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.

Slash Commands in Team Chat

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

Slash commands are keyboard shortcuts you type directly in the Team Chat message box. They let you perform actions without leaving the conversation.

Available Commands

Command	What It Does	Example
`/task`	Create a new task	`/task Follow up with Acme Corp`
`/remind`	Set a reminder (defaults to 1 hour)	`/remind Check proposal status`
`/snippet`	Insert a saved text snippet	`/snippet meeting-notes-template`
`/status`	Set your availability status	`/status In a meeting`
`/giphy`	Search and send a GIF	`/giphy celebration`
`/poll`	Create a quick poll	`/poll "Lunch spot?" "Thai" "Mexican" "Pizza"`

Using Slash Commands

Click into the message box in any channel or DM.
Type / to see a list of all available commands.
Select a command or keep typing to filter.
Add your parameters after the command.
Press Enter to execute.

Tip: The /task command is one of the fastest ways to create a task in DreamFlow. It creates the task and posts a confirmation message in the channel so your team sees it.

Team Chat — Full guide to channels, DMs, and threads
Tasks Overview — Manage tasks created via slash commands
Notification Preferences — Control reminder notifications

Need help with a specific command? Ask Sally in the chat bubble.

Available Commands

Command

What It Does

Example

/task

Create a new task

/task Follow up with Acme Corp

/remind

Set a reminder (defaults to 1 hour)

/remind Check proposal status

/snippet

Insert a saved text snippet

/snippet meeting-notes-template

/status

Set your availability status

/status In a meeting

/giphy

Search and send a GIF

/giphy celebration

/poll

Create a quick poll

/poll "Lunch spot?" "Thai" "Mexican" "Pizza"

Using Slash Commands

Click into the message box in any channel or DM.

Type / to see a list of all available commands.

Select a command or keep typing to filter.

Add your parameters after the command.

Press Enter to execute.

Tip: The /task command is one of the fastest ways to create a task in DreamFlow. It creates the task and posts a confirmation message in the channel so your team sees it.

Slash Commands in Team Chat

Available Commands

Using Slash Commands

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Slash Commands in Team Chat

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