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.

Billing and Payment FAQ - DreamFlow Help

Difficulty: All Levels | Time: 5 min | Tier: All Plans

Here are answers to the most frequently asked billing and payment questions.

Common Causes of Billing Confusion

Unexpected charge amount -- Usually caused by proration when upgrading or downgrading mid-cycle.
Payment failed -- Card expired, insufficient funds, or bank decline.
Trial questions -- Unsure when trial ends or what happens after.
Refund requests -- Need to understand the refund policy.
Invoice questions -- Cannot find invoices or need different billing details.

How to Fix

How does proration work?

When you upgrade mid-billing cycle, DreamFlow charges you the difference between your current plan and the new plan for the remaining days. When you downgrade, the credit is applied to your next invoice.

My payment failed. What happens?

DreamFlow sends you an email notification immediately.
We retry the payment automatically on days 1, 3, and 7.
During this grace period, your workspace remains fully functional.
If payment is not resolved within 7 days, your account is paused (read-only mode).
Update your payment method at Settings > Billing to resolve immediately.

How does the free trial work?

Your trial gives you full access to Scale-tier features for 14 days.
No credit card is required to start.
You will receive email reminders at 7 days and 2 days before your trial ends.
After the trial, choose a plan to continue. Your data is preserved for 30 days.

Can I get a refund?

DreamFlow offers a 14-day money-back guarantee on your first payment. After that, we do not offer refunds for partial months, but you can cancel anytime and your plan continues until the end of the billing period.

Tip

If you are considering canceling, chat with us first. We may be able to offer a retention discount or help resolve whatever issue prompted you to leave.

Where are my invoices?

Go to Settings > Billing > Invoices.
All past invoices are listed with downloadable PDFs.
Need different billing details (company name, address)? Update them in Settings > Billing > Billing Info and they will appear on future invoices.

Still Having Issues?

Read our Stripe Billing Integration guide to understand how payments work.
Ask Sally in the chat bubble for quick billing answers.
Contact support for refund requests or complex billing issues.

Need more help? Ask Sally in the chat bubble!

Common Causes of Billing Confusion

Unexpected charge amount -- Usually caused by proration when upgrading or downgrading mid-cycle.

Payment failed -- Card expired, insufficient funds, or bank decline.

Trial questions -- Unsure when trial ends or what happens after.

Refund requests -- Need to understand the refund policy.

Invoice questions -- Cannot find invoices or need different billing details.

How to Fix

How does proration work?

My payment failed. What happens?

DreamFlow sends you an email notification immediately.

We retry the payment automatically on days 1, 3, and 7.

During this grace period, your workspace remains fully functional.

If payment is not resolved within 7 days, your account is paused (read-only mode).

Update your payment method at Settings > Billing to resolve immediately.

How does the free trial work?

Your trial gives you full access to Scale-tier features for 14 days.

No credit card is required to start.

You will receive email reminders at 7 days and 2 days before your trial ends.

After the trial, choose a plan to continue. Your data is preserved for 30 days.

Can I get a refund?

Tip

If you are considering canceling, chat with us first. We may be able to offer a retention discount or help resolve whatever issue prompted you to leave.

Where are my invoices?

Go to Settings > Billing > Invoices.

All past invoices are listed with downloadable PDFs.

Need different billing details (company name, address)? Update them in Settings > Billing > Billing Info and they will appear on future invoices.

Billing and Payment FAQ

Common Causes of Billing Confusion

How to Fix

How does proration work?

My payment failed. What happens?

How does the free trial work?

Can I get a refund?

Where are my invoices?

Still Having Issues?

Related Articles

Billing and Payment FAQ

Common Causes of Billing Confusion

How to Fix

How does proration work?

My payment failed. What happens?

How does the free trial work?

Can I get a refund?

Where are my invoices?

Still Having Issues?

Related Articles