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.

Data Not Syncing Between Devices

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

If changes you make on one device are not appearing on another, the issue is usually with browser caching, session state, or network connectivity.

Common Causes

Stale browser cache -- Your other device is showing a cached version of the page.
Session not refreshed -- The page has not fetched the latest data from the server.
Network connectivity issues -- One device may have an unstable connection preventing real-time updates.
Different accounts -- You may be logged into a different workspace on the other device.

How to Fix

1. Hard refresh the page

Force a full reload to bypass the browser cache:

Windows/Linux: Ctrl + Shift + R
Mac: Cmd + Shift + R

This reloads the page from the server, not from the browser cache.

2. Check you are in the same workspace

Look at the workspace name in the top-left corner of DreamFlow on both devices.
If they show different workspace names, switch to the correct one using the workspace switcher.

3. Check your network connection

DreamFlow uses real-time connections for instant data sync.
Ensure both devices have a stable internet connection.
If on mobile data, try switching to WiFi (or vice versa).

4. Log out and back in

If data is still stale after a hard refresh:

Click your avatar in the top-right corner.
Click Sign Out.
Log back in. This clears all session data and loads fresh from the server.

Tip

Changes to contacts, deals, and tasks sync in real-time. If you are not seeing updates within a few seconds, the issue is almost always a cached page or network problem on the receiving device.

Still Having Issues?

Ask Sally in the chat bubble for quick help.
Contact support with details about which devices you are using and what data is not syncing.

Need more help? Ask Sally in the chat bubble!

Common Causes

Stale browser cache -- Your other device is showing a cached version of the page.

Session not refreshed -- The page has not fetched the latest data from the server.

Network connectivity issues -- One device may have an unstable connection preventing real-time updates.

Different accounts -- You may be logged into a different workspace on the other device.

How to Fix

1. Hard refresh the page

Force a full reload to bypass the browser cache:

Windows/Linux: Ctrl + Shift + R

Mac: Cmd + Shift + R

This reloads the page from the server, not from the browser cache.

2. Check you are in the same workspace

Look at the workspace name in the top-left corner of DreamFlow on both devices.

If they show different workspace names, switch to the correct one using the workspace switcher.

3. Check your network connection

DreamFlow uses real-time connections for instant data sync.

Ensure both devices have a stable internet connection.

If on mobile data, try switching to WiFi (or vice versa).

4. Log out and back in

If data is still stale after a hard refresh:

Click your avatar in the top-right corner.

Click Sign Out.

Log back in. This clears all session data and loads fresh from the server.

Tip

Changes to contacts, deals, and tasks sync in real-time. If you are not seeing updates within a few seconds, the issue is almost always a cached page or network problem on the receiving device.

Data Not Syncing Between Devices

Common Causes

How to Fix

1. Hard refresh the page

2. Check you are in the same workspace

3. Check your network connection

4. Log out and back in

Still Having Issues?

Related Articles

Data Not Syncing Between Devices

Common Causes

How to Fix

1. Hard refresh the page

2. Check you are in the same workspace

3. Check your network connection

4. Log out and back in

Still Having Issues?

Related Articles