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.

Contact Import Issues - DreamFlow Help

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

If your contact import is failing or producing unexpected results, the issue is usually with the CSV file format, character encoding, or field mapping. Here is how to diagnose and fix it.

Common Causes

Incorrect CSV format -- The file is not a valid CSV, has inconsistent column counts, or uses the wrong delimiter.
Character encoding issues -- Non-UTF-8 encoding causes garbled names, accented characters, or import failures.
Field mapping errors -- CSV column headers do not match DreamFlow's expected fields, or required fields are missing.
Duplicate contacts -- The import contains email addresses that already exist in your workspace.
File too large -- The CSV exceeds the maximum import size for your plan.

How to Fix

1. Check your CSV format

Open your CSV in a text editor (not Excel) to verify it uses commas as delimiters.
Ensure every row has the same number of columns as the header row.
Remove any blank rows at the end of the file.
Make sure text containing commas is wrapped in double quotes: "Smith, John".

2. Fix character encoding

Open the file in your text editor and save it as UTF-8 encoding.
In Excel: File > Save As > choose "CSV UTF-8 (Comma delimited)".
In Google Sheets: File > Download > CSV (UTF-8 by default).

3. Verify field mapping

During import, DreamFlow shows a field mapping screen. Check that each CSV column maps to the correct DreamFlow field.
Required fields: Email is always required. Full Name is strongly recommended.
Use DreamFlow's auto-detect feature -- it matches common header names automatically (e.g., "First Name", "E-mail", "Phone Number").

Tip

Download DreamFlow's CSV template from the import screen. Fill in your data using the template to avoid field mapping issues entirely.

4. Handle duplicates

On the import screen, choose your duplicate handling strategy:
- Skip duplicates -- existing contacts are left unchanged.
- Update existing -- existing contacts are updated with new data from the CSV.
Duplicates are detected by email address (case-insensitive).

5. Reduce file size

Split large files into batches of 5,000 contacts or fewer.
Remove unnecessary columns before importing.

Still Having Issues?

Check our Managing Contacts guide for import best practices.
Ask Sally in the chat bubble -- describe the error message and she can help diagnose the issue.
Contact support with your CSV file attached (remove sensitive data first) and we will investigate.

Need more help? Ask Sally in the chat bubble!

Common Causes

Incorrect CSV format -- The file is not a valid CSV, has inconsistent column counts, or uses the wrong delimiter.

Character encoding issues -- Non-UTF-8 encoding causes garbled names, accented characters, or import failures.

Field mapping errors -- CSV column headers do not match DreamFlow's expected fields, or required fields are missing.

Duplicate contacts -- The import contains email addresses that already exist in your workspace.

File too large -- The CSV exceeds the maximum import size for your plan.

How to Fix

1. Check your CSV format

Open your CSV in a text editor (not Excel) to verify it uses commas as delimiters.

Ensure every row has the same number of columns as the header row.

Remove any blank rows at the end of the file.

Make sure text containing commas is wrapped in double quotes: "Smith, John".

2. Fix character encoding

Open the file in your text editor and save it as UTF-8 encoding.

In Excel: File > Save As > choose "CSV UTF-8 (Comma delimited)".

In Google Sheets: File > Download > CSV (UTF-8 by default).

3. Verify field mapping

During import, DreamFlow shows a field mapping screen. Check that each CSV column maps to the correct DreamFlow field.

Required fields: Email is always required. Full Name is strongly recommended.

Use DreamFlow's auto-detect feature -- it matches common header names automatically (e.g., "First Name", "E-mail", "Phone Number").

Tip

Download DreamFlow's CSV template from the import screen. Fill in your data using the template to avoid field mapping issues entirely.

4. Handle duplicates

On the import screen, choose your duplicate handling strategy:

Skip duplicates -- existing contacts are left unchanged.
Update existing -- existing contacts are updated with new data from the CSV.

Duplicates are detected by email address (case-insensitive).

5. Reduce file size

Split large files into batches of 5,000 contacts or fewer.

Remove unnecessary columns before importing.

Still Having Issues?

Check our Managing Contacts guide for import best practices.

Ask Sally in the chat bubble -- describe the error message and she can help diagnose the issue.

Contact support with your CSV file attached (remove sensitive data first) and we will investigate.

Need more help? Ask Sally in the chat bubble!

Contact Import Issues

Common Causes

How to Fix

1. Check your CSV format

2. Fix character encoding

3. Verify field mapping

4. Handle duplicates

5. Reduce file size

Still Having Issues?

Related Articles

Contact Import Issues

Common Causes

How to Fix

1. Check your CSV format

2. Fix character encoding

3. Verify field mapping

4. Handle duplicates

5. Reduce file size

Still Having Issues?

Related Articles