These Terms of Service (the “Terms”) govern your use of the CRM Goalie website, dashboard, lead-intake endpoints, and related services (together, the “Service”) provided by [LEGAL ENTITY NAME] (“CRM Goalie,” “we,” “us”). By creating an account, connecting a CRM, or sending leads through the Service, you agree to these Terms on behalf of the business you represent (“you,” the “Client”).
01What the Service does
CRM Goalie sits between your lead sources and your CRM. It checks each incoming lead against rules you configure (duplicates, existing customers, service area, trade, phone and email validity, spam signals) and, when a lead fails, holds it out of your active pipeline, records the decision and its evidence in a ledger you can inspect, and, where a marketplace vendor allows it, prepares a credit-request packet. Leads that pass are delivered to your CRM.
Intercepted leads are parked, never deleted. You can restore any intercepted lead with one click from the dashboard, which releases it to your CRM.
02Accounts and access
- You must provide accurate business and contact information and keep your sign-in method secure. Sign-in is by magic link sent to your email; anyone with access to that mailbox can access your workspace.
- You are responsible for everyone you invite to your workspace and for all activity under it.
- You must have the authority to connect your CRM and to authorize us to read and write records in it as described in Section 04.
03Fees and billing
- The Service is billed as a flat monthly fee agreed with you in writing or shown at checkout. Fees are charged in advance each month to the payment method on file.
- Optional credit-recovery services may carry a performance fee stated in your order; it applies only to credits actually granted by a marketplace.
- You may cancel at any time; cancellation takes effect at the end of the current billing period. We do not offer refunds for partial months except as described in your written guarantee, if any.
- If a payment fails, we may pause enforcement (leads continue to flow to your CRM untouched) until payment is made. Your data is retained for 90 days after cancellation or non-payment, then deleted.
04CRM access and your data
To operate, the Service needs API access to your CRM. You grant us permission to read contacts and pipeline data, create contacts, add tags and notes, and move records into a stage or status you designate for intercepted leads. We use this access only to deliver the Service. Credentials you provide are encrypted at rest and are never shared with third parties or other clients.
You retain ownership of your CRM data and of the lead records processed on your behalf. We act on your instructions as a service provider. Our Privacy Policy describes how data is handled.
05Lead data and your legal responsibilities
- Leads processed by the Service contain consumer personal information. You are responsible for having a lawful basis to receive and contact each lead, including compliance with the TCPA, CAN-SPAM, state telemarketing laws, and your vendors’ terms.
- The Service does not contact consumers on your behalf and does not send marketing messages to leads.
- Credit-request packets are prepared from facts on the record. You are responsible for reviewing and filing them (or authorizing us to file on your behalf) and for the accuracy of any statements made to a marketplace.
06How verdicts work, and their limits
Verdicts are produced by deterministic rules you configure, supplemented by optional automated screening of a lead’s message text. The Service is designed to fail open: if any part of it is unavailable, leads pass through to your CRM unchecked rather than being lost. We do not guarantee that every unwanted lead will be intercepted or that every intercepted lead is unwanted, which is why every verdict is reversible and every decision shows its evidence.
We do not guarantee that any marketplace will grant a credit. Credit decisions belong to the marketplace.
07Acceptable use
- Use the Service only for lead sources and CRMs you are authorized to access.
- Do not attempt to probe, disrupt, or reverse-engineer the Service, or use it to process data unlawfully.
- Do not resell access to the Service without a written agency agreement with us.
08Availability and support
We aim for continuous availability and monitor the Service around the clock, but we do not promise uninterrupted operation. Because the Service fails open, an outage means leads flow to your CRM unchecked; it does not mean leads are lost. Support is provided by email at support@crmgoalie.com during business hours, Eastern Time.
09Disclaimers and limitation of liability
The Service is provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim all warranties, express or implied, including fitness for a particular purpose. Our total liability to you for any claim arising from the Service is limited to the fees you paid us in the three months before the claim arose. We are not liable for indirect, incidental, or consequential damages, including lost revenue from leads that were or were not intercepted.
10Termination
You may stop using the Service at any time. We may suspend or end your access for non-payment, breach of these Terms, or use that creates legal risk for us or other clients, with notice where practical. On termination, enforcement stops immediately and your ledger remains available for export for 90 days.
11Changes
We may update these Terms as the Service evolves. Material changes will be announced by email at least 14 days before they take effect. Continued use after that date means you accept the updated Terms.
12Governing law and contact
These Terms are governed by the laws of the State of [STATE], without regard to conflict-of-law rules. Disputes will be resolved in the state or federal courts located in [COUNTY, STATE].
Questions about these Terms: [LEGAL ENTITY NAME], [MAILING ADDRESS], legal@crmgoalie.com.