Terms of Service

Effective Date: 1/16/2025

These Terms of Service ("Terms") constitute a legally binding agreement between you and Closepilot Inc. ("Closepilot," "we," "our," or "us") and govern your use of the Closepilot platform (the "Service"), including our website (www.closepilot.com) and associated domains (collectively, the "Site"). By accessing or using the Service in any way, including on a pilot basis, you agree to be bound by these Terms and our Privacy Policy. If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization. If you do not agree to these Terms, you may not use the Service.

1. Acceptance of Terms Use of the Service is subject to your acceptance of and compliance with these Terms. You must be at least the age of majority in your jurisdiction to use the Service. Minors may only use the Service with the consent and supervision of a parent or legal guardian.

2. Description of Service Closepilot provides a web-based service that enables registered users ("Account Holders") to automate sales workflows, including email summaries, CRM updates, and follow-ups. Account Holders can share certain workflows and insights with authorized third-party users ("Clients") by granting access through email-based authentication. All new features added to the Service will be subject to these Terms.

3. Registration To use the Service, you must complete the registration process, provide current, complete, and accurate information ("Registration Data"), and maintain the confidentiality of your account credentials. You are fully responsible for all activities under your account. Closepilot reserves the right to suspend or terminate your account if any information provided is inaccurate or incomplete.

4. Privacy Policy Your use of the Service is subject to our Privacy Policy, which describes how we collect, use, and share your information. Please review it carefully.

5. Account Security You are solely responsible for securing your account and associated data. You must promptly notify Closepilot of any unauthorized access or security breaches. We are not liable for any loss resulting from your failure to secure your account.

6. Proprietary Rights The Site and Service, including all software, features, functionality, and content, are owned by Closepilot or its licensors and are protected by applicable intellectual property laws. Except as expressly authorized, you may not reproduce, modify, or distribute any part of the Site or Service.

7. Your Rights in Your Content You retain ownership of content you upload or create through the Service ("Content"). This includes sensitive sales data you entrust to us through integrations, APIs, or other means. Closepilot does not use, share, or disclose your Content for any purpose other than operating and maintaining the Service, and we do not access your Content beyond what is necessary to provide our services. Your Content remains private and confidential, and we do not share it with third parties.

By uploading Content, you grant Closepilot a limited, non-exclusive, worldwide, royalty-free license to use, reproduce, and display your Content solely for the purpose of operating, maintaining, and improving the Service. This license does not extend to any third-party use, data sharing, or external display.

You also grant Closepilot permission to use your company’s name and logo for the sole purpose of marketing and promotional materials. We will not use or disclose any other part of your Content for marketing or external purposes without your explicit written consent.

8. Content and Conduct Rules You are solely responsible for your Content and use of the Service. You must not post or share any unlawful, harmful, infringing, or otherwise objectionable material. You agree not to:

Transmit malicious software;

Engage in spam or abusive behavior;

Violate intellectual property rights;

Collect personal data without consent;

Use the Service for illegal or deceptive purposes. Closepilot reserves the right to remove any Content or terminate access for violations.

9. Selling Through Closepilot If you use the Service to sell products or services, you must comply with all applicable laws and provide accurate information. You are responsible for your use of third-party payment processors and their terms. You must not sell illegal, infringing, or harmful items.

10. Limitations on Use of Personal Information Closepilot processes personal information solely to provide and improve the Service. We do not sell your personal data. Any de-identified or aggregated information may be used for operational purposes.

11. Fees and Payment Some features of the Service require payment. By subscribing, you agree to pay all applicable fees and taxes. Your subscription will renew automatically unless canceled. You authorize us or our payment processor to charge your payment method on file.

12. Cancellation and Changes to Service You may cancel your subscription at any time, which will take effect immediately. We may update, modify, suspend, or discontinue any part of the Service at our discretion, with or without notice.

13. Third-Party Services and Content Closepilot is not responsible for third-party services or content accessible through the Service. You use such services at your own risk and must comply with their terms and privacy policies.

14. Resale of Service You may not resell, reproduce, or exploit the Service or any portion thereof without our express written consent.

15. Indemnity You agree to indemnify and hold harmless Closepilot and its affiliates against any claims, damages, or expenses arising from your use of the Service, your Content, or violation of these Terms.

16. Disclaimer of Warranties THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. CLOSEPILOT DISCLAIMS ALL WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

17. Limitation of Liability TO THE MAXIMUM EXTENT PERMITTED BY LAW, CLOSEPILOT SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR SPECIAL DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

18. Exclusions and Limitations Some jurisdictions may not allow certain warranty disclaimers or liability limitations. If such laws apply to you, some of the above exclusions may not apply.

19. U.S. Government Restricted Rights Use of the Service by the U.S. Government is subject to restrictions under applicable laws and regulations. Government users acknowledge Closepilot’s proprietary rights in the Service.

20. Agreement to Arbitrate and Class Action Waiver You agree to resolve disputes through binding individual arbitration in San Francisco, California. You waive the right to participate in class actions. Arbitration shall be governed by the rules of the American Arbitration Association.

21. General These Terms constitute the entire agreement between you and Closepilot. They are governed by California law, and any disputes shall be resolved in the state or federal courts of San Francisco County, CA. If any provision is found invalid, the remaining provisions shall remain in full force.

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