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.

Roles and Permissions - DreamFlow Help

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

DreamFlow uses a four-level role hierarchy to control access across your workspace. Each role builds on the one below it, so higher roles inherit all permissions from lower roles.

Role Hierarchy

Role	Level	Summary
Owner	4 (highest)	Full control including billing, data deletion, and ownership transfer
Admin	3	Full operational control. Cannot access billing or transfer ownership
Manager	2	Manages contacts, deals, campaigns, and tasks. Cannot change settings or team
Member	1 (lowest)	Works with assigned records. Read-only for most settings

Detailed Permission Matrix

CRM (Contacts, Deals, Tasks)

Member: View and edit contacts/deals assigned to them. Create tasks.
Manager: View and edit all contacts/deals. Reassign ownership. Delete records.
Admin: All manager permissions plus bulk operations and data export.
Owner: All admin permissions plus permanent deletion (bypasses trash/soft-delete).

Marketing (Campaigns, Sequences, Forms)

Member: View campaigns. Cannot create or send.
Manager: Create, edit, and send campaigns and sequences. Manage forms.
Admin: All manager permissions plus manage segments and deliverability settings.
Owner: Same as admin.

Settings and Team

Member: View own profile. Cannot access workspace settings.
Manager: View settings (read-only). Cannot invite or remove team members.
Admin: Edit all settings. Invite and remove members (except Owner). Manage integrations.
Owner: All admin permissions plus billing, plan changes, and ownership transfer.

Automations

Member: Cannot access automations.
Manager: View automations (read-only).
Admin: Create, edit, activate, and deactivate automations.
Owner: Same as admin.

Tip: Start team members at the Member role and promote as needed. It is easier to grant permissions than to discover someone accidentally deleted records.

Team Management — Invite members and assign roles
Audit Log — Track who did what in your workspace
Security Settings — Additional security controls

Not sure which role to assign? Ask Sally in the chat bubble — she can help you decide based on the person's responsibilities.

Role Hierarchy

Role

Level

Summary

Owner

4 (highest)

Full control including billing, data deletion, and ownership transfer

Admin

Full operational control. Cannot access billing or transfer ownership

Manager

Manages contacts, deals, campaigns, and tasks. Cannot change settings or team

Member

1 (lowest)

Works with assigned records. Read-only for most settings

Detailed Permission Matrix

CRM (Contacts, Deals, Tasks)

Member: View and edit contacts/deals assigned to them. Create tasks.

Manager: View and edit all contacts/deals. Reassign ownership. Delete records.

Admin: All manager permissions plus bulk operations and data export.

Owner: All admin permissions plus permanent deletion (bypasses trash/soft-delete).

Marketing (Campaigns, Sequences, Forms)

Member: View campaigns. Cannot create or send.

Manager: Create, edit, and send campaigns and sequences. Manage forms.

Admin: All manager permissions plus manage segments and deliverability settings.

Owner: Same as admin.

Settings and Team

Member: View own profile. Cannot access workspace settings.

Manager: View settings (read-only). Cannot invite or remove team members.

Admin: Edit all settings. Invite and remove members (except Owner). Manage integrations.

Owner: All admin permissions plus billing, plan changes, and ownership transfer.

Automations

Member: Cannot access automations.

Manager: View automations (read-only).

Admin: Create, edit, activate, and deactivate automations.

Owner: Same as admin.

Tip: Start team members at the Member role and promote as needed. It is easier to grant permissions than to discover someone accidentally deleted records.

Roles and Permissions

Role Hierarchy

Detailed Permission Matrix

CRM (Contacts, Deals, Tasks)

Marketing (Campaigns, Sequences, Forms)

Settings and Team

Automations

Related Articles

Related Articles

Roles and Permissions

Role Hierarchy

Detailed Permission Matrix

CRM (Contacts, Deals, Tasks)

Marketing (Campaigns, Sequences, Forms)

Settings and Team

Automations

Related Articles

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