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.

Google Business Profile - DreamFlow Help

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

Business Tier & Above

Google Business Profile integration requires a Business tier subscription or higher.

DreamFlow's Google Business Profile integration lets you monitor and respond to customer reviews, post updates, and track your local search presence — all without leaving your CRM.

Connecting Your Profile

Navigate to Settings > Integrations.
Find Google Business Profile and click Connect.
Sign in with the Google account that manages your business listing.
Select your business location if you have multiple listings.
Click Authorize to grant DreamFlow read and reply access.

Managing Reviews

Navigate to Marketing > Google Business.
The Reviews tab shows all your Google reviews with star ratings, text, and dates.
Click Reply on any review to respond directly from DreamFlow. Your reply appears on Google.
Use the star filter to focus on negative reviews that need attention.

Posting Updates

Click the Posts tab.
Click Create Post.
Write your update, add an image (optional), and include a call-to-action button (e.g., "Learn More", "Book Now").
Click Publish to post to your Google Business Profile immediately.

Tip

Respond to every review — positive and negative. Google rewards active engagement with better local search visibility, and it shows potential customers that you care.

Need more help? Ask Sally in the chat bubble!

Posting Updates

Click the Posts tab.

Click Create Post.

Write your update, add an image (optional), and include a call-to-action button (e.g., "Learn More", "Book Now").

Click Publish to post to your Google Business Profile immediately.

Tip

Respond to every review — positive and negative. Google rewards active engagement with better local search visibility, and it shows potential customers that you care.

Google Business Profile

Connecting Your Profile

Managing Reviews

Posting Updates

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Google Business Profile

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