Terms of service

Terms of Service

Effective Date: October 1, 2020

Welcome to Prospect CRM. By purchasing or using our products and services, you agree to these Terms of Service.

1. Services

Prospect CRM provides software, marketing automation tools, CRM services, and optional done-for-you setup services for insurance agents and other businesses.

Services may include, but are not limited to:

CRM account setup

Sales funnels and landing pages

Facebook and Instagram business page setup

Marketing automation

Email and SMS workflows

AI appointment setter configuration

A2P registration assistance

Advertising campaign setup

Training and onboarding

The exact services provided depend on the package purchased.

2. One-Time Setup Fee

The one-time setup fee covers the labor, time, and resources required to build and configure your marketing system.

Work may begin shortly after purchase. Because these services involve custom labor and digital deliverables, the setup fee becomes non-refundable once work has started.

3. Monthly Subscription

Some services require an ongoing monthly subscription.

Monthly subscriptions automatically renew unless canceled before the next billing cycle.

Canceling your subscription stops future billing but does not refund previous payments.

4. Client Responsibilities

You agree to:

Provide accurate information.

Respond to reasonable requests needed to complete your setup.

Maintain any required third-party accounts.

Comply with applicable laws and advertising platform policies.

Delays in providing requested information may delay project completion.

5. No Guaranteed Results

We provide software, marketing systems, and implementation services designed to help grow your business.

We do not guarantee:

Sales

Leads

Appointments

Revenue

Advertising performance

Business growth

Results vary based on many factors outside our control, including advertising budgets, market conditions, follow-up, experience, and individual effort.

6. Third-Party Services

Our services may integrate with third-party platforms such as Meta, Google, Twilio, LeadConnector, Stripe, payment providers, and other software vendors.

We are not responsible for outages, policy changes, account suspensions, pricing changes, or actions taken by third-party providers.

7. Intellectual Property

All templates, automations, software, training materials, workflows, graphics, and other proprietary content remain the property of Prospect CRM unless otherwise stated.

You may use these materials for your own business but may not resell, redistribute, or copy them without written permission.

8. Refund Policy

Due to the custom nature of our services:

One-time setup fees are non-refundable once work has begun.

Monthly subscription payments are generally non-refundable.

Refund requests may be reviewed on a case-by-case basis at our sole discretion.

9. Limitation of Liability

To the fullest extent permitted by law, Prospect CRM shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost business opportunities, or data loss arising from the use of our products or services.

Our total liability shall not exceed the amount paid by you for the services giving rise to the claim.

10. Termination

We reserve the right to suspend or terminate services if a customer:

Violates these Terms.

Engages in fraudulent or unlawful activity.

Abuses our staff or systems.

Uses our services in a manner that creates legal or operational risk.

11. Changes to These Terms

We may update these Terms of Service at any time. Continued use of our services after changes become effective constitutes acceptance of the revised Terms.

12. Governing Law

These Terms shall be governed by and interpreted under the laws of the State of Florida, without regard to conflict of law principles.

13. Contact

If you have any questions regarding these Terms of Service, please contact:

Prospect CRM
Email: [email protected]
Website: prospectcrm.io