crmIQ Essentials Terms and Conditions

1. Agreement and provider

These Terms and Conditions (the “Terms”) govern access to and use of crmIQ Essentials, a crmIQ product provided by crmIQ Inc. (“crmIQ,” “we,” “us,” or “our”). By creating an account, clicking an acceptance checkbox, or using the service, you confirm that you have authority to bind the firm or organization identified during registration and agree to these Terms and our Privacy Policy.

2. The service

crmIQ Essentials is a cloud-based customer relationship management service designed to help firms manage people, companies, households, business partnerships, relationships, notes, to-dos, record history, and related information. Features may be added, changed, suspended, or discontinued as the service evolves.

3. Accounts and authorized users

You must provide accurate registration information, keep credentials confidential, and promptly notify us of suspected unauthorized access. You are responsible for activity under your account and for ensuring that every user you authorize complies with these Terms. You may not share credentials, attempt to bypass security controls, interfere with the service, reverse engineer protected components, or use the service unlawfully.

4. Customer data and responsibilities

You retain ownership of information submitted to the service (“Customer Data”). You grant us the limited rights required to host, process, transmit, back up, and otherwise handle Customer Data to provide, secure, support, and improve the service. You are responsible for having all necessary authority and consent to enter and use Customer Data, for its accuracy, and for complying with laws and professional or regulatory obligations applicable to your firm.

crmIQ Essentials is a technology tool and does not provide legal, compliance, tax, investment, accounting, or other professional advice. You remain responsible for all decisions, communications, recordkeeping, supervision, and regulatory compliance.

5. Privacy and security

Our collection and handling of personal information is described in the Privacy Policy. We use administrative, technical, and organizational safeguards designed to protect information; however, no internet-based service can guarantee absolute security. You must use reasonable security practices, including strong passwords and appropriate access permissions.

6. Free plan and paid services

The Essentials Free plan may be used for an unlimited period while the firm remains within the included limit of 25 combined People and Companies records. When the limit is reached, adding additional People or Companies may require upgrading to a paid plan. Existing records, notes, and to-dos may remain available subject to the product rules shown in the service.

Current paid-plan pricing, taxes, included users, billing frequency, and other purchase details will be displayed before checkout. By completing a purchase, you authorize the charges shown. Payments may be processed by third-party payment providers and invoices may be issued through third-party accounting systems. Except where required by law or expressly stated at purchase, paid fees are non-refundable.

7. Availability, maintenance, and support

We aim to provide reliable access but do not promise uninterrupted or error-free operation. Access may be unavailable during maintenance, upgrades, emergencies, third-party outages, or events beyond our reasonable control. Support is provided through the channels and service levels we make available from time to time.

8. Third-party services

The service may integrate with or rely on third-party products, hosting providers, email services, payment processors, accounting platforms, or other services. Their availability and handling of information are governed by their own terms and policies. We are not responsible for third-party products or for changes they make to their services.

9. Intellectual property

crmIQ and its licensors retain all rights in the service, software, designs, documentation, trademarks, and related materials, excluding Customer Data. These Terms provide a limited, non-exclusive, non-transferable, revocable right to use the service for your organization’s internal business purposes while your account remains active.

10. Suspension and termination

You may stop using the service at any time. We may suspend or terminate access where reasonably necessary to address non-payment, security risk, unlawful activity, material breach, harm to the service or others, or discontinued service. Where practical, we will provide notice and an opportunity to remedy the issue. Data export and deletion are subject to available product functionality, legal requirements, backup cycles, and our retention practices.

11. Disclaimers

To the maximum extent permitted by law, the service is provided “as is” and “as available.” We disclaim implied warranties and conditions, including merchantability, fitness for a particular purpose, non-infringement, accuracy, and uninterrupted availability. Nothing in these Terms excludes rights or warranties that cannot legally be excluded.

12. Limitation of liability

To the maximum extent permitted by law, crmIQ will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, goodwill, business opportunities, or data. Our aggregate liability arising from the service or these Terms will not exceed the fees paid by your firm for crmIQ Essentials during the 12 months before the event giving rise to the claim, or CAD $100 if no fees were paid. These limits do not apply where liability cannot legally be limited.

13. Indemnity

To the extent permitted by law, you will defend and indemnify crmIQ against third-party claims, losses, and reasonable costs arising from Customer Data, your unlawful or unauthorized use of the service, or your material breach of these Terms.

14. Changes to these Terms

We may update these Terms to reflect service, legal, security, or business changes. We will post the updated version and effective date and provide additional notice where appropriate. Material changes will apply prospectively. Continued use after the effective date constitutes acceptance where permitted by law; when required, we will request renewed affirmative acceptance.

15. Governing law

These Terms are governed by the laws of Ontario and the federal laws of Canada applicable there, without regard to conflict-of-law principles. The courts located in Ontario will have exclusive jurisdiction, unless applicable law requires otherwise.

16. General

These Terms and the Privacy Policy form the agreement concerning crmIQ Essentials unless a separate written agreement applies. If a provision is unenforceable, the remaining provisions continue. A failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a reorganization, sale, or transfer of the service.

17. Contact

Questions about these Terms may be sent to ai@blueprintcrm.ca.