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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Description

Dear.so serves as an AI-powered assistant designed for Windows desktops, facilitating seamless interaction with various business applications. Users can submit files, inquiries, or tasks, and the assistant efficiently extracts pertinent information, organizes the necessary work, and allows for a review of suggested modifications prior to final approval. The integration capabilities encompass a range of applications, including ERPNext, Odoo, TallyPrime, Zoho, Gmail, email, and WordPress, providing users with a comprehensive toolkit. Typical use cases feature monitoring inventory levels, analyzing sales data, and crafting follow-up communications for customers. The system ensures that workspaces are securely maintained on the user's local machine, while tasks can relay important details to connected AI services and applications. Dear.so is compatible with Windows 10 and newer versions. Subscription plans commence at $19 USD monthly and offer a 7-day trial period for new eligible users, encouraging them to explore the features without immediate commitment. Overall, Dear.so aims to enhance productivity by streamlining various business processes through intelligent automation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
SaaShop Yes 
Salesforce Yes 
Sympa Yes 
WeStrive Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
SaaShop No 
Salesforce No 
Sympa No 
WeStrive No 

Pricing Details

€149 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$19 USD/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Dear Lucy

Founded

2014

Country

Finland

Website

www.dearlucy.co/features

Vendor Details

Company Name

Macrofix Software Private Limited

Country

India

Website

dear.so

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Alternatives

Alternatives

No Alternatives
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