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.

Failed Payments and Grace Period

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

Sometimes payments fail — expired cards, insufficient funds, or bank holds. DreamFlow gives you a 7-day grace period to resolve the issue without losing access.

What Happens When a Payment Fails

Day 1: Payment fails. You receive an immediate email notification. A yellow banner appears in your dashboard.
Day 3: Second reminder email. Banner turns orange.
Day 7: Final reminder. If the payment is still not resolved, your workspace becomes read-only at the end of day 7.

During the Grace Period

Your workspace continues to function normally for 7 days.
All features remain active — contacts, campaigns, automations, everything.
A banner at the top of your dashboard reminds you to update your payment method.

How to Resolve

Navigate to Settings > Billing.
Click Update Payment Method (or click the banner link).
Enter a valid card.
The failed charge is retried automatically within minutes.
If successful, the banner disappears and your workspace continues normally.

Tip: Set up a backup payment method or use a card that does not expire soon. Most failed payments are due to expired cards.

After the Grace Period

Your workspace becomes read-only. You can view data but not create or edit.
Automations and campaigns are paused.
Update your payment method to instantly restore full access.
No data is deleted — you have 30 days from the failed payment to resolve it before data deletion is scheduled.

Update Payment Method — Change your card
Cancel Your Subscription — Intentional cancellation vs. failed payment
View Invoices and Billing History — Check payment status

Payment issues? Ask Sally in the chat bubble — she can guide you to the billing page and explain the charge.

How to Resolve

Navigate to Settings > Billing.

Click Update Payment Method (or click the banner link).

Enter a valid card.

The failed charge is retried automatically within minutes.

If successful, the banner disappears and your workspace continues normally.

Tip: Set up a backup payment method or use a card that does not expire soon. Most failed payments are due to expired cards.

Failed Payments and Grace Period

What Happens When a Payment Fails

During the Grace Period

How to Resolve

After the Grace Period

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After the Grace Period

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