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.

Campaign Suppressions & List Management

Difficulty: Intermediate | Time: 5 min | Tier: All Plans

Suppression lists ensure you never accidentally email someone who has unsubscribed, bounced, or marked your messages as spam. DreamFlow automatically maintains these lists, but you can also manually add or remove contacts.

Steps

Navigate to Marketing > Campaigns and click the Suppressions tab.
You will see three automatic lists:
- Unsubscribed — contacts who clicked the unsubscribe link in any campaign
- Bounced — email addresses that returned a hard bounce
- Spam Complaints — contacts who marked your email as spam
To manually suppress a contact (e.g., a competitor or internal address), click Add to Suppression and enter the email address.
To remove someone from a suppression list (e.g., they re-subscribed), find the contact and click Unsuppress. This only works for manually-added suppressions. Unsubscribes require the contact to re-opt-in.
When creating a campaign, DreamFlow automatically filters out all suppressed contacts. The campaign preview shows the Excluded Count so you can verify.

Warning

Never manually remove someone from the Unsubscribed list unless they have explicitly asked to receive emails again. Ignoring unsubscribes violates CAN-SPAM and GDPR regulations and can result in your sending domain being blacklisted.

Need more help? Ask Sally in the chat bubble!

Steps

Navigate to Marketing > Campaigns and click the Suppressions tab.

You will see three automatic lists:

Unsubscribed — contacts who clicked the unsubscribe link in any campaign
Bounced — email addresses that returned a hard bounce
Spam Complaints — contacts who marked your email as spam

To manually suppress a contact (e.g., a competitor or internal address), click Add to Suppression and enter the email address.

To remove someone from a suppression list (e.g., they re-subscribed), find the contact and click Unsuppress. This only works for manually-added suppressions. Unsubscribes require the contact to re-opt-in.

When creating a campaign, DreamFlow automatically filters out all suppressed contacts. The campaign preview shows the Excluded Count so you can verify.

Warning

Campaign Suppressions & List Management

Steps

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