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.

SMS Messaging - DreamFlow Help

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

DreamFlow's SMS messaging lets you text your leads and contacts right from the platform. Conversations are threaded per contact, synced in real time, and logged to the CRM record — so your team always has full context.

Sending an SMS

Navigate to Communicate > SMS in the sidebar.
Click New Message or select an existing conversation.
If starting a new message, search for a contact by name or enter a phone number.
Type your message in the text field at the bottom. Messages are limited to 160 characters per segment (longer messages are sent as multi-part SMS).
Click Send.

Viewing Conversations

The SMS inbox shows all conversations in a familiar messaging layout. Click any conversation to see the full history with timestamps and delivery status for each message.

Opt-Out Handling

DreamFlow automatically processes opt-out keywords. When a contact replies with "STOP", "UNSUBSCRIBE", or "CANCEL", they are flagged as opted out and will not receive further SMS messages from your account. This is required for SMS compliance.

Important

Always obtain consent before sending marketing SMS messages. DreamFlow enforces opt-out compliance automatically, but you are responsible for ensuring initial consent.

Tip

Use SMS templates for quick replies to common questions. Access them from the Templates button in the message composer.

Need more help? Ask Sally in the chat bubble!

Sending an SMS

Navigate to Communicate > SMS in the sidebar.

Click New Message or select an existing conversation.

If starting a new message, search for a contact by name or enter a phone number.

Type your message in the text field at the bottom. Messages are limited to 160 characters per segment (longer messages are sent as multi-part SMS).

Click Send.

Opt-Out Handling

Important

Always obtain consent before sending marketing SMS messages. DreamFlow enforces opt-out compliance automatically, but you are responsible for ensuring initial consent.

Tip

Use SMS templates for quick replies to common questions. Access them from the Templates button in the message composer.

SMS Messaging

Sending an SMS

Viewing Conversations

Opt-Out Handling

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SMS Messaging

Sending an SMS

Viewing Conversations

Opt-Out Handling

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