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.

Campaign Comparison & Analytics

Difficulty: Intermediate | Time: 4 min | Tier: Business+

Business Tier Feature

Campaign Comparison is available on Business ($179/mo) and above. Compare plans

Stop guessing which campaigns perform best. The Campaign Comparison tool lets you select 2-4 campaigns and view their metrics side by side — open rate, click rate, unsubscribes, revenue attributed, and more.

Steps

Navigate to Marketing > Campaigns.
Select 2 to 4 campaigns using the checkboxes next to each campaign name.
Click Compare Selected in the action bar that appears.
The comparison view shows:
- Delivery Metrics — sends, delivered, bounces for each campaign
- Engagement — open rate, click rate, click-to-open ratio
- Negative Signals — unsubscribes, spam complaints
- Revenue — attributed revenue per campaign (if revenue tracking is enabled)
Hover over any metric to see the exact numbers alongside the percentage.
Use the Export button to download the comparison as a CSV for reporting.

Tip

Compare campaigns sent to the same segment at different times to find your audience’s optimal send window. Or compare different subject lines sent to the same segment to refine your messaging.

Need more help? Ask Sally in the chat bubble!

Steps

Navigate to Marketing > Campaigns.

Select 2 to 4 campaigns using the checkboxes next to each campaign name.

Click Compare Selected in the action bar that appears.

The comparison view shows:

Delivery Metrics — sends, delivered, bounces for each campaign
Engagement — open rate, click rate, click-to-open ratio
Negative Signals — unsubscribes, spam complaints
Revenue — attributed revenue per campaign (if revenue tracking is enabled)

Hover over any metric to see the exact numbers alongside the percentage.

Use the Export button to download the comparison as a CSV for reporting.

Tip

Compare campaigns sent to the same segment at different times to find your audience’s optimal send window. Or compare different subject lines sent to the same segment to refine your messaging.

Campaign Comparison & Analytics

Steps

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