Do I need a credit card to start?

No. Every new account starts with a 14-day free trial on the Scale tier — full access to every feature, no credit card required. We only ask for payment info on day 14 if you want to continue.

Can DreamFlow actually replace HubSpot, Mailchimp, and my other tools?

Yes. DreamFlow includes CRM, email marketing, SMS campaigns, VoIP calling, proposals with e-signatures, invoicing, automations, live chat, calendar booking, forms, reporting, and an AI assistant — all in one platform. Most customers replace 4-8 separate tools. Everything is built-in, not stitched together with integrations.

How do I move my data from my current CRM?

We connect directly to HubSpot, GoHighLevel, and ActiveCampaign, and import a CSV export from anything else (Salesforce, Pipedrive, Zoho, Mailchimp). Scale and Agency plans include guided migration support — we'll help you move contacts, deals, templates, and history. Most migrations take less than a day.

Are there contracts or hidden fees?

No contracts — cancel anytime from your billing settings. No hidden usage fees either. Every plan includes email, SMS, and calling credits upfront. If you hit a limit, usage pauses and you choose whether to add a credit pack or upgrade. Nothing ever charges automatically without your explicit consent.

Yes. All data is encrypted at rest and in transit. We use Supabase (built on PostgreSQL) with row-level security, meaning each organization's data is completely isolated. We never sell or share your data. You can export or delete your data at any time.

Can I switch plans anytime?

Yes. Upgrade instantly and get prorated credit for your current billing period. Downgrade takes effect at the end of your current period. No penalties, no hoops.

What can Sally, the AI assistant, actually do?

Sally handles chat auto-replies, call transcription, email writing, proposal generation, lead scoring, form spam detection, and daily business briefings. Background AI (transcription, scoring, spam detection) runs automatically at no cost. On-demand generation (writing emails, creating proposals) uses AI credits included in your plan.

I run an agency. Can my clients each have their own workspace?

Yes. The Agency plan ($499/mo) includes 10 sub-accounts with full white-label support — your brand, your domain, your colors. Each client gets their own isolated workspace. You can manage them all from one dashboard and resell at your own prices.

What if DreamFlow doesn't work for me?

Cancel anytime during your trial — no charge, no questions. If you cancel a paid plan, you keep access through the end of your billing period. We also offer free data export so you're never locked in. We'd rather earn your business every month than trap you with a contract.

API Key Management - DreamFlow Help

Difficulty: Advanced | Time: 4 min | Tier: Scale+

Scale Tier Feature

API access is available on Scale ($299/mo) and above. Compare plans

API keys let external applications authenticate with DreamFlow’s API. Each key grants full read/write access to your workspace data, so manage them carefully.

Generating a Key

Navigate to Settings > Integrations > API.
Click Generate New API Key.
Give the key a Name (e.g., “Zapier Integration” or “Internal Dashboard”) to identify its purpose.
The key is displayed once. Copy it immediately and store it in your application’s environment variables or a secrets manager.

Rotating a Key

Go to Settings > Integrations > API.
Click Rotate next to the key you want to replace.
A new key is generated. The old key remains active for 24 hours to give you time to update your applications.
After 24 hours, the old key is permanently revoked.

Revoking a Key

Click Revoke next to the key. This takes effect immediately — any application using this key will lose access.

Warning

Never share API keys in emails, chat messages, or public code repositories. If a key is accidentally exposed, revoke it immediately and generate a new one.

Need more help? Ask Sally in the chat bubble!

Generating a Key

Navigate to Settings > Integrations > API.

Click Generate New API Key.

Give the key a Name (e.g., “Zapier Integration” or “Internal Dashboard”) to identify its purpose.

The key is displayed once. Copy it immediately and store it in your application’s environment variables or a secrets manager.

API Key Management

Generating a Key

Rotating a Key

Revoking a Key

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API Key Management

Generating a Key

Rotating a Key

Revoking a Key

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