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.

Slow Dashboard Performance

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

If DreamFlow feels slow or pages take a long time to load, try these steps to improve performance.

Common Causes

Browser cache bloated -- Accumulated cache data can slow down web applications.
Browser extensions conflicting -- Ad blockers, privacy extensions, or devtools extensions can slow down page rendering.
Large dataset loading -- Workspaces with thousands of contacts or deals may take longer to load list views.
Slow internet connection -- DreamFlow requires a stable connection for real-time features.
Outdated browser -- Older browsers lack performance optimizations for modern web apps.

How to Fix

1. Clear browser cache

Chrome: Settings > Privacy and security > Clear browsing data > select "Cached images and files" > Clear data.
Firefox: Settings > Privacy & Security > Cookies and Site Data > Clear Data.
Safari: Develop > Empty Caches (enable Develop menu in Preferences > Advanced first).
Reload DreamFlow after clearing the cache.

2. Disable browser extensions

Open DreamFlow in an incognito/private window (most extensions are disabled by default).
If DreamFlow loads faster, one of your extensions is the cause.
Disable extensions one at a time to find the culprit.

3. Use pagination and filters

If you have large lists of contacts, deals, or activities:

Use the search bar and filters to narrow results instead of scrolling through everything.
DreamFlow paginates large lists automatically, but applying filters reduces the data loaded per page.

4. Check your internet connection

Run a speed test at fast.com.
DreamFlow works best with 5+ Mbps download speed.
Real-time features (chat, notifications) use WebSocket connections that require stable connectivity.

5. Update your browser

Always use the latest version of your browser. DreamFlow is built with modern web technologies that perform best on current browsers.

Tip

Bookmark DreamFlow directly (app.dreamflowcrm.com/dashboard) rather than navigating through search engines. This avoids unnecessary redirects.

Still Having Issues?

Ask Sally in the chat bubble -- she can help identify if the issue is on your end or ours.
Contact support with your browser name, version, and OS. Include any error messages from the browser console (F12 > Console).

Need more help? Ask Sally in the chat bubble!

Common Causes

Browser cache bloated -- Accumulated cache data can slow down web applications.

Browser extensions conflicting -- Ad blockers, privacy extensions, or devtools extensions can slow down page rendering.

Large dataset loading -- Workspaces with thousands of contacts or deals may take longer to load list views.

Slow internet connection -- DreamFlow requires a stable connection for real-time features.

Outdated browser -- Older browsers lack performance optimizations for modern web apps.

How to Fix

1. Clear browser cache

Chrome: Settings > Privacy and security > Clear browsing data > select "Cached images and files" > Clear data.

Firefox: Settings > Privacy & Security > Cookies and Site Data > Clear Data.

Safari: Develop > Empty Caches (enable Develop menu in Preferences > Advanced first).

Reload DreamFlow after clearing the cache.

2. Disable browser extensions

Open DreamFlow in an incognito/private window (most extensions are disabled by default).

If DreamFlow loads faster, one of your extensions is the cause.

Disable extensions one at a time to find the culprit.

3. Use pagination and filters

If you have large lists of contacts, deals, or activities:

Use the search bar and filters to narrow results instead of scrolling through everything.

DreamFlow paginates large lists automatically, but applying filters reduces the data loaded per page.

4. Check your internet connection

Run a speed test at fast.com.

DreamFlow works best with 5+ Mbps download speed.

Real-time features (chat, notifications) use WebSocket connections that require stable connectivity.

5. Update your browser

Always use the latest version of your browser. DreamFlow is built with modern web technologies that perform best on current browsers.

Tip

Bookmark DreamFlow directly (app.dreamflowcrm.com/dashboard) rather than navigating through search engines. This avoids unnecessary redirects.

Slow Dashboard Performance

Common Causes

How to Fix

1. Clear browser cache

2. Disable browser extensions

3. Use pagination and filters

4. Check your internet connection

5. Update your browser

Still Having Issues?

Related Articles

Slow Dashboard Performance

Common Causes

How to Fix

1. Clear browser cache

2. Disable browser extensions

3. Use pagination and filters

4. Check your internet connection

5. Update your browser

Still Having Issues?

Related Articles