Terms & Conditions

1. Accepting these terms

By creating an organization, logging in, or otherwise using Smart CRM, you agree to these Terms and to our Privacy Policy. If you are using Smart CRM on behalf of an organization, you confirm that you have the authority to accept these Terms for it.

If you don't agree, please don't use the service.

2. About the service

Smart CRM is a cloud-based platform that helps teams manage customer records, calling and WhatsApp outreach, follow-ups, tasks and internal messaging. Each organization works in its own separate workspace.

3. Who can use it

• You must be at least 18 years old.
• Organizations register with a valid work email address that they can access.
• The information you give us, such as your name, email and organization details, must be accurate and kept up to date.

4. Your account and security

Smart CRM uses passwordless login: we email you a one-time code. Anyone who can read your inbox can sign in as you, so please protect your email account and never share your codes.

Please tell us promptly through our Contact Us page if you suspect someone has accessed your account without permission. You are responsible for activity that happens under your account.

5. Organizations, admins and team members

The person who registers an organization becomes its Admin. Admins decide who joins, which role each person holds (Admin, Team Manager, Team Lead or Caller), and which statuses and settings apply.

Admins are responsible for keeping their team list current, including disabling accounts for people who leave. Team members use the service under their organization's direction.

6. Your data

Your organization owns the customer records and other content it puts into Smart CRM ("Your Data"). You give us permission to store, process and display Your Data only as needed to run and support the service.

You are responsible for Your Data. That means you have the right to collect and use it, it is reasonably accurate, and you contact people lawfully, including following any consent, do-not-call and messaging rules that apply to your business and location.

Smart CRM provides the tools, such as the call and WhatsApp buttons, but does not place calls or send WhatsApp messages itself. Your phone provider and WhatsApp have their own terms.

7. Acceptable use

We want Smart CRM to be safe and useful for everyone. Please don't:

• use the service for anything unlawful, or to spam, harass, mislead or defraud people;
• upload data you don't have the right to use;
• try to access another organization's data, bypass security, or get around plan limits;
• overload, disrupt or probe the service for weaknesses without our written permission;
• resell the service or share access with people outside your organization; or
• upload malware or other harmful content.

8. Bulk SMS

Organizations are responsible for having each customer's consent before sending SMS, for using only message templates registered under India's DLT regulations, and for following TRAI rules, including that promotional messages are only sent between 9am and 9pm IST. Messages are sent through a shared sending service and a delivery report is shown for each message when the network provides one. Monthly or daily SMS allowances depend on your plan. Extra SMS credits are a one-time purchase, never expire, and are non-refundable. We may delay, limit or pause SMS sending to comply with regulations or protect the sending service.

9. WhatsApp messaging

Organizations are responsible for having each customer's consent before sending WhatsApp messages, and for following WhatsApp's Business Messaging Policy. Messages go out from a shared sending number and customers who reply STOP are opted out automatically. Message allowances depend on your plan. Extra message credits are a one-time purchase, never expire, and are non-refundable. We may limit or pause WhatsApp sending to protect the shared number's quality rating.

10. Plans, limits and billing

Every organization starts on the Free plan: up to 1,000 customer records and 10 active users, at no cost.

Paid plans are Pro ($9 per month, up to 50,000 records and 100 active users) and Plus ($49 per month, unlimited records and users). Current prices and limits are always shown on our Pricing page.

Paid plans are billed monthly through Stripe, our payment provider. We never see or store your full card details. Admins can update payment details, view invoices and cancel from Admin, then Billing.

If a subscription ends or a payment can't be collected, your organization returns to Free plan limits, and you won't be able to add records or users beyond those limits until you upgrade again. Your existing data is not deleted automatically.

If we change our prices, we will give you reasonable notice before the change applies to you.

11. Your logo and uploads

When you upload a logo or other content, you confirm you have the right to use it. Your logo is shown throughout your own workspace and in some emails, and is stored at a publicly accessible web address, so please don't upload anything sensitive.

12. Availability and maintenance

We work hard to keep Smart CRM available, but we can't promise uninterrupted service. We may occasionally pause the service for maintenance and will show a friendly notice when we do. Features may change or be retired over time.

13. Support and platform administration

To run and support the service, authorized platform administrators can view and manage organizations, users and records, for example to resolve a support request, keep the service secure, or meet a legal obligation.

Changes and data exports made by platform administrators are recorded in a platform audit log.

14. Suspension and ending your use

You can stop using the service at any time, and cancel a paid plan from Billing.

We may suspend or end access if these Terms are broken, if the law requires it, if payment issues are not resolved, or if use puts the service or other people at risk. Where reasonable, we will tell you why.

If you would like your organization's data deleted, please ask us through our Contact Us page.

15. Disclaimers

Smart CRM is provided "as is" and "as available". To the extent the law allows, we don't promise that it will be error-free, always available, or suited to a particular purpose.

The service is a tool. Your business decisions, and your compliance with the laws that apply to your business, remain your responsibility.

16. Limitation of liability

To the extent permitted by law, we are not liable for indirect or consequential losses, such as lost profits, lost business or lost data. Our total liability for any claim relating to the service is limited to the amount you paid us for the service in the 12 months before the claim arose.

Nothing in these Terms limits any liability that cannot be limited by law.

17. Changes to these terms

We may update these Terms from time to time. When we make a meaningful change, we will update the date at the top of this page and, where appropriate, let you know in the app or by email. Continuing to use the service after a change means you accept the updated Terms.

18. Contact us

Questions about these Terms? Please reach out through our Contact Us page and we will be glad to help.