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.

Form Submissions and Lead Capture

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

Every time someone fills out one of your DreamFlow forms, the submission is saved and — if it includes an email address — a new contact is automatically created or updated in your CRM. This means your forms are direct lead capture tools.

Viewing Submissions

Navigate to Marketing > Forms.
Click on the form you want to review.
Select the Submissions tab to see all entries, sorted by newest first.
Each row shows the submitted data, timestamp, and a link to the associated contact record.

Auto-Contact Creation

When a form submission includes an email address:

If the email matches an existing contact, their record is updated with the new data.
If the email is new, a fresh contact is created with the submitted fields mapped to CRM fields (name, email, phone, company).
The contact's source is set to the form name (e.g., "Contact Us Form") for attribution tracking.

Tip

Pair your forms with automations to instantly tag new leads, assign them to team members, or enroll them in a nurture sequence the moment they submit.

Need more help? Ask Sally in the chat bubble!

Auto-Contact Creation

When a form submission includes an email address:

If the email matches an existing contact, their record is updated with the new data.

If the email is new, a fresh contact is created with the submitted fields mapped to CRM fields (name, email, phone, company).

The contact's source is set to the form name (e.g., "Contact Us Form") for attribution tracking.

Tip

Pair your forms with automations to instantly tag new leads, assign them to team members, or enroll them in a nurture sequence the moment they submit.

Form Submissions and Lead Capture

Viewing Submissions

Auto-Contact Creation

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Viewing Submissions

Auto-Contact Creation

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