These Terms of Service govern access to and use of Real Estate CRM Pro, including the CRM, contacts, pipeline, scheduling, email, campaigns, video, document and e-signature tools, AI reports, listing marketing, courses, website integrations, billing, and team operations features we provide.
Related Terms
These Terms include and incorporate our Privacy Policy, Acceptable Use Policy, AI Terms, Communications Terms, E-Sign Terms, Data Processing Terms, Security page, and Google API Disclosure. If a feature has additional terms shown in the product, those terms also apply to that feature.
Accounts and Authority
You represent that you are authorized to create a Real Estate CRM Pro workspace and bind the company, brokerage, team, or business you identify during signup. You are responsible for keeping account credentials secure, managing team access, choosing appropriate user roles, and promptly removing users who should no longer have access. Actions taken through your account or team workspace may be treated as authorized by you.
Customer Data
You retain ownership of CRM contacts, lead records, notes, files, campaigns, videos, reports, course content, signatures, and other data you submit to the service. You grant Real Estate CRM Pro permission to host, process, transmit, display, back up, troubleshoot, secure, and support that data as needed to provide and improve the service, comply with law, prevent abuse, and protect the service.
Compliance Responsibilities
You are responsible for the accuracy, legality, permission basis, and compliance posture of contacts, messages, files, campaigns, automations, reports, course content, listing data, and other content you add to or send from the service. You agree to comply with applicable real estate laws, brokerage policies, MLS and listing-data rules, privacy laws, email and messaging laws, fair-housing and anti-discrimination rules, advertising rules, intellectual-property laws, and third-party platform policies.
Communications and Outreach
You are responsible for obtaining and honoring any consent required before sending email, text messages, calls, reminders, campaign automations, listing alerts, video emails, booking messages, document requests, course announcements, or farming outreach. You agree not to use Real Estate CRM Pro to send unlawful, deceptive, harassing, discriminatory, or unsolicited communications.
AI Features
AI features can draft emails, notes, reports, marketing kits, listing reels, buyer and seller reports, campaign content, and suggested CRM actions. AI output may be incomplete, outdated, biased, or inaccurate. You must review AI output before relying on it, sending it, sharing it, publishing it, or using it to update CRM records. Real Estate CRM Pro is not responsible for decisions made from unreviewed or inaccurate AI output.
No Professional Advice
Real Estate CRM Pro is workflow software. It does not provide legal, tax, brokerage, appraisal, lending, insurance, financial, MLS compliance, fair-housing, or professional real estate advice. AI seller CMAs, buyer reports, market commentary, pricing guidance, and property analysis are not appraisals and should be verified by a qualified professional before use.
E-Signatures and Documents
The service may help prepare, route, sign, store, and audit electronic documents. You are responsible for selecting the correct documents, confirming signer identity and authority, deciding whether access codes are appropriate, verifying completed documents, and determining whether electronic signatures are legally sufficient for your transaction or jurisdiction.
Listing, MLS, Public Record, and Third-Party Data
You are responsible for having rights to upload, import, display, analyze, and share listing photos, MLS sheets, RESO feeds, owner records, public-record data, vendor-enriched contact data, course materials, documents, videos, and marketing assets. You must follow applicable MLS, board, brokerage, vendor, copyright, attribution, refresh, and display rules.
Public Links and Shared Content
The service can create public or tokenized links for reports, videos, booking pages, course access, document signing, listing alerts, and other assets. Anyone with a valid public link or token may be able to access the linked content. You are responsible for reviewing shared content, disabling links when they should no longer be available, and avoiding disclosure of confidential or restricted information.
Billing
Paid plans, trials, renewals, cancellations, taxes, plan limits, seat limits, usage limits, AI allowances, storage limits, and payment terms are shown during checkout or in account billing settings. Unless otherwise stated, subscriptions renew automatically until canceled. If payment fails, access to paid features may be limited, suspended, or canceled until the account is current. Fees are non-refundable except where required by law or expressly stated by us.
Third-Party Services
The service may connect to providers such as Google, Stripe, Mailgun or other email services, AI providers, calendar providers, YouTube or video services, MLS or RESO providers, owner-enrichment providers, mapping providers, uptime and error monitoring providers, and inbound email processors. Your use of those integrations is also governed by the third party's terms, policies, availability, limits, and data practices.
Security and Support
You agree to use reasonable safeguards for your account and workspace, including strong passwords, careful team access, and optional MFA where appropriate. We may access customer data when needed to provide requested support, investigate security or abuse issues, comply with law, maintain the service, or protect rights and safety. Sensitive support and document access may be logged.
Service Changes and Availability
We may update, suspend, limit, or discontinue features as the product evolves, including integrations that depend on third-party APIs. We will make reasonable efforts to avoid material disruption to active customers when changing core functionality, but we do not guarantee uninterrupted or error-free service.
Suspension and Termination
We may suspend or terminate access if you violate these Terms, fail to pay fees, create security or legal risk, misuse the service, or use the service in a way that could harm Real Estate CRM Pro, other customers, third parties, or service providers. You may stop using the service or cancel according to the billing flow available in the product.
Disclaimers and Liability
To the fullest extent permitted by law, the service is provided as is and as available. We disclaim warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, and uninterrupted availability. To the fullest extent permitted by law, Real Estate CRM Pro will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, lost profits, lost revenue, lost data, lost goodwill, or business interruption.
Indemnity
You agree to defend, indemnify, and hold Real Estate CRM Pro harmless from claims, damages, liabilities, costs, and expenses arising from your data, content, communications, outreach, integrations, use of AI output, use of listing or third-party data, violation of these Terms, or violation of law or third-party rights.
Contact
Questions about these terms can be sent to [email protected].