General Questions

CreativeDash.AI is a full-service marketing automation platform designed specifically to help small businesses operate like large enterprises—without the massive overhead. We combine email marketing, text messaging, phone outreach, social media tools, CRM, and advanced automations into one easy-to-use dashboard. The result? Your business stays in front of customers, follows up faster, and closes more leads—all while you focus on what you do best. Whether you’re just getting started or scaling across locations, CreativeDash.AI gives you the systems and tools to grow efficiently, affordably, and consistently.

Automation saves time, reduces human error, and ensures you never miss an opportunity to engage or follow up. With CreativeDash.AI, you can automate tasks like sending personalized welcome emails, following up on missed calls with texts, reminding customers of appointments, or even reactivating old leads through drip campaigns. These touchpoints create a seamless customer experience, improve your conversion rates, and keep your sales pipeline full—without the need for a large team. Automation helps your small business operate smarter, not harder.

While many platforms offer automation tools, they’re often fragmented, expensive, or require technical expertise. CreativeDash.AI offers a true all-in-one solution that’s both powerful and accessible. You get drag-and-drop campaign builders, done-for-you templates, CRM integration, reporting dashboards, and live support—all in one place. Our platform is built for small business owners who want results without needing a full-time marketing team. It’s simple to use, easy to scale, and incredibly cost-effective.

Not at all. CreativeDash.AI was built with ease of use in mind. If you can drag and drop, you can build a campaign. Our templates and pre-built workflows make it easy to launch campaigns, manage contacts, and set up automations in minutes. Plus, our support team is available 24/7/365 to help with onboarding, troubleshooting, and strategy. You don’t need a developer or marketing degree to make it work—you just need a goal, and we’ll help you reach it.

CreativeDash.AI offers transparent, affordable pricing designed for small businesses. Every plan includes access to our full suite of tools—email, text, phone automation, CRM, reporting, templates, and more. You can add users or locations as your business grows, and there are no hidden fees or long-term contracts. Whether you're just getting started or managing multiple locations, you get enterprise-level tools at a fraction of the cost of hiring staff or stitching together multiple platforms.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

Technical

CreativeDash.AI supports a wide range of third-party integrations, allowing your systems to work seamlessly together. You can connect popular platforms such as Google My Business, Facebook, Instagram, Mailchimp, Calendly, Stripe, Twilio, QuickBooks, and many CRMs via native connectors or through webhooks, API, or Zapier.
Our integrations are designed to sync data in real-time or via scheduled pulls, enabling you to automate customer journeys, sync leads, trigger campaigns, or analyze performance across channels without manual input. For example, a lead generated from Facebook Ads can automatically be captured in the CRM, assigned to a pipeline, and enrolled in an automated email and SMS sequence—all within seconds. Integration setup is streamlined through our no-code interface, or you can use advanced API tools if custom setups are needed.

Yes, all automation templates in CreativeDash.AI are fully customizable. We provide pre-built workflows for common use cases—like lead follow-up, appointment confirmations, review requests, abandoned cart recovery, and more—but you're free to edit, expand, or completely rebuild them using our visual automation builder.
Each template includes trigger conditions, delay timers, branching logic (if/then rules), and multi-channel actions (email, SMS, call, internal notifications, etc.). You can also embed custom tags, assign team members, and connect steps to external systems via webhook or API. The drag-and-drop editor makes customization intuitive, even for non-technical users, but power users can build complex automations using conditions, dynamic content, and CRM field updates.

Yes, CreativeDash.AI includes powerful if/then branching logic that allows you to build highly personalized workflows. This means you can segment and treat contacts differently based on their behavior, attributes, or past interactions.
For example, if a customer clicks on a link in your email but doesn’t schedule an appointment, you can automatically send a reminder 24 hours later. Or, if a lead has a tag like “High Value,” they can be routed to a sales rep and added to a different nurture track.
Conditional logic supports nested branches, multiple conditions, and dynamic wait times based on customer activity, ensuring your automation flows are flexible, intelligent, and targeted.

Absolutely. CreativeDash.AI supports external triggers via API and webhook calls, allowing you to launch automations from external systems like Shopify, WooCommerce, Stripe, Calendly, or even custom-built tools.
For instance, when a Stripe payment is completed, a webhook can fire to trigger a “Thank You” SMS, enroll the customer in a loyalty campaign, and send an internal notification to your fulfillment team. These external triggers can be layered with filters and conditions to ensure only qualified actions launch workflows.
If you're using Zapier, Make (Integromat), or a custom middleware, CreativeDash.AI can easily fit into your existing tech stack.

Security and privacy are top priorities. All data is stored using industry-standard encryption both at rest and in transit. Our platform is hosted on secure, scalable cloud infrastructure with automated backups and strict access controls.
User permissions are fully configurable, so team members only see the data relevant to their role. We are compliant with major data privacy regulations such as GDPR, CCPA, and TCPA, and provide tools like consent logging, opt-out links, and data portability to support compliance.
Custom security settings, audit logs, and API keys with scopes are available for more advanced users or enterprise setups.

CreativeDash.AI is built for non-technical users, but powerful enough for advanced marketers. Our visual builder, drag-and-drop interface, and pre-built templates make it easy to get started—even if you’ve never built an automation before.
For power users, advanced tools like dynamic variables, nested logic, tags, CRM triggers, and webhook calls open up limitless customization. We also offer onboarding, tutorials, documentation, and live support to guide you through every step.
So whether you’re a beginner or a pro, you can build advanced workflows that match your business logic and scale with confidence.

Services

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

The mate was a mighty sailing man the Skipper brave and are five passengers set sail that day for a three hour tour a three hour tour doing it our way there's nothing we wont try never heard the word impossible.

Billing

No, CreativeDash.AI operates on a no-contract, month-to-month basis. You’re free to stay as long as you like and can cancel at any time without penalties.

Billing occurs monthly, on the same date you initially signed up. You’ll receive an invoice via email before each payment, so you always know when a charge is coming.

Yes! You can easily upgrade or downgrade your subscription plan at any time through your dashboard. Billing will adjust accordingly, pro-rating charges as needed.

We accept all major credit cards, including Visa, MasterCard, American Express, and Discover. Payments are securely processed through our trusted payment gateway.

Cancellation is simple and can be done directly from your CreativeDash.AI dashboard by following the instructions or emailing [email protected] with your account #, and request for cancellation. Once canceled, your subscription will remain active until the end of your current billing cycle.

Other Questions?

01. Can I get a refund?

Unfortunately, we do not offer refunds after the 7-day trial period. However, there are no contracts—if you email [email protected], we will cancel your account immediately, terminate your subscription, and stop any upcoming payments. You will still have access to your dashboard for the remainder of your current billing period.

02. How do I get dashboard access?

Getting started with CreativeDash.AI is easy! Visit our website, select the plan that fits your needs, and sign up. A credit card is required to start the 7-day free trial, but you won’t be charged during the trial period. You’ll get immediate access to your dashboard and can begin using the platform right away.

03. Really no contract and cancel anytime?

Yes! CreativeDash.AI has no contracts. You can cancel your subscription anytime by contacting [email protected]. Once canceled, your subscription will be terminated, future payments stopped, and you’ll retain access to the dashboard for the rest of your billing period.

04. Do you offer discounts?

We don’t offer discounts outside of our Multiple Location package. However, we do accept applications for CreativeDash Small Business Grants—designed to help startups or struggling businesses get a marketing boost. Grant recipients can use the platform free for 6 months.

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