucidchart when a co-worker of mine used it about a month ago.

What other advice do I have?

I haven't integrated it with third-party solutions. I've only shared it through its share function, like with email and Outlook.

I liked the fact that I could extend my free trial for seven days. That was good because I wasn't ready to make a decision to buy it in the first seven days. I haven't had a chance to really use it properly. I have a pretty busy life and giving me that extra seven days was very useful.

I would rate Lucidchart an eight out of ten. I only give it this rating because I haven't had a chance to really explore all its functionality yet.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
IT Manager at a security firm with 51-200 employees
Real User
Useful for technical and non-technical people, helps in visualization, and saves time
Pros and Cons
  • "I really like the drag and drop feature because it makes the work easier. It is very easy to use. All the pieces are very good. All the icons and all the fields are available in the left panel. So, I just click, drag, and then edit a piece. When I showed it to my managing director, he was very inspired, and he also got a premium account for himself."
  • "Wireframing can be improved. For mock-ups and wireframing, only 10% of what is required is there. If they can develop this feature, it would be much better because it will then provide everything. Currently, we can design network diagrams, processes, etc., but we should also be able to do wireframing."

What is our primary use case?

I am using it for a wide range of diagrams for network configuration, process flow, etc. I am using its web version.

How has it helped my organization?

It is good for documenting things such as processes, systems, etc. Typically, for each project, I'll start with a new file, and for each and every step, I create more sheets under the same file. It is similar to Excel where you have multiple sheets in the same file. It is an effective way for me. It is very convenient and easy to use.

It provides real-time collaboration among users so that everyone is accessing and working on the same version of a document. We typically organize a Zoom meeting at certain times, and I do screen sharing, and a few other people join in. We work together by using collaborative editing options. Not every person who has access to the collaborative option is very technical. Sometimes, they might unknowingly delete something. When more people are collaborating, they can mix things together. Such human errors will come up, but they happen because of the people who are collaborating and not because of the tool. 

The ability for people to look at a diagram rather than reading through written documents saves time. The clients get the reality of what we are doing, which we consider as important. We can show what we are really working on, and they understand. 

I do a lot of process flows and diagrams. It is very important for me, not only for process flows but also for network designing and other such things. It has been helpful for understanding process flows or workflows, and that's the main purpose for which I use it. I have to forward the software process or application process flow to my development team. For non-technical people, such as a client who doesn't know the technical terms, Lucidchart helps in more visualization. When I present it and explain the process, people can easily understand it. That's the main advantage of using this one. For technical people, I spent a few hours defining the process flow, and they can understand it in five minutes.

Lucidchart saved us around 90% time as compared to the other solution. When you use presentation slides, it takes so much time to create a proper design. You have to insert each and every shape, and you have to connect things properly. Moreover, the slide sizes are fixed, and you can't extend the slides, which makes the work harder, whereas, in Lucidchart, you can extend a particular sheet to whatever size you want. You can also put everything together, and it still works fine. I own a development app in which we have more than 10 modules. For all 10 modules, I'm just using a single sheet. I just extend its height, and I am able to use a single sheet for the overall process flow. So, I don't need to go slide by slide to explain what is happening. Previously, to share my slides with other people, I had to put the file in one place and then send the link. If they didn't know much about designing slides, they used to mess up everything. With Lucidchart, this doesn't happen.

What is most valuable?

I really like the drag and drop feature because it makes the work easier. It is very easy to use. All the pieces are very good. All the icons and all the fields are available in the left panel. So, I just click, drag, and then edit a piece. When I showed it to my managing director, he was very inspired, and he also got a premium account for himself. 

I deal with technical sites. So, I typically use this for roster plans such as who will be on a particular project, and it has been very useful. 

When it comes to network diagrams, it gives us the flexibility to design a network on the go. This flexibility matters to us, and it makes us more productive.

It makes everything easy. It is very convenient as compared to other typical solutions. It makes my work easier. I don't need so much technical knowledge or experience of a particular software. I can just click and drag.

What needs improvement?

Wireframing can be improved. For mock-ups and wireframing, only 10% of what is required is there. If they can develop this feature, it would be much better because it will then provide everything. Currently, we can design network diagrams, processes, etc., but we should also be able to do wireframing. 

I design the process flow, and after the developer starts the process, I also have to design the UI. At present, I'm using another solution for wireframing or UI, but even in that, most of the icons are missing, so I have to get the icons from the internet. If Lucidchart can have the wireframing options into it, it will be a major success and helpful for us. Lucidchart already has the concept, but it does not have many options. You can select only limited options even if you have a premium subscription.

For how long have I used the solution?

I used Lucidchart as a student for two years. As a professional, I have been using it for the last one month after joining this organization.

What do I think about the stability of the solution?

It is totally fine in terms of stability.

What do I think about the scalability of the solution?

It is pretty okay. We haven't encountered any compatibility or accessibility issues so far. 

Currently, we have about three employees who are maintaining the Lucidchart pack. They dedicate roughly one or two hours per day. Each one has a different role. One is handling development, one is handling the testing, and another one is handling the database and backend stuff. Their roles are IT manager, system engineer, and assistant system engineer. 

It is one common license. We just share the permissions. So, we have one account, and I am the one maintaining the account. I have three other people who have fewer privileges. I share the documents with them, but they can't do much editing. They can only do limited operations.

Currently, we don't have any plans to extend its usage. After three or six months, when our initial project is rolled out, we might expand it and purchase more licenses.

How are customer service and technical support?

I have never contacted their technical support. There was no need to contact them because it is very straightforward and easy to use.

Which solution did I use previously and why did I switch?

In my organization, they were creating presentations for any kind of process flows, but they didn't have a professional look. They had to spend more time on the explanation part to help clients visualize the process. With Lucidchart, everything is in a single place, and everything is properly designed and organized. When I explain something to clients, it is easy for them to visualize and understand it.

How was the initial setup?

Its initial setup was straightforward. You just create an account and make the payment. It doesn't require any implementation strategy.

What was our ROI?

The ROI is not in terms of money, but it is in terms of productivity. Previously, to explain the process flow to developers, we had to spend hours creating the presentations. The guy who held my position previously spent almost a week designing five slides that explained the process flow. He had to spend another three to four hours explaining it to our developers, so the duration was very long. With Lucidchart, I can create the whole process flow within a day, and when I show it to the developers, they can understand within five minutes. So, I can witness its effectiveness. It is also useful when there is an occasional change in the process, which sometimes can happen once in a month.

What's my experience with pricing, setup cost, and licensing?

Its pricing is very affordable and reasonable for the features that it provides. I am using its basic plan, and for my usage, it is perfectly reasonable. It suits perfectly.

Which other solutions did I evaluate?

As a student, when I was searching for such solutions, I came across Lucidchart in Google search. I just created a trial account, and it was pretty okay. I then came to know that my university also provides premium access to Lucidchart. 

In my current organization, I didn't evaluate any other products before recommending Lucidchart to my manager. I know Lucidchart for the last two years, and I thought this would be a perfect fit for us. I recommended it to my manager and showed him how it works, and that's it. He approved to go with it.

What other advice do I have?

It is very flexible and easy to use. These are the two main things about Lucidchart. Moreover, it doesn't take so much technical support. It is just click-and-drag. With some of the other solutions, you need some technical knowledge to understand how it works, whereas Lucidchart doesn't require any technical knowledge. If you have experience working with Word, PowerPoint, or Excel, you can use it easily.

I have very occasionally used Lucidchart to create database schemas or modify existing data structures. I have not used Lucidchart's ability to compare different versions of documents. I might try it in the future.

I haven't tested it with Mac. I have a Lenovo PC and an HP workstation. It works fine with both. I have also tested it with Ubuntu, and it works totally fine with that. In our organization, everyone uses Microsoft.

I would rate Lucidchart a nine out of 10. It just needs more wireframing features.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
it_user1606548 - PeerSpot reviewer
Office Manager at a energy/utilities company with 201-500 employees
Real User
Easy and quick to set up, intuitive to use, and helps my org charts look presentable
Pros and Cons
  • "I like the panel on the left of the screen that has all of the shapes that are available to use in the charts. It's easy to use because you can just drag and drop."
  • "I would like an on-premises version of the software that I can just download and use. I think that it's easier that way."

What is our primary use case?

I am primarily using it to draw org charts but I also use it to create flow charts.

My goal is to make sure that my org charts are presentable, and that they look great.

How has it helped my organization?

The look of the org charts and presentation of them to the management time is better and neater with Lucidchart. Things are more aligned; it's easier and quicker for me to create them. It used to take ages to make the boxes look the same and make the lines look the same.

This product has helped me to realize efficiency in the projects that I use it for, otherwise, I would not subscribe to it. I have explained to my HR department that it is easy to use and not very expensive.

I like Lucidchart's organizational charts for visualizing and understanding team hierarchies and relationships. I take instructions from the management team on how the charts should look, so I create them following their guidelines. In the past, this was a manual process. In Lucidchart, I don't copy the examples and use those, because I think every company has different ways of doing their org charts. However, I am able to create what I need.

What is most valuable?

Lucide chart is user-friendly and quite easy to use. In terms of ease of use and intuitiveness, I would rate this product a nine and a half out of ten.

I like the panel on the left of the screen that has all of the shapes that are available to use in the charts. It's easy to use because you can just drag and drop.

Drawing and connecting the lines is really nice.

What needs improvement?

I would like an on-premises version of the software that I can just download and use. I think that it's easier that way.

For how long have I used the solution?

I started using Lucidchart approximately three weeks ago.

What do I think about the stability of the solution?

Stability-wise, I haven't run into any trouble so far.

What do I think about the scalability of the solution?

Our team in Singapore is very small, so I'm subscribing as an individual user for now. I have a subscription for one year. I have recommended this solution to my wider team in our main office and they are looking into getting a team of users there. The things that I do here may also coincide with some of their charts and other types of drawings.

Which solution did I use previously and why did I switch?

Prior to using Lucidchart, I was using Visio. I really struggled with drawing lines and with other actions. For example, it is difficult to make boxes symmetric. I find Lucidchart much easier to use.

Because of our experience with Visio, we started exploring other org chart drawing applications. This is when I tried Lucidchart and found it quite easy to use.

When I switched over from Visio, I did not try to import anything. I did it all from scratch. I prefer to do that, so it's clean.

How was the initial setup?

The initial setup is very straightforward and the deployment is very quick. I started with a test and then I decided to pay for it. Once you pay, you can use it. You just have to choose what you want to do.

What about the implementation team?

I deployed it myself. There is nothing complicated about it.

What was our ROI?

I have not seen a return on investment after only three weeks.

What's my experience with pricing, setup cost, and licensing?

I have a subscription as an individual user for one year, and it is not expensive.

For me, the price is acceptable, which is why I'm able to get approval to use it. It is cheaper than other solutions that I have looked at.

Which other solutions did I evaluate?

I compared Lucidchart with one to two other applications, and I think the price is more reasonable.

What other advice do I have?

This is a SaaS solution and I did not understand why it was that every time I wanted to get into Lucidchart, I had to go through Chrome or IE to open it and then log in from there. For most applications, you download it and you can just drag and drop it into your Windows and work from there. I wasn't sure if I was opening my charts the correct way. I really didn't mind because as long as I can get my work done, I'm happy.

The biggest lesson that I have learned from using this product is that I don't need to struggle with creating org charts. It's quick and easy to use.

I would rate this solution a nine out of ten.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Data Advanced Analytic Specialist at a manufacturing company with 51-200 employees
Vendor
Simple to learn and use, robust, and facilitates collaboration with colleagues in different time zones
Pros and Cons
  • "In general, this product has improved our organization because it makes accessing up-to-date processes and planning a lot easier."
  • "It would be helpful if there were different options available for organizing the folders, such as having a high-level display with pictures."

What is our primary use case?

A lot of people in my company are using it for mapping processes.

We use it for mapping sales processes and product management processes. We look at a product and map it, including how we interface it through the product life cycle. Personally, I use it a couple of hours a day for project process mapping work.

How has it helped my organization?

In general, this product has improved our organization because it makes accessing up-to-date processes and planning a lot easier.

In terms of documenting things such as processes, systems, and new teams, it's easy to go in and share it with people as you're putting the process down. They can interact with it as well, and make changes at a later date. It stores all of these pages together under one folder and allows others to make changes, and it is also documented.

Lucidchart's capabilities for visualizing and understanding process flows and workflows are very good. There are lots of different shapes to use, they are easy to connect, easy to drag and drop, and the user interface is good. Changes and updates are also very good.

Overall, it's a very simple and very easy application to learn and also to use.

Lucidchart is integrated with Atlassian and it works fairly seamlessly. It's fairly important to our operation and the way it has been set up, I don't notice the integration.

What is most valuable?

The most valuable feature is the user interface. We use it live, so as we're having a conversation and deciding on the process that we're working on, it's easy to map it down, drag and drop components, move the different boxes around, and then add labels and things.

This solution allows for real-time collaboration among users so that everybody is working on the same version of a document, and this has definitely improved our development process. It has saved us time because of the time difference between myself and my colleagues. For example, I work in the UK and I have colleagues that work in Calgary, Canada. There are several hours of difference between us. Whenever we have a meeting in the afternoon, we can sit down and see the same document that we're all working on. We can edit and create processes in the live format, which means that we can maximize the amount of work we can do in this limited window of opportunity.

The ability for people to look at a diagram, rather than reading through written documents, has saved us time. I estimate that it saves us perhaps five hours per week. The savings comes from the fact that it's all there in front of us and we can refer back to it when we're referencing something else.

What needs improvement?

It would be helpful if there were different options available for organizing the folders, such as having a high-level display with pictures.

For how long have I used the solution?

I have been using Lucidchart for between two and three weeks. The company has been using it for quite a long time.

What do I think about the stability of the solution?

This product is very robust, as far as I can tell.

What do I think about the scalability of the solution?

Scalability is very good. You can map a whole product development cycle through sales and interacting with the customer, and probably roadmaps going forward.

It is being used company-wide and I think that most people are probably using it. We have approximately 30 in the UK and in Canada, it is probably 150 more. It seems to be the de facto system and I suppose that as the company expands, the usage will increase.

How was the initial setup?

The initial setup was straightforward. It took a while to get my password for the license, although that may have been an internal issue rather than an external one. I expected it to be pretty quick but it took a couple of weeks, through our IT people.

Once I had my password, all that was required was for me to log onto it. I've also been given links that were shared by a couple of colleagues that I was working on things with.

What other advice do I have?

I probably use 20% of the features available in the product. I'm sure there is a lot more than I could be using it for and over time, I'll figure out more of it.

My advice for anybody who is looking into implementing Lucidchart is that if it fits what you want to do, I recommend it.

I would rate this solution an eight out of ten.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Business Development Representative at a tech vendor with 501-1,000 employees
Real User
Provides real-time collaboration, saves time, and brings workflow efficiency
Pros and Cons
  • "I like how all the contacts in my chart are linked to LinkedIn. That's what makes it really easy for outreach and for making sure we have all the contacts right there in front of us when we need to."
  • "It would be nice to be able to import not just contacts from Salesforce but also leads. In the beginning, when I was still learning the ropes and my way around it, I couldn't find such an option. There might be an option, but I just don't know about it."

What is our primary use case?

It is mainly for sales and business development. We use it for account mapping. If we have a target account, we want to know who the key players are. They include the decision-makers, individual contributors, etc. We map this information out on Lucidchart.

We are probably using the latest version. They're pretty good about that. In terms of deployment, it might be SaaS.

How has it helped my organization?

When we have target accounts, we really need to see and get a really clear overview of who's who, who does what, and who the champions are. Lucidchart has been in charge of that.

I have used Lucidchart's abilities to modify existing data structures. When I joined the company, they had existing account maps, and I was able to duplicate them and then tweak them to my needs. Lucidchart supports such processes very well. It is very user-friendly. It was easy for multiple users to collaborate on a single chart. Anyone can jump in and start adding and changing to an existing chart. All that activity is also trackable, which is helpful.

We have integrated it with Salesforce and G Suite. These integrations are important because when you make tweaks on Lucidchart, you want to make sure that those tweaks are also reflected on Salesforce and other solutions. You can update on one, and it gets updated automatically on the other and vice versa. These integrations are critical to what we do.

There is also integration with Slack, which is our main communication channel. It is definitely something we use more than email. Having this integration between Lucidchart and Slack really allows us to share documents for feedback. For example, I can share a Lucidchart via Slack with my boss, and then he would take a look at it and give me immediate feedback over Slack, which works in conjunction with the comments in Lucidchart. Basically, when I'm speaking with my manager, we communicate via Slack about the Lucidchart file, but when I'm speaking with my counterpart, who's working with me on the same account, then we would make the tweaks directly in Lucidchart. Slack just complements the collaboration that's within Lucidchart. It adds another layer for sharing with the wider organization.

Lucidchart provides real-time collaboration among users so that everyone is accessing and working on the same version of the document. This real-time collaboration is key because I would be on Zoom with one of my colleagues, and then we would jump into a Lucidchart file and start tweaking it as we go together.

It has definitely saved time. More efficiency gains are definitely there. It has cut our time. Previously, we used to create something in a PowerPoint or Keynote file, but they were just not as collaborative, dynamic, and adaptable as Lucidchart. In terms of numbers, it has saved us at least 20% of the time that would have been spent on other programs.

It has definitely helped us in realizing the efficiencies in the projects. It has made us more efficient as a team. The collaborative nature of it is something that's key to time-saving and being efficient in our workflows. Each of us manages multiple accounts, and it is just easier to keep track of things with Lucidchart.

The ability for people to look at a diagram rather than reading through written documents has saved time and, as a result, money, but I don't have specific metrics to show for that.

What is most valuable?

I really like the drag and drop feature. It makes it really easy. I also like the comment feature that enables various users to comment on the chart in real-time.

I like how all the contacts in my chart are linked to LinkedIn. That's what makes it really easy for outreach and for making sure we have all the contacts right there in front of us when we need to.

It is very user-friendly for documenting things such as processes, systems, new teams, etc.

Lucidchart's organizational charts are very good for visualizing and understanding team hierarchies and relationships. That's the reason we use it. It gives you a very clear overview of who does what within the company. I also like how adaptable it is. It is very easy to tweak if someone leaves the company or someone joins, or as we find out more information about the company that we're working with in terms of who the players are. It is almost like playing chess. We can just move the pieces around the board.

It is very good for visualizing and understanding process flows or workflows. When I first started using it, I didn't feel the need to read the whole manual. It is very intuitive in terms of what the steps are. It is integrated with Salesforce as well, which makes it very easy to import leads from Salesforce into Lucidchart to create those maps. The workflows and processes are very seamless.

What needs improvement?

It would be nice to be able to import not just contacts from Salesforce but also leads. In the beginning, when I was still learning the ropes and my way around it, I couldn't find such an option. There might be an option, but I just don't know about it.

For how long have I used the solution?

I have been using it for only about a month, but my company has been using it longer.

What do I think about the stability of the solution?

It is really stable. I honestly haven't incurred any issues related to stability.

What do I think about the scalability of the solution?

It is scalable. As our team grows and we hire more people, it can definitely accommodate all the users that we need. I do not have the numbers, but I just know we're hiring a lot of new people, myself included, recently.

We have more than 100 licenses, and its users include the Business Development people and Sales Account Executives. I'm on the Business Development team. There are also some Customer Success Managers who get involved once a deal is closed. They need to know who the players are at various accounts. We also have a team of Sales Engineers. They definitely get involved in it as well. So, Business Development, Sales Account Executives, Customer Success, and Sales Engineers are the four groups that are the main players.

How are customer service and technical support?

I have never interacted with their technical support.

How was the initial setup?

I was not there for that. There is a whole team that does that. They know how to handle Lucidchart. They handle other tools too.

For its maintenance, maybe one or two people are required on a regular basis. They just need to send out very quick and short surveys to see our experiences with the software. It is usually done when we are getting close to renewal, and then they see if it's worth extending the licenses.

What other advice do I have?

I would definitely recommend it. It is a tool that I wish I had in my previous jobs and companies. I would advise others to start with an existing template from the company and then reverse engineer that. It is very easy and very intuitive to use, so I would say go for it.

Lucidchart really has a clear overview. Once you have your players charted out, it is bound to change at some point, and it is not going to be static. It is dynamic, and Lucidchart can definitely accommodate. It is adaptable enough to accommodate all those changes.

Our company only uses Mac. So, it's not important for us to be able to access it on PC. I have not used Lucidchart's ability to compare versions of documents.

I would rate Lucidchart a nine out of 10.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor. The reviewer's company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
it_user1599150 - PeerSpot reviewer
People Performance & Culture - Generalist at a computer software company with 501-1,000 employees
Real User
Makes things simpler and helps us in looking at the processes in a different light
Pros and Cons
  • "The flow chart is most valuable. It is a very user-friendly and simple-to-use product. Quite quickly, I was able to understand how to use it and just get on with my process flow."
  • "It can have more colors or graphics. Currently, it is a little boring. It can have a little bit more fun factor."

What is our primary use case?

We are mainly using it for flow charts, organization charts, and process flows. In terms of deployment, we have a subscription for it. It has a login and a password, and we have to log in.

How has it helped my organization?

I joined my new company at the beginning of May. I'm in HR, and it is called the People Performance and Culture (PPC) team. One of the things I was told to do was figure out the process flow for onboarding. Because it is APAC and we have some people in India, Japan, China, and Singapore, it was confusing to understand who comes under which part during onboarding. My manager wanted to make a process flow, so I decided to make a flow chart. I literally just searched for flow chart software or easy-to-use tools on the web, and I came across Lucidchart. I really enjoyed using it. I was quite quickly able to understand how to use it and get on with my process flow. This process flow has really helped all the regions in understanding how onboarding works across all the regions. In the future, we can easily see how the process works rather than thinking it is too complicated, and we don't want to get into it. It just makes things simpler. Now, more people use it, and obviously, I can add more features to it if I want to. I think we have used it for our org chart as well. We've just rolled out a new org chart. I wasn't part of that, but I can see that they've used Lucidchart for that.

It is very useful for documenting things such as processes, systems, new teams, etc. because it has everything. It is very easy to document, and it is very easy to see the date you created or gave access to something.

It provides real-time collaboration among users so that everyone is accessing and working on the same version of a document. This real-time collaboration has affected our project development process. I was able to get someone to look at the org chart while I was working on it. As opposed to making changes at the end, I could make changes as I was working on a document. Its real-time collaboration has saved us time. It has approximately saved an hour worth of work.

The ability for people to look at a diagram rather than reading through written documents has also saved time, and as a result, money. It has saved about an hour.

It has definitely helped us in realizing efficiencies in our projects. It has made everything more visual. Once things are more visual, it becomes easier for me to see whether there are glitches in the process, whether there is a better way of doing things, and whether we have too many steps for one thing. The visual aid has definitely helped us look at the processes in a different light.

We use Microsoft Teams in our company, and one of the reasons for using Lucidchart is that you can integrate it with Microsoft Teams. If I need to send somebody a document through Microsoft Teams, it is very easy. This integration is highly important for our operations because otherwise, we will have to use another solution or way to do the same thing. We are already using Microsoft Teams, so it is much easier to tag it on to Microsoft Teams.

What is most valuable?

The flow chart is most valuable. It is a very user-friendly and simple-to-use product. Quite quickly, I was able to understand how to use it and just get on with my process flow. 

Its organizational charts are pretty good for visualizing and understanding team hierarchies and relationships. These organizational charts are very visual. The colors also help. It is also easy to create an organizational chart.

I use it for visualizing and understanding process flows or workflows, and I would rate it really high from this aspect because I found it very easy to use. It has some suggested themes, so I can make them look pretty. There was access to videos or tutorials if I got stuck. That was really good as well.

What needs improvement?

It can have more colors or graphics. Currently, it is a little boring. It can have a little bit more fun factor.

For how long have I used the solution?

I have started to use it very recently. 

What do I think about the stability of the solution?

It is quite stable and reliable.

What do I think about the scalability of the solution?

It is quite scalable. We are a small department. Currently, two departments have access to it. We have only about 30 people, and out of them, only four are using it.

I am pretty new here, and we're just figuring out APAC processes and hiring new people. I will be using Lucidchart a lot more in the coming months because we're trying to figure out all the processes and the process flows amongst all the regions.

How are customer service and technical support?

It is pretty good. They were videos available for any questions that I had while I was using the solution. I'm more of a visual person, so the videos really helped.

How was the initial setup?

It was straightforward. It took just a few minutes.

What about the implementation team?

I did it on my own. I was using the free account because you can use a free account. It turned out that we had a company account with Lucidchart. My manager gave me access to that, and then basically, I uploaded the flow chart that I had created over there.

For its deployment and maintenance, probably only one or two people are required.

Which other solutions did I evaluate?

I did come across Visio, but I looked at Lucidchart first. Visio wasn't as user-friendly.

What other advice do I have?

I have definitely told people to use it. It really makes things easier. The visualization is really good, simple, and neat. For me, visuals work much better, and it is easier to spot mistakes when you can see it all in one go rather than in different steps. I would definitely advise people to integrate it and use it as much.

In my organization, we currently only use PCs, but it is good that it is compatible with Mac and PC. I have not used its ability to compare versions of documents. I have also not used any other product from their suite.

I would rate Lucidchart a nine out of 10. It just needs a little bit more fun factor.

Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
PeerSpot user
Buyer's Guide
Download our free Lucidchart Report and get advice and tips from experienced pros sharing their opinions.
Updated: October 2025
Buyer's Guide
Download our free Lucidchart Report and get advice and tips from experienced pros sharing their opinions.