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CRM, email, SMS, calling, proposals, invoicing, automations, and AI — in one platform. Stop paying for 6 tools. Start at $79/mo with unlimited contacts.
No credit card required. Free trial on Scale tier.
Paying $500+/mo for 6 different tools
DreamFlow replaces them all for $79-499/mo
Surprise telephony bills every month
Email, SMS, and calling credits included in every plan
Client data scattered across platforms
One database. One login. Complete client history in one place.
No time to manage 6 different logins
Everything in one dashboard. One workflow. One bill.
One platform. One login. One bill.
Unlimited contacts. Custom pipelines per service. Full activity timeline for every client relationship.
Nurture sequences, newsletters, and drip campaigns. A/B testing. Revenue attribution. All built in.
Text your leads and clients directly. Automated follow-ups. Two-way conversations. No separate SMS setup.
Built-in phone system. Click-to-call from any contact. Call recording, logging, and AI transcription.
Create branded proposals. Clients view and sign online. Track opens and engagement. Convert to invoice in one click.
Send invoices. Accept online payments via Stripe. Recurring billing. Payment reminders. Revenue tracking.
Automate follow-ups, task creation, pipeline moves, and notifications. If-then logic. No code required.
AI writes your emails, preps your meetings, scores your leads, and coaches your deals. Built into every workflow.
Put your agency brand on the platform. Custom logo, colors, domain, and login. Your clients never see DreamFlow.
Build dashboards your clients love. Revenue forecasts, pipeline health, campaign ROI — all shareable.
Manage each client in their own workspace. Separate contacts, pipelines, and data. Scale without the mess.
Booking pages for discovery calls. Round-robin scheduling. Meeting prep briefs from Sally AI.
Most agencies land on Scale ($299/mo) or Agency ($499/mo). Both include unlimited users and contacts.
Scale
$299/mo
Agency
$499/mo
14-day free trial on Scale. No credit card. No hidden fees. No per-seat pricing.
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