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.

White-Label Your Workspace

Difficulty: Intermediate | Time: 10 min | Tier: Agency

White-labeling lets you replace DreamFlow branding with your own, creating a seamless experience for your clients. Perfect for agencies managing multiple client accounts.

Agency Tier Only: White-labeling is available exclusively on the Agency plan ($499/mo). Lower tiers display DreamFlow branding on all client-facing surfaces.

What You Can Customize

Logo — Your logo replaces the DreamFlow logo in the sidebar, login page, and email headers.
Colors — Set your brand's primary color for buttons, links, and accents throughout the interface.
Custom domain — Use your own domain (e.g., crm.youragency.com) instead of app.dreamflowcrm.com.
Email sender name — Outbound emails show your agency name, not DreamFlow.
Favicon — Your icon appears in the browser tab.

Steps

Navigate to Settings > White-Label.
Upload your logo (recommended size: 200x50px, SVG or PNG with transparent background).
Upload your favicon (32x32px).
Enter your brand color as a hex code (e.g., #FF6B35).
For custom domain, enter your desired subdomain and follow the DNS instructions:
- Add a CNAME record pointing your subdomain to custom.dreamflowcrm.com
- Wait for DNS propagation (usually 5-30 minutes)
- Click Verify Domain
Click Save Changes.

Tip: Test your white-label setup by opening an incognito window and visiting your custom domain. Check the login page, sidebar, and a sample email to verify everything looks correct.

Account Settings — General workspace configuration
Email Sending Domain Setup — Verify your sending domain
Plans and Pricing — Compare plan features

Need help with DNS configuration? Ask Sally in the chat bubble — she can walk you through the setup step by step.

What You Can Customize

Logo — Your logo replaces the DreamFlow logo in the sidebar, login page, and email headers.

Colors — Set your brand's primary color for buttons, links, and accents throughout the interface.

Custom domain — Use your own domain (e.g., crm.youragency.com) instead of app.dreamflowcrm.com.

Email sender name — Outbound emails show your agency name, not DreamFlow.

Favicon — Your icon appears in the browser tab.

Steps

Navigate to Settings > White-Label.

Upload your logo (recommended size: 200x50px, SVG or PNG with transparent background).

Upload your favicon (32x32px).

Enter your brand color as a hex code (e.g., #FF6B35).

For custom domain, enter your desired subdomain and follow the DNS instructions:

Add a CNAME record pointing your subdomain to custom.dreamflowcrm.com
Wait for DNS propagation (usually 5-30 minutes)
Click Verify Domain

Click Save Changes.

Tip: Test your white-label setup by opening an incognito window and visiting your custom domain. Check the login page, sidebar, and a sample email to verify everything looks correct.

White-Label Your Workspace

What You Can Customize

Steps

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