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.

Automation Templates - DreamFlow Help

Difficulty: Beginner | Time: 5 min | Tier: Business & Above

DreamFlow includes a library of pre-built automation templates for common workflows. Instead of building from scratch, pick a template, customize it for your business, and activate — you can be up and running in under 5 minutes.

Business Tier & Above: Automations require a Business plan ($179/mo) or higher.

Steps

Navigate to Tools > Automations.
Click + New Automation.
Select Start from Template (instead of "Blank").
Browse templates by category:
- Lead Nurture — Welcome flows, drip sequences, scoring workflows
- Sales — Deal stage automations, follow-up reminders, win/loss notifications
- Onboarding — Customer welcome series, setup checklists, milestone emails
- Re-engagement — Inactivity alerts, win-back campaigns
- Internal — Team notifications, task creation, assignment routing
Click a template to preview its flow, trigger, and actions.
Click Use Template to create a copy in your workspace.
Customize: update email templates, adjust wait durations, change assignees.
Click Activate when ready.

Tip: Templates are copies — editing a template-based automation does not affect the original template. Feel free to modify anything.

Popular Templates

New Lead Welcome Flow — Welcome email → 2-day wait → add to sequence → create task
Deal Won Onboarding — Congratulations email → create onboarding tasks → add "Customer" tag
Inactivity Re-engagement — 30-day no activity → send check-in email → wait 7 days → if no response, create task
High-Value Deal Alert — Deal created with value > $5,000 → notify sales director → create priority task

Build Your First Automation — Build from scratch instead
Automations Overview — Core automation concepts
Automation Actions — All action types explained

Want a template for a specific workflow? Ask Sally in the chat bubble — she can recommend the best starting point.

Steps

Navigate to Tools > Automations.

Click + New Automation.

Select Start from Template (instead of "Blank").

Browse templates by category:

Lead Nurture — Welcome flows, drip sequences, scoring workflows
Sales — Deal stage automations, follow-up reminders, win/loss notifications
Onboarding — Customer welcome series, setup checklists, milestone emails
Re-engagement — Inactivity alerts, win-back campaigns
Internal — Team notifications, task creation, assignment routing

Click a template to preview its flow, trigger, and actions.

Click Use Template to create a copy in your workspace.

Customize: update email templates, adjust wait durations, change assignees.

Click Activate when ready.

Tip: Templates are copies — editing a template-based automation does not affect the original template. Feel free to modify anything.

Popular Templates

New Lead Welcome Flow — Welcome email → 2-day wait → add to sequence → create task

Deal Won Onboarding — Congratulations email → create onboarding tasks → add "Customer" tag

Inactivity Re-engagement — 30-day no activity → send check-in email → wait 7 days → if no response, create task

High-Value Deal Alert — Deal created with value > $5,000 → notify sales director → create priority task

Automation Templates

Steps

Popular Templates

Related Articles

Related Articles

Automation Templates

Steps

Popular Templates

Related Articles

Related Articles