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.

Phone and SMS Setup - DreamFlow Help

Difficulty: Intermediate | Time: 10 min | Tier: All Plans

DreamFlow includes built-in calling and SMS so you can reach contacts without leaving the platform. Start by provisioning a phone number for your workspace.

Steps

Navigate to Settings > Phone & SMS.
Click + Get a Number.
Select your country (currently US and Canada).
Enter your preferred area code (e.g., 801 for Utah).
DreamFlow shows available numbers. Select the one you want.
Click Provision Number. The number is active within 30 seconds.

Number Limits by Plan

Plan	Phone Numbers	Calling Minutes	SMS Messages
Base ($79/mo)	1	500/mo	500/mo
Business ($179/mo)	3	1,500/mo	2,000/mo
Scale ($299/mo)	5	3,000/mo	5,000/mo
Agency ($499/mo)	10	5,000/mo	10,000/mo
Enterprise	Custom	Custom	Custom

Making Your First Call

Open any contact record.
Click the phone icon next to their phone number.
The call connects through your browser — no separate phone app needed.
Call recordings are automatically saved to the contact's activity timeline.

Sending SMS

Open any contact record.
Click the SMS icon or navigate to Communicate > SMS.
Type your message and click Send.
Replies from the contact appear in the same conversation thread.

Tip: Already have a business number? You can port it to DreamFlow instead of getting a new one. See Number Porting.

Number Porting — Transfer your existing number to DreamFlow
Usage Dashboard — Track calling and SMS usage
Usage Limits and Alerts — What happens when you hit your limit

Need help choosing an area code? Ask Sally in the chat bubble.

Plan

Phone Numbers

Calling Minutes

SMS Messages

Base ($79/mo)

500/mo

Business ($179/mo)

1,500/mo

2,000/mo

Scale ($299/mo)

3,000/mo

5,000/mo

Agency ($499/mo)

5,000/mo

10,000/mo

Enterprise

Custom

Sending SMS

Open any contact record.

Click the SMS icon or navigate to Communicate > SMS.

Type your message and click Send.

Replies from the contact appear in the same conversation thread.

Tip: Already have a business number? You can port it to DreamFlow instead of getting a new one. See Number Porting.

Phone and SMS Setup

Steps

Number Limits by Plan

Making Your First Call

Sending SMS

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Phone and SMS Setup

Steps

Number Limits by Plan

Making Your First Call

Sending SMS

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