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.

Build a Drip Sequence - DreamFlow Help

Difficulty: Intermediate | Time: 15 min | Tier: Business & Above

Business Tier & Above

Email sequences require a Business tier subscription or higher.

This walkthrough builds a real lead nurture sequence from scratch. By the end, you will have a 5-email drip campaign that runs automatically whenever a new lead enters your pipeline.

Scenario

You want to nurture new leads who submit your website contact form. Over 14 days, you will send them a welcome email, a case study, a feature highlight, a testimonial, and a soft demo invite.

Step 1: Create the Sequence

Navigate to Marketing > Sequences and click Create Sequence.
Name your sequence (e.g., "New Lead Nurture - 14 Day").
Set the send window — the hours during which emails can be sent (e.g., 9 AM - 5 PM in the contact's timezone).

Step 2: Add Sequence Steps

Click Add Step to create your first email.
- Step 1 — Day 0 (Immediate): Welcome email. Subject: "Welcome to [Your Company] - here is what to expect". Introduce yourself and set expectations for the next few emails.
Click Add Step again with a 3-day delay:
- Step 2 — Day 3: Case study. Subject: "How [Client] grew revenue 40% with [Product]". Share a real success story with specific numbers.
Continue adding steps:
- Step 3 — Day 7: Feature highlight. Subject: "Did you know you can automate your follow-ups?"
- Step 4 — Day 10: Social proof. Subject: "What our customers are saying". Include 2-3 testimonials.
- Step 5 — Day 14: Soft CTA. Subject: "Got 15 minutes? Let us show you around". Invite them to book a demo.

Step 3: Set Enrollment Trigger

Click the Triggers tab at the top of the sequence builder.
Select Form Submission as the trigger.
Choose the specific form (e.g., "Website Contact Form").
Optionally add conditions: only enroll leads from a specific source or with a specific tag.

Step 4: Activate

Review all steps — check subject lines, email content, and delay timing.
Toggle the sequence to Active.
New leads matching your trigger will be enrolled automatically.

Tip

Enroll yourself first to experience the sequence as a recipient. This is the best way to catch tone issues, timing problems, and missing personalization.

Monitoring Performance

Once active, the sequence dashboard shows per-step analytics:

Enrolled: Total contacts currently in the sequence.
Completed: Contacts who received all emails.
Replied: Contacts who replied (auto-removed from sequence).
Per-step open/click rates: Identify which emails resonate and which need improvement.

Need more help? Ask Sally in the chat bubble!

Step 2: Add Sequence Steps

Click Add Step to create your first email.

Step 1 — Day 0 (Immediate): Welcome email. Subject: "Welcome to [Your Company] - here is what to expect". Introduce yourself and set expectations for the next few emails.

Click Add Step again with a 3-day delay:

Step 2 — Day 3: Case study. Subject: "How [Client] grew revenue 40% with [Product]". Share a real success story with specific numbers.

Continue adding steps:

Step 3 — Day 7: Feature highlight. Subject: "Did you know you can automate your follow-ups?"
Step 4 — Day 10: Social proof. Subject: "What our customers are saying". Include 2-3 testimonials.
Step 5 — Day 14: Soft CTA. Subject: "Got 15 minutes? Let us show you around". Invite them to book a demo.

Step 4: Activate

Review all steps — check subject lines, email content, and delay timing.

Toggle the sequence to Active.

New leads matching your trigger will be enrolled automatically.

Tip

Enroll yourself first to experience the sequence as a recipient. This is the best way to catch tone issues, timing problems, and missing personalization.

Monitoring Performance

Once active, the sequence dashboard shows per-step analytics:

Enrolled: Total contacts currently in the sequence.

Completed: Contacts who received all emails.

Replied: Contacts who replied (auto-removed from sequence).

Per-step open/click rates: Identify which emails resonate and which need improvement.

Build a Drip Sequence

Scenario

Step 1: Create the Sequence

Step 2: Add Sequence Steps

Step 3: Set Enrollment Trigger

Step 4: Activate

Monitoring Performance

Related Articles

Related Articles

Build a Drip Sequence

Scenario

Step 1: Create the Sequence

Step 2: Add Sequence Steps

Step 3: Set Enrollment Trigger

Step 4: Activate

Monitoring Performance

Related Articles

Related Articles