Terms of service

Last updated: [date of publication]

1. Who these terms are with

These terms are an agreement between you and [legal entity name], [registered address], [company registration number] (“we”), for the use of CRM For AI (the service). If you use the service for a business, you accept them for that business and confirm you may do so.

2. The service

CRM For AI is a customer relationship manager you use through AI assistants that support the Model Context Protocol, with a small account page on crmfor.ai for plan, billing, members, export and deletion. It stores contacts, companies, deals, notes and related records and shows them to your assistant when asked.

CRM For AI never reads your email and never sends messages to your contacts. Any email you read or send with your assistant goes through your own email connection, under that provider's terms.

Email examples require connecting your email account (for example Gmail or Outlook) to your AI assistant. CRM For AI never reads or sends email itself; your assistant reads your mail and records what you ask it to in CRM For AI.

Your AI assistant is a separate product you choose. We are not responsible for what it says or does, including actions it takes in CRM For AI on your behalf; review important changes it proposes before you confirm them.

3. Accounts and workspaces

• You sign in with your email address and are responsible for keeping access to it secure.
• The account owner controls the workspace: plan and billing, members and their roles, export and deletion. Members and viewers act within the role the owner or an admin gives them.
• You must be at least [16] and able to enter a contract.

4. Plans, seats and billing

• The Free plan is permanent, for up to 100 contacts. Paid plans (Starter, Growth, Scale) are priced by contact capacity, billed yearly in advance, with the prices and seats shown on crmfor.ai/plans. Taxes are added at checkout where they apply.
• Plans renew each year until you cancel. You can cancel at any time from the account page; the plan then runs to the end of the paid year.
• First purchases can be refunded in full within 14 days. [other refund terms, e.g. consumer withdrawal rights]
• If a renewal payment fails, we retry for up to 14 days; after that the account returns to the Free limits. If your plan ends for any reason, nothing is deleted: you keep access to everything stored, but cannot add contacts above the Free limit.
• Each plan includes a number of seats (people or open invitations). There is no per-seat charge. If a workspace has more people than its plan's seats, members beyond the allowance are paused until a seat is free.
• Fair use. Companies and deals are included on every plan within fair-use limits set well above normal use (companies up to the plan's contact capacity; deals up to five times it). At a fair-use limit, adding more of that kind of record pauses; ask us and we can raise it. Requests are rate-limited to protect the service.
• We may change prices with at least [30] days' notice; changes apply from your next renewal.

5. Your data

• You own the data you put into CRM For AI. You give us permission to store and process it only to provide the service to you, as described in the privacy policy.
• You are responsible for having the right to store the personal data of the people in your CRM and for using it lawfully, including for any messages you send them with your own tools.
• You can export your data at any time on any plan, and delete records or your whole account. Account deletion takes effect 30 days after you ask, and you can cancel until then; our hosting provider's point-in-time recovery copies expire up to 30 days later (see the privacy policy).
• A data processing agreement for business customers [will be available at …].

6. What you must not store or do

• Don't store payment card data, government identifiers, health information, passwords, API keys, multi-factor codes, or special categories of personal data (such as racial or ethnic origin, religious beliefs, sexual orientation or biometric data).
• Don't use CRM For AI to send spam or for unlawful marketing, to harass anyone, or to break the law.
• Don't try to access other accounts, probe or disrupt the service, or get around limits, except through our vulnerability disclosure process.
• Don't resell the service without our written agreement.

We may suspend an account that breaks these rules, after notice where we reasonably can.

7. Changes to the service

We improve CRM For AI continuously and may change or remove features. Features marked “coming soon” are plans, not promises. If we stop offering the service, we will give at least [60] days' notice, keep export available until the end, and refund the unused part of any prepaid plan.

8. If the business changes hands

If CRM For AI or the business that operates it is sold, merged or transferred, we may assign these terms and your account to the successor, who will be bound by them and by the privacy policy. We will email account owners at least 30 days before the transfer takes effect, and export and deletion remain available throughout.

9. Availability and support

We work to keep CRM For AI available and your data safe, but the service is provided without a guaranteed uptime. Support is by email at support@crmfor.ai.

10. Liability

[warranty disclaimer, limitation of liability and indemnity, to be drafted by counsel]

11. Ending the agreement

You can stop using CRM For AI and delete your account at any time. We may end these terms with [30] days' notice, or at once for a serious breach.

12. Changes to these terms

We will post changes here and email account owners about material ones at least [30] days before they take effect.

13. Law and disputes

[governing law, jurisdiction and dispute resolution, to be set by counsel]

14. Trademarks

ChatGPT is a trademark of OpenAI. Claude is a trademark of Anthropic. CRM For AI works with these assistants and is not affiliated with or endorsed by OpenAI or Anthropic. All trademarks are the property of their respective owners.