Dreamaker Help Center
How can we help you dream bigger?
Search our knowledge base for step-by-step guides, troubleshooting tips, and everything you need to master Dreamaker.
Browse by category
Pick a topic below to explore related articles and guides.
Getting Started
Set up your workspace and take your first steps in Dreamaker.
- Creating your first Dreamaker workspace
- Inviting teammates and assigning roles
- A guided tour of the dashboard
Billing
Plans, invoices, payment methods, and renewals.
- Understanding your Dreamaker plan
- Updating your payment method
- Downloading invoices and receipts
CRM
Manage contacts, pipelines, and customer relationships.
- Building your first sales pipeline
- Segmenting contacts with smart lists
- Logging calls and activity history
Automations
Workflows that run your business while you sleep.
- Building your first automation workflow
- Trigger types explained
- Using delays and conditional branches
Integrations
Connect Dreamaker with the tools you already use.
- Connecting your calendar
- Syncing with your email platform
- Setting up webhook integrations
Account Settings
Profile, security, notifications, and preferences.
- Securing your account with two-factor auth
- Managing notification preferences
- Updating your profile and branding
Still need a hand?
Our support team is here to help you keep dreaming and building. Reach out and we'll respond within one business day.