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.

Enterprise Plan Inquiry - DreamFlow Help

Difficulty: Beginner | Time: 5 min | Tier: Enterprise

The Enterprise plan is designed for large organizations that need custom limits, dedicated support, and service level agreements. Pricing is tailored to your specific needs.

What Enterprise Includes

Custom user seats — Unlimited or any number you need
Custom contact limits — 100K, 500K, 1M+ contacts
Custom usage allocations — Email, SMS, calling, and AI credits sized to your volume
Dedicated account manager — A single point of contact who knows your business
Priority support — Faster response times with guaranteed SLAs
Custom integrations — API priority and custom connector development
White-label — Full branding customization included
Data residency — Choose where your data is stored (US, EU, etc.)
SSO/SAML — Enterprise single sign-on integration
Custom onboarding — White-glove setup and data migration assistance

How to Inquire

Visit dreamflowcrm.com/pricing.
Click Contact Us under the Enterprise plan.
Fill out the inquiry form with:
- Company name and size
- Estimated contact volume
- Key requirements (integrations, compliance, data residency)
Our team responds within 1 business day to schedule a discovery call.

You can also email enterprise@dreamflowcrm.com directly.

Tip: Enterprise plans include a 30-day pilot so your team can evaluate DreamFlow in a production environment before committing.

Plans and Pricing — Compare all plan tiers
Data Export — Enterprise includes assisted data migration
Security Settings — Enterprise security features

Have questions about Enterprise? Ask Sally in the chat bubble or email enterprise@dreamflowcrm.com.

What Enterprise Includes

Custom user seats — Unlimited or any number you need

Custom contact limits — 100K, 500K, 1M+ contacts

Custom usage allocations — Email, SMS, calling, and AI credits sized to your volume

Dedicated account manager — A single point of contact who knows your business

Priority support — Faster response times with guaranteed SLAs

Custom integrations — API priority and custom connector development

White-label — Full branding customization included

Data residency — Choose where your data is stored (US, EU, etc.)

SSO/SAML — Enterprise single sign-on integration

Custom onboarding — White-glove setup and data migration assistance

How to Inquire

Visit dreamflowcrm.com/pricing.

Click Contact Us under the Enterprise plan.

Fill out the inquiry form with:

Company name and size
Estimated contact volume
Key requirements (integrations, compliance, data residency)

Our team responds within 1 business day to schedule a discovery call.

You can also email enterprise@dreamflowcrm.com directly.

Tip: Enterprise plans include a 30-day pilot so your team can evaluate DreamFlow in a production environment before committing.

Enterprise Plan Inquiry

What Enterprise Includes

How to Inquire

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What Enterprise Includes

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