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.

Audience Segments - DreamFlow Help

Difficulty: Intermediate | Time: 10 min | Tier: All Plans

Segments are groups of contacts that share something in common — an industry, a behavior, a lifecycle stage, or any combination of criteria you define. Use segments to target campaigns, personalize outreach, and understand your audience.

Creating a Segment

Navigate to Marketing > Segments and click Create Segment.
Name your segment (e.g., "Active Leads - Last 30 Days").
Add conditions to define who belongs in this segment:
- Contact properties: industry, company size, location, tags, source.
- Activity: opened email in last X days, clicked link, submitted form.
- Pipeline: deal stage, deal value, assigned rep.
Use AND to require all conditions, or OR to match any condition.
Click Save. The segment will show a count of matching contacts.

Dynamic vs Static Segments

Dynamic segments update automatically as contacts match or stop matching your conditions. This is the default and recommended type.
Static segments are frozen snapshots — useful for one-time campaigns or historical analysis.

Tip

Start with 3-5 core segments: "All Contacts", "Active Leads (30 days)", "Customers", "Cold Leads (90+ days inactive)", and "Newsletter Subscribers". These cover most common campaign targets.

Need more help? Ask Sally in the chat bubble!

Creating a Segment

Navigate to Marketing > Segments and click Create Segment.

Name your segment (e.g., "Active Leads - Last 30 Days").

Add conditions to define who belongs in this segment:

Contact properties: industry, company size, location, tags, source.
Activity: opened email in last X days, clicked link, submitted form.
Pipeline: deal stage, deal value, assigned rep.

Use AND to require all conditions, or OR to match any condition.

Click Save. The segment will show a count of matching contacts.

Dynamic vs Static Segments

Dynamic segments update automatically as contacts match or stop matching your conditions. This is the default and recommended type.

Static segments are frozen snapshots — useful for one-time campaigns or historical analysis.

Tip

Start with 3-5 core segments: "All Contacts", "Active Leads (30 days)", "Customers", "Cold Leads (90+ days inactive)", and "Newsletter Subscribers". These cover most common campaign targets.

Audience Segments

Creating a Segment

Dynamic vs Static Segments

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Audience Segments

Creating a Segment

Dynamic vs Static Segments

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