Terms and Conditions
Terms and Conditions
MARKETING AUTOMATED ELEVATE YOUR CUSTOMER EXPERIENCE, STREAMLINE YOUR OPERATIONS, AND DRIVE GROWTH EFFORTLESSLY.
The Big CRM for small businesses
We want to make your onboarding as simple and smooth as possible. Please help us get you started by following the steps below.
1 SIGN THE TERMS AND CONDITIONS After reviewing the terms and conditions, click the signature box to electronically add your signature.
2. SET UP SUBSCRIPTION PAYMENT After reviewing the terms and conditions, click the signature box to electronically add your signature.
3. BOOK YOUR ONBOARDING CALL After reviewing the terms and conditions, click the signature box to electronically add your signature.
4. LOGIN TO THE ONLINE PLATFORM After reviewing the terms and conditions, click the signature box to electronically add your signature.
5. COMPLETE ONBOARDING QUESTIONNAIRE After reviewing the terms and conditions, click the signature box to electronically add your signature.
THE 21 AGREEMENTS OF TOM CRM LIMITED (Terms and Conditions)
After reviewing the terms and conditions, click the signature box to electronically add your signature.
What you’ll notice about our T&C’s is that they don’t look like traditional terms and conditions.
That’s because they’re not.
These are our promises to you. And in return, your promise to us. In life, clarity and mutual understanding are key. This document is designed to ensure we both know what to expect from each other.
You’re about to embark on an exciting journey with TomCRM. A journey that will enhance your business, streamline your marketing efforts, and deliver measurable results.
We take our responsibility to provide cutting-edge marketing solutions seriously while also striving to make a positive impact in the world. We are committed to your growth, and we expect you to be equally committed. We are passionate about supporting organisations that align with at least one of the 17 UN Sustainable Development Goals. By signing up with TomCRM, you are automatically supporting these causes, which often results in positive rewards for both society and your business. It gives us a warm, fuzzy feeling to know we are making a difference together.
This journey will require you to be innovative, to think outside the box, and to leverage our platform to its fullest potential. You will need to engage actively, experiment with new strategies, and be prepared to learn and adapt. There’s never been a better time to elevate your marketing game. And you’ve never been more ready.
Welcome to TomCRM.
This is an agreement made between: TomCRM Limited a company incorporated under the laws of England and Wales, having its registered office at 3 Ashworth Close, North Hykeham, Lincoln, Lincolnshire LN6 7HN United Kingdom (“TomCRM”), Website: https://tomcrm.co.uk, Contact Email: [email protected], andYou (the "User" or "Customer") *For definitions see Appendix 1
1. How to Use Our Services
During your subscription, we’ll provide your users access to the TomCRM platform, as detailed in your order. Sometimes, we use third-party providers to offer parts of our service.
Stay Compliant: Ensure your users follow our agreement and acceptable use policy. If you extend access to your affiliates, you’re responsible for their compliance too. Report any unauthorised use immediately via our help page or by emailing [email protected].
Extra Features: Need more? Subscribe to additional features by contacting us at [email protected]. This agreement covers any extra features you add.
We Keep Improving: We might tweak the platform from time to time to enhance your experience. Check our acceptable use policy at www.tomcrm.co.uk/acceptable-use to stay updated.
Your Role: Your active participation is crucial. Whether you’re a one-person operation or have a team, you’ll need to plan marketing activities, create content (like blog posts, social media content, emails, etc.), set goals, and integrate our tools with your systems. If you're a solo entrepreneur, this means wearing multiple hats and staying engaged with the platform to maximise its benefits. Free Trials:
Registering for a free trial? Enjoy it until the trial ends or you start your paid subscription. Remember, your trial data gets deleted if you don’t upgrade.
2. Our Content, Your Content, Who’s Responsible and GDPR
Customer Data: You own and retain all rights to your Customer Materials and Customer Data. This Agreement does not grant us any ownership rights to your materials or data. You grant us permission to use your materials and data only as necessary to provide the Subscription Service and Consulting Services, and as permitted by this Agreement. If you use the services on behalf of another party, you warrant that you have all necessary rights and permissions.
Limits on TomCRM: We will not use Customer Data to contact any individual or company except as you direct or permit. We will use Customer Data solely to provide the Subscription Service and Consulting Services, in compliance with applicable law and this Agreement.
Data Practices and Service Improvement:
• Usage Data: We may collect information about you and your users when you interact with the Subscription Service, as permitted by the Agreement.
• Service Improvement: We may use Customer Data to improve our services and develop new features. You can opt out of this by emailing [email protected].
• Privacy Policy: For more details, refer to our privacy policy at www.tomcrm.co.uk/privacy-policy.
Protection of Customer Data: The terms of our Data Processing Agreement (DPA) at www.tomcrm.co.uk/dpa are incorporated by reference and apply to any Customer Data that includes Personal Data. We will maintain appropriate safeguards to protect Personal Data, as described in the DPA. TomCRM utilises Go High Level’s services and cloud-based software, with data stored on their servers. Go High Level complies with GDPR (see https://www.gohighlevel.com/gdpr for details). Data Protection Officer: Thomas Findlay is our Data Protection Officer. For any queries, email [email protected].
Roles and Responsibilities:
• Controller and Processor: When you use TomCRM, you act as the controller of the data you upload, deciding how and why it is processed. TomCRM acts as a processor, handling the data based on your instructions. Ensure you understand your obligations as a controller and update your policies accordingly.
• Legal Basis for Processing: Data must only be processed if there is a legal basis for doing so, as defined in the GDPR. As a controller, you must select the appropriate legal basis before processing any personal data.
• Data Subject Rights: Data subjects have rights to access, correct, and delete their data. TomCRM and Go High Level have systems to support these requests. Familiarise yourself with your obligations regarding data subject rights.
Data Security: Go High Level implements security measures to protect personal data, including encryption, regular backups, and vulnerability testing. Data is backed up daily to the local region on Google/AWS servers. For more details, see Go High Level Security and Compliance Overview.
Deletion or Return of Personal Data: Upon termination or expiration of your subscription, we will delete or return all Customer Data, except where required by law or retained on backup systems. To delete your TomCRM account, email [email protected]. We recommend retrieving your data before the end of your subscription term. We can assist with data retrieval at your cost, as outlined in the ‘Confidentiality’ section.
Controller Responsibilities: As a controller, you are responsible for assessing that TomCRM is competent to process personal data in line with the UK GDPR’s requirements. This includes ensuring we provide sufficient guarantees of our technical and organizational measures to protect the data and comply with GDPR. You should regularly monitor and audit our compliance, ensuring we meet the requirements of Article 28(3)(h) by allowing and contributing to audits and inspections.
Controller Liability: As a controller, you are primarily responsible for your compliance and that of your processors. This includes being subject to corrective measures and sanctions if processing activities breach the GDPR. You may also be liable for compensation claims from data subjects if the processing causes damage. If TomCRM, as a processor, is at fault, you may claim back compensation from us.
3. Fees, Renewals, and Staying Subscribed
Fees: Fees for our Services are detailed on our pricing page https://tomcrm.co.uk/pricing-1. All payments must be made in GBP.
Billing Cycle: Services are billed on a monthly or annual basis. Ensure your billing information is accurate and up-to-date. Late Payments: If a payment is not made on time, we reserve the right to suspend or terminate your access to the Services until the outstanding balance is paid.
Subscription Fees: Your subscription fee remains fixed during the current term unless you exceed limits, upgrade products, or subscribe to additional features. We may decrease your fees with written notice.
Fee Adjustments at Renewal: We may increase your subscription fees upon renewal. If applicable, we will notify you at least 30 days in advance. If you do not agree, you can terminate your subscription at the end of the current term.
Payment of Fees: By providing a credit card, you authorise us to charge your payment method for all fees during the subscription term. We use third-party payment processors and may retry billing in case of failure. Keep your payment information updated to avoid service disruption.
Payment Information: Maintain up-to-date business and billing information in your TomCRM account. All payment obligations are non-cancellable and non-refundable, except as specified in this agreement. Fees are due in advance.
Sales Tax: All fees include VAT.
Cancellation: You can cancel your subscription anytime up to the last day of your current billing cycle via the billing tab in your account. If you prefer us to handle the cancellation, please email [email protected] at least two weeks before you wish to cancel. You will retain access to your account until the end of the current billing cycle.
4. Paying Up and What Happens If You Don’t
Timely Payments: Ensure all payments are made on time as per the billing cycle agreed upon to keep your access to TomCRM uninterrupted.
Consequences of Non-Payment:
• Service Suspension for Non-Payment: If a payment is not made on time, we will provide you with notice of non-payment. Unless the full amount is paid within ten (10) days after such notice, we may suspend your access to any or all of the Subscription Services. We will not suspend the Subscription Service while you are disputing the applicable charges reasonably and in good faith and are cooperating diligently to resolve the dispute. If a Subscription Service is suspended for non-payment, we may charge a reactivation fee to reinstate the Subscription Service.
• Service Termination: Persistent non-payment may result in the termination of your account. We may terminate this Agreement for cause on thirty (30) days’ notice if we determine that you are acting, or have acted, in a way that has or may negatively reflect on or affect us, our prospects, or our customers.
• Late Fees and Collection Costs: Late payments may incur additional fees. If payments remain overdue, we may involve a collection agency, and you may be liable for any associated costs.
Suspension for Prohibited Acts: We may suspend any User’s access to any or all Subscription Services without notice for:
• Use of the Subscription Service in a way that violates applicable local, state, federal, or foreign laws or regulations or the terms of this Agreement.
• Use of the TomCRM email send service that results in excessive bounces, SPAM complaints, or requests for removal from a mailing list by recipients.
• Repeated instances of posting or uploading material that infringes or is alleged to infringe on the copyright or trademark rights of any person or entity. Suspension for Harmful Activities: If your use of the
Subscription Service causes:
• excessive network traffic that disrupts services.
• a security vulnerability for the Subscription Service or others.
• excessive bandwidth or storage.
• harm to us or others then we may, with electronic or telephonic notice to you, suspend all or any access to the Subscription Service. We will make commercially reasonable efforts to limit the suspension to the affected portion of the Subscription Service, and each party will make reasonable efforts to promptly resolve the issues causing the suspension.
Suspension and Termination of Free Services: We may suspend, limit, or terminate the Free Services for any reason at any time without notice. We may terminate your subscription to the Free Services due to inactivity.
5. Ending the Journey: Cancellation and Termination
Term and Renewal:
• Your Initial Term will be specified in your Order. Unless otherwise specified, your subscription will automatically renew for the shorter of the same duration as your prior term or one year.
Non-Renewal:
• You can turn auto-renew off by accessing the billing details section in your TomCRM account or by emailing [email protected] at least two weeks before your desired cancellation date.
Early Cancellation:
• You may choose to cancel your subscription early at your convenience, but we will not provide any refunds of prepaid fees or unused Subscription Fees. You will promptly pay all unpaid fees due
through the end of your current term.
Termination for Cause:
• Either party can terminate this Agreement for the following reasons:
1). If one party significantly violates the terms of the Agreement and does not fix the issue within thirty (30) days of being notified by the other party.
2). If one party becomes bankrupt, insolvent, ceases business operations, or goes into liquidation.
Effect of Termination or Expiration:
• Upon termination or expiration of this Agreement, you will stop all use of the Subscription Service and TomCRM content. If you terminate this Agreement for cause, we will promptly refund any prepaid but unused fees covering use of the Subscription Service after termination. If we terminate this Agreement for cause, you will promptly pay all unpaid fees due. Fees are otherwise non-refundable.
Data Retrieval and Deletion:
• We recommend retrieving your Customer Data before the end of your subscription term. Upon termination, we will delete your Customer Data within 90 days unless retention is required by law or retained on backup systems. Assistance with data retrieval may be provided at your cost, as outlined in the ‘Confidentiality’ section.
Defining Harm:
• Harm includes but is not limited to any activity that disrupts the service, causes excessive network traffic, creates security vulnerabilities, consumes excessive resources, or impacts other users negatively.
6. Understanding Additional Charges
What to Expect with Extra Services: When using TomCRM, you might incur additional charges for certain services beyond your standard subscription. These services are optional, and costs are only incurred if you choose to sign up for and use them.
Phone System Costs: Charges for using our integrated phone system, which includes call minutes and other related services.
Email: Sending emails through our platform incurs a cost. For example, the approximate cost is £0.00070 per email. Therefore, with £10, you can send around 14,285 emails. This is a ballpark figure and actual costs may vary.
Dedicated IP: For businesses needing a dedicated IP address for their email sending, there will be an additional charge.
Lead Connector (LC) - Premium Triggers and Actions: Costs associated with advanced lead connector features that provide premium triggers and actions.
LC Email Verification: Charges for verifying email addresses to ensure deliverability and reduce bounce rates.
Content Ai: Using Ai tools to generate and optimise content can incur additional costs based on usage.
Workflow Ai: Automating workflows with Ai-driven processes will have associated charges depending on the extent of use.
Conversation Ai: Enhancing customer interactions with Ai-driven conversation tools may incur extra costs.
WhatsApp Conversation: This service can be added to your subscription for a monthly fee. The monthly charge includes free inbound and outbound messages within a 24-hour window. If the 24-hour window expires, a campaign/template message must be used to reopen the conversation, which incurs an additional charge based on the type of message and the destination country.
Reviews Ai: Utilising Ai to manage and respond to customer reviews will have an associated cost.
Conversation Ai Bot: Implementing Ai bots to handle customer interactions may involve additional charges.
Yext: Costs associated with using Yext for managing online listings and reviews.
WordPress: Charges for integrating and using WordPress features and plugins.
Marketplace Apps: Various third-party apps, such as the Lead Scraper, may have their own usage-based charges.
7. Your Account: Handle with Care
Account Security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Notify us immediately of any unauthorised use or security breach.
Accurate Information: Ensure that all account information you provide is accurate and up-to-date. Promptly update any information that changes.
Prohibited Actions: Do not share your account with others, and do not use someone else’s account without permission. Misuse of accounts may result in termination of your subscription.
• Actual Costs: The figures provided are approximations and can vary. Pricing will be agreed upon with individual clients when services are added to their account. We will notify clients when prices are changed.
• Transparency: We aim to provide clear and transparent pricing. You will be notified of any additional charges before they are incurred.
• Custom Solutions: If you have specific needs or require a detailed quote for any of these services, please contact our support team at [email protected].
8. Signing and Sharing:
The Digital Way Electronic Signatures: By using TomCRM, you consent to the use of electronic signatures and agree that such signatures are legally binding.
Document Sharing: You may share documents through our platform. Ensure that you have the necessary rights and permissions to share any content.
Secure Transactions: We use secure methods for transactions and document sharing. However, it is your responsibility to ensure the security of your own devices and network.
9. Privacy and Keeping Secrets
Confidentiality: We will keep your confidential information safe and will not disclose it to third parties except as necessary to provide our services or as required by law.
Data Protection: Your data is protected under our privacy policy. We comply with UK GDPR regulations to ensure your data is handled securely and lawfully.
Customer Obligations: You are responsible for keeping any confidential information you receive from us secure. Do not disclose our confidential information to third parties without our consent.
Compliance with Laws: We will comply with all applicable UK laws in our provision of the Subscription Service, the Consulting Services, and our processing of Customer Data. We reserve the right to disclose any information as necessary to satisfy any law, regulation, legal process, or governmental request. You will comply with all applicable laws in your use of the Subscription Service and Consulting Services, including any applicable export laws. You must also comply with all applicable laws related to the recording of phone calls and ensure all proper consent to record is obtained prior to making any such recording.
10. Disclaimers; Limitation of Liability
10.1 Performance Warranty: We warrant that: The Subscription Service and Consulting Services will meet generally accepted industry standards. We will not knowingly introduce any viruses or malicious code into the Subscription Service. If the Subscription Service does not conform to this warranty, we will use commercially reasonable efforts to correct the issue within sixty (60) days of your notification (the “Remedy Period”). If we cannot correct the issue within this period, either party may
terminate this Agreement by providing written notice within thirty (30) days after the Remedy Period. Upon termination, we will refund any prepaid but unused fees covering use of the Subscription Service after termination. This warranty does not apply if the non-conformance is caused by: Combining the Subscription Service with any hardware, software, equipment, or data not provided by us. Modification of the Subscription Service by anyone other than us. Use of the Subscription Service outside the
scope of this Agreement.
10.2 No Indirect Damages: To the extent permitted by law, neither party nor its affiliates will be liable for any indirect, incidental, punitive, or consequential damages, or loss of profits, revenue, data, or business opportunities arising out of or related to this Agreement. This limitation does not apply if you only use the Free Services.
10.3 Limitation of Liability: Except for your liability for payment of fees, obligations under the ‘Indemnification’ section, and violations of our intellectual property rights: If either party or its affiliates is found liable to the other party or any third party, the aggregate liability will be limited to the total amounts paid or payable for the Subscription Service in the twelve months preceding the event giving rise to the claim. This limitation does not apply if you only use the Free Services. In such cases, our aggregate liability will be limited to one hundred British pounds (£100).
10.4 Third-Party Products: We and our affiliates disclaim all liability for third-party products that you use. Our licensors will have no liability of any kind under this Agreement.
10.5 Agreement to Liability Limit: You understand and agree that without your agreement to this limitation of liability, we would not provide the Subscription Service to you.
10.6 Actions Permitted: Except for actions for nonpayment or breach of a party’s proprietary rights, no action, regardless of form, arising out of or relating to this Agreement may be brought by either party more than one (1) year after the cause of action has accrued.
11. Sorting Out Disputes and Who’s in Charge
11.1 Governing Law: This Agreement is governed by the laws of England and Wales.
11.2 Dispute Resolution: Any disputes arising from or in connection with this Agreement shall be resolved through mediation in the first instance. If mediation fails, the dispute will be settled in the courts of England and Wales.
11.3 Relationship of the Parties: You and we agree that no joint venture, partnership, employment, or agency relationship exists between us.
11.4 Compliance with Laws: You will comply with all applicable laws in your use of the Subscription Service and Consulting Services, including any applicable export laws. You must comply with all applicable laws related to the recording of phone calls and ensure all proper consent to record is obtained prior to making any such recording.
11.5 Severability: If any part of this Agreement or an Order Form is determined to be invalid or unenforceable by applicable law, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of this Agreement will continue in effect.
11.6 Amendment; No Waiver: We may modify any part or all of the Agreement by posting a revised version on our website. The revised version will become effective and binding the next business day after it is posted. We will notify you of this revision by email or in-app notification. If you do not agree with a modification to the Agreement, you must notify us in writing within thirty (30) days after we send notice of the revision. If you give us this notice, then your subscription will continue to be governed by the terms and conditions of the Agreement prior to modification until your next renewal date, after which the revised terms will apply. However, if we can no longer reasonably provide the subscription to you under the terms prior to modification (for example, if the modifications are required by law or result from general product changes), then the Agreement and/or affected Subscription Services will terminate upon our notice to you and we will promptly refund any prepaid but unused fees covering use of the Subscription Service after termination. No delay in exercising any right or remedy or failure to object will be a waiver of such right or remedy or any other right or remedy. A waiver on one occasion will not be a waiver of any right or remedy on any future occasion.
12. The Whole Enchilada: Entire Agreement This Agreement constitutes the entire agreement between you and TomCRM regarding the use of our services and supersedes all prior agreements and understandings
13. If One Piece Falls Apart: Severability If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.
14. Giving Up Rights: Waiver Failure to enforce any right or provision of this Agreement shall not be deemed a waiver of such right or provision.
15. Changing the Rules: Amendments We may amend this Agreement from time to time. We will notify you of any changes, and your continued use of our services after such notification constitutes your acceptance of the amended terms. If you have any concerns about the changes or wish to cancel your subscription due to the amendments, please contact us at [email protected]. We are here to assist you with any questions or issues you may have regarding the amendments or your subscription
16. Passing the Torch: Assignment You may not assign or transfer your rights or obligations under this Agreement without our prior written consent. We may assign our rights and obligations under this Agreement to a third party.
17. Third Party Involvement: Rights and Roles This Agreement does not confer any rights on any third party unless expressly stated.
18. When the Unexpected Happens: Force Majeure Except for payment obligations of amounts due under this Agreement, neither party will be responsible for failure or delay of performance if caused by: an act of war, hostility, or sabotage; act of God; electrical, internet, or telecommunication outage that is not caused by the obligated party; government restrictions; pandemic; or other event outside the reasonable control of the obligated party. Each party will use reasonable efforts to mitigate the effect of a force majeure event.
19. Keeping in Touch: Notices
How We Communicate: Notices and other communications under this Agreement will be sent via email or through your TomCRM account.
Your Contact Information: Ensure your contact information is accurate and up-to-date to receive all communications from us.
20. Shouting It Out: Publicity Using Your Name: By using TomCRM, you agree that we may use your name and logo in our marketing materials, including our website and social media channels, unless you notify us otherwise. Customer Testimonials: We may request testimonials from you. If you provide a testimonial, you consent to us using it in our marketing materials.
21. Protecting Each Other: Indemnification
21.1 Indemnification: You agree to indemnify, defend, and hold us and our Affiliates harmless, at your expense, against any third-party claim, suit, action, or proceeding (each, an "Action") brought against us (and our officers, directors, employees, agents, service providers, licensors, and Affiliates) by a third party not affiliated with us or our Affiliates to the extent that such Action is based upon or arises out of:
(a) Unauthorised or illegal use of the Subscription Service by you or your Affiliates.
(b) Your or your Affiliates' noncompliance with or breach of this Agreement.
(c) Your or your Affiliates' use of Third-Party Products.
(d) The unauthorised use of the Subscription Service by any other person using your User information.
We will: Notify you in writing within thirty (30) days of becoming aware of any such claim. Give you sole control of the defence or settlement of such a claim. Provide you (at your expense) with any and all information and assistance reasonably requested by you to handle the defence or settlement of the claim.
You will not accept any settlement that:
(i) Imposes an obligation on us.
(ii) Requires us to make an admission.
(iii) Imposes liability not covered by these indemnifications or places restrictions on us without our prior written consent.
Appendix 1: Definitions
Agreement: Refers to this Terms and Conditions document, including any amendments and appendices.
Affiliates: Any entity that directly or indirectly controls, is controlled by, or is under common control with TomCRM.
Customer Data: All data, including personal data, that you or your users upload, provide, or generate while using the Subscription Service. Consulting Services: Services provided by TomCRM related to the Subscription Service, including training, support, and professional services.
Controller: The entity that determines the purposes and means of processing personal data, which in this case, is you, the customer.
Processor: The entity that processes data on behalf of the controller, which in this case, is TomCRM.
Data Processing Agreement (DPA): A contractual agreement between you and TomCRM outlining the processing of personal data in compliance with GDPR.
Personal Data: Any information relating to an identified or identifiable natural person.
Subscription Service: The services provided by TomCRM, including access to the TomCRM platform and any associated features and functionalities.
Free Services: Services provided by TomCRM at no cost, which may have limited features compared to the Subscription Service.
Order: The document or online form specifying the details of the services purchased by you, including the Initial Term and any additional features or services.
Initial Term: The initial duration of your subscription as specified in your Order.
Renewal Term: The period for which your subscription automatically renews after the Initial Term, as specified in your Order.
Remedy Period: The sixty (60) day period during which TomCRM will use commercially reasonable efforts to correct any non-conformance with the performance warranty.
Action: Any third-party claim, suit, action, or proceeding brought against TomCRM or its Affiliates.
Force Majeure: Events beyond the reasonable control of the obligated party, including acts of war, hostility, sabotage, acts of God, and other similar events.
Harm: Activities that disrupt the service, cause excessive network traffic, create security vulnerabilities, consume excessive resources, or negatively impact other users.
Notice of Non-Renewal: Written notice given to prevent the automatic renewal of your subscription.
MARKETING AUTOMATED ELEVATE YOUR CUSTOMER EXPERIENCE, STREAMLINE YOUR OPERATIONS, AND DRIVE GROWTH EFFORTLESSLY.
The Big CRM for small businesses
We want to make your onboarding as simple and smooth as possible. Please help us get you started by following the steps below.
1 SIGN THE TERMS AND CONDITIONS After reviewing the terms and conditions, click the signature box to electronically add your signature.
2. SET UP SUBSCRIPTION PAYMENT After reviewing the terms and conditions, click the signature box to electronically add your signature.
3. BOOK YOUR ONBOARDING CALL After reviewing the terms and conditions, click the signature box to electronically add your signature.
4. LOGIN TO THE ONLINE PLATFORM After reviewing the terms and conditions, click the signature box to electronically add your signature.
5. COMPLETE ONBOARDING QUESTIONNAIRE After reviewing the terms and conditions, click the signature box to electronically add your signature.
THE 21 AGREEMENTS OF TOM CRM LIMITED (Terms and Conditions)
After reviewing the terms and conditions, click the signature box to electronically add your signature.
What you’ll notice about our T&C’s is that they don’t look like traditional terms and conditions.
That’s because they’re not.
These are our promises to you. And in return, your promise to us. In life, clarity and mutual understanding are key. This document is designed to ensure we both know what to expect from each other.
You’re about to embark on an exciting journey with TomCRM. A journey that will enhance your business, streamline your marketing efforts, and deliver measurable results.
We take our responsibility to provide cutting-edge marketing solutions seriously while also striving to make a positive impact in the world. We are committed to your growth, and we expect you to be equally committed. We are passionate about supporting organisations that align with at least one of the 17 UN Sustainable Development Goals. By signing up with TomCRM, you are automatically supporting these causes, which often results in positive rewards for both society and your business. It gives us a warm, fuzzy feeling to know we are making a difference together.
This journey will require you to be innovative, to think outside the box, and to leverage our platform to its fullest potential. You will need to engage actively, experiment with new strategies, and be prepared to learn and adapt. There’s never been a better time to elevate your marketing game. And you’ve never been more ready.
Welcome to TomCRM.
This is an agreement made between: TomCRM Limited a company incorporated under the laws of England and Wales, having its registered office at 3 Ashworth Close, North Hykeham, Lincoln, Lincolnshire LN6 7HN United Kingdom (“TomCRM”), Website: https://tomcrm.co.uk, Contact Email: [email protected], andYou (the "User" or "Customer") *For definitions see Appendix 1
1. How to Use Our Services
During your subscription, we’ll provide your users access to the TomCRM platform, as detailed in your order. Sometimes, we use third-party providers to offer parts of our service.
Stay Compliant: Ensure your users follow our agreement and acceptable use policy. If you extend access to your affiliates, you’re responsible for their compliance too. Report any unauthorised use immediately via our help page or by emailing [email protected].
Extra Features: Need more? Subscribe to additional features by contacting us at [email protected]. This agreement covers any extra features you add.
We Keep Improving: We might tweak the platform from time to time to enhance your experience. Check our acceptable use policy at www.tomcrm.co.uk/acceptable-use to stay updated.
Your Role: Your active participation is crucial. Whether you’re a one-person operation or have a team, you’ll need to plan marketing activities, create content (like blog posts, social media content, emails, etc.), set goals, and integrate our tools with your systems. If you're a solo entrepreneur, this means wearing multiple hats and staying engaged with the platform to maximise its benefits. Free Trials:
Registering for a free trial? Enjoy it until the trial ends or you start your paid subscription. Remember, your trial data gets deleted if you don’t upgrade.
2. Our Content, Your Content, Who’s Responsible and GDPR
Customer Data: You own and retain all rights to your Customer Materials and Customer Data. This Agreement does not grant us any ownership rights to your materials or data. You grant us permission to use your materials and data only as necessary to provide the Subscription Service and Consulting Services, and as permitted by this Agreement. If you use the services on behalf of another party, you warrant that you have all necessary rights and permissions.
Limits on TomCRM: We will not use Customer Data to contact any individual or company except as you direct or permit. We will use Customer Data solely to provide the Subscription Service and Consulting Services, in compliance with applicable law and this Agreement.
Data Practices and Service Improvement:
• Usage Data: We may collect information about you and your users when you interact with the Subscription Service, as permitted by the Agreement.
• Service Improvement: We may use Customer Data to improve our services and develop new features. You can opt out of this by emailing [email protected].
• Privacy Policy: For more details, refer to our privacy policy at www.tomcrm.co.uk/privacy-policy.
Protection of Customer Data: The terms of our Data Processing Agreement (DPA) at www.tomcrm.co.uk/dpa are incorporated by reference and apply to any Customer Data that includes Personal Data. We will maintain appropriate safeguards to protect Personal Data, as described in the DPA. TomCRM utilises Go High Level’s services and cloud-based software, with data stored on their servers. Go High Level complies with GDPR (see https://www.gohighlevel.com/gdpr for details). Data Protection Officer: Thomas Findlay is our Data Protection Officer. For any queries, email [email protected].
Roles and Responsibilities:
• Controller and Processor: When you use TomCRM, you act as the controller of the data you upload, deciding how and why it is processed. TomCRM acts as a processor, handling the data based on your instructions. Ensure you understand your obligations as a controller and update your policies accordingly.
• Legal Basis for Processing: Data must only be processed if there is a legal basis for doing so, as defined in the GDPR. As a controller, you must select the appropriate legal basis before processing any personal data.
• Data Subject Rights: Data subjects have rights to access, correct, and delete their data. TomCRM and Go High Level have systems to support these requests. Familiarise yourself with your obligations regarding data subject rights.
Data Security: Go High Level implements security measures to protect personal data, including encryption, regular backups, and vulnerability testing. Data is backed up daily to the local region on Google/AWS servers. For more details, see Go High Level Security and Compliance Overview.
Deletion or Return of Personal Data: Upon termination or expiration of your subscription, we will delete or return all Customer Data, except where required by law or retained on backup systems. To delete your TomCRM account, email [email protected]. We recommend retrieving your data before the end of your subscription term. We can assist with data retrieval at your cost, as outlined in the ‘Confidentiality’ section.
Controller Responsibilities: As a controller, you are responsible for assessing that TomCRM is competent to process personal data in line with the UK GDPR’s requirements. This includes ensuring we provide sufficient guarantees of our technical and organizational measures to protect the data and comply with GDPR. You should regularly monitor and audit our compliance, ensuring we meet the requirements of Article 28(3)(h) by allowing and contributing to audits and inspections.
Controller Liability: As a controller, you are primarily responsible for your compliance and that of your processors. This includes being subject to corrective measures and sanctions if processing activities breach the GDPR. You may also be liable for compensation claims from data subjects if the processing causes damage. If TomCRM, as a processor, is at fault, you may claim back compensation from us.
3. Fees, Renewals, and Staying Subscribed
Fees: Fees for our Services are detailed on our pricing page https://tomcrm.co.uk/pricing-1. All payments must be made in GBP.
Billing Cycle: Services are billed on a monthly or annual basis. Ensure your billing information is accurate and up-to-date. Late Payments: If a payment is not made on time, we reserve the right to suspend or terminate your access to the Services until the outstanding balance is paid.
Subscription Fees: Your subscription fee remains fixed during the current term unless you exceed limits, upgrade products, or subscribe to additional features. We may decrease your fees with written notice.
Fee Adjustments at Renewal: We may increase your subscription fees upon renewal. If applicable, we will notify you at least 30 days in advance. If you do not agree, you can terminate your subscription at the end of the current term.
Payment of Fees: By providing a credit card, you authorise us to charge your payment method for all fees during the subscription term. We use third-party payment processors and may retry billing in case of failure. Keep your payment information updated to avoid service disruption.
Payment Information: Maintain up-to-date business and billing information in your TomCRM account. All payment obligations are non-cancellable and non-refundable, except as specified in this agreement. Fees are due in advance.
Sales Tax: All fees include VAT.
Cancellation: You can cancel your subscription anytime up to the last day of your current billing cycle via the billing tab in your account. If you prefer us to handle the cancellation, please email [email protected] at least two weeks before you wish to cancel. You will retain access to your account until the end of the current billing cycle.
4. Paying Up and What Happens If You Don’t
Timely Payments: Ensure all payments are made on time as per the billing cycle agreed upon to keep your access to TomCRM uninterrupted.
Consequences of Non-Payment:
• Service Suspension for Non-Payment: If a payment is not made on time, we will provide you with notice of non-payment. Unless the full amount is paid within ten (10) days after such notice, we may suspend your access to any or all of the Subscription Services. We will not suspend the Subscription Service while you are disputing the applicable charges reasonably and in good faith and are cooperating diligently to resolve the dispute. If a Subscription Service is suspended for non-payment, we may charge a reactivation fee to reinstate the Subscription Service.
• Service Termination: Persistent non-payment may result in the termination of your account. We may terminate this Agreement for cause on thirty (30) days’ notice if we determine that you are acting, or have acted, in a way that has or may negatively reflect on or affect us, our prospects, or our customers.
• Late Fees and Collection Costs: Late payments may incur additional fees. If payments remain overdue, we may involve a collection agency, and you may be liable for any associated costs.
Suspension for Prohibited Acts: We may suspend any User’s access to any or all Subscription Services without notice for:
• Use of the Subscription Service in a way that violates applicable local, state, federal, or foreign laws or regulations or the terms of this Agreement.
• Use of the TomCRM email send service that results in excessive bounces, SPAM complaints, or requests for removal from a mailing list by recipients.
• Repeated instances of posting or uploading material that infringes or is alleged to infringe on the copyright or trademark rights of any person or entity. Suspension for Harmful Activities: If your use of the
Subscription Service causes:
• excessive network traffic that disrupts services.
• a security vulnerability for the Subscription Service or others.
• excessive bandwidth or storage.
• harm to us or others then we may, with electronic or telephonic notice to you, suspend all or any access to the Subscription Service. We will make commercially reasonable efforts to limit the suspension to the affected portion of the Subscription Service, and each party will make reasonable efforts to promptly resolve the issues causing the suspension.
Suspension and Termination of Free Services: We may suspend, limit, or terminate the Free Services for any reason at any time without notice. We may terminate your subscription to the Free Services due to inactivity.
5. Ending the Journey: Cancellation and Termination
Term and Renewal:
• Your Initial Term will be specified in your Order. Unless otherwise specified, your subscription will automatically renew for the shorter of the same duration as your prior term or one year.
Non-Renewal:
• You can turn auto-renew off by accessing the billing details section in your TomCRM account or by emailing [email protected] at least two weeks before your desired cancellation date.
Early Cancellation:
• You may choose to cancel your subscription early at your convenience, but we will not provide any refunds of prepaid fees or unused Subscription Fees. You will promptly pay all unpaid fees due
through the end of your current term.
Termination for Cause:
• Either party can terminate this Agreement for the following reasons:
1). If one party significantly violates the terms of the Agreement and does not fix the issue within thirty (30) days of being notified by the other party.
2). If one party becomes bankrupt, insolvent, ceases business operations, or goes into liquidation.
Effect of Termination or Expiration:
• Upon termination or expiration of this Agreement, you will stop all use of the Subscription Service and TomCRM content. If you terminate this Agreement for cause, we will promptly refund any prepaid but unused fees covering use of the Subscription Service after termination. If we terminate this Agreement for cause, you will promptly pay all unpaid fees due. Fees are otherwise non-refundable.
Data Retrieval and Deletion:
• We recommend retrieving your Customer Data before the end of your subscription term. Upon termination, we will delete your Customer Data within 90 days unless retention is required by law or retained on backup systems. Assistance with data retrieval may be provided at your cost, as outlined in the ‘Confidentiality’ section.
Defining Harm:
• Harm includes but is not limited to any activity that disrupts the service, causes excessive network traffic, creates security vulnerabilities, consumes excessive resources, or impacts other users negatively.
6. Understanding Additional Charges
What to Expect with Extra Services: When using TomCRM, you might incur additional charges for certain services beyond your standard subscription. These services are optional, and costs are only incurred if you choose to sign up for and use them.
Phone System Costs: Charges for using our integrated phone system, which includes call minutes and other related services.
Email: Sending emails through our platform incurs a cost. For example, the approximate cost is £0.00070 per email. Therefore, with £10, you can send around 14,285 emails. This is a ballpark figure and actual costs may vary.
Dedicated IP: For businesses needing a dedicated IP address for their email sending, there will be an additional charge.
Lead Connector (LC) - Premium Triggers and Actions: Costs associated with advanced lead connector features that provide premium triggers and actions.
LC Email Verification: Charges for verifying email addresses to ensure deliverability and reduce bounce rates.
Content Ai: Using Ai tools to generate and optimise content can incur additional costs based on usage.
Workflow Ai: Automating workflows with Ai-driven processes will have associated charges depending on the extent of use.
Conversation Ai: Enhancing customer interactions with Ai-driven conversation tools may incur extra costs.
WhatsApp Conversation: This service can be added to your subscription for a monthly fee. The monthly charge includes free inbound and outbound messages within a 24-hour window. If the 24-hour window expires, a campaign/template message must be used to reopen the conversation, which incurs an additional charge based on the type of message and the destination country.
Reviews Ai: Utilising Ai to manage and respond to customer reviews will have an associated cost.
Conversation Ai Bot: Implementing Ai bots to handle customer interactions may involve additional charges.
Yext: Costs associated with using Yext for managing online listings and reviews.
WordPress: Charges for integrating and using WordPress features and plugins.
Marketplace Apps: Various third-party apps, such as the Lead Scraper, may have their own usage-based charges.
7. Your Account: Handle with Care
Account Security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Notify us immediately of any unauthorised use or security breach.
Accurate Information: Ensure that all account information you provide is accurate and up-to-date. Promptly update any information that changes.
Prohibited Actions: Do not share your account with others, and do not use someone else’s account without permission. Misuse of accounts may result in termination of your subscription.
• Actual Costs: The figures provided are approximations and can vary. Pricing will be agreed upon with individual clients when services are added to their account. We will notify clients when prices are changed.
• Transparency: We aim to provide clear and transparent pricing. You will be notified of any additional charges before they are incurred.
• Custom Solutions: If you have specific needs or require a detailed quote for any of these services, please contact our support team at [email protected].
8. Signing and Sharing:
The Digital Way Electronic Signatures: By using TomCRM, you consent to the use of electronic signatures and agree that such signatures are legally binding.
Document Sharing: You may share documents through our platform. Ensure that you have the necessary rights and permissions to share any content.
Secure Transactions: We use secure methods for transactions and document sharing. However, it is your responsibility to ensure the security of your own devices and network.
9. Privacy and Keeping Secrets
Confidentiality: We will keep your confidential information safe and will not disclose it to third parties except as necessary to provide our services or as required by law.
Data Protection: Your data is protected under our privacy policy. We comply with UK GDPR regulations to ensure your data is handled securely and lawfully.
Customer Obligations: You are responsible for keeping any confidential information you receive from us secure. Do not disclose our confidential information to third parties without our consent.
Compliance with Laws: We will comply with all applicable UK laws in our provision of the Subscription Service, the Consulting Services, and our processing of Customer Data. We reserve the right to disclose any information as necessary to satisfy any law, regulation, legal process, or governmental request. You will comply with all applicable laws in your use of the Subscription Service and Consulting Services, including any applicable export laws. You must also comply with all applicable laws related to the recording of phone calls and ensure all proper consent to record is obtained prior to making any such recording.
10. Disclaimers; Limitation of Liability
10.1 Performance Warranty: We warrant that: The Subscription Service and Consulting Services will meet generally accepted industry standards. We will not knowingly introduce any viruses or malicious code into the Subscription Service. If the Subscription Service does not conform to this warranty, we will use commercially reasonable efforts to correct the issue within sixty (60) days of your notification (the “Remedy Period”). If we cannot correct the issue within this period, either party may
terminate this Agreement by providing written notice within thirty (30) days after the Remedy Period. Upon termination, we will refund any prepaid but unused fees covering use of the Subscription Service after termination. This warranty does not apply if the non-conformance is caused by: Combining the Subscription Service with any hardware, software, equipment, or data not provided by us. Modification of the Subscription Service by anyone other than us. Use of the Subscription Service outside the
scope of this Agreement.
10.2 No Indirect Damages: To the extent permitted by law, neither party nor its affiliates will be liable for any indirect, incidental, punitive, or consequential damages, or loss of profits, revenue, data, or business opportunities arising out of or related to this Agreement. This limitation does not apply if you only use the Free Services.
10.3 Limitation of Liability: Except for your liability for payment of fees, obligations under the ‘Indemnification’ section, and violations of our intellectual property rights: If either party or its affiliates is found liable to the other party or any third party, the aggregate liability will be limited to the total amounts paid or payable for the Subscription Service in the twelve months preceding the event giving rise to the claim. This limitation does not apply if you only use the Free Services. In such cases, our aggregate liability will be limited to one hundred British pounds (£100).
10.4 Third-Party Products: We and our affiliates disclaim all liability for third-party products that you use. Our licensors will have no liability of any kind under this Agreement.
10.5 Agreement to Liability Limit: You understand and agree that without your agreement to this limitation of liability, we would not provide the Subscription Service to you.
10.6 Actions Permitted: Except for actions for nonpayment or breach of a party’s proprietary rights, no action, regardless of form, arising out of or relating to this Agreement may be brought by either party more than one (1) year after the cause of action has accrued.
11. Sorting Out Disputes and Who’s in Charge
11.1 Governing Law: This Agreement is governed by the laws of England and Wales.
11.2 Dispute Resolution: Any disputes arising from or in connection with this Agreement shall be resolved through mediation in the first instance. If mediation fails, the dispute will be settled in the courts of England and Wales.
11.3 Relationship of the Parties: You and we agree that no joint venture, partnership, employment, or agency relationship exists between us.
11.4 Compliance with Laws: You will comply with all applicable laws in your use of the Subscription Service and Consulting Services, including any applicable export laws. You must comply with all applicable laws related to the recording of phone calls and ensure all proper consent to record is obtained prior to making any such recording.
11.5 Severability: If any part of this Agreement or an Order Form is determined to be invalid or unenforceable by applicable law, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of this Agreement will continue in effect.
11.6 Amendment; No Waiver: We may modify any part or all of the Agreement by posting a revised version on our website. The revised version will become effective and binding the next business day after it is posted. We will notify you of this revision by email or in-app notification. If you do not agree with a modification to the Agreement, you must notify us in writing within thirty (30) days after we send notice of the revision. If you give us this notice, then your subscription will continue to be governed by the terms and conditions of the Agreement prior to modification until your next renewal date, after which the revised terms will apply. However, if we can no longer reasonably provide the subscription to you under the terms prior to modification (for example, if the modifications are required by law or result from general product changes), then the Agreement and/or affected Subscription Services will terminate upon our notice to you and we will promptly refund any prepaid but unused fees covering use of the Subscription Service after termination. No delay in exercising any right or remedy or failure to object will be a waiver of such right or remedy or any other right or remedy. A waiver on one occasion will not be a waiver of any right or remedy on any future occasion.
12. The Whole Enchilada: Entire Agreement This Agreement constitutes the entire agreement between you and TomCRM regarding the use of our services and supersedes all prior agreements and understandings
13. If One Piece Falls Apart: Severability If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.
14. Giving Up Rights: Waiver Failure to enforce any right or provision of this Agreement shall not be deemed a waiver of such right or provision.
15. Changing the Rules: Amendments We may amend this Agreement from time to time. We will notify you of any changes, and your continued use of our services after such notification constitutes your acceptance of the amended terms. If you have any concerns about the changes or wish to cancel your subscription due to the amendments, please contact us at [email protected]. We are here to assist you with any questions or issues you may have regarding the amendments or your subscription
16. Passing the Torch: Assignment You may not assign or transfer your rights or obligations under this Agreement without our prior written consent. We may assign our rights and obligations under this Agreement to a third party.
17. Third Party Involvement: Rights and Roles This Agreement does not confer any rights on any third party unless expressly stated.
18. When the Unexpected Happens: Force Majeure Except for payment obligations of amounts due under this Agreement, neither party will be responsible for failure or delay of performance if caused by: an act of war, hostility, or sabotage; act of God; electrical, internet, or telecommunication outage that is not caused by the obligated party; government restrictions; pandemic; or other event outside the reasonable control of the obligated party. Each party will use reasonable efforts to mitigate the effect of a force majeure event.
19. Keeping in Touch: Notices
How We Communicate: Notices and other communications under this Agreement will be sent via email or through your TomCRM account.
Your Contact Information: Ensure your contact information is accurate and up-to-date to receive all communications from us.
20. Shouting It Out: Publicity Using Your Name: By using TomCRM, you agree that we may use your name and logo in our marketing materials, including our website and social media channels, unless you notify us otherwise. Customer Testimonials: We may request testimonials from you. If you provide a testimonial, you consent to us using it in our marketing materials.
21. Protecting Each Other: Indemnification
21.1 Indemnification: You agree to indemnify, defend, and hold us and our Affiliates harmless, at your expense, against any third-party claim, suit, action, or proceeding (each, an "Action") brought against us (and our officers, directors, employees, agents, service providers, licensors, and Affiliates) by a third party not affiliated with us or our Affiliates to the extent that such Action is based upon or arises out of:
(a) Unauthorised or illegal use of the Subscription Service by you or your Affiliates.
(b) Your or your Affiliates' noncompliance with or breach of this Agreement.
(c) Your or your Affiliates' use of Third-Party Products.
(d) The unauthorised use of the Subscription Service by any other person using your User information.
We will: Notify you in writing within thirty (30) days of becoming aware of any such claim. Give you sole control of the defence or settlement of such a claim. Provide you (at your expense) with any and all information and assistance reasonably requested by you to handle the defence or settlement of the claim.
You will not accept any settlement that:
(i) Imposes an obligation on us.
(ii) Requires us to make an admission.
(iii) Imposes liability not covered by these indemnifications or places restrictions on us without our prior written consent.
Appendix 1: Definitions
Agreement: Refers to this Terms and Conditions document, including any amendments and appendices.
Affiliates: Any entity that directly or indirectly controls, is controlled by, or is under common control with TomCRM.
Customer Data: All data, including personal data, that you or your users upload, provide, or generate while using the Subscription Service. Consulting Services: Services provided by TomCRM related to the Subscription Service, including training, support, and professional services.
Controller: The entity that determines the purposes and means of processing personal data, which in this case, is you, the customer.
Processor: The entity that processes data on behalf of the controller, which in this case, is TomCRM.
Data Processing Agreement (DPA): A contractual agreement between you and TomCRM outlining the processing of personal data in compliance with GDPR.
Personal Data: Any information relating to an identified or identifiable natural person.
Subscription Service: The services provided by TomCRM, including access to the TomCRM platform and any associated features and functionalities.
Free Services: Services provided by TomCRM at no cost, which may have limited features compared to the Subscription Service.
Order: The document or online form specifying the details of the services purchased by you, including the Initial Term and any additional features or services.
Initial Term: The initial duration of your subscription as specified in your Order.
Renewal Term: The period for which your subscription automatically renews after the Initial Term, as specified in your Order.
Remedy Period: The sixty (60) day period during which TomCRM will use commercially reasonable efforts to correct any non-conformance with the performance warranty.
Action: Any third-party claim, suit, action, or proceeding brought against TomCRM or its Affiliates.
Force Majeure: Events beyond the reasonable control of the obligated party, including acts of war, hostility, sabotage, acts of God, and other similar events.
Harm: Activities that disrupt the service, cause excessive network traffic, create security vulnerabilities, consume excessive resources, or negatively impact other users.
Notice of Non-Renewal: Written notice given to prevent the automatic renewal of your subscription.
07951 860542
Copyright TomCRM 2024 -- All Rights Reserved
We’re on a mission to build a better future where technology creates good jobs for everyone.