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.

View Invoices and Billing History

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

DreamFlow keeps a complete record of every invoice and payment. You can view, download, and share invoices for your accounting records.

Steps

Navigate to Settings > Billing.
Scroll to the Billing History section.
You will see a list of all invoices with:
- Date
- Amount
- Status (Paid, Pending, Failed)
- Description (subscription, credit pack, proration)
Click any invoice to view details.
Click Download PDF to save a copy for your records.

Understanding Your Invoice

Subscription charge — Your monthly or annual plan fee.
Proration credit — Adjustment when upgrading or downgrading mid-cycle.
Credit pack purchase — One-time purchases for additional email, SMS, calling, or AI credits.
Tax — Applicable sales tax based on your billing address.

Tip: Need an invoice with specific details for your accountant? Click Manage Billing to access the Stripe portal, where you can add a tax ID and update billing details that appear on invoices.

Update Payment Method — Change your card
Choose and Change Your Plan — Plan changes and proration
Buy Credit Packs — One-time usage purchases

Need help understanding a charge? Ask Sally in the chat bubble.

Steps

Navigate to Settings > Billing.

Scroll to the Billing History section.

You will see a list of all invoices with:

Date
Amount
Status (Paid, Pending, Failed)
Description (subscription, credit pack, proration)

Click any invoice to view details.

Click Download PDF to save a copy for your records.

Understanding Your Invoice

Subscription charge — Your monthly or annual plan fee.

Proration credit — Adjustment when upgrading or downgrading mid-cycle.

Credit pack purchase — One-time purchases for additional email, SMS, calling, or AI credits.

Tax — Applicable sales tax based on your billing address.

View Invoices and Billing History

Steps

Understanding Your Invoice

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View Invoices and Billing History

Steps

Understanding Your Invoice

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