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 Calendar Sync - DreamFlow Help

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

Google Calendar sync keeps your DreamFlow appointments and your personal calendar in perfect harmony. New bookings appear on both calendars, and busy times are respected automatically so you never double-book.

Connect Google Calendar

Go to Settings > Integrations.
Click Connect on the Google Calendar card.
Sign in with your Google account and grant calendar access.
Choose which calendar to sync (your primary calendar is selected by default).
Click Save. A green badge confirms the connection.

Two-Way Sync

With two-way sync enabled:

Appointments created in DreamFlow appear on your Google Calendar.
Events created in Google Calendar block those times in DreamFlow's booking page.
Canceled or rescheduled events update on both sides automatically.

Tip

If you manage multiple Google Calendars, you can select which ones DreamFlow checks for availability. Go to Settings > Integrations > Google Calendar > Calendars to toggle individual calendars.

Booking Page Integration

Your DreamFlow booking page automatically checks your synced calendar for availability:

Go to Calendar > Booking Page.
Set your available hours and buffer times.
Share your booking link. Clients only see times when you are free on both DreamFlow and Google Calendar.

Need more help? Ask Sally in the chat bubble!

Two-Way Sync

With two-way sync enabled:

Appointments created in DreamFlow appear on your Google Calendar.

Events created in Google Calendar block those times in DreamFlow's booking page.

Canceled or rescheduled events update on both sides automatically.

Tip

If you manage multiple Google Calendars, you can select which ones DreamFlow checks for availability. Go to Settings > Integrations > Google Calendar > Calendars to toggle individual calendars.

Google Calendar Sync

Connect Google Calendar

Two-Way Sync

Booking Page Integration

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Google Calendar Sync

Connect Google Calendar

Two-Way Sync

Booking Page Integration

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