Terms of Use

Please read these Terms of Use carefully. By using the SRM CRM website or joining the waitlist, you agree to them. If you use the SRM CRM application on behalf of a company, you agree on that company's behalf and confirm that you're authorized to do so.

1. Who we are

These Terms are an agreement between you and [COMPANY NAME], a company organized in [STATE] ("we," "us"), covering the website at www.srmcrm.com (the "Site") and the SRM CRM software-as-a-service application (the "Service").

2. The waitlist and early access

Joining the waitlist is free and doesn't obligate you to buy anything. It also doesn't guarantee access to the Service, a particular price or a launch date. We may offer early access in stages and at our discretion. Pricing shown on the Site is planned launch pricing and may change before general availability. The price that applies to you will be confirmed before you're asked to pay.

3. Accounts

• You must provide accurate information and keep it up to date.
• You're responsible for keeping your sign-in credentials secure and for all activity under your account. Tell us right away at [EMAIL] if you suspect unauthorized use.
• Each user seat is for one named person. Seats may not be shared, but may be reassigned when someone leaves your team.
• The account administrator controls user access, sharing settings and the team's data.

4. Subscriptions, fees and taxes

• Plans: paid plans are billed monthly in advance, in U.S. dollars, unless we agree otherwise in writing. Each plan includes the number of users stated at purchase. Additional users and add-ons (such as AI features or guided setup) are billed as described when you order them.
• Renewal: subscriptions renew automatically each billing period until canceled. You can cancel at any time, and cancellation takes effect at the end of the current billing period.
• Refunds: except where required by law or stated in writing, fees already paid are non-refundable, including for partial periods.
• Price changes: we'll give you at least 30 days' notice before a price change applies to your subscription.
• Late payment: if payment fails, we may suspend the Service after notice until the balance is paid.
• Taxes: fees don't include taxes. You're responsible for applicable sales, use and similar taxes, other than taxes on our income.

5. Your data

• Ownership: you (or the customer you work for) own all data entered into the Service ("Customer Data"). We claim no ownership of it.
• Our use: you give us permission to host, process and display Customer Data only as needed to provide, secure and support the Service, and as described in our Privacy Policy.
• Your responsibilities: you are responsible for the accuracy and legality of Customer Data, and for having the rights and any consents needed to store it and to contact the people in it, including under anti-spam, telemarketing and texting laws (such as CAN-SPAM and the TCPA).
• Export and deletion: you can export your data to CSV at any time during your subscription. After termination, we'll delete Customer Data within a reasonable period unless the law requires us to keep it.

6. Acceptable use

You agree to follow our Acceptable Use Policy, which is part of these Terms.

7. AI features

Optional AI features generate suggestions (for example, extracted contacts, draft emails or research summaries) that may be incomplete or wrong. You're responsible for reviewing AI output before relying on it, saving it or sending it to anyone. See our AI Disclosure.

8. Third-party services

The Service can connect to third-party services such as Microsoft Outlook, mapping providers and your email or phone apps. Your use of those services is governed by their own terms, and we aren't responsible for them. If a third party changes or discontinues its service, the related features may stop working.

9. Our intellectual property

The Site and the Service, including their software, design, text and graphics, and the SRM CRM name and logo, are owned by [COMPANY NAME] and protected by intellectual-property laws. While your subscription is active, we grant you a limited, non-exclusive, non-transferable right to use the Service for your internal business purposes. You may not copy, modify, resell, reverse-engineer or build a competing product from the Service, except as the law expressly allows.

10. Feedback

If you send us ideas or suggestions, we may use them without any obligation to you.

11. Beta and early-access features

Features labeled beta, preview or early access are provided "as is." They may change, contain errors or be discontinued at any time, and they aren't covered by any service-level commitment.

12. Disclaimers

THE SITE AND THE SERVICE ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE DON'T WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT IT WILL PRODUCE ANY PARTICULAR SALES RESULT. You are responsible for keeping your own copies of important data.

13. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, BUSINESS OR DATA, EVEN IF ADVISED OF THEIR POSSIBILITY. OUR TOTAL LIABILITY FOR ALL CLAIMS RELATING TO THE SITE OR THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR $100 IF YOU HAVE NOT PAID US ANYTHING. Some jurisdictions don't allow certain limitations, so some of these may not apply to you.

14. Indemnification

You will defend and indemnify [COMPANY NAME] against third-party claims arising from your Customer Data, your violation of these Terms or the Acceptable Use Policy, or your violation of law, including laws governing email, calls and text messages.

15. Term and termination

These Terms apply while you use the Site or the Service. You may stop using the Service and cancel at any time. We may suspend or end your access if you materially breach these Terms and don't fix the breach after notice, or immediately if needed to prevent harm to the Service or others. Sections that by their nature should survive termination (such as ownership, disclaimers, limitation of liability and indemnification) will survive.

16. Governing law and disputes

These Terms are governed by the laws of the State of [STATE], without regard to its conflict-of-laws rules. Any dispute will be resolved exclusively in the state or federal courts located in [COUNTY, STATE], and both parties consent to their jurisdiction. Before filing a claim, each party agrees to try to resolve the dispute informally by contacting the other and allowing 30 days to reach a resolution.

17. Changes to these terms

We may update these Terms. If a change is material, we'll give customers at least 30 days' notice by email or in the Service before it takes effect. Continued use after the effective date means you accept the updated Terms.

18. General

These Terms, together with our Privacy Policy, Acceptable Use Policy, AI Disclosure and any order form you sign, are the entire agreement between us about their subject. If a provision is found unenforceable, the rest remains in effect. Our failure to enforce a provision isn't a waiver. You may not assign these Terms without our consent. We may assign them as part of a merger, acquisition or sale of assets. Neither party is liable for delays caused by events beyond its reasonable control.

19. Contact

[COMPANY NAME]
[MAILING ADDRESS]
Email: [EMAIL]