Terms and Conditions

1.   Follow up CRM agrees to provide a functional, easy to use and cost effective cloud-based sales management software.
2.   Activation And training and implementation include the following:

a.   Step 1: Launch Call - Appointment and training of Champion and Admin –Identify and appoint one individual to be the initial point of contact.Personalize program with designated Administrator. The Champion will be responsible for administrating the application among staff members. Executive Sign off and administrative support assignee required.                                         
i.    Determine executive buy in, champion,admin support and onboarding timeline                                         
ii.    Distribution of the homework documents needed for the system set up

b.   Step 2: System Set Up                      
i.       Finalize Sales Behaviors – Walk through your sales process withCustomer Success Manager and finalize Sales Behaviors.                     
ii.       Entering New Users – Learn how to add and delete users                   
iii.       Goal Setting – Learn how to set goals                   
iv.       Customize Code Groups for Drop Downs – Tailor code groups for drop downs for tailored reports.                    
v.       Review Set Up with Customer Success Manager – via GTM.

c.    Step 3: Optional data import – Follow up CRM will import client and/or file data for client with template provided by FollowupCRM.d.   
Step 4: Followup CRM Team Training &Rollout – Champion willlead the set up and training of the software with the team by following theinstructions provided by FollowupCRM by having each team member populatingtheir pipeline.e.   

Step 5: One Month Review – Pipeline review with Customer Success Manager and time of Q&Af.     

Step 6: Six Month Review – System Health Check and optimization meeting g.  

 Account Management (Customer Support): Hours 8:30am-5:00pm EST Monday through Friday. For after-hours requests, administrators may access the ticket system within maintenance or LiveChat.  For Planned system maintenance Follow up CRM will give client 48 hours advance notice and schedule to the extent reasonably practical during off business hours. h.   

Professional Services: Special Software customization for your company – Available upon further request. If The request is not included in the core product roadmap, FollowupCRM will scopeout the request and present a mock up with estimate of completion and cost. i.     

Term of Payment for monthly: Monthly agreements no longer offered. Follow up CRM agrees to provide platform access after payment is processed within 10 business days. Payment is due at signing of contract and will be process via credit card.  a.   Terms. This is a month to month agreement, per user. Each person given access to the system is required to have their own login.  Logins are 1:1; not to be shared between any members of your company or otherwise. b.   Additional users. If customer adds users Follow up CRM will automatically update your bill and prorate the charge based on your billing date. a.   Deleted users: In the event that you need to delete a user you must notify Follow up CRM to have your bill adjusted. c.    Cancellation. Customer must fill out cancellation form and provide written 60 days’ notice of cancellation. Cancellation must be made by account owner via email stating cancellation. Contracts under 1 year must pay cancellation fee of $75 per user.   a.    Client Administrator is responsible for exporting data via Reports/Charts section before database is deleted. d.   Suspension. Follow up CRM reserves the right to suspend access to the Follow up CRM software in the event that the customer has not made payments due under this agreement or is otherwise in default of any obligation hereunder. Follow up CRM shall provide written notice to customer.FollowupCRM may condition any restoration of access upon satisfaction of payment of such costs and fees directly associated with the suspension of service.e.   Payment. Credit Card Authorization form will be provided for the month to month agreement and other one-time fees to be billed on the date of contract signed or services given.  

i. As of 2021, we do not offer monthly terms


Terms and Termination yearly agreements :   Initial Term. This is an annual agreement, per user. Each person given access to the system is required to have their own login.  Logins are 1:1; not to be shared between any members of your company or otherwise.g.   Terms. After the Initial Term, this agreement will automatically renew for a successive period of one (1) year, and upon each anniversary date thereafter.  The term shall include the Initial Term and the Renewal Terms.

Cancellation. Customer must fill out cancellation form and provide written 60 days’ notice of cancellation before anniversary date or agreement will be renewed automatically. Cancellation must be made by account owner via email stating cancellation. Contracts must pay the remaining term to cancel contract or continue for the remainder of the year.  

1.  Customer must provide 60 days’ notice of cancellation. Clients may cancel within the 1-year term but must serve the entirety of the agreement. No refunds.

2. Payment Information. You will keep your contact information, billing information and credit card information (where applicable) up to date. All payment obligations are non-cancelable and all amounts paid are non-refundable, except as specifically provided for in this Agreement. All fees are due and payable in advance throughout the Subscription Term.

3. Client Administrator is responsible for exporting data via Reports/Charts section before the database is deleted. In order to process the cancellation, purchaser must meet with customer success rep for a cancellation meeting to understand what cause the cancellation

Data Confidentiality & Export: Client agrees that Follow up CRM shall have access to client’s program and data for technical support purposes only. FollowupCRM agrees that all client data is to be considered confidential and proprietary to client and Follow up CRM shall hold the same in confidence. Follow up CRM shall not use confidential data other than for the purposes of its business with client,and shall not disclose, publish or otherwise reveal any of the confidential information received from client to any other party whatsoever except with the specific prior written authorization of client. All client data in the Follow up RMsystem is the property of the client.  If requested, Follow up CRM will export client’s data into a .csv format within 3 business days off request.  Client may also perform export as an administrator any time.a.    Representative of Follow up CRM                                                                              ___­__l.     Any Modifications    to this agreement must be   in   writing and confirmed by a Follow up CRM Manager.m.  

Exclusive Remedies; Limitation of Liability: Follow up CRM shall not be liable for incidental or consequential damages, even if the Follow up CRM had been advised, knew or should have known of the possibilities of such damages. The maximum liability for damages caused by the fault or negligence of Follow up CRM under this agreement shall be limited to monies actually paid by customer for the services involved. In no event shall Follow up CRM be liable for any interruption of service, loss of business or anticipatory profits, or consequential damages resulting from the use or operation of the equipment. In no event, shall Follow up CRM be liable for loss of profits or any indirect, special, or consequential damages arising out of any breach of this Agreement.n.   

Binding Arbitration Clause: Any controversy or claim arising out of or relating to this contract, or the breach thereof, shall be settled by arbitration in accordance with the United States Commercial Arbitration Rules Of the American Arbitration Association, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.o.    Any legal action related to this agreement shall take place in Broward County, Florida, and the Laws of the State of Florida shall prevail. 

Service Changes, Suspension, and Termination: We may change Followup CRM , stop providing Followup CRM or features of Followup CRM to you or to our users generally, or create usage limits for Followup CRM. We may permanently or temporarily terminate or suspend your access to Followup CRM without notice and liability, without cause or for any reason, including if in our sole determination you violate any provision of these Terms. Upon termination, you continue to be bound by these Terms.

Notification Procedures and Changes to these Terms: We may provide notifications, whether such notifications are required by law or are for marketing or other business-related purposes, to you via email notice, written or hard copy notice, or through posting of such notice on our website, as we determine in our sole discretion. We reserve the right to determine the form and means of providing notifications to our users, provided that you may opt out of certain notifications as required under applicable laws or as described in these Terms or our Privacy Policy. We are not responsible for any automatic filtering you or your network provider may apply to email notifications we send to the email address you provide us. We may, in our sole discretion, modify or update these Terms from time to time, and so you should review this page periodically. These Terms apply to and govern your access to and use of our Service effective as of the start of your access to or use of our Service, even if such access or use began before publication of these Terms. Your continued use of Followup CRM after any such change constitutes your acceptance of the new Terms of Service. If you do not agree to any part of these terms or any future Terms of Service, do not use or access (or continue to access) Followup CRM.