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.

Manage Your Contacts - DreamFlow Help

Difficulty: Beginner | Time: 4 min | Tier: All Plans

The Contacts page is your central hub for everyone in your database. From here you can search, filter, sort, and take quick actions on any contact without leaving the list view.

Steps

Navigate to CRM > Contacts from the sidebar.
Use the Search Bar at the top to find contacts by name, email, or company.
Apply Status Filters (New, Contacted, Qualified, Proposal Sent, Won, Lost) to narrow the list.
Click a Column Header to sort by that field. Click again to reverse the order.
Hover over any row to see quick-action icons for View, Edit, Email, and Add Task.
Select multiple contacts with checkboxes to perform Bulk Actions like tagging, status change, or deletion.

Tip

Combine search with filters for precision. For example, search for “Acme” then filter by “Qualified” to find all qualified contacts at Acme Corp.

Need more help? Ask Sally in the chat bubble!

Difficulty: Beginner | Time: 4 min | Tier: All Plans

The Contacts page is your central hub for everyone in your database. From here you can search, filter, sort, and take quick actions on any contact without leaving the list view.

Steps

Navigate to CRM > Contacts from the sidebar.
Use the Search Bar at the top to find contacts by name, email, or company.
Apply Status Filters (New, Contacted, Qualified, Proposal Sent, Won, Lost) to narrow the list.
Click a Column Header to sort by that field. Click again to reverse the order.
Hover over any row to see quick-action icons for View, Edit, Email, and Add Task.
Select multiple contacts with checkboxes to perform Bulk Actions like tagging, status change, or deletion.

Tip

Combine search with filters for precision. For example, search for “Acme” then filter by “Qualified” to find all qualified contacts at Acme Corp.

Need more help? Ask Sally in the chat bubble!

Manage Your Contacts

Steps

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