Legal / Terms of Service

Terms of Service

Last updated

October 3, 2026

Version

2026-10-03

Summary (not a substitute for the Terms): DailyCRM is a business tool. You — the business — decide what goes on your website, in your emails and text messages and in your account, and you are solely responsible for that content (including every image, whether you uploaded it or picked it from the stock library) and for following the laws that apply to your business. We provide the platform “as is”, our liability is limited to what you paid us in the last 12 months, and you agree to cover us if a claim arises from your content or your business.

1. The agreement

These Terms of Service (the “Terms”) are a binding agreement between [OPERATOR LEGAL NAME], a company organized under the laws of [OPERATOR JURISDICTION — e.g. Alberta, Canada — confirm], with its address at [OPERATOR ADDRESS] (“DailyCRM”, “we”, “us”), and the business entity or sole proprietor that creates a DailyCRM account (the “Customer”, “you”).

You accept these Terms by ticking the acceptance box when you sign up, by accepting them in the app, or by using the Services. If you accept on behalf of a company or other organization, you confirm that you have the authority to bind it; “you” then means that organization. If you do not agree, do not use the Services.

The following documents are part of these Terms and apply to you: the Acceptable Use Policy, the Stock Images & Customer Content Policy, the Data Processing Addendum (for personal information you store in DailyCRM) and any order form or plan description you accept. Our Privacy Policy and Cookie Policy explain how we handle personal information. If documents conflict, this order applies: a signed order form, then the Data Processing Addendum (for personal information only), then these Terms, then the other policies.

2. Business use only

The Services are offered only to businesses and professionals for use in their trade or business. They are not offered to consumers for personal, family or household purposes. By creating an account you confirm that you are acting for business purposes, that you are at least 18 years old and the age of majority where you live, and that you are not barred from using the Services under the laws of Canada, the United States or any other applicable jurisdiction (including sanctions laws).

Because the Services are business-to-business, consumer-protection rules that apply only to consumer contracts do not apply to this agreement. Nothing in these Terms removes a right that cannot be waived by contract under the law that applies to you.

3. Definitions

• Services — the DailyCRM web application (app.dailycrm.net), mobile applications, the website builder and hosting of Customer Sites, public forms and widgets, APIs, AI Features and related support.
• Authorized Users — your employees, contractors and other people you invite to or allow into your account.
• Customer Content — everything you or your Authorized Users submit to, select in, generate with or publish through the Services: texts, prices, offers, claims, reviews, testimonials, logos, photos and videos (including stock images you select), files, messages, client records and settings.
• End Clients — your customers, leads, website visitors and other people whose information you store or process through the Services.
• Customer Site — a website, landing page, form or page built, hosted or served for you with the Services, on a DailyCRM subdomain or on your own domain.
• Third-Party Services — products, platforms and content provided by others, such as Cloudflare, Stripe, Pixabay, Google, Meta, Microsoft, Apple, Expo, Datalab, OpenAI, Anthropic, Resend and Telegram.
• AI Features — features that use machine-learning models to generate, summarize, translate or extract content (for example, website texts and receipt recognition).

4. Accounts and security

• You must give accurate, complete account information and keep it up to date.
• You are responsible for everything that happens in your account, including all actions of your Authorized Users, and for making sure they comply with these Terms. You decide who gets access and with what permissions.
• Keep passwords and two-step verification devices secure and do not share accounts. Tell us promptly at [SUPPORT EMAIL] if you suspect unauthorized access.
• We may refuse, suspend or close accounts that appear fraudulent, automated, duplicate (for example, to obtain repeated free periods) or in breach of these Terms.

5. The Services

We grant you a non-exclusive, non-transferable, non-sublicensable right, during your subscription, to let your Authorized Users use the Services for your internal business purposes, in line with these Terms and your plan limits.

We continuously change and improve the Services. We may add, change or remove features, integrations, templates, stock content sources and limits at any time. If we remove a core feature you pay for, we will give reasonable notice where practical.

Features marked “beta”, “preview”, “free” or similar are provided without any commitment, may change or end at any time and may not be covered by support.

6. Fees, free periods, taxes, renewal and refunds

• Plans and prices. Prices and plan limits are shown in the app or on our website. Unless stated otherwise, prices are in Canadian dollars and exclude taxes.
• Free periods. A free period (such as a free first year) is offered at our discretion, once per business, and may be changed or withdrawn for new accounts at any time. When it ends, continued access requires a paid plan; otherwise the account moves to limited access and later suspension as described in the app.
• Automatic renewal. Paid subscriptions renew automatically for the same billing period (monthly or yearly) and you authorize us and our payment processor, Stripe, to charge your payment method at each renewal until you cancel. You can cancel at any time in the app; cancellation takes effect at the end of the current billing period.
• Price changes. We may change prices with at least 30 days’ notice by email or in the app; the new price applies from your next renewal after the notice period. If you do not agree, cancel before the renewal.
• Taxes. You are responsible for all applicable taxes (including GST/HST/PST/QST and US sales taxes), other than taxes on our income. We may collect taxes where required.
• Usage-based balance. Some features (for example AI Features) are paid from a prepaid balance. Balance has no cash value, cannot be transferred and, except where required by law, is not refundable.
• Late or failed payment. If a payment fails, we may retry the charge, limit the account to read-only access and later suspend it.
• Refunds. Fees are non-refundable, including for partial billing periods, unused features or downgrades, except where these Terms or applicable law expressly provide otherwise. We may grant a refund or credit at our sole discretion; doing so once does not oblige us to do so again.
• Chargebacks. If you dispute a valid charge with your bank instead of contacting us, we may suspend the account until the dispute is resolved.

7. Your content and your responsibility for it

You own your Customer Content. You grant DailyCRM and its subprocessors a worldwide, non-exclusive, royalty-free licence to host, store, copy, process, transmit, adapt (for example, resize and compress images), display and publish Customer Content only as needed to provide, secure and support the Services and as you instruct (for example, publishing your Customer Site). This licence ends when the content is deleted from the Services, except for copies in backups kept for a limited time and content we must keep by law.

You are solely responsible for all Customer Content and for every Customer Site, email, text message, quote, invoice and other communication created, sent or published through your account — including all images and photos (whether uploaded by you, taken by your team, generated with AI or selected from a stock library offered in the Services), all text (whether written by you or generated with AI Features), prices, offers, guarantees, statements about licences, insurance, certifications, years in business or results, before-and-after pictures, reviews, ratings and testimonials, logos, trademarks and business names.

You represent and warrant, each time you submit, select or publish Customer Content, that:

• you own it or have all rights, licences, consents and releases needed (including model releases from identifiable people and property releases where required) to use it as you do and to grant the licence above;
• it is true, accurate and not misleading, and any claim you make about your business can be substantiated;
• it does not infringe or misappropriate anyone’s copyright, trademark, privacy, publicity or other rights, and does not violate any law or the Acceptable Use Policy; and
• you have given every notice and obtained every consent required by law to collect, store and use the personal information included in it.

DailyCRM does not create, review, approve, verify or endorse Customer Content and has no obligation to monitor it. Templates, sample texts, suggested images and AI-generated drafts we provide are starting points only; once you publish or send them, they are your Customer Content. We may, but are not required to, remove, unpublish or disable access to any Customer Content we believe violates these Terms, infringes rights or exposes DailyCRM or others to harm or liability.

8. Your compliance with laws

You are solely responsible for your business and for using the Services in compliance with all laws and regulations that apply to you, your Customer Sites and your communications. This includes, without limitation:

• Advertising and consumer protection: truthful advertising, pricing and guarantees; the Competition Act (Canada), provincial consumer-protection laws, the US FTC Act and state laws; rules on reviews and testimonials (including the US FTC rule on fake reviews and testimonials) — reviews must be genuine and not misleadingly selected or incentivized.
• Electronic messages: Canada’s Anti-Spam Legislation (CASL), the US CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), state telemarketing and texting laws and carrier rules — including obtaining and recording valid consent, identifying yourself, honouring unsubscribe and STOP requests and respecting quiet hours.
• Privacy: PIPEDA, provincial private-sector privacy laws (including Alberta and British Columbia PIPA and Quebec’s Act respecting the protection of personal information in the private sector as amended by Law 25), US federal and state privacy laws and any other privacy law that applies to your End Clients — including privacy notices on your Customer Sites and consent for cookies, pixels and conversion tracking (such as Google Ads, Meta Pixel / Conversions API and Microsoft UET) that you enable.
• Calls and recordings: notice and consent rules for call tracking and call recording.
• Your team: employment and workplace-privacy laws, including telling employees when and why the Services record their location at job start and stop and maintaining any electronic-monitoring policy required in your province or state.
• Your trade: licences, permits, registrations, insurance and bonding required for your services, and any rules on how you may describe them.
• Taxes and records: the correctness of taxes on your quotes and invoices (tax tools in the Services are a convenience; you must verify rates and rules) and keeping the records the law requires.
• Accessibility of your Customer Sites where the law requires it.

DailyCRM does not provide legal, tax, accounting or compliance advice. Features that help with compliance (for example, consent checkboxes, unsubscribe links, generated privacy pages for Customer Sites or tracking opt-outs) are tools only; you must review them and decide whether they meet your obligations.

9. Customer Sites, domains and DNS

• You are the publisher and operator of your Customer Sites. Legal pages generated for Customer Sites (such as privacy policies and terms) are templates; you are responsible for their content and for adapting them to your business.
• You are responsible for registering, renewing and controlling your domain names and for the DNS records at your registrar or DNS provider. DailyCRM is not a domain registrar. If you give us a DNS provider API token to configure records automatically, we use it only for that action and do not store it.
• We do not guarantee that a certificate will be issued for a domain, that a domain will work with the Services, or any timing for it. Temporary DailyCRM subdomains may be changed or regenerated and are not a permanent address.
• We are not responsible for search-engine rankings, ad approvals, policy decisions of advertising platforms, email deliverability or the performance of your marketing.

10. Stock images and third-party content

The Services may let you search for and insert stock images from third-party libraries such as Pixabay. These images are provided by those libraries and their contributors under their own licences (for Pixabay, the Pixabay Content License). DailyCRM does not own or license them, does not verify who owns them, whether people or property shown in them have given releases, or whether they contain trademarks, and makes no warranty about them. Stock images are offered as a convenience only. When you select an image it becomes your Customer Content and your responsibility. The Stock Images & Customer Content Policy applies.

11. AI Features

• AI Features generate output automatically. Output may be inaccurate, incomplete, outdated, not unique or inappropriate, and may resemble content generated for others. It is not legal, tax, financial or professional advice.
• You must review, edit and verify any AI output before you rely on it, publish it or send it (for example, website texts, service descriptions, claims, prices and amounts extracted from receipts). Published or sent AI output is your Customer Content.
• To provide AI Features we send the relevant input to our AI subprocessors (listed in the Privacy Policy). Do not submit sensitive personal information to AI Features unless necessary.
• We do not use your Customer Content to train AI models for other customers. Usage charges for AI Features are deducted from your balance as shown in the app.

12. Emails, text messages and notifications you send

When you send quotes, invoices, reminders, review requests, marketing or other messages to End Clients through the Services, you are the sender and are responsible for their content, recipients and legal compliance (see section 8). We may limit volumes, require verification, suspend sending or block messages that appear to be spam, abusive or unlawful. We do not guarantee delivery of any message, notification or push alert, and you should not rely on the Services for time-critical or emergency communications.

13. Acceptable use

You and your Authorized Users must comply with the Acceptable Use Policy. You must not resell, sublicense or provide the Services to third parties (except to your Authorized Users), copy, modify or create derivative works of the Services, reverse engineer them (except as the law allows despite this restriction), access them to build a competing product, or circumvent any limits or security measures.

14. Third-Party Services

The Services rely on and connect to Third-Party Services, including Cloudflare (network, DNS, custom domains, bot protection), Stripe (payments), Pixabay (stock images), Google, Meta and Microsoft (advertising and conversion tracking you enable), Apple, Google and Expo (mobile apps and push notifications), Datalab (document recognition), OpenAI and Anthropic (AI Features), Resend (email delivery) and Telegram (notifications you connect). Your use of a Third-Party Service is governed by its own terms and policies, which you are responsible for reviewing and accepting where required. DailyCRM is not responsible for Third-Party Services, their content, availability, security, changes, pricing or discontinuation, or for data once it is transmitted to them at your direction. An integration may stop working if the third party changes or ends its service, and that is not a breach of these Terms.

15. Privacy and data protection

Our Privacy Policy describes how we handle personal information about account users and visitors. For personal information about End Clients and your team that you store in the Services, you are the controller (the organization responsible for it) and we process it on your behalf under the Data Processing Addendum. You are responsible for having a lawful basis, providing notices and obtaining consents for that processing.

16. Our intellectual property and feedback

The Services, including software, designs, templates, texts we provide, trademarks and documentation, are owned by DailyCRM or its licensors and are protected by law. Except for the limited rights in these Terms, no rights are granted to you. If you send us ideas, suggestions or feedback, we may use them freely without any obligation to you.

17. Availability, support, data and backups

We aim to keep the Services available and to fix problems promptly, but we do not promise any particular uptime, response time or support level unless we have agreed to a written service level agreement with you. The Services may be interrupted for maintenance, updates, incidents or reasons beyond our control. We back up data regularly, but backups are for our disaster recovery and are not a service to restore individual records on request. You are responsible for keeping your own copies of important Customer Content, for example using the export tools.

18. Suspension and termination

• By you. You may cancel your subscription at any time in the app. You may ask us to delete your company account as described in the app.
• By us. We may suspend or terminate your account or any part of the Services, with or without notice, if you breach these Terms or the Acceptable Use Policy, do not pay, create a legal, security or reputational risk for DailyCRM or others, if required by law or a Third-Party Service, or if we stop offering the Services (in which case we will give at least 30 days’ notice and refund prepaid fees for the unused period).
• Data after termination. After termination or cancellation, your account becomes limited and then suspended as described in the app. During at least 30 days after termination you may export your data (or ask us for an export). After that we may delete Customer Content; deletion from backups happens as backups are rotated. We may keep information we must keep by law or need to establish, exercise or defend legal claims (for example, billing records and records of acceptance of these Terms).
• Sections that by their nature should survive termination survive, including sections 6 (unpaid fees), 7, 8, 16 and 19–28.

19. Disclaimer of warranties

To the maximum extent permitted by law, the Services, AI output, templates, stock content and all Third-Party Services are provided “as is” and “as available”, with all faults and without warranties or conditions of any kind, whether express, implied, statutory or otherwise, including any implied warranties or conditions of merchantability, merchantable quality, fitness for a particular purpose, title, non-infringement, accuracy and quiet enjoyment, and any arising from course of dealing or usage of trade. DailyCRM does not warrant that the Services will be uninterrupted, timely, secure or error-free, that data will not be lost, that tax calculations, AI output or recognized data are correct, that stock images may lawfully be used for your purpose, or that the Services will meet your requirements or legal obligations.

20. Limitation of liability

To the maximum extent permitted by law: (a) DailyCRM and its affiliates, officers, directors, employees, contractors, suppliers and licensors will not be liable for any indirect, incidental, special, consequential, exemplary or punitive damages, or for any loss of profits, revenue, business, clients, goodwill, reputation, anticipated savings, data or use, business interruption, or cost of substitute services, however caused and under any theory of liability (contract, tort including negligence, statute or otherwise), even if advised of the possibility; and (b) the total aggregate liability of DailyCRM and those persons for all claims arising out of or relating to the Services or these Terms will not exceed the fees you actually paid to DailyCRM for the Services in the twelve (12) months before the event giving rise to the first claim, or one hundred Canadian dollars (CAD $100) if you paid nothing.

These limits apply even if a remedy fails of its essential purpose. They do not limit liability that cannot be limited under the applicable law — for example, where the law of Quebec does not allow excluding or limiting liability for bodily or moral injury or for intentional or gross fault.

21. Your indemnity

You will defend, indemnify and hold harmless DailyCRM and its affiliates, officers, directors, employees, contractors and agents from and against any claims, demands, investigations, fines, penalties, losses, damages, liabilities, costs and expenses (including reasonable legal fees) arising out of or related to: (a) Customer Content, including any claim that an image, photo, text, logo, review or other material on your Customer Site or in your communications infringes copyright, trademark, privacy, publicity or other rights, or is false or misleading; (b) your Customer Sites, ads, emails, text messages, calls and other communications, including claims under CASL, CAN-SPAM, the TCPA or privacy laws; (c) your or your Authorized Users’ breach of these Terms or any policy, or violation of law; (d) the services you provide to your End Clients, including property damage, injury, pricing and quality disputes; (e) your relationship with your Authorized Users and employees, including location records; and (f) your use of Third-Party Services. We will notify you of a claim, let you control its defence (but you may not settle a claim that imposes an obligation or admission on us without our written consent) and reasonably cooperate at your expense. We may participate with our own counsel at our own cost.

22. Disputes with your clients and team

DailyCRM is not a party to your contracts or dealings with End Clients, Authorized Users, employees, advertisers or other third parties, and is not responsible for them. We may, but need not, help resolve such disputes.

23. Confidentiality

Each party will use the other’s non-public business information disclosed under these Terms only to perform this agreement and will protect it with reasonable care. This does not apply to information that is public, already known, independently developed or lawfully received from someone else, or to disclosures required by law (with notice where legally allowed).

24. Legal requests

We may disclose information, including Customer Content, if we believe in good faith that it is required by law, a court order or a valid request from authorities, or necessary to protect the rights, property or safety of DailyCRM, our users or the public. Where legally permitted and practical, we will tell you before disclosing your Customer Content.

25. Changes to these Terms

We may update these Terms and the policies that form part of them. The “Last updated” date and version at the top show the current version. For material changes we will give at least 30 days’ notice by email to the account owner or in the app before they take effect, unless the change is required by law or addresses security or abuse, in which case it may take effect sooner. We may ask you to accept the updated Terms in the app before continuing to use the Services. If you do not agree to a change, you must stop using the Services and cancel before it takes effect; continued use after the effective date means you accept the change.

26. Governing law and courts

These Terms are governed by the laws of [the Province of Alberta and the federal laws of Canada applicable there — OPERATOR LEGAL NAME / JURISDICTION — confirm], without regard to conflict-of-laws rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply. Subject to section 27, the courts located in [Calgary, Alberta — confirm] have exclusive jurisdiction, and both parties submit to them.

27. Dispute resolution, arbitration and class action waiver

• Talk to us first. Before starting any proceeding, the party with a dispute must send a written notice describing it to the other (to us at [LEGAL EMAIL]), and both will try in good faith to resolve it for 30 days.
• Arbitration. Any dispute not resolved informally will be finally resolved by confidential, binding arbitration before a single arbitrator under the [Arbitration Rules of the ADR Institute of Canada — confirm], seated in [Calgary, Alberta — confirm], in English. For Customers located in the United States, the Federal Arbitration Act governs this section. Either party may instead bring an individual claim in small-claims court, and either party may seek urgent injunctive relief in court to protect intellectual property or confidential information or to stop unauthorized use of the Services.
• No class actions. To the extent permitted by law, disputes will be resolved only on an individual basis; neither party may bring or participate in a class, collective, consolidated or representative action or arbitration against the other.
• Opt-out. You may opt out of arbitration and the class action waiver by emailing [LEGAL EMAIL] within 30 days after you first accept these Terms, with your company name and account email.
• Enforceability. Some laws — for example, Quebec’s Consumer Protection Act and certain other provincial and state consumer laws — do not allow mandatory arbitration or class action waivers for consumers. The Services are offered only for business use, but if a court or arbitrator decides that all or part of this section cannot be enforced against you, that part does not apply to you, the dispute will be heard by the courts named in section 26, and the rest of these Terms remains in effect.
• Time limit. To the extent permitted by law, any claim must be brought within one (1) year after the cause of action arises.

28. General

• Entire agreement. These Terms (with the documents in section 1) are the entire agreement about the Services and replace prior agreements on the subject. Your purchase orders or other terms do not apply.
• Assignment. You may not assign these Terms without our consent. We may assign them in connection with a merger, acquisition, reorganization or sale of assets, or to an affiliate.
• Force majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control, including outages of Third-Party Services, internet or power failures, attacks, natural disasters, pandemics, war, labour disputes and government action (this does not excuse payment obligations).
• Severability and waiver. If a provision is unenforceable, it will be limited to the minimum extent necessary and the rest remains in force. Not enforcing a provision is not a waiver.
• Notices. We send notices to the account owner’s email or in the app. You send legal notices to [LEGAL EMAIL] and [OPERATOR ADDRESS].
• Electronic acceptance and records. You agree that accepting these Terms electronically is binding and that we may keep electronic records of your acceptance (including date, version, IP address and browser) as evidence.
• Relationship. The parties are independent contractors. There are no third-party beneficiaries except the indemnified persons in section 21.
• Publicity. We may refer to you as a customer (name and logo) unless you ask us not to.
• Language. The parties have expressly required that this agreement and all related documents be drawn up in English. Les parties ont expressément exigé que la présente convention et tous les documents s’y rattachant soient rédigés en anglais.

29. Contact

[OPERATOR LEGAL NAME], [OPERATOR ADDRESS]. Legal notices: [LEGAL EMAIL]. Support: [SUPPORT EMAIL].

This document is written in English. Any translation is provided for convenience only; if there is a conflict, the English version governs to the extent permitted by law.