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.

Automations Overview - DreamFlow Help

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

Automations let you put repetitive tasks on autopilot. Instead of manually sending a follow-up email every time a contact fills out a form, DreamFlow can do it for you — instantly, every time, without fail.

With the visual flow builder you design automations by dragging triggers, actions, and conditions onto a canvas and connecting them. No code required.

What Can Automations Do?

Automations respond to events (triggers) and perform work (actions). Here are a few examples:

Welcome new leads — When a contact is created via your web form, send a welcome email and assign a sales rep.
Nurture sequences — Add contacts to an email sequence after they download a resource.
Task reminders — Create a follow-up task when a deal sits in a stage for more than 5 days.
Pipeline management — Move a deal to "Qualified" when a contact opens 3 or more emails.
Internal alerts — Send a Slack-style team chat message when a high-value deal is created.

The Visual Flow Builder

Navigate to Tools > Automations in the sidebar.
Click + New Automation.
Give your automation a name (e.g., "New Lead Welcome Flow").
Drag a Trigger onto the canvas — this is the event that starts the automation.
Connect one or more Actions — these are the steps DreamFlow performs.
Optionally add Conditions to branch logic (e.g., "If contact has tag VIP, send premium email; otherwise send standard").
Click Activate when you are ready to go live.

Tip: Start with one of our pre-built templates to see best-practice patterns before creating from scratch.

Business Tier & Above: Automations are available on the Business plan ($179/mo) and higher. Base plan users can view automation templates but cannot activate them.

When Should You Use Automations?

If you find yourself doing the same task more than twice a week, it is a candidate for automation. Common signals:

You manually send the same follow-up email to every new lead.
You copy-paste contact data between DreamFlow and another tool.
You forget to create follow-up tasks after calls.
Deals sit in pipeline stages without any outreach.

Build Your First Automation — Step-by-step walkthrough
Automation Triggers — Every trigger type explained
Automation Templates — Start from a pre-built flow

Still have questions? Ask Sally in the chat bubble — she can walk you through setting up your first automation.

What Can Automations Do?

Automations respond to events (triggers) and perform work (actions). Here are a few examples:

Welcome new leads — When a contact is created via your web form, send a welcome email and assign a sales rep.

Nurture sequences — Add contacts to an email sequence after they download a resource.

Task reminders — Create a follow-up task when a deal sits in a stage for more than 5 days.

Pipeline management — Move a deal to "Qualified" when a contact opens 3 or more emails.

Internal alerts — Send a Slack-style team chat message when a high-value deal is created.

The Visual Flow Builder

Navigate to Tools > Automations in the sidebar.

Click + New Automation.

Give your automation a name (e.g., "New Lead Welcome Flow").

Drag a Trigger onto the canvas — this is the event that starts the automation.

Connect one or more Actions — these are the steps DreamFlow performs.

Optionally add Conditions to branch logic (e.g., "If contact has tag VIP, send premium email; otherwise send standard").

Click Activate when you are ready to go live.

Tip: Start with one of our pre-built templates to see best-practice patterns before creating from scratch.

Business Tier & Above: Automations are available on the Business plan ($179/mo) and higher. Base plan users can view automation templates but cannot activate them.

When Should You Use Automations?

If you find yourself doing the same task more than twice a week, it is a candidate for automation. Common signals:

You manually send the same follow-up email to every new lead.

You copy-paste contact data between DreamFlow and another tool.

You forget to create follow-up tasks after calls.

Deals sit in pipeline stages without any outreach.

Automations Overview

What Can Automations Do?

The Visual Flow Builder

When Should You Use Automations?

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Automations Overview

What Can Automations Do?

The Visual Flow Builder

When Should You Use Automations?

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