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.

Notes & Quick Notes - DreamFlow Help

Difficulty: Beginner | Time: 3 min | Tier: All Plans

Notes let you capture information that does not fit neatly into a contact field or task — meeting summaries, call highlights, strategy ideas, or anything you want to remember. Every note is linked to a contact, deal, or company so you always have context.

Steps

To add a note from a contact, open the Contact Detail page and scroll to the Notes section. Click Add Note.
To create a standalone note, click the + (Quick Create) button in the top bar and select Note, or navigate to /dashboard/notes/new.
Write your note using the rich text editor. You can format with bold, italic, bullet lists, and headings.
Link the note to a Contact, Deal, or Company using the association dropdown.
Click Save. The note appears in the linked record’s activity timeline.

Finding Notes

Notes appear in the Activity Log on the linked contact, deal, or company page.
Use Cmd+K (Command Palette) and search for note content to find any note quickly.
Notes are included in the contact’s export when you use Data Export.

Tip

After every call or meeting, add a quick note while the details are fresh. Include next steps and tag the note to the relevant deal — your future self will thank you.

Need more help? Ask Sally in the chat bubble!

Steps

To add a note from a contact, open the Contact Detail page and scroll to the Notes section. Click Add Note.

To create a standalone note, click the + (Quick Create) button in the top bar and select Note, or navigate to /dashboard/notes/new.

Write your note using the rich text editor. You can format with bold, italic, bullet lists, and headings.

Link the note to a Contact, Deal, or Company using the association dropdown.

Click Save. The note appears in the linked record’s activity timeline.

Finding Notes

Notes appear in the Activity Log on the linked contact, deal, or company page.

Use Cmd+K (Command Palette) and search for note content to find any note quickly.

Notes are included in the contact’s export when you use Data Export.

Tip

After every call or meeting, add a quick note while the details are fresh. Include next steps and tag the note to the relevant deal — your future self will thank you.

Notes & Quick Notes

Steps

Finding Notes

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