Legal · Last updated August 23, 2026

Terms of service

These terms describe the rules for using Saas CRM. By creating an account or using the service, you agree to these terms on behalf of yourself or the organization you represent.

1. The service

Saas CRM provides workspace tools for customer records, conversations, tasks, reporting, automations, integrations, and embedded chatbot experiences. Features may vary by plan and deployment configuration.

2. Your workspace

You are responsible for the accuracy and legality of data entered into your workspace, protecting credentials, inviting appropriate members, and configuring roles that match each person’s responsibilities.

3. Acceptable use

You may not use the service to violate law, impersonate others, distribute malicious code, attempt unauthorized access, interfere with service availability, or process data without the rights and notices required by applicable law.

4. Customer data

You retain rights to the data you submit. You grant us the limited permissions needed to host, process, secure, and display that data to provide the service. You should maintain appropriate backups for important records.

5. Plans and changes

Paid plans, limits, and billing terms are shown at checkout or in your workspace. We may improve, change, or discontinue features with reasonable notice where practical.

6. Support and contact

Questions about these terms can be sent through our contact page. If a conflict exists between these terms and a signed agreement, the signed agreement controls.