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.

Stripe Billing Integration

Difficulty: Intermediate | Time: 10 min | Tier: All Plans

DreamFlow uses Stripe as its payment backbone. Your subscription payments, credit pack purchases, and invoicing all flow through Stripe's PCI-compliant infrastructure so your financial data is always secure.

How Stripe Powers DreamFlow Billing

When you subscribe to a DreamFlow plan, here is what happens behind the scenes:

You enter your payment details on the DreamFlow checkout page. Card data goes directly to Stripe -- DreamFlow never sees or stores your full card number.
Stripe processes the payment and sends DreamFlow a confirmation.
Your plan is activated immediately. Stripe handles recurring billing on your billing cycle.

Note

DreamFlow is PCI-compliant. Your payment information is encrypted and stored by Stripe, not on DreamFlow's servers.

Managing Your Payment Method

Go to Settings > Billing.
Click Update Payment Method.
Enter your new card details. Stripe validates and saves the card instantly.
Your next invoice will charge the updated card.

Invoices and Receipts

All invoices are generated by Stripe and accessible in DreamFlow:

Go to Settings > Billing > Invoices.
Click any invoice to view or download a PDF receipt.
Invoices are also emailed to your account email after each payment.

Webhook Security

DreamFlow verifies every Stripe webhook using a signing secret to ensure payment events are authentic. This is handled automatically -- no configuration needed on your end.

Tip

If a payment fails, DreamFlow will notify you by email and retry automatically over the next 7 days. You can update your card at any time to resolve the issue immediately.

Need more help? Ask Sally in the chat bubble!

How Stripe Powers DreamFlow Billing

When you subscribe to a DreamFlow plan, here is what happens behind the scenes:

You enter your payment details on the DreamFlow checkout page. Card data goes directly to Stripe -- DreamFlow never sees or stores your full card number.

Stripe processes the payment and sends DreamFlow a confirmation.

Your plan is activated immediately. Stripe handles recurring billing on your billing cycle.

Note

DreamFlow is PCI-compliant. Your payment information is encrypted and stored by Stripe, not on DreamFlow's servers.

Webhook Security

DreamFlow verifies every Stripe webhook using a signing secret to ensure payment events are authentic. This is handled automatically -- no configuration needed on your end.

Tip

If a payment fails, DreamFlow will notify you by email and retry automatically over the next 7 days. You can update your card at any time to resolve the issue immediately.

Stripe Billing Integration

How Stripe Powers DreamFlow Billing

Managing Your Payment Method

Invoices and Receipts

Webhook Security

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Stripe Billing Integration

How Stripe Powers DreamFlow Billing

Managing Your Payment Method

Invoices and Receipts

Webhook Security

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