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.

A/B Testing in Campaigns - DreamFlow Help

Difficulty: Intermediate | Time: 10 min | Tier: Scale & Above

Scale Tier & Above

A/B testing requires a Scale tier subscription or higher.

A/B testing (also called split testing) lets you send two versions of a campaign to a small portion of your audience, measure which performs better, and automatically send the winner to the rest. This data-driven approach takes the guesswork out of email marketing.

Steps

Navigate to Marketing > Campaigns and click Create Campaign.
Choose A/B Test as the campaign type.
Select what you want to test:
- Subject line: Same email body, different subject lines. This is the most impactful test.
- Content: Same subject line, different email bodies. Test different layouts, CTAs, or messaging.
Create Variant A and Variant B with your different content.
Set the test size — the percentage of your audience that receives the test (e.g., 20% gets Variant A, 20% gets Variant B).
Set the winning metric — open rate (for subject line tests) or click rate (for content tests).
Set the test duration — how long to wait before picking the winner (typically 2-4 hours).
Click Send. After the test period, DreamFlow automatically sends the winning variant to the remaining 60% of your audience.

Tip

Test one variable at a time. If you change both the subject line and the email body, you will not know which change drove the difference in performance.

Need more help? Ask Sally in the chat bubble!

Steps

Navigate to Marketing > Campaigns and click Create Campaign.

Choose A/B Test as the campaign type.

Select what you want to test:

Subject line: Same email body, different subject lines. This is the most impactful test.
Content: Same subject line, different email bodies. Test different layouts, CTAs, or messaging.

Create Variant A and Variant B with your different content.

Set the test size — the percentage of your audience that receives the test (e.g., 20% gets Variant A, 20% gets Variant B).

Set the winning metric — open rate (for subject line tests) or click rate (for content tests).

Set the test duration — how long to wait before picking the winner (typically 2-4 hours).

Click Send. After the test period, DreamFlow automatically sends the winning variant to the remaining 60% of your audience.

Tip

Test one variable at a time. If you change both the subject line and the email body, you will not know which change drove the difference in performance.

A/B Testing in Campaigns

Steps

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