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 support direct imports from HubSpot, Mailchimp, ActiveCampaign, GoHighLevel, Salesforce, and any CSV export. 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.

Buy Credit Packs - DreamFlow Help

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

Credit packs are one-time purchases that add extra usage to your account without upgrading your plan. They are ideal for busy months, seasonal campaigns, or when you are close to your limit and do not want to pause.

Available Credit Packs

Pack	Credits	Price
Email Boost	5,000 emails	$15
SMS Boost	1,000 SMS	$20
Calling Boost	500 minutes	$20
AI Boost	500 AI credits	$15
Everything Boost	5K emails + 1K SMS + 500 min + 500 AI	$30

Steps

Navigate to Settings > Billing > Usage.
Click Buy More next to the resource you need (or click Credit Packs for the full list).
Select a pack.
Confirm the purchase. Payment is charged to your card on file.
Credits are added to your account instantly.

Important Details

Expiry: Credit pack credits expire 90 days after purchase. Plan credits reset monthly.
Usage order: Plan credits are used first. Credit pack credits are used only after plan credits are exhausted.
No refunds: Credit packs are non-refundable. Unused credits expire at 90 days.
Stacking: You can purchase multiple packs. Credits from different purchases are tracked separately with their own expiry dates.

Tip: The Everything Boost ($30) is the best value if you need a little extra across multiple resources. It is equivalent to buying individual packs at a 57% discount.

Usage Dashboard — Monitor your credit balance
Usage Limits and Alerts — What happens at your limit
View Invoices and Billing History — Credit pack purchases appear on your invoice

Not sure which pack you need? Ask Sally in the chat bubble — she can check your current usage and recommend the right pack.

Pack

Credits

Price

Email Boost

5,000 emails

$15

SMS Boost

1,000 SMS

$20

Calling Boost

500 minutes

$20

AI Boost

500 AI credits

$15

Everything Boost

5K emails + 1K SMS + 500 min + 500 AI

$30

Important Details

Expiry: Credit pack credits expire 90 days after purchase. Plan credits reset monthly.

Usage order: Plan credits are used first. Credit pack credits are used only after plan credits are exhausted.

No refunds: Credit packs are non-refundable. Unused credits expire at 90 days.

Stacking: You can purchase multiple packs. Credits from different purchases are tracked separately with their own expiry dates.

Tip: The Everything Boost ($30) is the best value if you need a little extra across multiple resources. It is equivalent to buying individual packs at a 57% discount.

Usage Dashboard — Monitor your credit balance

Usage Limits and Alerts — What happens at your limit

View Invoices and Billing History — Credit pack purchases appear on your invoice

Not sure which pack you need? Ask Sally in the chat bubble — she can check your current usage and recommend the right pack.

Buy Credit Packs

Available Credit Packs

Steps

Important Details

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Buy Credit Packs

Available Credit Packs

Steps

Important Details

Related Articles

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