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Terms of service

CRM Health, by [legal entity]. Effective [effective date].

These terms are between [legal entity] ("we") and the HighLevel agency that installs the app ("you"). By installing the app, you agree to them on behalf of your agency and its sub-accounts. Our data processing agreement is part of these terms.

The service

CRM Health scores how tidy your HighLevel CRM data is and suggests what to clean up. It only reads. It never creates, changes or deletes anything in HighLevel, and it asks HighLevel for read-only permissions only.

The scores are guidance. They depend on what HighLevel returns and on the settings you choose. We do our best to make them right, but we do not promise they are complete, accurate or suitable for any particular decision. Check before you act on them.

Your account

You use the app through HighLevel. HighLevel's own sign-in, roles and permissions decide who in your agency can open it and what they can see. You are responsible for setting those permissions and for what your users do in the app.

What you agree to

  • You have the authority to install the app and to let us process your HighLevel data as these terms and the data processing agreement describe.
  • You have given your contacts any notice, and have any permission, that privacy law requires for that processing.
  • You will not put sensitive personal data, such as health, financial or government identifiers, into tag names or custom field names.
  • You will keep HighLevel's terms, which also apply to your use of apps from its Marketplace.

Acceptable use

You will not, and will not let anyone else:

  • Try to reach another agency's data, or any data you are not permitted to see in HighLevel.
  • Get around the app's limits on scans or requests, or use it in a way that harms the service or HighLevel.
  • Copy, scrape, reverse engineer or resell the app, except as the law allows.
  • Use the app to break any law.

We may suspend access that breaks these rules, and we will tell you why unless the law or a security reason prevents it.

Pilot and fees

During the pilot the app is free. If we introduce paid plans, we will publish their prices and terms first, and nothing will be charged without your agreement to them.

Ending

You can stop at any time by uninstalling the app in HighLevel. We can end these terms with 30 days' notice, or straight away if you seriously break them. When the terms end, your data is deleted as our privacy policy describes.

Ownership

The app, its scoring and its design are ours. Your data stays yours. You give us permission to process it only to run the app for you, as the data processing agreement sets out.

Liability

To the extent the law allows:

  • The app is provided "as is", without warranties of any kind.
  • Neither of us is liable to the other for indirect or consequential losses, or for lost profits, revenue or data.
  • Our total liability under these terms is limited to the greater of the fees you paid us in the 12 months before the claim and [liability cap].

Nothing in these terms limits liability that cannot be limited by law.

Indemnity

You will defend us against claims that arise from data you had no right to give us or from your breach of the acceptable use rules, and cover the resulting costs that a court or a settlement you agree to awards.

Governing law

These terms are governed by the law of [governing law]. The courts of [venue] decide any dispute.

Changes

We may update these terms. Changes that matter are posted here at least 30 days before they take effect. If you keep using the app after that, the new terms apply; if you do not agree, uninstall the app.

Contact

Support: [support email]. We send a first reply within 24 hours. Legal notices: [legal entity], [legal address].