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.

Revenue Forecasting - DreamFlow Help

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

Business Tier & Above

Revenue forecasting requires a Business tier subscription or higher.

Revenue forecasting uses your pipeline data — deal values, stages, and expected close dates — to predict how much revenue you are likely to close in the coming weeks and months. It helps you plan capacity, set realistic targets, and identify gaps before they become problems.

How the Forecast Works

Navigate to Analytics > Revenue Forecast in the sidebar.
The forecast view shows projected revenue broken down by:
- Time period: Weekly or monthly buckets based on expected close dates.
- Confidence level: Each deal stage has an associated win probability (e.g., Discovery = 20%, Proposal Sent = 60%, Negotiation = 80%).
- Weighted value: Deal value multiplied by stage probability. A $10,000 deal at 60% shows as $6,000 weighted.
The Best Case line shows total pipeline value. The Weighted line shows probability-adjusted value. The Committed line shows deals in late stages (80%+ probability).

Improving Forecast Accuracy

Keep deal stages current: Move deals to the correct stage promptly. Stale deals skew your forecast.
Set realistic close dates: Update expected close dates when timelines shift.
Review weekly: Compare forecast vs actuals each week to calibrate your stage probabilities.

Tip

The weighted forecast is more reliable than best-case for planning. Use it to set team targets and make hiring or investment decisions.

Need more help? Ask Sally in the chat bubble!

How the Forecast Works

Navigate to Analytics > Revenue Forecast in the sidebar.

The forecast view shows projected revenue broken down by:

Time period: Weekly or monthly buckets based on expected close dates.
Confidence level: Each deal stage has an associated win probability (e.g., Discovery = 20%, Proposal Sent = 60%, Negotiation = 80%).
Weighted value: Deal value multiplied by stage probability. A $10,000 deal at 60% shows as $6,000 weighted.

The Best Case line shows total pipeline value. The Weighted line shows probability-adjusted value. The Committed line shows deals in late stages (80%+ probability).

Improving Forecast Accuracy

Keep deal stages current: Move deals to the correct stage promptly. Stale deals skew your forecast.

Set realistic close dates: Update expected close dates when timelines shift.

Review weekly: Compare forecast vs actuals each week to calibrate your stage probabilities.

Tip

The weighted forecast is more reliable than best-case for planning. Use it to set team targets and make hiring or investment decisions.

Revenue Forecasting

How the Forecast Works

Improving Forecast Accuracy

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Revenue Forecasting

How the Forecast Works

Improving Forecast Accuracy

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