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.

Calls Not Connecting - DreamFlow Help

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

If you are having trouble making or receiving calls in DreamFlow, check these common causes to restore your calling capability.

Common Causes

No phone number provisioned -- You need an active DreamFlow phone number to make calls.
Browser microphone permission denied -- DreamFlow needs microphone access for browser-based calls.
Browser compatibility -- Some older browsers do not support WebRTC calling.
Monthly call usage limit reached -- Your call minutes may be exhausted.
Network issues -- Poor internet connection or firewall blocking WebRTC traffic.

How to Fix

1. Check phone number

Go to Settings > Phone Numbers.
Verify you have an active number with voice capability.
If not, click Get a Number and choose one with voice enabled.

2. Grant microphone permission

When DreamFlow asks for microphone access, click Allow.
If you previously denied it:
- Chrome: Click the lock icon in the address bar > Site settings > Microphone > Allow.
- Firefox: Click the lock icon > Connection secure > More information > Permissions > Microphone > Allow.
- Safari: Safari > Preferences > Websites > Microphone > set DreamFlow to Allow.
Reload the page after changing permissions.

3. Use a supported browser

DreamFlow's calling works best on:

Google Chrome (latest)
Microsoft Edge (latest)
Firefox (latest)
Safari 14.1+

4. Check usage limits

Go to Settings > Billing > Usage.
Check your call minutes allocation.
Purchase additional minutes or upgrade your plan if needed.

5. Check network connection

Ensure your internet connection is stable (minimum 1 Mbps upload and download).
If on a corporate network, check with IT that WebRTC traffic is not blocked by the firewall.
Try switching from WiFi to a wired connection for better call quality.

Tip

Use headphones with a built-in microphone for the best call quality. Laptop microphones can pick up ambient noise and cause echo.

Still Having Issues?

Read our Making Calls guide for setup instructions.
Ask Sally in the chat bubble for quick help.
Contact support and let us know your browser, OS, and any error messages.

Need more help? Ask Sally in the chat bubble!

Common Causes

No phone number provisioned -- You need an active DreamFlow phone number to make calls.

Browser microphone permission denied -- DreamFlow needs microphone access for browser-based calls.

Browser compatibility -- Some older browsers do not support WebRTC calling.

Monthly call usage limit reached -- Your call minutes may be exhausted.

Network issues -- Poor internet connection or firewall blocking WebRTC traffic.

How to Fix

1. Check phone number

Go to Settings > Phone Numbers.

Verify you have an active number with voice capability.

If not, click Get a Number and choose one with voice enabled.

2. Grant microphone permission

When DreamFlow asks for microphone access, click Allow.

If you previously denied it:

Chrome: Click the lock icon in the address bar > Site settings > Microphone > Allow.
Firefox: Click the lock icon > Connection secure > More information > Permissions > Microphone > Allow.
Safari: Safari > Preferences > Websites > Microphone > set DreamFlow to Allow.

Reload the page after changing permissions.

3. Use a supported browser

DreamFlow's calling works best on:

Google Chrome (latest)

Microsoft Edge (latest)

Firefox (latest)

Safari 14.1+

4. Check usage limits

Go to Settings > Billing > Usage.

Check your call minutes allocation.

Purchase additional minutes or upgrade your plan if needed.

5. Check network connection

Ensure your internet connection is stable (minimum 1 Mbps upload and download).

If on a corporate network, check with IT that WebRTC traffic is not blocked by the firewall.

Try switching from WiFi to a wired connection for better call quality.

Tip

Use headphones with a built-in microphone for the best call quality. Laptop microphones can pick up ambient noise and cause echo.

Calls Not Connecting

Common Causes

How to Fix

1. Check phone number

2. Grant microphone permission

3. Use a supported browser

4. Check usage limits

5. Check network connection

Still Having Issues?

Related Articles

Calls Not Connecting

Common Causes

How to Fix

1. Check phone number

2. Grant microphone permission

3. Use a supported browser

4. Check usage limits

5. Check network connection

Still Having Issues?

Related Articles