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.

Integrations Overview - DreamFlow Help

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

DreamFlow integrates with the tools you already use so you can keep everything in sync without manual data entry.

Available Integrations

Gmail / Google Workspace — Sync emails, track opens, send from your Gmail address
Outlook / Microsoft 365 — Same email sync capabilities for Microsoft users
Google Calendar — Two-way sync for appointments and booking pages
Stripe — Payment processing for invoices and subscription billing
Google Business Profile — Manage reviews and messaging
Zapier / Make — Connect to 5,000+ apps via automation platforms

Steps

Navigate to Settings > Integrations.
Find the integration you want to connect.
Click Connect.
You will be redirected to the provider's authorization page (e.g., Google login).
Grant the requested permissions.
You are redirected back to DreamFlow with a success confirmation.

Disconnecting an Integration

Go to Settings > Integrations.
Find the connected integration.
Click Disconnect.
Confirm the disconnection. Previously synced data remains in DreamFlow.

Tip: Connect Google Calendar first — it enables booking pages, appointment scheduling, and availability display for your contacts.

Calendar Settings — Configure Google Calendar sync
Email Sending Domain Setup — Verify your email domain
Data Export — Export your DreamFlow data

Need help connecting an integration? Ask Sally in the chat bubble.

Available Integrations

Gmail / Google Workspace — Sync emails, track opens, send from your Gmail address

Outlook / Microsoft 365 — Same email sync capabilities for Microsoft users

Google Calendar — Two-way sync for appointments and booking pages

Stripe — Payment processing for invoices and subscription billing

Google Business Profile — Manage reviews and messaging

Zapier / Make — Connect to 5,000+ apps via automation platforms

Integrations Overview

Available Integrations

Steps

Disconnecting an Integration

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Integrations Overview

Available Integrations

Steps

Disconnecting an Integration

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