Case Study: PlanSwift Software achieves streamlined marketing collaboration and increased customer conversions with Lucidchart

PlanSwift Software - Customer Case Study

PlanSwift, a fast-growing developer of digital estimating and takeoff software for the construction industry, struggled to keep marketing plans, cross-functional processes, and executive proposals clear and actionable when ideas lived on whiteboards and scattered notes. The marketing team needed a way to align sprint schedules, map the customer lifecycle, and communicate complex campaign and integration workflows so everyone — including remote designers and developers — could understand and act.

By adopting Lucidchart as their daily visual collaboration tool, PlanSwift now uses swimlane diagrams, lifecycle maps, nurture-workflow wireframes, and integration flowcharts to plan campaigns, secure executive buy-in with clear visuals and real-time feedback, and hand off precise specs to design and development. The result: faster approvals, smoother cross-team execution, ongoing process improvements, and hundreds of hours saved annually — helping the team convert more free users to paying customers.

PlanSwift Software

Jace Brown

Marketing Specialist