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.

Security Settings - DreamFlow Help

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

Security Settings help you protect your DreamFlow account and your team's data. Review these settings periodically — especially after team changes.

Password Management

Navigate to Settings > Security.
To change your password, click Change Password.
Enter your current password, then your new password (minimum 8 characters, mix of letters and numbers).
Click Update Password.

Two-Factor Authentication (2FA)

In Security Settings, find the Two-Factor Authentication section.
Click Enable 2FA.
Scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password).
Enter the 6-digit code from your app to confirm.
Save your backup codes in a secure location — you will need these if you lose access to your authenticator.

Active Sessions

View all devices and browsers currently logged into your account.
Click Revoke next to any session to log it out immediately.
Click Revoke All Other Sessions to log out everywhere except your current browser.

Warning: If you suspect unauthorized access, immediately: (1) change your password, (2) revoke all sessions, (3) enable 2FA. Contact us at support@dreamflowcrm.com if you need help.

Tip: We strongly recommend enabling 2FA for all Admin and Owner accounts. It adds a critical layer of protection for your business data.

Team Management — Manage team member access
Roles and Permissions — Control what each role can do
Audit Log — Track all activity in your workspace

Concerned about account security? Ask Sally in the chat bubble — she can guide you through a security checkup.

Two-Factor Authentication (2FA)

In Security Settings, find the Two-Factor Authentication section.

Click Enable 2FA.

Scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password).

Enter the 6-digit code from your app to confirm.

Save your backup codes in a secure location — you will need these if you lose access to your authenticator.

Active Sessions

View all devices and browsers currently logged into your account.

Click Revoke next to any session to log it out immediately.

Click Revoke All Other Sessions to log out everywhere except your current browser.

Warning: If you suspect unauthorized access, immediately: (1) change your password, (2) revoke all sessions, (3) enable 2FA. Contact us at support@dreamflowcrm.com if you need help.

Tip: We strongly recommend enabling 2FA for all Admin and Owner accounts. It adds a critical layer of protection for your business data.

Security Settings

Password Management

Two-Factor Authentication (2FA)

Active Sessions

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Security Settings

Password Management

Two-Factor Authentication (2FA)

Active Sessions

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