Dear Lucy review
A focused, mobile-ready forecasting platform with predictive analytics and goal pacing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Dear Lucy is a sales performance management platform for sales leaders, CROs, RevOps teams, executives, and boards. It connects CRM data with predictive sales forecasting, recurring and one-time revenue forecasting, pipeline analysis, goal tracking, dashboards, alerts, and executive reporting. Web, iOS, and Android access support teams that need forecasts and performance views beyond a desktop workflow.
Pricing is organized by plan and billed annually. Team costs $165 per month or $1,980 per year and includes unlimited users, unlimited dashboards, 500+ KPIs and predictive analytics, standard CRM integrations, and the full sales performance platform. Business costs $330 per month or $3,960 per year with the same listed highlights. Scale costs $495 per month or $5,940 per year and adds advanced data sources while retaining unlimited users, unlimited dashboards, and standard CRM integrations. Enterprise uses custom pricing and adds advanced integrations and data sources, professional services, and priority support. A 10-day trial is available, with no free plan.
Its strongest fit is for organizations that want forecasting tied to CRM activity, with commit, best-case, and risk views, forecast-versus-actual analysis, pipeline movement, live goal pacing, and CRM data-quality monitoring. The AI-powered report builder and role-based dashboards add reporting flexibility, while embedding supports executive and operational sharing. Dear Lucy lists integrations for Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, and Severa. Teams with one of those CRM systems and a need for mobile, goal-aware forecasting should find the feature set aligned; smaller teams seeking free access, monthly billing, or a broader integration list should consider a different type of tool.
Dear Lucy pros and cons
- Where it wins
- Predictive forecasts with commit, best-case, and risk views
- Live goal pacing, pipeline health, and forecast-versus-actual analysis
- Web, iOS, and Android access with role-based dashboards
- Where it doesn't
- No free plan; paid access starts at $165 per month
- Listed pricing uses annual billing
- CRM integrations are limited to five listed platforms
Dear Lucy fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update