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.

Email Campaigns Overview - DreamFlow Help

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

Email campaigns (bulk emails sent to a group of contacts) are one of the most effective ways to nurture leads, announce updates, and drive conversions. DreamFlow's campaign builder lets you design, target, and send campaigns — then track every open, click, and reply.

How It Works

Navigate to Marketing > Campaigns in the sidebar.
You will see all your campaigns organized by status: Draft, Scheduled, Sent, and Archived.
Each campaign card shows key metrics: recipients, open rate, click rate, and send date.
Click any campaign to view its full analytics dashboard.

Campaign Types

Email campaigns: Rich HTML emails with images, buttons, and formatting.
SMS campaigns: Short text messages for time-sensitive updates.
A/B test campaigns: Test different subject lines or content to see what performs best (Scale tier and above).

Tip

Start with a small test send to 10-20 contacts before sending to your full list. This lets you catch formatting issues and test your subject line.

Need more help? Ask Sally in the chat bubble!

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

How It Works

Navigate to Marketing > Campaigns in the sidebar.
You will see all your campaigns organized by status: Draft, Scheduled, Sent, and Archived.
Each campaign card shows key metrics: recipients, open rate, click rate, and send date.
Click any campaign to view its full analytics dashboard.

Campaign Types

Email campaigns: Rich HTML emails with images, buttons, and formatting.
SMS campaigns: Short text messages for time-sensitive updates.
A/B test campaigns: Test different subject lines or content to see what performs best (Scale tier and above).

Tip

Start with a small test send to 10-20 contacts before sending to your full list. This lets you catch formatting issues and test your subject line.

Need more help? Ask Sally in the chat bubble!

Email Campaigns Overview

How It Works

Campaign Types

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Email Campaigns Overview

How It Works

Campaign Types

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