Terms of service for using TakeClient CRM platform
Last updated: December 2024
Agreement Overview
These Terms & Conditions govern your use of TakeClient, operated by ClickSalesMedia LLC. By using our AI-powered CRM platform, you agree to these terms.
1. Acceptance of Terms
By accessing and using TakeClient ("Service"), you accept and agree to be bound by these Terms & Conditions ("Terms"). If you do not agree to these terms, you may not use our Service.
Important: These terms may be updated from time to time. Continued use of the Service after changes constitutes acceptance of the new terms.
2. Description of Service
TakeClient is an AI-powered Customer Relationship Management (CRM) platform that provides:
Core CRM Features
• Contact and lead management
• Sales pipeline tracking
• Task and activity management
• Reporting and analytics
AI-Powered Tools
• Intelligent lead scoring
• Automated workflows
• Predictive analytics
• Smart recommendations
3. User Accounts and Registration
Account Creation
To use TakeClient, you must create an account and provide accurate, complete information. You are responsible for:
Maintaining the confidentiality of your account credentials
All activities that occur under your account
Notifying us immediately of any unauthorized use
Ensuring your account information remains accurate and up-to-date
Eligibility
You must be at least 18 years old and have the legal capacity to enter into contracts. If you're using TakeClient on behalf of an organization, you represent that you have authority to bind that organization to these terms.
4. Subscription Plans and Billing
Subscription Terms
TakeClient offers various subscription plans with different features and pricing. All plans include a 14-day free trial period.
Payment Terms
Billing Cycle: Monthly or annual billing as selected
Payment Method: Valid credit card or approved payment method required
Price Changes: We'll provide 30 days notice for any price increases
Cancellation and Refunds
You can cancel your subscription at any time from your account settings
Cancellation takes effect at the end of your current billing period
No refunds for partial months, except as required by law
Free trial cancellations result in immediate service termination
5. Acceptable Use Policy
You agree to use TakeClient only for lawful purposes and in accordance with these terms. You may not use our Service to:
Prohibited Activities
• Violate laws or regulations
• Infringe intellectual property rights
• Transmit harmful or malicious code
• Engage in spamming or phishing
• Harass or abuse other users
System Abuse
• Attempt to gain unauthorized access
• Reverse engineer our software
• Overload or disrupt our systems
• Create derivative works
• Resell or redistribute our Service
6. Data and Privacy
Your privacy is important to us. Please review our Privacy Policyfor detailed information about how we collect, use, and protect your data.
Your Data
You retain ownership of all data you upload to TakeClient
You're responsible for the accuracy and legality of your data
You grant us permission to process your data to provide our services
We implement industry-standard security measures to protect your data
Data Export and Deletion
You can export your data at any time through your account settings. Upon account termination, we will delete your data according to our data retention policy, except as required by law.
7. Intellectual Property
Our Rights
TakeClient and all related technology, software, and content are owned by ClickSalesMedia LLC and protected by intellectual property laws. This includes:
Software code, algorithms, and AI models
User interface designs and layouts
Documentation, tutorials, and help content
Trademarks, logos, and branding
License to Use
We grant you a limited, non-exclusive, non-transferable license to use TakeClient for your business purposes in accordance with these terms.
8. Service Availability and Support
Service Level
• 99.9% uptime target
• Scheduled maintenance windows
• Emergency maintenance as needed
• Status updates at status.takeclient.com
Customer Support
• Email support for all plans
• Priority support for Professional+
• 24/7 support for Enterprise
• Knowledge base and tutorials
9. Disclaimers and Limitation of Liability
Service Disclaimer
TakeClient is provided "as is" without warranties of any kind. While we strive for accuracy and reliability, we cannot guarantee that our AI features will be error-free or meet all your needs.
Limitation of Liability
To the maximum extent permitted by law, ClickSalesMedia LLC shall not be liable for:
Indirect, incidental, or consequential damages
Loss of profits, data, or business opportunities
Service interruptions or data loss
Third-party actions or content
10. Termination
Termination by You
You may terminate your account at any time by cancelling your subscription through your account settings or by contacting our support team.
Termination by Us
We may suspend or terminate your account if you:
Violate these Terms & Conditions
Fail to pay subscription fees
Engage in prohibited activities
Pose a security risk to our systems or other users
Effect of Termination
Upon termination, your access to TakeClient will cease, and we will delete your data according to our retention policy, except as required by law.
11. Governing Law and Disputes
These terms are governed by the laws of [Your State/Country]. Any disputes will be resolved through:
Informal Resolution: We encourage contacting us first to resolve issues
Binding Arbitration: Disputes will be resolved through arbitration
Class Action Waiver: You agree not to participate in class action lawsuits
12. General Provisions
Entire Agreement: These terms constitute the complete agreement between you and ClickSalesMedia LLC
Severability: If any provision is found invalid, the remaining terms remain in effect
No Waiver: Our failure to enforce any term doesn't waive our right to do so later
Assignment: You may not assign these terms without our consent
Updates: We may update these terms and will notify you of material changes
Questions About These Terms?
If you have questions about these Terms & Conditions, please contact us: