Terms of Service

Acceptance

By accessing or using Marketing Simplified CRM (the “Service”) you agree to these terms. If you are using the Service on behalf of an organization, you represent that you are authorized to accept these terms for it.

Accounts

Accounts are provisioned for advisors and their staff. You are responsible for the accuracy of your account information, for keeping your credentials confidential, and for activity that occurs under your account. Notify us promptly of any unauthorized use.

Acceptable use

You agree not to:

• Use the Service unlawfully, or in violation of any regulatory obligation that applies to you or your firm.
• Attempt to gain unauthorized access to the Service, other accounts, or connected systems.
• Interfere with or disrupt the Service, including by probing, scanning, or overloading it.
• Upload content you lack the right to provide, or use the Service to send unsolicited, bulk, or marketing messages. Email sent through a connected mailbox must be one-to-one correspondence with a client or prospect who has agreed to hear from you.

Your data

You retain ownership of the records you enter. You grant us the limited rights necessary to host, process, and display that data in order to operate the Service for you. Our handling of personal information is described in the Privacy Policy.

Connected accounts

The Service can connect to third-party accounts, such as a calendar or mailbox provider, at your direction. Your use of those services remains governed by their own terms. You can disconnect a connected account at any time, which stops further access.

Where you connect a mailbox, the Service sends email as you, from your own address, and only messages you have composed and sent yourself. You are responsible for the content of those messages and for having a lawful basis to contact the recipient — including any consent, disclosure, suitability, and recordkeeping obligations that apply to you or your firm. Messages sent this way are saved to your Sent folder by your provider so they remain part of your own records.

The Service is not a bulk email or marketing platform, and sending limits are set by your mail provider rather than by us.

Availability

We aim to keep the Service available and reliable, but it is provided on an “as is” and “as available” basis without warranties of any kind, express or implied. We may modify, suspend, or discontinue features from time to time.

Not financial advice

The Service is business software. It does not provide investment, tax, or legal advice, and nothing produced by it should be treated as a recommendation. You remain solely responsible for your own regulatory and suitability obligations, and for the accuracy of what you communicate to your clients.

Limitation of liability

To the fullest extent permitted by law, we are not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenues, or data arising from your use of the Service.

Termination

You may stop using the Service at any time. We may suspend or terminate access if these terms are breached, or if required to protect the Service or its users. On termination, your right to access the Service ends; data handling follows the Privacy Policy.

Changes

We may update these terms. Material changes will be reflected in the effective date above, and continued use after a change constitutes acceptance.

Contact

Questions about these terms can be sent to hello@marketingsimplifiedcrm.com.