Terms of Service
Clear scope, explicit approvals, and defined deliverables. No bulk changes without written sign-off.
Effective date: January 1, 2025
Scope of Service
CleanupCRM provides CRM data cleanup services including data audit, deduplication, field standardisation, email verification, enrichment gap analysis, validation workflow recommendations, and reporting. Services are delivered on a fixed-scope project basis or ongoing retainer as defined in the engagement agreement. No work outside the agreed scope is performed without a written change order.
Access & Authorisation
You grant CleanupCRM limited, temporary access to your CRM environment solely for the purpose of delivering the agreed services. We perform no bulk changes — including merges, deletes, or field updates — without explicit written approval from a designated point of contact on your team. All modifications are logged and documented.
Approval-First Process
CleanupCRM follows a strict approval-first process for all risky CRM actions. This includes: bulk record merges, bulk deletes, lifecycle-stage changes, ownership reassignments, automation modifications, and paid API or enrichment usage. Each category of action requires written sign-off before execution. Risky records are placed into a review queue before any action is taken.
Payment & Deliverables
Invoices are due within 7 days of project start unless otherwise stated in the engagement agreement. Standard deliverables include a CRM data quality audit report, cleanup plan with approval checkpoints, change log, segmentation lists where applicable, and a final summary report. All deliverables are provided in digital format. Paid API usage, enrichment credits, and large-scale remediation costs are estimated and approved separately before execution.
Confidentiality
All client data, CRM contents, business information, and engagement details are treated as strictly confidential. CleanupCRM will sign a mutual NDA on request. We do not disclose client information to third parties except sub-processors required to deliver the service (e.g. cloud storage, communication tools). A list of sub-processors is available on request.
Limitation of Liability
CleanupCRM's total liability for any claim arising from a service engagement is capped at the total fees paid for that engagement. We are not liable for indirect, incidental, or consequential damages. We follow industry-standard practices to minimise risk, and all bulk actions require prior written approval from the client.
Intellectual Property
All deliverables produced during an engagement — audit reports, cleanup plans, segmentation lists, dashboards, and documentation — become the property of the client upon payment in full. CleanupCRM retains ownership of its proprietary methodologies, templates, and tooling used to produce those deliverables.
Termination
Either party may terminate an engagement with 14 days written notice. If the client terminates early, payment is due for all work completed up to the termination date. If CleanupCRM terminates for cause (e.g. non-payment, access revocation), all work product produced to that date is delivered upon receipt of outstanding payment.
Governing Law & Jurisdiction
These terms are governed by the laws of the State of Delaware, United States. Any disputes shall be resolved in the state or federal courts located in Delaware. For clients in the EU or UK, applicable data protection obligations are governed by GDPR or UK-GDPR respectively, as set out in the Data Processing Addendum.
Changes to These Terms
We may update these terms from time to time. Active clients will be notified of material changes at least 30 days in advance. Continued use of our services after the effective date of a revised policy constitutes acceptance of the updated terms. The current version is always available at www.cleanupcrm.com/terms.