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.

Kanban View - DreamFlow Help

Difficulty: Beginner | Time: 3 min | Tier: All Plans

The Kanban view gives you a visual, drag-and-drop board for managing your contacts and deals. Each column represents a status or pipeline stage, and each card is a contact or deal you can move between stages with a simple drag.

Steps

Navigate to CRM > Kanban from the sidebar.
Cards are grouped by Status by default (New, Contacted, Qualified, Proposal Sent, Won, Lost). Switch to Pipeline Stage grouping using the dropdown at the top.
Drag a card from one column to another to update its status or stage instantly.
Click any card to open the Contact Detail side panel without leaving the board.
Use the Search and Filter bar at the top to narrow which cards appear on the board.
Hover over a card to see quick actions: Email, Call, Add Task.

Tip

Kanban view is ideal for pipeline meetings. Share your screen and drag deals through stages in real time as your team discusses progress.

Need more help? Ask Sally in the chat bubble!

Difficulty: Beginner | Time: 3 min | Tier: All Plans

Steps

Navigate to CRM > Kanban from the sidebar.
Cards are grouped by Status by default (New, Contacted, Qualified, Proposal Sent, Won, Lost). Switch to Pipeline Stage grouping using the dropdown at the top.
Drag a card from one column to another to update its status or stage instantly.
Click any card to open the Contact Detail side panel without leaving the board.
Use the Search and Filter bar at the top to narrow which cards appear on the board.
Hover over a card to see quick actions: Email, Call, Add Task.

Tip

Kanban view is ideal for pipeline meetings. Share your screen and drag deals through stages in real time as your team discusses progress.

Need more help? Ask Sally in the chat bubble!

Kanban View

Steps

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Kanban View

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