CRM, project management, invoicing, team collaboration, automation, and analytics - connected, not cobbled together.
Six integrated pillars - built to work together from day one, not bolted on over time.
Full client profiles across 12 categories - contact, sales, compliance, financials, and more. Groups, lead tracker, referrals, and lifetime value - all in one place. Every client gets a unique reference code embedded in their project codes, invoices, and orders.
Create projects from templates or scratch. Track stages, milestones, tasks, risks, issues, budget, and effort. Manage stakeholders - they receive automatic notifications and can be invited directly into your workspace to be assigned tasks.
Create and send branded invoices with Stripe-powered online payments. Manage orders with auto-generated invoice numbers tied to client references. Track budget vs actuals per project. Run a full lending operation with the Loans module - consumer and business loans, repayment schedules, payment tracking, arrears management, and borrower reminders.
Send emails, SMS, and WhatsApp messages from one thread per contact. Build forms and schedule recurring check-ins. Manage content on your website visually without code. Track SEO and AEO with structured schema output.
Invite team members with a magic-link + activation-code flow. Assign roles (Owner, Admin, Viewer). Revoke access instantly - pending invites and activation codes are invalidated immediately. Plan tier enforces member limits.
Build automation rules that fire on bookings, overdue invoices, form submissions, and more. Ingest data from any source via webhook, CSV, or Power Automate. Explore metrics, build KPI dashboards, and query your data with a full SQL explorer.
When you add a stakeholder to a project, they receive an automatic branded notification. If they need full access - to be assigned tasks, leave comments, or track progress - invite them into your workspace with one click. They go through the same secure invite flow as any team member.
Project · NGA-A3B4C5-001
Sarah Okafor
Sponsor
James Li
Architect
Emma West
QA Lead
Client · A3B4C5
All records for this client share the same 6-character reference.
When a client is created, LUCY generates a unique 6-character reference automatically. That reference is embedded into every project code, invoice number, and order number for that customer - so any document or record is instantly traceable back to the client without digging through menus.
One simple API accepts events from any source - no schema required. Connect your Excel models via Power Automate, pipe Shopify orders in, or push from n8n. LUCY discovers your event types from actual data and turns them into live KPI dashboards.
POST /api/ingest
{
"event": "waste_movement_logged",
"value": 2500,
"unit": "kg",
"label": "Concrete - Site A",
"dimensions": {
"disposal_route": "Recycled",
"project_id": "NGA-A3B4C5-001",
"carrier_valid": true
}
}If NGA Dynamics built your website, app, or business system, you get LUCY's Foundation plan at no cost - permanently. Same Foundation platform, same 5-seat team, no subscription. Your account manager will provide a single-use code when your project is delivered.
£0
forever, for clients
Every plan includes the core platform. More features and capacity unlock as your team grows.
Foundation
The Helper
Growth
The Partner
Scale
The Enterprise