CRM Integrations for Seamless Sales Performance Management
Work Where You Already Work
Dear Lucy connects directly to your CRM — bringing predictive forecasting, sales analytics, goal tracking, and data quality tools into the platform your team uses every day.
No switching between tools. No exporting to spreadsheets. Just live dashboards, embedded in your CRM, for a faster, more aligned sales process.
Choose Your CRM Integration
Click a logo to see how Dear Lucy works with your CRM.
What You Get With Every Integration
Just connect your CRM to unlock the full Dear Lucy experience:
Embedded dashboards right inside your CRM
Predictive deal scoring and accurate revenue forecasting
Real-time sales goal tracking with traffic-light indicators
CRM hygiene tools like the Wall of Shame and Wall of Fame
Leaderboards to motivate and recognize your team
Automated alerts to spot risks before they impact revenue
Why Our Integrations Stand Out
Most dashboard tools just pull a single number from your CRM and display it. Dear Lucy goes deeper.
Our integrations fetch rich sales data from multiple CRM objects — deals, products, companies, activities, and more.
We transform that data into our optimized schema, combine insights across objects, and run it through proprietary algorithms to surface trends, risks, and opportunities automatically.
The result? Dashboards that don’t just show numbers — they explain them.
Ready to Use in Minutes
With most dashboard tools, you connect your CRM and then spend hours building reports from scratch.
With Dear Lucy, you connect and instantly see ready-made dashboard examples for different sales use cases — forecasting, goal tracking, pipeline reviews, revenue reporting, and more.
Your team gets actionable insights in minutes, not days.
Fast Setup, Secure Data
HubSpot, Salesforce, and Pipedrive: Plug-and-play connection — live dashboards in under a day
Dynamics 365: Connect via Microsoft SQL, Azure, or Synapse
Data is encrypted in transit and at rest, with access control options including SSO
See Dear Lucy in Action
Your CRM already holds the data. Dear Lucy turns it into action.