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Terms of Service

Please read these terms carefully before using the CRM Pro platform. By using our services, you agree to these terms.

Last Updated: September 9, 2026

These Terms of Service ("Terms") govern your access to and use of the CRM Pro platform, website, and related services (collectively, the "Service") provided by CRM Pro ("we," "us," or "our"). By accessing or using our Service, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you must not use our Service.

1. Acceptance of Terms

By creating an account, accessing, or using the CRM Pro platform, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service, as well as our Privacy Policy, which is incorporated herein by reference. If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms, and references to "you" will refer to both you individually and the organization.

We reserve the right to modify these Terms at any time. Material changes will be communicated via email or through an in-app notification at least 30 days before they take effect. Your continued use of the Service after such modifications constitutes your acceptance of the updated Terms.

2. Description of Service

CRM Pro provides a cloud-based customer relationship management platform that enables businesses to manage customer interactions, track sales pipelines, automate workflows, and analyze business performance. The Service includes but is not limited to:

  • Contact and lead management with customizable fields and tagging
  • Sales pipeline tracking with visual deal boards and forecasting tools
  • Workflow automation with configurable triggers, actions, and conditions
  • Email integration, templates, and tracking capabilities
  • Reporting and analytics dashboards with customizable widgets
  • Team collaboration tools including shared notes, tasks, and activity feeds
  • Third-party integrations through native connectors and RESTful API access
  • Mobile applications for iOS and Android devices

We reserve the right to modify, suspend, or discontinue any aspect of the Service at any time, with reasonable notice where practicable. We will make commercially reasonable efforts to ensure the Service is available 99.9% of the time, excluding scheduled maintenance and circumstances beyond our reasonable control.

3. User Accounts

To access most features of the Service, you must create an account. When creating your account, you agree to:

  • Provide accurate, current, and complete information during the registration process.
  • Maintain and promptly update your account information to keep it accurate and current.
  • Maintain the confidentiality of your account credentials, including your password.
  • Accept responsibility for all activities that occur under your account.
  • Notify us immediately of any unauthorized use of your account or any other security breach.
  • Not create accounts using automated means or under false or fraudulent pretenses.

You must be at least 16 years of age to create an account and use the Service. We reserve the right to suspend or terminate any account that we reasonably believe violates these Terms, is inactive for an extended period, or poses a security risk.

4. Payment Terms

Certain features of the Service require a paid subscription. By subscribing to a paid plan, you agree to the following terms:

  • Billing Cycles: Subscriptions are billed on a recurring basis according to the billing cycle you select (monthly or annually). Annual plans are billed in advance for the full year.
  • Pricing: All prices are listed in US dollars unless otherwise stated. We reserve the right to adjust pricing with at least 30 days advance notice. Price changes will take effect at the start of your next billing cycle.
  • Payment Methods: We accept major credit cards (Visa, Mastercard, American Express, Discover), PayPal, and bank transfers for annual enterprise plans. All payments are processed through PCI DSS Level 1 compliant payment processors.
  • Auto-Renewal: Subscriptions automatically renew at the end of each billing cycle unless cancelled. You may cancel auto-renewal at any time through your account settings.
  • Refunds: We offer a 30-day money-back guarantee for first-time subscribers on annual plans. Monthly subscriptions are non-refundable. Refund requests must be submitted through our support channels.
  • Taxes: Prices do not include applicable taxes. You are responsible for paying all taxes associated with your use of the Service, except for taxes based on our net income.
  • Late Payments: If payment fails, we will attempt to process the charge again. After multiple failed attempts, your account may be downgraded or suspended until payment is resolved.

5. Acceptable Use

You agree to use the Service only for lawful purposes and in accordance with these Terms. You must not:

  • Use the Service in any way that violates any applicable local, state, national, or international law or regulation.
  • Upload, transmit, or distribute any content that is unlawful, harmful, threatening, abusive, defamatory, or otherwise objectionable.
  • Attempt to gain unauthorized access to the Service, other user accounts, or any related systems or networks.
  • Use the Service to send unsolicited commercial messages (spam) or engage in any form of unauthorized advertising.
  • Interfere with or disrupt the integrity, performance, or availability of the Service or its underlying infrastructure.
  • Reverse engineer, decompile, disassemble, or attempt to derive the source code of the Service.
  • Use the Service to store or transmit malicious code, viruses, or any harmful software components.
  • Resell, sublicense, or provide access to the Service to any third party without our prior written consent.
  • Use automated scripts, bots, or scrapers to access or collect data from the Service beyond normal API usage.

6. Intellectual Property

The Service, including all content, features, functionality, software, designs, trademarks, logos, and documentation, is owned by CRM Pro and is protected by copyright, trademark, patent, trade secret, and other intellectual property laws.

  • Our License to You: Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal business purposes during your subscription period.
  • Your Content: You retain all rights to the data, content, and materials you upload to or create within the Service ("Your Content"). By using the Service, you grant us a limited license to host, store, process, and display Your Content solely to provide and improve the Service.
  • Feedback: If you provide us with suggestions, ideas, or feedback regarding the Service, you grant us an unrestricted, perpetual, irrevocable license to use such feedback for any purpose without compensation or attribution.
  • Restrictions: You may not copy, modify, distribute, sell, or lease any part of the Service or its intellectual property without our express written permission.

7. Data Ownership and Portability

You own all data you input into the Service. We process your data solely to provide and improve the Service in accordance with our Privacy Policy. You may export your data at any time using our built-in export tools or API. Upon termination of your account, we will make your data available for export for a period of 30 days, after which it will be securely deleted from our systems in accordance with our data retention policies.

8. Limitation of Liability

To the maximum extent permitted by applicable law:

  • The Service is provided on an "AS IS" and "AS AVAILABLE" basis without warranties of any kind, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
  • We do not warrant that the Service will be uninterrupted, error-free, secure, or free from viruses or other harmful components.
  • In no event shall CRM Pro, its directors, employees, partners, agents, suppliers, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, use, goodwill, or other intangible losses, arising from your use of or inability to use the Service.
  • Our total aggregate liability for all claims related to the Service shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.
  • Some jurisdictions do not allow the exclusion or limitation of certain warranties or liabilities, so the above limitations may not apply to you to the extent prohibited by law.

9. Indemnification

You agree to indemnify, defend, and hold harmless CRM Pro and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Service, your violation of these Terms, your violation of any rights of a third party, or any content you submit through the Service.

10. Termination

Either party may terminate this agreement as follows:

  • By You: You may cancel your subscription and close your account at any time through your account settings or by contacting our support team. Cancellation will take effect at the end of your current billing period.
  • By Us: We may suspend or terminate your account immediately if you breach these Terms, engage in fraudulent or illegal activity, fail to pay applicable fees, or if we are required to do so by law. We may also terminate the Service entirely with 90 days advance notice.
  • Effect of Termination: Upon termination, your right to use the Service will cease immediately. We will retain your data for 30 days to allow for export, after which it will be permanently deleted. Sections of these Terms that by their nature should survive termination will remain in effect.

11. Dispute Resolution

Any dispute arising out of or relating to these Terms or the Service shall first be attempted to be resolved through good-faith negotiation between the parties. If the dispute cannot be resolved through negotiation within 30 days, either party may initiate binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The arbitration shall be conducted in English and held in New York, New York. The arbitrator's decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, United States, without regard to its conflict of law provisions. You agree to submit to the exclusive jurisdiction of the courts located in New York County, New York, for any actions not subject to arbitration. Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its intellectual property rights.

13. General Provisions

  • Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and CRM Pro regarding the use of the Service, superseding any prior agreements.
  • Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.
  • Waiver: The failure of CRM Pro to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision.
  • Assignment: You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign our rights and obligations freely.
  • Force Majeure: CRM Pro shall not be liable for any failure or delay in performance due to circumstances beyond our reasonable control, including natural disasters, acts of government, pandemics, or infrastructure failures.
  • Notices: We may send notices to you via the email address associated with your account. You may send notices to us at the contact information below.

14. Contact Information

If you have any questions or concerns about these Terms of Service, please contact us:

  • Email: info@crmpro.com
  • Phone: +1 (555) 123-4567
  • Address: 123 Business Avenue, Suite 100, San Francisco, CA 94105