Terms of Service
These terms govern your access to and use of our CRM platform and related services.
Effective Date: July 8, 20261. Description of the Services
We provide cloud-based CRM and related business management services.
The Services may include features such as:
- Customer relationship management
- Contact management
- Lead management
- Sales management
- Account management
- Task management
- Business records
- Reporting
- APIs
- Integrations
- Other functionality made available from time to time
We reserve the right to modify, update, add, or remove features from the Services.
2. Eligibility
You must be legally capable of entering into a binding agreement to use the Services.
If you use the Services on behalf of an organization, you represent that you have authority to bind that organization. The organization will be responsible for your use of the Services, and references to "you" include the organization.
3. Account Registration
Certain Services require an account.
You agree to:
- Provide accurate information
- Maintain the security of your account credentials
- Keep your account information reasonably current
- Prevent unauthorized access to your account
- Notify us promptly of suspected unauthorized access
You are responsible for all activity conducted through your account unless such activity results directly from our failure to maintain reasonable security measures.
You must not share your account credentials in a manner that violates your subscription or security requirements.
4. Subscription Plans
Certain Services are available through paid subscription plans.
Each subscription may specify:
- Subscription period
- Pricing
- Usage limits
- Available features
- Number of users
- Storage limits
- API limits
- Other applicable restrictions
Your use of the Services is subject to the limits and conditions of the subscription plan you purchase.
5. Fees and Payment
You agree to pay all applicable fees associated with your subscription.
Unless otherwise stated:
- Fees are charged in advance
- Subscription fees are non-refundable except as provided in our Refund Policy
- Taxes may be added where required
- Payment information must remain valid
- Failure to complete payment may result in suspension or termination of the Services
We may use third-party payment processors to process payments.
We generally do not store complete payment card information on our own systems.
6. Automatic Renewal
Unless otherwise stated, paid subscriptions may automatically renew for the same subscription period.
Before purchasing a subscription, you are responsible for reviewing the subscription price, renewal period, renewal terms, and cancellation requirements.
You may cancel a subscription in accordance with the cancellation process provided through the Services.
7. Cancellation
You may cancel your subscription according to the cancellation mechanism provided through your account or by contacting us.
Unless otherwise stated, cancellation:
- Prevents future renewal
- Does not automatically create a right to a refund for the current billing period
- Allows continued use until the end of the paid subscription period
- Does not eliminate payment obligations already incurred
Refunds are governed by our Refund Policy.
8. Customer Data
You retain ownership of Customer Data that you submit to the Services.
Nothing in these Terms transfers ownership of Customer Data to us.
You grant us a limited, non-exclusive, worldwide license to host, store, reproduce, transmit, process, and otherwise use Customer Data solely as reasonably necessary to:
- Provide the Services
- Maintain the Services
- Provide technical support
- Protect the security of the Services
- Prevent abuse
- Comply with applicable law
- Perform our obligations under these Terms
We do not sell Customer Data.
We do not use Customer Data for unrelated advertising or data brokerage purposes.
9. Customer Responsibility for Data
You are solely responsible for Customer Data and your use of the Services.
You represent and warrant that:
- You have the necessary rights to submit Customer Data
- You have obtained any required permissions or consents
- Your processing of Customer Data complies with applicable laws
- Customer Data does not unlawfully infringe third-party rights
- Customer Data does not contain prohibited or unlawful material
- Your use of the Services does not violate applicable regulations
You must not use the Services to process data in a manner that violates applicable privacy, data protection, telecommunications, financial, healthcare, export control, sanctions, or other laws.
10. Prohibited Uses
You may not use the Services to:
- Violate any applicable law or regulation
- Infringe intellectual property rights
- Distribute malware or malicious software
- Conduct phishing or credential theft
- Conduct fraud or identity theft
- Conduct unauthorized surveillance
- Interfere with the operation of the Services
- Attempt to gain unauthorized access to systems or accounts
- Conduct denial-of-service attacks
- Reverse engineer the Services except where expressly permitted by applicable law
- Circumvent usage limits or security controls
- Resell the Services without authorization
- Distribute unlawful content
- Use the Services for spam or unlawful bulk communications
- Upload content that violates applicable law
- Facilitate illegal activities
We may suspend or terminate accounts that materially violate these restrictions.
11. API Usage
If we provide API access, you agree to comply with applicable API documentation, usage limits, rate limits, and technical requirements.
You must not:
- Circumvent rate limits
- Overload the API
- Interfere with API availability
- Use unauthorized credentials
- Attempt to extract or scrape the underlying infrastructure
- Use the API in a manner that creates unreasonable risk to the Services
We may impose or modify API limits where reasonably necessary to protect system stability and security.
12. Intellectual Property
The Services, including software, interfaces, designs, documentation, trademarks, logos, databases, and other materials provided by us, are owned by or licensed to us.
Except for the limited rights expressly granted under these Terms, no rights are transferred to you.
You may not copy, modify, distribute, sell, lease, sublicense, reverse engineer, or create derivative works of the Services except as expressly permitted by applicable law or written agreement.
13. Customer Feedback
If you provide suggestions, recommendations, ideas, or other feedback regarding the Services, you grant us a non-exclusive, worldwide, royalty-free right to use such feedback for improving our Services.
We will not use Customer Data as feedback.
14. Third-Party Services and Integrations
The Services may integrate with third-party products or services.
Third-party services may be governed by their own terms and privacy policies.
We are not responsible for:
- Third-party services
- Third-party outages
- Third-party data practices
- Third-party modifications
- Third-party security failures
- Third-party terms
Your use of third-party integrations is subject to the applicable third-party terms.
15. Service Availability
We will use commercially reasonable efforts to maintain the availability of the Services.
However, we do not guarantee that the Services will:
- Always be available
- Operate without interruption
- Be completely error-free
- Be free from security vulnerabilities
- Meet every particular business requirement
The Services may occasionally be unavailable due to scheduled maintenance, emergency maintenance, infrastructure failures, third-party service failures, Internet failures, security incidents, force majeure events, or other circumstances beyond our reasonable control.
16. Security
We maintain reasonable technical and organizational measures designed to protect the Services.
However, no Internet service can guarantee absolute security.
You are responsible for maintaining appropriate security practices for your own account, including:
- Protecting credentials
- Enabling available security controls
- Managing user permissions
- Restricting access to authorized personnel
- Maintaining appropriate endpoint security
17. Confidentiality
Each party may receive confidential information from the other party.
The receiving party agrees to:
- Protect confidential information using reasonable care
- Use confidential information only for purposes related to the business relationship
- Disclose confidential information only to persons who have a legitimate need to know and are bound by appropriate confidentiality obligations
Confidentiality obligations do not apply to information that is publicly available, was already lawfully known, is independently developed, is lawfully received from a third party, or must be disclosed by law.
18. Data Protection
Our processing of personal information is described in our Privacy Policy.
For business customers that submit personal information through the Services, additional data processing terms may apply.
Where required, the parties may enter into a Data Processing Agreement.
In the event of a conflict between these Terms and a separately executed DPA concerning personal data processing, the DPA will control to the extent of the conflict.
19. Suspension
We may temporarily suspend access to the Services if reasonably necessary to:
- Protect the Services
- Prevent security threats
- Prevent fraud or abuse
- Investigate suspected violations
- Comply with legal obligations
- Address non-payment
- Protect other customers
Where reasonably practicable, we will provide notice before suspension.
20. Termination
Either party may terminate the relationship as permitted by these Terms or an applicable order or subscription agreement.
We may terminate or suspend an account if you materially breach these Terms and fail to remedy the breach within a reasonable period after notice, where a cure period is legally required or commercially appropriate.
Upon termination:
- Your right to access the Services will end
- Outstanding fees remain payable
- Customer Data will be handled according to our Privacy Policy and applicable data processing terms
- Provisions that by their nature should survive termination will continue to apply
21. Disclaimer of Warranties
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE."
We disclaim all warranties, express or implied, including warranties of:
- Merchantability
- Fitness for a particular purpose
- Non-infringement
- Accuracy
- Availability
- Uninterrupted operation
We do not warrant that the Services will meet all of your requirements or operate without interruption or error.
22. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES.
Such damages may include:
- Loss of profits
- Loss of revenue
- Loss of business
- Loss of data
- Loss of goodwill
- Business interruption
To the maximum extent permitted by law, our total aggregate liability arising out of or relating to the Services or these Terms will not exceed the amount paid by you to us for the Services during the twelve (12) months preceding the event giving rise to the claim.
Nothing in these Terms excludes liability that cannot legally be excluded or limited under applicable law.
23. Indemnification
To the extent permitted by applicable law, you agree to defend, indemnify, and hold harmless the Company and its officers, directors, employees, and service providers from claims, damages, liabilities, and reasonable expenses arising from:
- Your violation of these Terms
- Your unlawful use of the Services
- Customer Data
- Your violation of third-party rights
- Your violation of applicable law
24. Force Majeure
We will not be responsible for failure or delay caused by circumstances beyond our reasonable control, including:
- Natural disasters
- War
- Terrorism
- Government actions
- Internet failures
- Telecommunications failures
- Power failures
- Cloud infrastructure failures
- Labor disputes
- Cyberattacks
- Other events beyond our reasonable control
25. Changes to the Services
We may modify or discontinue portions of the Services from time to time.
We will use reasonable efforts to provide notice of material changes where appropriate.
Nothing in these Terms requires us to maintain a particular feature indefinitely unless expressly agreed in a separate written agreement.
26. Changes to These Terms
We may update these Terms from time to time.
If changes are material, we may provide reasonable notice.
Your continued use of the Services after the effective date of updated Terms constitutes acceptance of the updated Terms to the extent permitted by applicable law.
27. Governing Law
These Terms will be governed by the laws of [State/Country], without regard to its conflict-of-law principles.
Any dispute arising out of or relating to these Terms will be subject to the exclusive jurisdiction of the courts located in [Jurisdiction], unless otherwise required by applicable law or agreed in writing.
28. Severability
If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will remain in full force and effect.
29. Entire Agreement
These Terms, together with any applicable order forms, subscription agreements, Privacy Policy, DPA, and other expressly incorporated documents, constitute the entire agreement between you and us regarding the Services.
30. Contact
If you have questions regarding these Terms, please contact us: