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.

Start Your Free Trial - DreamFlow Help

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

DreamFlow offers a 14-day free trial on the Scale tier ($299/mo value) — no credit card required. You get full access to every feature so you can evaluate DreamFlow without limitations.

What You Get During the Trial

Full Scale tier features including automations with conditional branching
Up to 15 user seats
50,000 contact limit
50,000 emails, 5,000 SMS, 3,000 calling minutes, 2,000 AI credits
All integrations (Gmail, Google Calendar, Stripe, etc.)

Steps

Visit dreamflowcrm.com and click Start Free Trial.
Enter your email address.
Verify your email with the 6-digit code sent to your inbox.
Set up your workspace: organization name, timezone, and optional logo.
You are in! Your 14-day trial starts immediately.

What Happens After the Trial

Day 10: You receive a reminder email that your trial ends in 4 days.
Day 13: Final reminder — one day left.
Day 14: Trial expires. Your workspace becomes read-only. No data is deleted.
After expiry: Choose a plan and add a payment method to restore full access. All your data, contacts, and settings are preserved.

Tip: You do not need to cancel the trial — it simply expires. There is no automatic charge because no credit card is required to start.

Plans and Pricing — Compare all 5 tiers
Choose and Change Your Plan — Subscribe after your trial
Update Payment Method — Add your card to subscribe

Questions about the trial? Ask Sally in the chat bubble — she has all the answers.

What Happens After the Trial

Day 10: You receive a reminder email that your trial ends in 4 days.

Day 13: Final reminder — one day left.

Day 14: Trial expires. Your workspace becomes read-only. No data is deleted.

After expiry: Choose a plan and add a payment method to restore full access. All your data, contacts, and settings are preserved.

Tip: You do not need to cancel the trial — it simply expires. There is no automatic charge because no credit card is required to start.

Start Your Free Trial

What You Get During the Trial

Steps

What Happens After the Trial

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Start Your Free Trial

What You Get During the Trial

Steps

What Happens After the Trial

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