Freedom251 › Sales Forecasting Software
Dear Lucy
What Dear Lucy is
Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and performance. It includes more than 500 ready-to-use sales KPIs, calculations and predictive models. Forecasting tools cover revenue, pipeline scoring, forecast-versus-actual views, scenario planning and early gap detection, with a custom forecast horizon. Teams can define goals for people, teams, business units and products, then monitor live pacing with traffic-light indicators.
The Agentic Report Builder responds to natural-language requests to create or change metrics, reports and visualizations using structured CRM data. Listed integrations include Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365; Dynamics connects via Microsoft SQL, Azure or Synapse. Other data sources and custom integrations depend on plan and requirements. Dashboards refresh automatically every hour or faster and can be shared by interactive link, embedded in other tools or displayed on office screens; sharing and embedding are included in every plan. Dear Lucy is aimed at sales leaders, CROs, RevOps teams, CEOs and boards. It is available on web, Android and iOS. TEAM starts at $165/mo (annual), and a free 10-day trial requires no credit card.
Who it suits
Dear Lucy is intended for sales leaders, CROs, RevOps teams, CEOs and boards that need shared views of sales performance, goals and forecasts. It suits teams seeking CRM-connected metrics and natural-language report creation across web and mobile platforms.
What it does well
- Includes more than 500 sales KPIs and predictive models.
- Tracks goals with live pacing and traffic-light indicators.
- Creates or modifies reports from natural-language requests.
- Shares dashboards by link, embedding or office screens.
- Offers a 10-day trial with no credit card required.
What to know first
- There is no free plan.
- The TEAM plan covers sales organizations up to five.
- Additional data sources and custom integrations depend on plan and requirements.
Limits
There is no free plan. TEAM starts at $165/mo (annual) for sales organizations up to 5, with 500 AI credits/month; BUSINESS covers 6–15 with 1,000 AI credits/month, and SCALE covers 16–25 with 1,500 AI credits/month. ENTERPRISE pricing and AI credits are custom.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| TEAM | $1,980 billed annually · Sales organizations up to 5 · Unlimited users · Unlimited dashboards · 500 AI credits/month | $165 a month |
| BUSINESS | $3,960 billed annually · Sales organizations 6–15 · Unlimited users · Unlimited dashboards · 1,000 AI credits/month | $330 a month |
| SCALE | $5,940 billed annually · Sales organizations 16–25 · Unlimited users · Unlimited dashboards · 1,500 AI credits/month | $495 a month |
| ENTERPRISE | Custom pricing · Larger or complex sales organizations · Unlimited users · Unlimited dashboards · Custom AI credits/month · Priority support | On request |
As dearlucy.co lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Dear Lucy website.
- Start the free 10-day trial without a credit card.
- Connect a listed CRM integration or an eligible additional data source.
- Choose a paid plan based on sales organization size and requirements.
- Use Dear Lucy on web, Android or iOS.
Verdict
Choose Dear Lucy if your sales organization wants forecasting, goal tracking and shareable dashboards built around CRM data. Look elsewhere if you need a free plan or a different starting price; TEAM starts at $165/mo (annual).
Questions
How much does Dear Lucy cost?
TEAM is $165 a month, billed $1,980 billed annually. BUSINESS is $330 a month, billed $3,960 billed annually; SCALE is $495 a month, billed $5,940 billed annually. ENTERPRISE has custom pricing.
Does Dear Lucy have a free trial?
Yes. The free trial lasts 10 days and does not require a credit card.
Which platforms are supported?
Dear Lucy is available on Android, iOS and web.
Which CRM integrations are listed?
The listed integrations are Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365. Dynamics connects via Microsoft SQL, Azure or Synapse.
How many users can use each plan?
All named plans include unlimited users. TEAM is for sales organizations up to 5, BUSINESS for 6–15, and SCALE for 16–25.
Is dashboard sharing included?
Yes. Sharing and embedding are included in all plans; dashboards can also be shared through interactive links or displayed on office screens.
Facts from Dear Lucy's own pages
- AI reports
- The Agentic Report Builder creates or modifies sales metrics, reports and visualizations from natural-language requests using structured CRM data. · dearlucy.co, 30 Sept 2026
- Audience
- The maker says Dear Lucy is built for sales leaders, CROs, RevOps teams, CEOs and boards. · dearlucy.co, 30 Sept 2026
- CRM integrations
- The maker lists Salesforce, HubSpot, Pipedrive and Microsoft Dynamics 365 integrations, with additional data sources and custom integrations depending on plan and requirements. · dearlucy.co, 30 Sept 2026
- Dynamics connection
- The integrations page says Dynamics 365 connects via Microsoft SQL, Azure or Synapse. · dearlucy.co, 30 Sept 2026
- Forecasting
- Forecasting features include predictive models, pipeline scoring, forecast-versus-actual views and early gap detection. · dearlucy.co, 30 Sept 2026
- Goals
- Users can set goals across teams, people, business units and products, with live pacing and traffic-light indicators. · dearlucy.co, 30 Sept 2026
- Headquarters
- The company says it is based in Finland. · dearlucy.co, 30 Sept 2026
- Metrics
- The platform includes more than 500 ready-to-use sales KPIs, calculations and predictive forecasting models. · dearlucy.co, 30 Sept 2026
- Purpose
- Dear Lucy provides sales analytics dashboards for pipeline, goals, forecasts and sales performance. · dearlucy.co, 30 Sept 2026
- Refresh
- The product page says dashboards update automatically every hour or faster. · dearlucy.co, 30 Sept 2026
- Security
- The integrations page states that data is encrypted in transit and at rest, with access controls including SSO. · dearlucy.co, 30 Sept 2026
- Sharing
- Dashboards can be shared through interactive links, embedded in other tools or displayed on office screens, and sharing and embedding are included in all plans. · dearlucy.co, 30 Sept 2026
- Support
- The terms state that Dear Lucy Oy provides technical support for use of the service, while implementation is self-service. · dearlucy.co, 30 Sept 2026
- Trial
- Dear Lucy offers a free 10-day trial with no credit card required. · dearlucy.co, 30 Sept 2026
Where Dear Lucy stands on Freedom251
- Sales Forecasting Software#6 of 31