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.

Sally Tour & Onboarding Checklist

Difficulty: Beginner | Time: 8 min | Tier: All Plans

When you first sign in to DreamFlow, Sally (your AI assistant) walks you through an interactive tour of the platform. The tour covers essential setup steps and introduces core features so you can start working immediately.

What the Tour Covers

Workspace Setup — organization name, logo, timezone, and brand color.
Your First Contact — adding a contact manually or importing from CSV.
Pipeline Overview — understanding deal stages and moving deals through your pipeline.
Communication Tools — connecting your email, setting up chat, and sending your first message.
Automations Preview — how automations can save you time with hands-free workflows.

Onboarding Checklist

After the tour, a Floating Checklist appears in the bottom-right corner of your dashboard. It tracks your progress across key setup tasks:

Set up workspace settings
Add your first contact
Create a pipeline
Connect your email
Send your first campaign
Set up the chat widget

Each item links directly to the relevant page. Complete all items to dismiss the checklist.

Restarting the Tour

If you skipped the tour or want to revisit it:

Click your Profile Avatar in the top-right corner.
Select Restart Tour.
Sally will restart from the beginning.

Tip

Complete the entire tour in one sitting — it takes about 8 minutes and sets you up for success. If you are interrupted, the checklist remembers where you left off.

Need more help? Ask Sally in the chat bubble!

What the Tour Covers

Workspace Setup — organization name, logo, timezone, and brand color.

Your First Contact — adding a contact manually or importing from CSV.

Pipeline Overview — understanding deal stages and moving deals through your pipeline.

Communication Tools — connecting your email, setting up chat, and sending your first message.

Automations Preview — how automations can save you time with hands-free workflows.

Onboarding Checklist

After the tour, a Floating Checklist appears in the bottom-right corner of your dashboard. It tracks your progress across key setup tasks:

Set up workspace settings

Add your first contact

Create a pipeline

Connect your email

Send your first campaign

Set up the chat widget

Each item links directly to the relevant page. Complete all items to dismiss the checklist.

Restarting the Tour

If you skipped the tour or want to revisit it:

Click your Profile Avatar in the top-right corner.

Select Restart Tour.

Sally will restart from the beginning.

Tip

Complete the entire tour in one sitting — it takes about 8 minutes and sets you up for success. If you are interrupted, the checklist remembers where you left off.

Sally Tour & Onboarding Checklist

What the Tour Covers

Onboarding Checklist

Restarting the Tour

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Sally Tour & Onboarding Checklist

What the Tour Covers

Onboarding Checklist

Restarting the Tour

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