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.

Cancel Your Subscription - DreamFlow Help

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

We are sorry to see you go. Here is how cancellation works and what to expect.

Steps

Navigate to Settings > Billing.
Scroll to the bottom and click Cancel Subscription.
Select a reason for canceling (helps us improve).
You may see a retention offer: 25% off for 3 months. If the offer interests you, click Accept Offer to stay at a discount.
If you choose to continue with cancellation, click Confirm Cancellation.

What Happens After Cancellation

Immediately: Your plan continues until the end of the current billing period. You are not charged again.
At period end: Your workspace becomes read-only. You can view data but cannot create, edit, or send.
30 days after expiry: Your data is scheduled for permanent deletion. You receive a warning email 7 days before.
Before deletion: You can reactivate your subscription at any time to restore full access with all your data intact.

Note: Export your data before your subscription expires if you want to keep a copy. See Data Export.

Retention Offer

When you initiate cancellation, DreamFlow may offer 25% off for 3 months. This discount applies to your current plan tier. After 3 months, your plan renews at the standard price. The offer is one-time and cannot be combined with annual billing discounts.

Reactivating After Cancellation

Log in to your workspace.
Click the Reactivate banner at the top.
Choose a plan and confirm payment.
Your workspace is restored instantly with all data intact.

Data Export — Download your data before canceling
Choose and Change Your Plan — Consider a downgrade instead of canceling
Plans and Pricing — Review plan options

Before you cancel, Ask Sally in the chat bubble — she may be able to help resolve whatever issue is driving you away.

Steps

Navigate to Settings > Billing.

Scroll to the bottom and click Cancel Subscription.

Select a reason for canceling (helps us improve).

You may see a retention offer: 25% off for 3 months. If the offer interests you, click Accept Offer to stay at a discount.

If you choose to continue with cancellation, click Confirm Cancellation.

What Happens After Cancellation

Immediately: Your plan continues until the end of the current billing period. You are not charged again.

At period end: Your workspace becomes read-only. You can view data but cannot create, edit, or send.

30 days after expiry: Your data is scheduled for permanent deletion. You receive a warning email 7 days before.

Before deletion: You can reactivate your subscription at any time to restore full access with all your data intact.

Note: Export your data before your subscription expires if you want to keep a copy. See Data Export.

Cancel Your Subscription

Steps

What Happens After Cancellation

Retention Offer

Reactivating After Cancellation

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Cancel Your Subscription

Steps

What Happens After Cancellation

Retention Offer

Reactivating After Cancellation

Related Articles

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