Terms & Conditions | Privacy Policy

CRM Refresh – User Agreement

This User Agreement (“Agreement”) is entered into by and between CRM Refresh, a LitLife LLC company (“Provider,” “we,” or “us”), and you (“User” or “Client”). By accessing or using the CRM Refresh platform, tools, or services (collectively, the “Service”), you acknowledge that you have read, understood, and agree to be bound by this Agreement. 

If you do not agree, do not use the Service.

1. USE OF THE SERVICE

You are responsible for maintaining accurate account information and safeguarding your login credentials. Misuse, unauthorized access, or violation of this Agreement may result in suspension or termination.

2. DATA CLEANUP LIABILITY & WAIVER RELEASE 

Scope of Work
Client engages Provider to perform CRM cleanup and data restructuring, which may include:

  • Removing/merging duplicates.
  • Adding or correcting closing dates.
  • Standardizing data.
  • Removing outdated or invalid records.
  • Applying segmentation, tags, groups, and automations.
  • Performing mass updates, merges, or structural data changes.


Acknowledgment of Risk
Client understands CRM data handling carries inherent risks, including:

  • Permanent data deletion or corruption.
  • Overwrites of fields or metadata.
  • Misapplied automations or tags.
  • Disruption to campaigns, workflows, or integrations.


System Limitations
Due to high contact volume and CRM constraints (rate limits, throttling, export/import caps), timelines may extend. Provider will act in good faith to complete work efficiently, but cannot control platform performance.


Release of Liability
Client releases and holds Provider harmless from any claims related to:

  • Loss or corruption of data.
  • Automation or workflow disruptions.
  • Business interruption caused by the cleanup process.


No Guarantee
Provider cannot guarantee:

  • Accuracy or condition of data post-cleanup.
  • Recovery of deleted records.
  • CRM performance after cleanup.
  • Behavior of third-party integrations.


Authorization
Client confirms they have backed up critical data, understand the risks, authorize the work, and waive future claims relating to the cleanup.

3. 10DLC MESSAGING COMPLIANCE

Consent
By providing your mobile number, you consent to receive operational SMS/MMS messages from Provider.

Opt-Out
Reply STOP to unsubscribe; START to re-enable. Reply HELP for assistance.

Carrier Fees
Message/data rates may apply.

Responsible Use
Client is responsible for ensuring all outbound messages comply with CTIA, TCPA, 10DLC requirements, and applicable laws.

Data Handling
Provider may retain limited metadata for compliance. Numbers are never sold.

4. SMS PRIVACY POLICY

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. NON-COMPETE

For the duration of this Agreement and 3 years after, Client may not build, replicate, or participate in competing services, workflows, or offerings similar to those provided by CRM Refresh within the U.S.

6. NON-DUPLICATION

Client may not copy, share, reverse-engineer, or create derivative works from Provider’s proprietary systems, templates, workflows, or intellectual property without written consent.

7. INTELLECTUAL PROPERTY

All materials, automations, workflows, and documents remain the exclusive property of Provider. Upon termination, Provider may revoke access and remove Service-related assets.

8. TESTIMONIALS & PUBLICITY RIGHTS

Client grants Provider the right to use Client’s voluntary positive feedback, comments, or testimonials – whether provided in writing, verbally, via email, survey response, message, or other form – for marketing, promotional, and portfolio purposes.

Provider may also display the Client’s publicly available name and profile photo (such as those visible on LinkedIn, Instagram, Facebook, Compass, or a personal website) alongside such testimonials.

Client acknowledges and agrees that:

  • Testimonials may be used on Provider’s website, social media, marketing materials, presentations, and advertising.
  • Provider will never modify testimonials in a way that changes their meaning.
  • Provider will not use any private or non-public photos without explicit permission.


Client may revoke permission for future use at any time by submitting a written request. Revocation does not require the removal of materials already published.

9. TERMINATION

Termination by Provider
Provider reserves the right to terminate or suspend your access to the Service at any time for any reason, including, without limitation, if you violate any provision of this Agreement.

Termination by Client
Client will have 30 days from the time of purchase to be eligible for a full refund should they cancel. After the 30 days, the client will no longer be eligible for a refund but may receive a credit at the Provider’s discretion.

10. CONFIDENTIALITY

Client Confidentiality Obligations
Client agrees to keep all non-public information received from Provider confidential and not disclose it to any third party without written permission from Provider.

Provider Confidentiality Obligations
Provider agrees to keep all non-public Client information strictly confidential and will not disclose it to any third party except as necessary to fulfill the Service, perform requested work, or comply with legal obligations. Provider will not sell, share, or use Client data for any purpose outside the scope of the agreed-upon services.

11. NON-DISPARAGEMENT

Client Obligations
Client agrees not to make any false, misleading, or defamatory statements about Provider, its services, employees, methods, or reputation, whether publicly or privately. This includes statements made online, on social media, in reviews, or in any written or verbal communication. This clause does not prohibit Client from:

  • expressing concerns or constructive feedback directly to Provider,
  • making truthful statements that can be substantiated, or
  • cooperating with lawful investigations or legal obligations.


Provider Obligations

Provider agrees to the same standard and will not make false, misleading, or defamatory statements about Client.

12. GOVERNING LAW

This Agreement is governed by the laws of the State of California.

13. AMENDMENTS

Provider may update this Agreement at any time. Updates become effective upon posting or notice.

ACCEPTANCE OF TERMS
By using the Service or approving any CRM Refresh work, Client acknowledges and agrees to all terms above.