Terms of Service

1. Agreement to Terms

These Terms of Service (“Terms”) constitute a legally binding agreement between you and Automize REI LLC (“AutomizeCRM,” “we,” “us,” or “our”) governing your access to and use of the AutomizeCRM platform, website (automizecrm.com), and all related services (collectively, the “Services”).

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use our Services.

2. Description of Services

AutomizeCRM provides a cloud-based customer relationship management (CRM) platform designed for real estate investors. Our Services include but are not limited to:

• Lead management and pipeline tracking
• AI-powered lead qualification and communication
• Skip tracing and data management tools
• Marketing automation (SMS, email, voice)
• Document management and e-signatures
• Analytics and reporting dashboards
• Third-party integrations

3. Account Registration

To use our Services, you must create an account and provide accurate, complete, and current information. You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activities that occur under your account
• Notifying us immediately of any unauthorized use of your account
• Ensuring that all users added to your account comply with these Terms

You must be at least 18 years old to create an account and use our Services.

4. Subscription and Payment

Pricing

Our Services are offered on a subscription basis. Current pricing is available on our website. We reserve the right to change pricing with 30 days' advance notice.

Billing

Subscriptions are billed in advance on a monthly or annual basis, depending on the plan selected. All fees are non-refundable except as required by law or as expressly stated in these Terms.

Cancellation

You may cancel your subscription at any time. Cancellation will take effect at the end of the current billing period. No partial refunds will be issued for unused portions of a billing period.

5. Professional Services & Custom Work

Your subscription fee covers access to the AutomizeCRM platform and our standard onboarding process only. Any work performed by AutomizeCRM personnel outside of standard platform access — including but not limited to the following — is considered Professional Services and is billed separately from your subscription:

• Custom workflow, automation, or pipeline builds beyond standard templates
• Third-party integrations (including, but not limited to, lead-source integrations such as Carrot, Zillow, Facebook Lead Ads, REIPro, Propstream, and any tool not natively integrated by AutomizeCRM)
• Data migration, list imports beyond 1,000 records, or data cleanup
• Custom AI prompt writing, voice agent scripting, or conversation flow design
• Website builds, landing page design, or funnel construction
• A2P/10DLC registration assistance beyond providing instructions
• Training, strategy consulting, or coaching sessions beyond the initial onboarding included with your tier
• Custom reporting, dashboard configuration, or analytics setup
• Account audits, optimization reviews, or troubleshooting of client-built configurations

Authorization & Quoting

Professional Services require a written quote and your written authorization (email is sufficient) before work begins. Quotes may be issued as a flat project fee or at our then-current hourly rate. By approving a quote, you agree that the scope, deliverables, and price stated in the quote govern the engagement.

Scope & Change Requests

Each Professional Services quote covers the specific deliverables stated in writing. Additional revisions, expanded scope, or new requests submitted after the original quote is approved will be treated as a new Professional Services engagement and require a separate written quote and authorization.

Payment Terms

Professional Services are invoiced upon authorization and payable in advance unless otherwise agreed in writing. Professional Services fees are non-refundable once work has commenced. Work will not begin until payment (or the agreed deposit) is received.

Third-Party Platforms

When Professional Services involve integrating with or configuring third-party platforms not owned by AutomizeCRM (for example, an external website builder, advertising platform, or CRM you maintain separately), you are responsible for granting and maintaining the access required to complete the work. We do not warrant the ongoing function of third-party platforms or their continued compatibility with AutomizeCRM after delivery.

6. Acceptable Use

You agree not to use our Services to:

• Violate any applicable local, state, national, or international law or regulation
• Send unsolicited messages or engage in spam (in violation of TCPA, CAN-SPAM, or similar regulations)
• Transmit any malicious code, viruses, or harmful content
• Interfere with or disrupt the integrity or performance of the Services
• Attempt to gain unauthorized access to any systems or networks
• Impersonate any person or entity
• Collect or harvest data from our Services without authorization
• Use the Services for any illegal, fraudulent, or deceptive purpose

7. Usage Costs & Extra Charges

In addition to your subscription fee, the following usage-based costs apply and are billed based on your actual activity:

Carrier & A2P Fees

• A2P 10DLC campaign registration: $19 one-time brand fee + $3/campaign
• SMS outbound: $0.0079/segment
• SMS inbound: $0.0079/segment
• MMS outbound: $0.025/message
• MMS inbound: $0.015/message
• Carrier surcharges may apply per current carrier rate schedules

AI Usage

• AI text conversations (tokens): billed per interaction at current token rates
• AI voice minutes: billed per minute of AI-handled call time
• AI call transcription & scoring: included with Maximize tier; usage-based on lower tiers

Telephony

• Local phone number: $1.15/month per number
• Toll-free number: $2.15/month per number
• Outbound calls: $0.014/minute
• Inbound calls: $0.0085/minute
• Voicemail drops: $0.025/drop

Email

• First 500 emails/day included with all plans
• Additional email sends: $0.001/email

All usage rates are subject to change with 30 days' advance notice. Current rates are always available in your account dashboard. Usage charges are invoiced monthly in arrears along with your subscription billing.

8. Messaging and Communication Compliance

You are solely responsible for ensuring that your use of our messaging features (SMS, MMS, email, voice) complies with all applicable laws, including but not limited to:

• Telephone Consumer Protection Act (TCPA)
• CAN-SPAM Act
• A2P 10DLC registration requirements
• State-specific telemarketing regulations
• Do-Not-Call (DNC) list compliance

You must obtain proper consent from recipients before sending any automated communications. AutomizeCRM provides tools to assist with compliance, but ultimate responsibility lies with you.

9. Intellectual Property

All content, features, and functionality of the Services — including software, text, graphics, logos, and trademarks — are owned by Automize REI LLC and are protected by copyright, trademark, and other intellectual property laws.

We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Services solely for your internal business purposes during the term of your subscription.

Workflows, automations, pipelines, and configurations built within your AutomizeCRM account — whether built by you or by AutomizeCRM as Professional Services — remain accessible to you for use during the term of your subscription. Underlying templates, frameworks, AI prompt libraries, automation patterns, methodologies, and any reusable components developed by AutomizeCRM remain the exclusive property of Automize REI LLC. Nothing in these Terms transfers ownership of AutomizeCRM templates, frameworks, or methodologies to you.

10. Your Data

You retain ownership of all data you input into our platform (“Your Data”). You grant us a limited license to use, process, and store Your Data solely to provide and improve our Services.

You are responsible for maintaining backups of Your Data. Upon account termination, we will make Your Data available for export for a period of 30 days, after which we may delete it.

11. Third-Party Services

Our platform may integrate with or contain links to third-party services. We are not responsible for the content, terms, or privacy practices of any third-party services. Your use of third-party services is at your own discretion and subject to the terms of those services.

12. Disclaimers

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not guarantee that the Services will be uninterrupted, error-free, or secure. We do not warrant the accuracy or completeness of any data, including skip trace results, property information, or AI-generated content.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, AUTOMIZE REI LLC SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES RESULTING FROM:

• Your use of or inability to use the Services
• Any unauthorized access to or use of our servers or your personal information
• Any interruption or cessation of transmission to or from our Services
• Any errors or omissions in any content or data provided through the Services

Our total liability for any claims arising from these Terms or your use of the Services shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.

14. Indemnification

You agree to indemnify, defend, and hold harmless Automize REI LLC, its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses arising from your use of the Services, your violation of these Terms, or your violation of any applicable law or regulation.

15. Termination

We may suspend or terminate your access to the Services at any time, with or without cause, and with or without notice. Upon termination, your right to use the Services will immediately cease. Sections of these Terms that by their nature should survive termination will remain in effect.

16. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Philadelphia County, Pennsylvania.

17. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes by posting the updated Terms on our website and updating the “Last updated” date. Your continued use of the Services after such changes constitutes acceptance of the revised Terms.