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.

Managing Chat Conversations

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

When a visitor starts a chat on your website, the conversation appears in your DreamFlow chat inbox. From there, you can reply in real time, view visitor context, and close sessions when resolved.

Viewing Chat Sessions

Navigate to Communicate > Chat in the sidebar.
The Conversations tab shows all active and recent chat sessions.
Each session shows the visitor name (or "Visitor" if anonymous), the last message, and a timestamp.
Click a session to open the full conversation.

Replying to a Chat

Open a chat session from the list.
Type your reply in the message field at the bottom.
Press Enter or click Send. The visitor will see your response in real time on their end.

Visitor Context

The sidebar panel next to the conversation shows visitor details when available:

Current page URL: Which page they are browsing.
Time on site: How long they have been on your website.
Referrer: Where they came from (Google, direct, social media).
Device: Desktop, mobile, or tablet.

Tip

Use visitor context to personalize your responses. If you can see they are on your pricing page, offer to answer pricing questions proactively.

Need more help? Ask Sally in the chat bubble!

Visitor Context

The sidebar panel next to the conversation shows visitor details when available:

Current page URL: Which page they are browsing.

Time on site: How long they have been on your website.

Referrer: Where they came from (Google, direct, social media).

Device: Desktop, mobile, or tablet.

Tip

Use visitor context to personalize your responses. If you can see they are on your pricing page, offer to answer pricing questions proactively.

Managing Chat Conversations

Viewing Chat Sessions

Replying to a Chat

Visitor Context

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Managing Chat Conversations

Viewing Chat Sessions

Replying to a Chat

Visitor Context

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