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 Sequences Overview - DreamFlow Help

Difficulty: Intermediate | Time: 10 min | Tier: Business & Above

Business Tier & Above

Email sequences require a Business tier subscription or higher. Upgrade from Settings > Billing to enable this feature.

Email sequences (automated multi-step email outreach) are a series of emails sent automatically over time to a contact or group of contacts. Unlike a one-time campaign, sequences drip emails on a schedule — perfect for onboarding new leads, following up after demos, or nurturing cold prospects.

How Sequences Work

You create a sequence with multiple steps, each containing an email and a delay (e.g., "Day 1: Welcome email", "Day 3: Case study", "Day 7: Demo invite").
When a contact is enrolled in the sequence, they start receiving emails automatically according to the schedule.
If a contact replies to any email in the sequence, they are automatically removed to prevent awkward follow-ups after a conversation has started.
You can monitor each contact's progress through the sequence — see who opened, clicked, replied, or dropped off.

When to Use Sequences

Lead nurture: Warm up new leads with a series of valuable emails over 2-4 weeks.
Post-demo follow-up: Automatically send case studies, pricing, and proposal links after a demo.
Onboarding: Guide new customers through setup with a step-by-step email series.
Re-engagement: Reach out to cold contacts who have not interacted in 60+ days.

Tip

Keep sequences to 3-7 emails. More than that and engagement drops sharply. Focus each email on a single value point or call to action.

Need more help? Ask Sally in the chat bubble!

How Sequences Work

You create a sequence with multiple steps, each containing an email and a delay (e.g., "Day 1: Welcome email", "Day 3: Case study", "Day 7: Demo invite").

When a contact is enrolled in the sequence, they start receiving emails automatically according to the schedule.

If a contact replies to any email in the sequence, they are automatically removed to prevent awkward follow-ups after a conversation has started.

You can monitor each contact's progress through the sequence — see who opened, clicked, replied, or dropped off.

When to Use Sequences

Lead nurture: Warm up new leads with a series of valuable emails over 2-4 weeks.

Post-demo follow-up: Automatically send case studies, pricing, and proposal links after a demo.

Onboarding: Guide new customers through setup with a step-by-step email series.

Re-engagement: Reach out to cold contacts who have not interacted in 60+ days.

Tip

Keep sequences to 3-7 emails. More than that and engagement drops sharply. Focus each email on a single value point or call to action.

Email Sequences Overview

How Sequences Work

When to Use Sequences

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Email Sequences Overview

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