Terms of Service | SalesSheet.ai

These Terms of Service ("Terms") govern your access to and use of the SalesSheet.ai platform, website, mobile apps, API, and related services (collectively, the "Service") provided by SalesSheet Inc. ("SalesSheet," "we," "us," or "our"). By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, you may not use the Service.

1. Acceptance of Terms

By creating an account, accessing, or using the Service, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms, and "you" refers to both you individually and the organization.

These Terms constitute a legally binding agreement between you and SalesSheet Inc. You must be at least 16 years of age to use the Service. By using the Service, you represent that you meet this age requirement.

2. Description of Service

SalesSheet.ai is an AI-powered Customer Relationship Management (CRM) platform that provides:

Contact and company management with AI-powered enrichment
Sales pipeline and deal tracking with customizable stages
Email integration and synchronization with Gmail and other providers
AI assistant for email summarization, smart suggestions, and natural language queries
Built-in calling, voicemail, and call recording functionality
Messaging integrations including WhatsApp, LinkedIn, and Slack
Analytics, reporting, and sales forecasting dashboards
Team collaboration features including shared pipelines and activity feeds
Third-party integrations via API, webhooks, Zapier, and Google Calendar
Mobile applications for iOS and Android

We reserve the right to modify, suspend, or discontinue any part of the Service at any time with reasonable notice. We will make commercially reasonable efforts to notify you of material changes that affect your use of the Service.

3. User Accounts

To use the Service, you must create an account. You agree to:

Provide accurate, current, and complete registration information
Maintain and promptly update your registration information to keep it accurate
Maintain the security of your account credentials and not share them with unauthorized parties
Promptly notify us of any unauthorized access to or use of your account
Accept responsibility for all activities that occur under your account
Use a strong, unique password that you do not use for other services
Maintain no more than one free trial account per person or legal entity

We reserve the right to suspend or terminate accounts that violate these Terms, that are used for fraudulent purposes, or that have been inactive for an extended period, with prior notice where practicable.

4. Your Data and Content

You retain all ownership rights to the data you input, upload, or create within the Service ("Your Data"), including but not limited to:

Contact and company records
Deal and pipeline information
Email and message content synced from connected accounts
Notes, tasks, files, and attachments
Custom fields, tags, and configurations
Call recordings, transcripts, and voicemail messages
Reports and exported data

You grant SalesSheet a limited, non-exclusive, worldwide licence to host, store, copy, transmit, display, and process Your Data solely to operate the Service for you, to provide support you request, and to comply with the law. This licence lasts only as long as we hold the content and terminates when you delete Your Data or close your account. We will never sell Your Data to third parties or use it for purposes unrelated to the Service, and we do not use it to train generalized AI models.

You are responsible for the accuracy and legality of Your Data, for holding the rights and lawful basis to upload it, and for keeping your own copies of anything you cannot afford to lose. Export tools are available in-app at any time. Where Your Data contains other people's personal data, our Privacy Policy explains that we hold it on your behalf and act on your instructions.

5. Organizations and Workspaces

An organization is the shared workspace your team works in. Its administrators can invite and remove members, assign roles and permissions, and manage the subscription.

Subscriptions are charged per member and per organization, so adding a seat changes what you are billed from the next invoice onward
Members can see the records, pipelines, activity, and shared inbox content in the workspace, subject to the role-based permissions administrators set
Content added to an organization stays with the organization: if you leave or are removed, the contacts and deals you contributed remain accessible to the remaining members
Your personal account, and any privately connected inbox, remain yours
You may belong to several organizations at once, and each is billed separately

6. Payment Terms

Certain features of the Service require a paid subscription. By subscribing to a paid plan, you agree to the following:

Billing: Subscription fees are billed in advance on a monthly or annual basis, depending on your selected plan, and are charged per seat. Annual subscriptions are billed as a single payment at the start of each annual period.
Payment Methods: You must provide a valid payment method and authorize us to charge it for applicable fees. Payments are handled by our third-party payment processor.
Automatic Renewal: Paid plans renew automatically at the end of each billing period at the then-current rate for your plan and seat count, unless cancelled beforehand.
Price Changes: We may change subscription pricing with at least 30 days' notice. Price changes take effect at the start of your next billing cycle. Existing annual subscriptions are honored at the contracted rate until renewal.
Taxes: Fees are exclusive of applicable taxes, which you are responsible for paying. Applicable VAT or sales tax is added at checkout where required.
Failed Payments: If payment fails, we will attempt to charge your payment method again and notify you. Continued failure may result in suspension of access to paid features until the balance is resolved.
Credits and Add-ons: AI queries, calling minutes, and prospecting credits are included with your plan as described on our pricing page and in-app. Additional credits may be purchased as add-ons and are subject to the same refund terms as subscriptions.

7. Free Trial and Free Plan

We may offer a free trial or a free plan with limited features. Free trials automatically convert to a paid subscription at the end of the trial period unless you cancel before expiration. We will send you a reminder before the trial ends. Free plan users are subject to feature and usage limitations as described on our pricing page.

8. Cancellation and Refunds

You may cancel your subscription at any time from your account settings. Upon cancellation:

Your subscription remains active until the end of the current billing period
You retain access to paid features until your subscription expires
Your account reverts to the free plan (if available) after expiration
You may export Your Data at any time before or after cancellation
Your data will be retained for 30 days after account downgrade, then deleted

Refunds are generally not provided for partial billing periods, and annual plans are non-refundable once the billing period has started, except where required by applicable law. If you believe you are entitled to a refund due to a Service issue, contact us at andres@salessheets.ai within 14 days of the charge.

9. Acceptable Use

You agree not to use the Service to:

Violate any applicable law, regulation, or third-party rights
Send unsolicited bulk email (spam) or violate applicable anti-spam laws such as CAN-SPAM or CASL
Upload or transmit malware, viruses, or other harmful code
Attempt to gain unauthorized access to other users' accounts, another customer's data, or our systems
Reverse engineer, decompile, or disassemble any part of the Service
Use the Service for any unlawful, harassing, defamatory, or discriminatory purpose
Scrape, crawl, or use automated means to access the Service beyond the provided API
Exceed reasonable usage limits or abuse the AI features in a manner that degrades the Service for other users
Store or process special categories of personal data (such as health, biometric, financial account, or government identifier data) unless explicitly agreed upon in writing
Impersonate any person or entity or misrepresent your affiliation with any person or entity
Place recorded calls in jurisdictions or circumstances where you do not have the consent required by applicable law (see Section 12)
Share, resell, or sublicense your seat or API credentials
Use the Service, or the data in it, to develop or train a competing product or service

We reserve the right to investigate and take appropriate action against anyone who violates these provisions, including removing content, suspending accounts, and reporting to law enforcement authorities.

10. AI Features

The Service includes AI-powered features that process your data to provide intelligent assistance. By using these features, you acknowledge that:

AI-generated content (summaries, suggestions, drafts, scores, forecasts, call summaries) is assistance, not advice, and should be reviewed before you act on it or send it to anyone
AI outputs may contain inaccuracies or incomplete information and should not be relied upon as the sole basis for business decisions
We do not warrant the accuracy of AI-generated content and are not liable for decisions taken on the strength of it
Your CRM data may be sent to third-party AI model providers for processing, subject to our Privacy Policy
BYOK (Bring Your Own Key) users are responsible for compliance with their chosen AI provider's terms of service and usage policies
We do not use your data to train generalized AI models under any configuration
AI feature availability may vary by subscription plan and may be subject to usage limits

11. Email and Messaging Integrations

When you connect an email, calendar, or messaging account to the Service, you authorize us to access and process that data in accordance with these Terms and our Privacy Policy. You acknowledge that:

Connecting an account requires granting OAuth access to your provider (such as Google, Microsoft, Meta, or LinkedIn)
Synced messages are stored in our infrastructure and associated with CRM records
Access tokens are stored encrypted and deleted as soon as you disconnect the account
Disconnecting stops all future syncing; content already synced remains in your CRM until you delete it
Email tracking features (open and click tracking) are subject to applicable privacy laws in the recipient's jurisdiction
You are responsible for ensuring your use of these features complies with applicable anti-spam and privacy regulations

12. Calling and Call Recording

Calls placed and received through the in-app dialer are carried by our voice sub-processor, and outbound calls are recorded by default so that we can transcribe and summarize them.

Many jurisdictions — including California, Florida, Illinois, Massachusetts, and Washington — require the informed consent of every party before a call may be recorded. The dialer shows a recording notice before the call connects. It remains your responsibility to obtain that consent, to disclose the recording verbally where the law requires it, or to turn recording off before you dial. You are equally responsible for complying with the telemarketing and do-not-call rules that apply to the numbers you dial.

13. API Usage

The Service provides an API for integration purposes, subject to the following terms:

API access is available on eligible subscription plans as described on our pricing page
You must use API keys responsibly and keep them confidential; compromised keys should be rotated immediately
Rate limits apply and vary by plan. Exceeding rate limits may result in temporary throttling or suspension
We reserve the right to modify the API with reasonable notice and maintain backward compatibility where feasible
Automated access must comply with the acceptable use provisions of these Terms
You may not use the API to build a product that competes with the Service

14. Intellectual Property

The Service, including its software, design, documentation, branding, and all related intellectual property, is owned by SalesSheet Inc. and protected by copyright, trademark, and other intellectual property laws. We grant you a limited, non-exclusive, non-transferable right to use it for the duration of your subscription. You may not:

Copy, modify, or create derivative works based on the Service
Use our trademarks, logos, or branding without prior written permission
Remove or alter any proprietary notices or labels on the Service
Sublicense, resell, or distribute the Service to third parties

Feedback and suggestions you send us are something we may use freely and without obligation to you.

15. Copyright Complaints

We respect the intellectual property of others. If you believe that content on the Service infringes your copyright, send a notice to andres@salessheets.ai identifying the copyrighted work, the material you say infringes it and where it can be found, your contact details, and a statement made in good faith and under penalty of perjury that you are authorized to act on behalf of the rights holder. Where a notice is valid we will remove or disable the material expeditiously and notify the account that posted it so they can respond.

16. Third-Party Services

The Service connects to products we do not control — the mail, calendar, and messaging providers you link, payment and telephony providers, AI model providers, and any integration you build yourself. Connecting one is your choice, and once data reaches it, that provider's own terms and privacy policy govern it, not ours. We are not responsible for their availability, security, or pricing, or for what they do with data you send them, and a change or outage on their side may change or interrupt the corresponding feature here.

17. Service Availability and Warranties

We strive to maintain high availability of the Service and maintain reasonable administrative, physical, and technical safeguards for Your Data, described further in our Privacy Policy and on our Security page. We do not, however, guarantee uninterrupted access. The Service may be temporarily unavailable due to scheduled maintenance, infrastructure updates, or events beyond our reasonable control. We will provide advance notice of scheduled maintenance when possible.

To the maximum extent permitted by applicable law:

The Service is provided "as is" and "as available" without warranties of any kind, whether express, implied, or statutory
We do not warrant that the Service will be uninterrupted, error-free, or completely secure
We disclaim all implied warranties of merchantability, fitness for a particular purpose, and non-infringement
We are not responsible for downtime caused by the third-party services described in Section 16, by your own network or equipment, or by events outside our reasonable control

18. Limitation of Liability

To the maximum extent permitted by applicable law:

Neither party shall be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or business opportunities, even if warned they were possible
Our total aggregate liability for any claims arising from or related to the Service shall not exceed the amounts you paid to us in the twelve (12) months preceding the event giving rise to the claim
Nothing in these Terms limits liability that cannot be limited by law, including liability for fraud or for death or personal injury caused by negligence

19. Indemnification

You agree to indemnify, defend, and hold harmless SalesSheet Inc., its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable legal fees) arising out of or related to:

Your use of the Service in violation of these Terms
Your violation of any applicable law or third-party rights
Your Data or any content you transmit through the Service
Any unauthorized use of the Service under your account
Your use of the email, messaging, or calling features in violation of anti-spam, privacy, or call-recording law

20. Suspension, Termination, and Data Deletion

You may cancel at any time from your account settings; cancellation takes effect at the end of the current billing period and access continues until then. We may suspend or terminate an account that breaches these Terms, that is used unlawfully, or that puts the Service or other customers at risk — with notice where it is practicable to give it, and immediately where it is not.

After termination you have 30 days to export Your Data, after which deletion proceeds on the schedule set out in our Privacy Policy: production data within seven days of an account deletion, encrypted backups within 30 days, and operational logs within 90 days. Accounts with no sign-in for 24 consecutive months may be deleted after notice to the account email. The sections on Your Data ownership, intellectual property, limitation of liability, indemnification, and governing law survive termination.

21. Security and Vulnerability Disclosure

We welcome reports from security researchers. Testing is authorized against salessheets.ai and its subdomains, and against accounts you own or have written permission to test.

Not authorized: denial-of-service and load testing, social engineering of our staff or customers, physical testing, and any access to or modification of another customer's data
How to report: email andres@salessheets.ai as soon as you discover a real or potential issue, with enough detail to reproduce it
Our commitment: we acknowledge reports within three business days and will not pursue legal action over good-faith research that follows these rules
Your commitment: give us reasonable time to remediate before disclosing publicly

22. Governing Law and Dispute Resolution

These Terms are governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions. Any disputes arising from or related to these Terms or the Service shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except that either party may seek injunctive or equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information. The arbitration shall take place in the State of Delaware and shall be conducted in English. Nothing in this section deprives a consumer of the protection of mandatory law in their country of residence.

23. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on our website and updating the "Last updated" date. For significant changes, we will provide at least 30 days' notice via email or an in-app notification. Your continued use of the Service after any changes constitutes your acceptance of the updated Terms. If you do not agree with the updated Terms, you must stop using the Service and may cancel your account.

24. General Provisions

Severability: If any provision of these Terms is found to be unenforceable, it shall be replaced by an enforceable provision that comes closest to its original intent, and the remaining provisions shall continue in full force and effect.
Waiver: Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.
Entire Agreement: These Terms, together with our Privacy Policy and any applicable order forms, constitute the entire agreement between you and SalesSheet regarding the Service and replace anything said before.
Assignment: You may not assign your rights or obligations under these Terms without our prior written consent. We may assign our rights and obligations without restriction in connection with a merger, acquisition, or sale of assets.
Force Majeure: Neither party shall be liable for delays or failures in performance resulting from causes beyond its reasonable control, including natural disasters, acts of government, or internet service disruptions.
Notices: We may provide notices to you via email, in-app notifications, or by posting on our website. Notices to us should be sent to andres@salessheets.ai.

25. Contact Us

If you have any questions about these Terms of Service, please contact us:

Email: andres@salessheets.ai
Company: SalesSheet Inc.