LUCY - Connected Operations for Growing SMEs
One connected system for customers, projects, operations and business visibility
In most growing businesses an enquiry becomes a quote, then a job, then an invoice, across several tools. Each handoff means re-keying details, chasing status and repeating the same client update. LUCY keeps those stages in one configurable system, so the customer record, the work, the invoice and the status a client sees all stay connected.
There's exactly one moment you need a developer: a 15-minute, one-line install of a script called bridge.js. After that, LUCY can read your live website and let you edit it directly - click on a headline, an image, or a price, change it, hit Publish, and it's live in seconds. That same script also powers LUCY's analytics, so visitor tracking and conversion data are ready from day one with nothing to configure.
Who it's for
- Freight and logistics teams moving jobs through quote, booking, delivery and invoice
- Events and project-services businesses managing enquiries, plans and client updates
- Trades, construction and professional services firms that run on quotes, projects and invoices
- Agencies and multi-brand operators managing several organisations from a single account
Key Features
- Content Manager - edit your live website with no code and no developer
- CRM with full client history, notes, and deal tracking
- Bookings & appointments with no back-and-forth emails
- Project tracking clients and teams can both see
- Invoicing with a secure client link - no login required to pay
- Lead capture and pipeline, so nothing falls through the cracks
- SMS & WhatsApp messaging built in (via Twilio)
- Website analytics and conversion funnel tracking
- SEO & AEO tools - built for Google and AI search engines
- Multi-site and multi-tenant support for agencies and multi-brand operators
Plans built to grow with you
Organise your day
Foundation
£9/month
Owners and small teams bringing customer records, daily work and invoicing into one place.
- Up to 5 team members
- LUCY Mail and shared customer conversations
- Customers, leads and deals in one shared workspace
- Quote to project to invoice without re-keying
- Enquiries, document sharing and e-signatures
- Booking links and a simple income and expense ledger
- 5 active rules for repeatable follow-up
- Spreadsheet and webhook imports
Keep work moving
Growth
£49/month
Growing teams ready to automate follow-ups, coordinate handoffs and connect more of their tools.
- Everything in Foundation, for up to 15 people
- Unlimited active rules and scheduled workflows
- Follow-up across email, SMS and connected channels
- Bookings, onboarding, teams and customer handoffs
- Team meetings, training and certificates
- Custom fields on contacts, companies and records
- Social media publishing and scheduling
- Industry modules for your sector
- Zapier, n8n and Make connections
Coordinate your operation
Scale
£199/month
Larger teams that need deeper reporting, financial oversight and API access.
- Everything in Growth, with unlimited team members
- Multiple branches and teams from one view
- Double-entry books, reports and financial oversight
- Cross-feature metrics, risks and trends
- API access to connect your own systems
- Loans, AML checks and security scanning with Shield
- Deeper controls, retention and implementation support
LUCY Personal is free for individuals, and Enterprise is priced individually for bespoke requirements. Plans are monthly in GBP and can be changed at any time. NGA Dynamics partner organisations get Foundation free with a partner code at signup. Current plans are always at lucy-os.net/pricing.
Interested in LUCY?
Get in touch to learn more about how it can help your business.