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.

Create an Email Campaign - DreamFlow Help

Difficulty: Intermediate | Time: 15 min | Tier: All Plans

This guide walks you through creating an email campaign from scratch — from naming your campaign to hitting Send. By the end, you will have a fully designed email delivered to your chosen audience segment.

Step 1: Start a New Campaign

Navigate to Marketing > Campaigns and click Create Campaign.
Choose Email as the campaign type.
Give your campaign a name (internal only — your recipients will not see this).

Step 2: Select Your Audience

Click Select Segment to choose which contacts receive this campaign.
You can pick an existing segment (e.g., "Active Leads", "Newsletter Subscribers") or create a new one on the fly.
The recipient count will update to show how many contacts will receive the email.

Tip

Targeted campaigns perform better than blasts to your entire list. Use segments to group contacts by interest, lifecycle stage, or behavior for higher engagement.

Step 3: Design Your Email

Enter your subject line. Keep it under 50 characters for best open rates.
Enter the preview text — the snippet that appears next to the subject in the inbox. Use this to add context beyond the subject line.
Use the email editor to build your content:
- Start from a template or build from scratch.
- Add text, images, buttons, and dividers using the toolbar.
- Use merge fields like {{first_name}} to personalize the email.
Set the From name and Reply-to email for this campaign.

Step 4: Test Before Sending

Click Send Test Email.
Enter your own email address (or a colleague's).
Check the test email on desktop and mobile to verify formatting, images, and links.

Important

Always send a test email before launching your campaign. Broken images, typos, and formatting issues are much harder to fix after the campaign has been sent.

Step 5: Schedule or Send

Click Send Now to deliver immediately, or click Schedule to pick a future date and time.
Confirm the recipient count and click Confirm Send.
DreamFlow begins delivering your campaign. You can track progress in real time on the campaign detail page.

After Sending

Once your campaign is sent, the analytics dashboard shows:

Delivered: Successfully reached the recipient's inbox.
Opened: The recipient opened the email.
Clicked: The recipient clicked a link in the email.
Bounced: The email could not be delivered (invalid address, full inbox).
Unsubscribed: The recipient clicked the unsubscribe link.

Need more help? Ask Sally in the chat bubble!

Step 2: Select Your Audience

Click Select Segment to choose which contacts receive this campaign.

You can pick an existing segment (e.g., "Active Leads", "Newsletter Subscribers") or create a new one on the fly.

The recipient count will update to show how many contacts will receive the email.

Tip

Targeted campaigns perform better than blasts to your entire list. Use segments to group contacts by interest, lifecycle stage, or behavior for higher engagement.

Step 3: Design Your Email

Enter your subject line. Keep it under 50 characters for best open rates.

Enter the preview text — the snippet that appears next to the subject in the inbox. Use this to add context beyond the subject line.

Use the email editor to build your content:

Start from a template or build from scratch.
Add text, images, buttons, and dividers using the toolbar.
Use merge fields like {{first_name}} to personalize the email.

Set the From name and Reply-to email for this campaign.

Step 4: Test Before Sending

Click Send Test Email.

Enter your own email address (or a colleague's).

Check the test email on desktop and mobile to verify formatting, images, and links.

Important

Always send a test email before launching your campaign. Broken images, typos, and formatting issues are much harder to fix after the campaign has been sent.

After Sending

Once your campaign is sent, the analytics dashboard shows:

Delivered: Successfully reached the recipient's inbox.

Opened: The recipient opened the email.

Clicked: The recipient clicked a link in the email.

Bounced: The email could not be delivered (invalid address, full inbox).

Unsubscribed: The recipient clicked the unsubscribe link.

Create an Email Campaign

Step 1: Start a New Campaign

Step 2: Select Your Audience

Step 3: Design Your Email

Step 4: Test Before Sending

Step 5: Schedule or Send

After Sending

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Create an Email Campaign

Step 1: Start a New Campaign

Step 2: Select Your Audience

Step 3: Design Your Email

Step 4: Test Before Sending

Step 5: Schedule or Send

After Sending

Related Articles

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