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.

Login and Account Access - DreamFlow Help

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

If you cannot log in to DreamFlow or are experiencing session issues, follow these steps to regain access.

Common Causes

Incorrect email address -- You may be using a different email than the one registered.
OTP code expired -- DreamFlow uses passwordless login with a 6-digit code that expires after 5 minutes.
Email not arriving -- The login code may be in your spam folder or blocked by your email provider.
Session expired -- Your browser session may have timed out after inactivity.
Multiple devices -- Session conflicts between devices.

How to Fix

1. Check your email address

Make sure you are entering the exact email address you used to create your DreamFlow account. Email addresses are case-insensitive, so capitalization does not matter.

2. OTP code not working

Request a new code -- the old one expires after 5 minutes.
Use the most recent code if you requested multiple (only the latest is valid).
Copy-paste the code rather than typing it to avoid typos.

3. Login email not arriving

Check your Spam/Junk folder.
Add noreply@dreamflowcrm.com to your email contacts or safe sender list.
If using a corporate email, ask your IT team to whitelist dreamflowcrm.com.
Try again after 60 seconds -- there is a cooldown between OTP requests.

4. Session expired

DreamFlow sessions last 7 days by default. If your session expires:

Go to dreamflowcrm.com/login.
Enter your email and request a new OTP code.
You will be returned to where you left off.

5. Multiple devices

DreamFlow supports being logged in on multiple devices simultaneously. If you are experiencing issues on one device, try logging in on another to verify your account is accessible.

Tip

If you consistently have trouble with login emails, try using a personal Gmail or Outlook address as your DreamFlow account email. Corporate email filters are the most common cause of missing OTP codes.

Still Having Issues?

Ask Sally in the chat bubble -- she is available even when you are not logged in.
Contact support with the email address you are trying to log in with and we will investigate.

Need more help? Ask Sally in the chat bubble!

Common Causes

Incorrect email address -- You may be using a different email than the one registered.

OTP code expired -- DreamFlow uses passwordless login with a 6-digit code that expires after 5 minutes.

Email not arriving -- The login code may be in your spam folder or blocked by your email provider.

Session expired -- Your browser session may have timed out after inactivity.

Multiple devices -- Session conflicts between devices.

How to Fix

1. Check your email address

Make sure you are entering the exact email address you used to create your DreamFlow account. Email addresses are case-insensitive, so capitalization does not matter.

2. OTP code not working

Request a new code -- the old one expires after 5 minutes.

Use the most recent code if you requested multiple (only the latest is valid).

Copy-paste the code rather than typing it to avoid typos.

3. Login email not arriving

Check your Spam/Junk folder.

Add noreply@dreamflowcrm.com to your email contacts or safe sender list.

If using a corporate email, ask your IT team to whitelist dreamflowcrm.com.

Try again after 60 seconds -- there is a cooldown between OTP requests.

4. Session expired

DreamFlow sessions last 7 days by default. If your session expires:

Go to dreamflowcrm.com/login.

Enter your email and request a new OTP code.

You will be returned to where you left off.

5. Multiple devices

DreamFlow supports being logged in on multiple devices simultaneously. If you are experiencing issues on one device, try logging in on another to verify your account is accessible.

Tip

Login and Account Access

Common Causes

How to Fix

1. Check your email address

2. OTP code not working

3. Login email not arriving

4. Session expired

5. Multiple devices

Still Having Issues?

Related Articles

Login and Account Access

Common Causes

How to Fix

1. Check your email address

2. OTP code not working

3. Login email not arriving

4. Session expired

5. Multiple devices

Still Having Issues?

Related Articles