Terms of Service

Last updated: January 20, 2025

1. Agreement to Terms

By accessing or using DealTracker ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of these terms, you do not have permission to access the Service.

2. Description of Service

DealTracker is a customer relationship management (CRM) platform designed for Solution Architects, Sales Engineers, and B2B sales teams. The Service includes features such as customer tracking, activity management, AI-powered insights, and team collaboration tools.

3. User Accounts

3.1 Account Registration

To use certain features of the Service, you must register for an account. You agree to:

• Provide accurate, current, and complete information
• Maintain and promptly update your account information
• Maintain the security of your password and accept all risks of unauthorized access
• Notify us immediately of any unauthorized use of your account

3.2 Account Types

We offer both personal and team accounts. Team accounts allow multiple users to collaborate within a shared workspace with role-based permissions.

4. Acceptable Use

You agree not to use the Service to:

• Violate any laws or regulations
• Infringe on intellectual property rights
• Transmit malicious code or interfere with the Service
• Attempt to gain unauthorized access to any part of the Service
• Harass, abuse, or harm other users
• Use the Service for competitive analysis or to build a competitive product

5. Payment and Billing

5.1 Subscription Plans

Some features of the Service require a paid subscription. By subscribing, you agree to pay all applicable fees as described in your selected plan.

5.2 Billing

• Subscription fees are billed in advance on a recurring basis
• We use third-party payment processors to handle billing
• You are responsible for providing accurate billing information
• Prices may change with 30 days notice

5.3 Refunds

Subscription fees are non-refundable except as required by law or as explicitly stated in our refund policy.

6. AI Services and Usage

6.1 AI Features

The Service includes AI-powered features that analyze your data to provide insights, suggestions, and automation. By using these features, you acknowledge that:

• AI-generated content may not always be accurate or appropriate
• You are responsible for reviewing and approving all AI-generated content
• AI usage incurs costs that may be passed on to you based on your subscription plan

6.2 AI Cost Tracking

We track AI usage and associated costs. You can monitor your AI usage in your account dashboard. Excessive usage may result in additional charges or service limitations.

7. Data and Privacy

7.1 Your Data

You retain all rights to the data you upload to the Service. By using the Service, you grant us a limited license to use your data solely to provide and improve the Service.

7.2 Data Security

We implement industry-standard security measures to protect your data, including:

• Encryption in transit and at rest
• Row-level security for data isolation
• Regular security audits and updates
• Access controls and authentication

7.3 Data Processing

We process your data in accordance with our Privacy Policy. By using the Service, you consent to such processing and warrant that all data provided is accurate.

8. Intellectual Property

8.1 Our Property

The Service and its original content, features, and functionality are owned by DealTracker and are protected by international copyright, trademark, and other intellectual property laws.

8.2 Your License to Use

We grant you a limited, non-exclusive, non-transferable license to use the Service for your internal business purposes in accordance with these Terms.

9. Third-Party Services

The Service may integrate with third-party services (e.g., Google Calendar, email providers). Your use of these integrations is subject to the third party's terms and privacy policies.

10. Disclaimers and Limitations

10.1 Service Availability

We strive for 99.9% uptime but do not guarantee uninterrupted access. The Service is provided "as is" without warranties of any kind.

10.2 Limitation of Liability

To the maximum extent permitted by law, DealTracker shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of the Service.

11. Termination

We may terminate or suspend your account immediately, without prior notice, for:

• Breach of these Terms
• Non-payment of fees
• Illegal or harmful activities
• Request by law enforcement

Upon termination, your right to use the Service will cease immediately. You may download your data for 30 days after termination.

12. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes via email or through the Service. Continued use after changes constitutes acceptance.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to its conflict of law provisions.

14. Contact Information

For questions about these Terms, please contact us at:

• Email: legal@dealtracker.ai
• Address: DealTracker, Inc., San Francisco, CA