Sales Data Integrations for Reporting, Forecasting & Analytics
Connect Dear Lucy to your CRM or sales database and turn your existing sales data into ready-to-use reporting, dashboards, forecasting, goals and sales insights.
Connect a supported CRM in minutes, or use Dear Lucy with a custom or legacy CRM by connecting your sales database.
No complex BI setup. No rebuilding your sales reporting from scratch.
Connect Your CRM
Connect Dear Lucy to the CRM your sales team already uses.
Salesforce
Turn Salesforce data into ready-to-use sales dashboards, forecasting, pipeline analytics, goals and performance reporting.
Explore Salesforce integration →
HubSpot
Get advanced HubSpot sales reporting, forecasting, pipeline analytics, goals and management dashboards from your existing CRM data.
Pipedrive
Turn Pipedrive data into sales reporting, dashboards, forecasting, pipeline analytics and goal tracking.
Explore Pipedrive integration →
Microsoft Dynamics 365
Use your Dynamics 365 sales data for ready-to-use sales reporting, forecasting, goals and performance insights in Dear Lucy.
Using a Custom or Legacy CRM?
Connect Your Sales Database Directly
You don't need to replace your CRM to modernize your sales reporting.
Dear Lucy can connect directly to sales data stored in MySQL, PostgreSQL, Microsoft SQL Server and Microsoft Azure SQL.
Structure your sales data according to the Dear Lucy sales data model and use it with the same ready-to-use sales dashboards and hundreds of sales KPIs available through our CRM integrations.
This makes Dear Lucy ideal for companies using custom-built CRMs, legacy CRM systems or proprietary sales systems where the underlying sales data is available through a supported database.
Supported databases
MySQL | PostgreSQL | Microsoft SQL Server | Microsoft Azure SQL
One Sales Data Model. 500+ Sales KPIs.
Connecting your data is only the beginning. Dear Lucy transforms your CRM or database data into a sales data model designed for sales management and reporting.
Instead of building every metric and report manually, you get ready-to-use KPIs, calculations and predictive forecasting models across:
Sales performance
Pipeline and pipeline coverage
Revenue forecasting
Win rates and conversion
Sales velocity
Sales goals and goal pacing
Sales activities
Recurring revenue, including MRR and ARR
CRM data quality
Your sales leaders get consistent metrics and reporting regardless of where the underlying sales data originates.
From Sales Data to Answers
Dear Lucy goes beyond static dashboards.
Your connected sales data provides the context for Dear Lucy's agentic analytics, allowing sales leaders to explore performance, understand what's happening and create the reporting they need.
Ask questions about your sales performance, investigate changes and build or adapt dashboards using your existing sales data.
Your CRM or database holds the data. Dear Lucy turns it into sales intelligence.
Ready to Use Without a BI Project
With HubSpot, Salesforce and Pipedrive, Dear Lucy provides ready-made integrations designed to get your sales reporting running quickly.
For Microsoft Dynamics 365 and custom database integrations, Dear Lucy can connect to your existing sales data and map it into the Dear Lucy sales data model.
Once connected, your data powers reporting across pipeline reviews, forecast calls, sales meetings, rep 1:1s and executive and board reporting.
Keep Your Sales System. Upgrade Your Reporting.
You shouldn't have to replace your CRM just to get better sales reporting.
Whether your sales organization runs on a leading CRM or a system built specifically for your business, Dear Lucy gives sales leaders a modern reporting, forecasting and analytics layer on top of the sales data you already have.
HubSpot | Salesforce | Pipedrive | Microsoft Dynamics 365 | Custom CRM | Legacy CRM | SQL databases
Frequently Asked Questions
Which CRM systems does Dear Lucy integrate with?
Dear Lucy integrates with HubSpot, Salesforce, Pipedrive and Microsoft Dynamics 365 for sales reporting, forecasting, pipeline analytics, goals and sales performance management.
Can Dear Lucy work with a custom CRM?
Yes. If your custom CRM stores sales data in a supported database, Dear Lucy can connect directly to the database and use the data for sales reporting and dashboards.
Can Dear Lucy work with a legacy CRM?
Yes. You don't need to replace your legacy CRM to use Dear Lucy. Sales data can be connected directly from a supported database and mapped to the Dear Lucy sales data model.
Which databases does Dear Lucy support?
Dear Lucy supports MySQL, PostgreSQL, Microsoft SQL Server and Microsoft Azure SQL for database integrations.
Can I use Dear Lucy without HubSpot, Salesforce or Pipedrive?
Yes. Dear Lucy does not require HubSpot, Salesforce or Pipedrive. Companies with custom or legacy sales systems can connect their sales data directly through a supported database.
What sales data can Dear Lucy report on?
Dear Lucy can provide reporting across sales performance, pipeline, forecasts, win rates, conversion, sales velocity, goals, sales activities, recurring revenue and CRM data quality. Dear Lucy includes 500+ built-in sales KPIs, calculations and predictive forecasting models.
Do I need a BI tool to use Dear Lucy?
No. Dear Lucy provides a ready-to-use sales data model, KPIs, dashboards and forecasting, so sales teams can get management reporting without building a traditional BI solution.
How quickly can I connect my sales data to Dear Lucy?
HubSpot, Salesforce and Pipedrive have ready-made integrations designed for fast setup. Custom CRM and database integrations require the sales data to be structured and mapped to the Dear Lucy sales data model.
See What Dear Lucy Can Do With Your Sales Data
Connect your CRM and start exploring your sales data, or talk to us about connecting a custom or legacy sales system.