Terms & Conditions

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
  • Auto-Renewal: Subscriptions automatically renew unless cancelled
  • 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:

ClickSalesMedia LLC

Email: legal@takeclient.com

Support: support@takeclient.com

Website: takeclient.com

Address: [Your Business Address]