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.

Pipeline Analytics - DreamFlow Help

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

Pipeline analytics show you how deals flow through your sales process — where they enter, how long they stay at each stage, and where they get stuck or drop off. Use these insights to optimize your pipeline and close deals faster.

Key Metrics

Navigate to Analytics > Reports and look for the Pipeline section.
Key metrics include:
- Conversion rate: Percentage of deals that move from one stage to the next. A drop between stages reveals a bottleneck.
- Average stage duration: How long deals spend in each stage. Long durations may mean stalled deals.
- Win rate: Percentage of deals that ultimately close as won.
- Average deal size: Mean value of closed deals.
- Pipeline velocity: How quickly deals move from creation to close.

Reading the Funnel

The conversion funnel visualization shows how many deals are at each stage, narrowing as deals progress. Look for:

Sharp drop-offs: A big gap between two stages means something is going wrong at that transition. Investigate what is blocking deals.
Bottleneck stages: Stages with high deal counts and long durations need attention — deals are piling up.
Healthy funnels: Gradual narrowing with consistent conversion rates at each stage.

Tip

Review pipeline analytics monthly. Compare this month's conversion rates to last month's to spot improving or declining trends before they compound.

Need more help? Ask Sally in the chat bubble!

Key Metrics

Navigate to Analytics > Reports and look for the Pipeline section.

Key metrics include:

Conversion rate: Percentage of deals that move from one stage to the next. A drop between stages reveals a bottleneck.
Average stage duration: How long deals spend in each stage. Long durations may mean stalled deals.
Win rate: Percentage of deals that ultimately close as won.
Average deal size: Mean value of closed deals.
Pipeline velocity: How quickly deals move from creation to close.

Reading the Funnel

The conversion funnel visualization shows how many deals are at each stage, narrowing as deals progress. Look for:

Sharp drop-offs: A big gap between two stages means something is going wrong at that transition. Investigate what is blocking deals.

Bottleneck stages: Stages with high deal counts and long durations need attention — deals are piling up.

Healthy funnels: Gradual narrowing with consistent conversion rates at each stage.

Tip

Review pipeline analytics monthly. Compare this month's conversion rates to last month's to spot improving or declining trends before they compound.

Pipeline Analytics

Key Metrics

Reading the Funnel

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Pipeline Analytics

Key Metrics

Reading the Funnel

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