Terms of Service

Last Updated: December 15, 2025

UltCRM

Table of Contents

  • 1. Acceptance of Terms
  • 2. Definitions
  • 3. Description of Services
  • 4. Eligibility and Registration
  • 5. Account Responsibilities
  • 6. Fees and Payment
  • 7. Term and Termination
  • 8. Acceptable Use Policy
  • 9. Communications Services
  • 10. Advertising Platform Integration
  • 11. Data Processing and Privacy
  • 12. Intellectual Property
  • 13. Confidentiality
  • 14. Warranties and Disclaimers
  • 15. Limitation of Liability
  • 16. Indemnification
  • 17. Third-Party Services
  • 18. Regulatory Compliance
  • 19. Modifications to Terms
  • 20. General Provisions
  • 21. Schedule of Proprietary Systems
  • 22. Non-Circumvention
  • 23. Data Mining Prohibition
  • 24. Injunctive Relief
  • 25. Audit Rights

IMPORTANT: Please read these Terms of Service carefully before using UltCRM. By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to all of these Terms, you may not access or use the Services.

1. Acceptance of Terms

These Terms of Service (hereinafter "Terms," "Agreement," or "Terms of Service") constitute a legally binding agreement between you (hereinafter "Client," "User," "you," or "your") and UltCRM (hereinafter "Company," "UltCRM," "we," "us," or "our"), governing your access to and use of the UltCRM platform, including all associated software, applications, websites, APIs, and services (collectively, the "Services").

By creating an account, accessing, or using any portion of the Services, you acknowledge that you have read, understood, and agree to be bound by these Terms, together with our Privacy Policy, Acceptable Use Policy, Payment Policy, Refund Policy, Cookie Policy, and Data Processing Agreement, all of which are incorporated herein by reference (collectively, the "Policies").

If you are entering into this Agreement on behalf of a company, organization, or other legal entity (collectively, "Entity"), you represent and warrant that you have the authority to bind such Entity to these Terms, in which case the terms "you" or "your" shall refer to such Entity. If you do not have such authority, or if you do not agree with these Terms, you must not accept this Agreement and may not use the Services.

2. Definitions

For the purposes of this Agreement, the following definitions shall apply:

  • "Authorized Users" means individuals who are authorized by Client to use the Services on Client's behalf, including employees, contractors, and agents.
  • "Client Data" means all data, content, and information submitted, uploaded, or transmitted by Client or Authorized Users through the Services, including but not limited to contact information, communications records, customer data, and business information.
  • "Communications Services" means any telephony, SMS, MMS, email, or other messaging capabilities provided through the Services, including integrations with third-party providers such as Twilio.
  • "Digital Assets" means websites, web applications, software code, designs, graphics, logos, trademarks, marketing materials, and any other digital content created or developed in connection with the Services.
  • "Documentation" means the user guides, help files, API documentation, and other technical and operational materials provided by Company describing the functionality and operation of the Services.
  • "Effective Date" means the date on which Client first accepts these Terms or first accesses the Services, whichever occurs earlier.
  • "End Users" means Client's customers, prospects, and other third parties who interact with Client through or in connection with the Services.
  • "Intellectual Property Rights" means all patents, copyrights, trademarks, trade secrets, and other intellectual property and proprietary rights.
  • "Personal Data" has the meaning ascribed to it under applicable data protection laws, including the General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and other relevant privacy legislation.
  • "Platform" means the UltCRM software-as-a-service platform, including all features, functionality, and user interfaces.
  • "Subscription" means the paid access to the Services for a specified term as selected by Client.
  • "Third-Party Services" means any services, applications, integrations, or platforms provided by third parties that interoperate with the Services.

3. Description of Services

3.1 Platform Overview

UltCRM provides a comprehensive customer relationship management (CRM) and marketing automation platform that enables businesses to manage customer interactions, communications, sales pipelines, marketing campaigns, and related business operations. The Services may include, without limitation:

  • Contact and lead management
  • Unified communications (email, SMS, voice calls)
  • Sales pipeline and opportunity tracking
  • Marketing automation and workflow management
  • Form builders and lead capture tools
  • Appointment scheduling and calendar management
  • Invoicing and payment processing
  • Multi-platform advertising management and integration
  • Analytics and reporting
  • AI-powered tools and automation
  • Third-party integrations and API access

3.2 Service Modifications

Company reserves the right, at its sole discretion, to modify, suspend, or discontinue any aspect of the Services at any time, including the availability of any feature, database, or content, with or without notice. Company may also impose limits on certain features or restrict access to parts or all of the Services without notice or liability. Company shall not be liable to Client or any third party for any modification, suspension, or discontinuation of the Services.

3.3 Service Level

Company shall use commercially reasonable efforts to make the Services available with a monthly uptime percentage of at least 99.5%, excluding scheduled maintenance and circumstances beyond Company's reasonable control. Company does not guarantee uninterrupted, secure, or error-free operation of the Services.

4. Eligibility and Registration

4.1 Eligibility Requirements

To use the Services, you must:

  • Be at least eighteen (18) years of age or the age of majority in your jurisdiction;
  • Have the legal capacity to enter into binding contracts;
  • Not be prohibited from using the Services under applicable laws;
  • Provide accurate, current, and complete registration information;
  • Comply with all applicable laws and regulations in your use of the Services.

4.2 Registration

To access certain features of the Services, you must register for an account. During registration, you agree to provide accurate, current, and complete information and to update such information as necessary to maintain its accuracy. You are responsible for maintaining the security of your account credentials and for all activities that occur under your account.

4.3 Organizational Accounts

If you register on behalf of an organization, you represent and warrant that you are authorized to bind that organization to these Terms. The organization shall be responsible for all access and use of the Services by its Authorized Users.

5. Account Responsibilities

5.1 Account Security

You are solely responsible for:

  • Maintaining the confidentiality of your account credentials;
  • Restricting access to your account;
  • All activities that occur under your account;
  • Notifying Company immediately of any unauthorized access or security breach.

5.2 Authorized Users

Client may permit Authorized Users to access and use the Services on Client's behalf, subject to these Terms. Client shall ensure that all Authorized Users comply with these Terms and shall be responsible for any acts or omissions of Authorized Users as if they were Client's own acts or omissions.

5.3 Account Accuracy

You agree to provide and maintain accurate, current, and complete account information. Company reserves the right to suspend or terminate accounts that contain inaccurate or incomplete information.

6. Fees and Payment

6.1 Fee Structure

Client agrees to pay all fees associated with the Services as set forth in the applicable pricing plan or order form. Fees may be structured as:

  • Monthly or annual subscription fees;
  • Per-user or per-seat fees;
  • Usage-based fees (e.g., per message, per call, per contact);
  • Transaction fees or commissions;
  • Setup, implementation, or onboarding fees;
  • Custom development or professional services fees;
  • Any other fees as specified in the applicable order form.

6.2 Payment Terms

All fees are due and payable as specified in the applicable invoice or order form. Unless otherwise agreed in writing:

  • Subscription fees are billed in advance on a recurring basis;
  • Usage-based fees are billed in arrears;
  • All fees are payable within thirty (30) days of invoice date;
  • All fees are quoted and payable in United States Dollars (USD) unless otherwise specified.

6.3 Payment Methods

Client authorizes Company to charge the designated payment method (credit card, debit card, ACH transfer, wire transfer, or other approved method) for all fees and charges arising under this Agreement. Client shall maintain current and accurate billing information at all times.

6.4 Late Payments

Late payments shall accrue interest at the rate of one and one-half percent (1.5%) per month, or the maximum rate permitted by law, whichever is less. Company reserves the right to suspend access to the Services for any account with payments more than fifteen (15) days past due.

6.5 Taxes

All fees are exclusive of taxes. Client shall be responsible for all applicable taxes, including sales tax, use tax, VAT, GST, and other governmental assessments, excluding taxes based on Company's income.

6.6 Fee Changes

Company reserves the right to modify fees upon thirty (30) days' prior written notice. Fee changes shall become effective at the start of the next renewal term following such notice.

7. Term and Termination

7.1 Term

This Agreement commences on the Effective Date and continues until terminated in accordance with this Section. Unless otherwise specified in an applicable order form, Subscriptions shall automatically renew for successive periods equal to the initial term unless either party provides written notice of non-renewal at least thirty (30) days prior to the end of the then-current term.

7.2 Termination for Convenience

Either party may terminate this Agreement for convenience upon thirty (30) days' prior written notice to the other party. Unless otherwise specified in an applicable order form, early termination by Client shall not entitle Client to any refund of prepaid fees.

7.3 Termination for Cause

Either party may terminate this Agreement immediately upon written notice if:

  • The other party materially breaches this Agreement and fails to cure such breach within thirty (30) days after receiving written notice thereof;
  • The other party becomes insolvent, files for bankruptcy, or ceases to operate in the ordinary course of business.

Company may also terminate this Agreement immediately, without notice, if Client:

  • Fails to pay any fees when due;
  • Violates the Acceptable Use Policy;
  • Engages in fraudulent, illegal, or harmful activities;
  • Uses the Services in a manner that threatens the security or integrity of the Platform.

7.4 Effect of Termination

Upon termination or expiration of this Agreement:

  • All rights granted to Client hereunder shall immediately cease;
  • Client shall cease all use of the Services;
  • Client shall pay all outstanding fees;
  • Company may delete Client Data after a thirty (30) day retention period;
  • Sections that by their nature should survive termination shall survive.

7.5 Data Export

Upon request made within thirty (30) days following termination, Company shall make Client Data available for export in a standard format. After such period, Company shall have no obligation to maintain or provide Client Data.

8. Acceptable Use Policy

8.1 General Restrictions

Client agrees not to use the Services to:

  • Violate any applicable law, regulation, or third-party right;
  • Transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, vulgar, obscene, or otherwise objectionable;
  • Transmit unsolicited commercial communications (spam);
  • Impersonate any person or entity or misrepresent your affiliation;
  • Interfere with or disrupt the Services or servers;
  • Attempt to gain unauthorized access to any systems or networks;
  • Transmit any viruses, malware, or harmful code;
  • Harvest or collect personal information without consent;
  • Engage in any fraudulent, deceptive, or illegal activities;
  • Resell or redistribute the Services without authorization;
  • Reverse engineer, decompile, or disassemble the Services;
  • Remove or modify any proprietary notices or labels;
  • Use the Services for competitive analysis or benchmarking, including, but not limited to, accessing the Services if you are an employee, consultant, agent, or representative of a competing entity (e.g., HubSpot, GoHighLevel, Salesforce, Keap, ActiveCampaign, or similar CRM and marketing automation platforms) without express written consent. Any such unauthorized access for the purpose of "observational replication," "logic mapping," or "feature scouting" shall be considered a material breach and a misappropriation of Trade Secrets under the Illinois Trade Secrets Act (765 ILCS 1065). In the event of such a breach, you agree to pay Company liquidated damages in the amount of $250,000 USD per occurrence, which the parties agree is a reasonable estimate of the harm caused by such unauthorized competitive scouting and is not intended as a penalty;
  • Circumvent any access controls or usage limits.

8.2 Content Standards

Client is solely responsible for all content transmitted through the Services. Client shall not transmit content that:

  • Infringes any intellectual property rights;
  • Contains false or misleading information;
  • Promotes illegal activities;
  • Contains adult content without appropriate age verification;
  • Violates privacy rights of third parties.

8.3 Enforcement

Company reserves the right to investigate suspected violations and to take appropriate action, including suspension or termination of accounts, removal of content, and cooperation with law enforcement authorities.

9. Communications Services

9.1 Telephony and Messaging

The Services may include communications features powered by third-party providers, including Twilio and other telecommunications services. By using these features, you agree to comply with all applicable telecommunications regulations and the terms of service of such third-party providers.

9.2 Compliance with Communications Laws

Client acknowledges and agrees to comply with all applicable laws governing electronic communications, including but not limited to:

  • Telephone Consumer Protection Act (TCPA);
  • CAN-SPAM Act;
  • Telemarketing Sales Rule (TSR);
  • General Data Protection Regulation (GDPR);
  • ePrivacy Directive;
  • Canada's Anti-Spam Legislation (CASL);
  • Australia's Spam Act;
  • All applicable state and local telecommunications regulations;
  • All applicable international telecommunications regulations.

9.3 Consent Requirements

Client represents and warrants that it has obtained all necessary consents from End Users before sending any communications through the Services. Client shall maintain records of all consents and shall make such records available to Company upon request.

9.4 Prohibited Communications

Client shall not use the Communications Services to:

  • Send unsolicited commercial messages without proper consent;
  • Send messages to numbers on the National Do-Not-Call Registry without an established business relationship;
  • Use auto-dialers to call or text without prior express consent;
  • Send fraudulent or deceptive messages;
  • Engage in caller ID spoofing with intent to defraud;
  • Make robocalls or robotexts without proper consent;
  • Violate any carrier or messaging platform policies.

9.5 10DLC and A2P Messaging Compliance

For application-to-person (A2P) messaging in the United States, Client shall register all campaigns with The Campaign Registry (TCR) and comply with all carrier requirements for 10DLC messaging. Company may require verification of business identity and use case before enabling messaging services.

9.6 Messaging Charges

Client shall be responsible for all charges associated with sending and receiving messages through the Services, including carrier fees, messaging platform fees, and any applicable taxes or surcharges.

10. Advertising Platform Integration

10.1 Third-Party Advertising Platforms

The Services may integrate with third-party advertising platforms including, without limitation, Google Ads, Meta (Facebook/Instagram) Ads, TikTok Ads, Snapchat Ads, YouTube Ads, and other advertising networks (collectively, "Advertising Platforms"). By using these integrations, Client agrees to comply with the terms of service, advertising policies, and guidelines of each respective Advertising Platform.

10.2 Advertising Account Responsibility

Client is solely responsible for:

  • Creating and maintaining accounts with Advertising Platforms;
  • Ensuring compliance with all Advertising Platform policies;
  • All advertising content created or managed through the Services;
  • All advertising spend and charges incurred through Advertising Platforms;
  • Any violations or account suspensions by Advertising Platforms.

10.3 Advertising Content Standards

Client shall ensure that all advertising content complies with:

  • All applicable laws and regulations regarding advertising;
  • Federal Trade Commission (FTC) guidelines;
  • Truth in advertising standards;
  • Industry-specific advertising regulations;
  • Platform-specific advertising policies.

10.4 Prohibited Advertising Content

Client shall not create, publish, or promote advertising that:

  • Contains false, misleading, or deceptive claims;
  • Promotes illegal products or services;
  • Targets minors inappropriately;
  • Contains discriminatory content;
  • Violates intellectual property rights;
  • Promotes regulated products without proper authorization;
  • Violates any Advertising Platform policies.

10.5 Pixel Tracking and Data Collection

Client acknowledges that the Services may include pixel tracking and data collection features for advertising optimization. Client is responsible for:

  • Obtaining proper consent for data collection;
  • Providing appropriate privacy disclosures;
  • Complying with all applicable privacy laws;
  • Properly configuring data collection in accordance with applicable regulations.

10.6 No Guarantee of Advertising Results

Company makes no representations or warranties regarding advertising performance, reach, impressions, conversions, or return on advertising spend. Advertising results depend on numerous factors outside Company's control, including Advertising Platform algorithms, competition, market conditions, and the quality of Client's advertising content.

11. Data Processing and Privacy

11.1 Data Protection

Company shall process Client Data in accordance with the Privacy Policy and applicable data protection laws. Where required by law, Company shall execute a Data Processing Agreement with Client.

11.2 Client Responsibilities

Client is responsible for:

  • The accuracy and legality of Client Data;
  • Obtaining all necessary consents for data processing;
  • Compliance with applicable privacy laws;
  • Providing appropriate privacy notices to End Users;
  • Responding to data subject requests.

11.3 Data Security

Company shall implement and maintain appropriate technical and organizational measures to protect Client Data against unauthorized access, loss, or destruction. However, no system is completely secure, and Company cannot guarantee absolute security.

11.4 Data Location

Client Data may be processed and stored in data centers located in various jurisdictions. By using the Services, Client consents to such processing and storage.

11.5 Subprocessors

Client acknowledges that Company may engage subprocessors to assist in providing the Services. Company shall maintain a list of subprocessors and shall notify Client of any material changes.

12. Intellectual Property

12.1 Company Intellectual Property

The Services, including all software, technology, designs, trademarks, and other intellectual property, are and shall remain the exclusive property of Company and its licensors. Client receives only a limited, non-exclusive, non-transferable, revocable license to use the Services during the term of this Agreement.

12.2 Client Data

As between Company and Client, Client retains all rights in Client Data. Client grants Company a limited license to use, process, and store Client Data solely as necessary to provide the Services.

12.3 Feedback

If Client provides suggestions, feedback, or recommendations regarding the Services, Company may use such feedback without restriction or compensation to Client.

12.4 Restrictions

Client shall not:

  • Copy, modify, or create derivative works of the Services;
  • Reverse engineer, disassemble, or decompile the Services;
  • Remove or alter any proprietary notices;
  • Use Company's trademarks without authorization;
  • Sublicense or resell the Services without authorization.

12.5 Proprietary Agentic Orchestration and Trade Secrets

Client acknowledges and agrees that the underlying hierarchical agentic reasoning, backend orchestration flows, AI employee logic, "Maxus-Sync" synchronization architecture, workflow automation sequences, and similar proprietary systems (collectively, the "Brain Architecture") are the unique, non-obvious Trade Secrets of the Company, protected under the Illinois Trade Secrets Act (765 ILCS 1065) and the federal Defend Trade Secrets Act (18 U.S.C. § 1836).

Access to the User Interface (UI) does not constitute a license to observe, document, reverse engineer, or replicate the underlying logical sequences, decision trees, or Brain Architecture.

Any attempt to map, document, or deduce these sequences through:

  • Repeated systematic inputs designed to reveal decision logic ("black-box testing");
  • Analysis of API responses to infer backend behavior;
  • Documentation of workflow outputs to reconstruct automation logic;
  • Use of automated tools to probe system behavior;
  • Any other method of "observational replication" or "logic mapping"

is strictly prohibited and shall constitute misappropriation of Trade Secrets. Such misappropriation may result in immediate account termination, pursuit of injunctive relief, and recovery of damages including the $250,000 liquidated damages specified in Section 8.1, actual damages, attorneys' fees, and exemplary damages where permitted by law.

12.6 Acknowledgment of Trade Secret Status

By using the Services, Client explicitly acknowledges that:

  • The Company has invested substantial time, effort, and resources in developing the Brain Architecture;
  • The Brain Architecture derives independent economic value from not being generally known or readily ascertainable;
  • The Company has taken reasonable measures to maintain the secrecy of the Brain Architecture;
  • Client's access to the Services does not grant any rights to the underlying Trade Secrets;
  • Any breach of this Section 12.5 or 12.6 would cause irreparable harm for which monetary damages would be inadequate.

13. Confidentiality

13.1 Confidential Information

Each party agrees to protect the confidential information of the other party with the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care.

13.2 Exceptions

Confidential information does not include information that:

  • Is or becomes publicly available without breach;
  • Was known prior to disclosure;
  • Is independently developed without use of confidential information;
  • Is rightfully obtained from a third party without restriction.

13.3 Required Disclosures

Either party may disclose confidential information as required by law, provided it gives reasonable prior notice to the other party and cooperates in seeking confidential treatment.

14. Warranties and Disclaimers

14.1 Company Warranties

Company warrants that:

  • The Services will perform substantially in accordance with the Documentation;
  • Company will provide the Services using commercially reasonable skill and care;
  • Company has the authority to grant the rights set forth herein.

14.2 Disclaimer

EXCEPT AS EXPRESSLY SET FORTH HEREIN, THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." COMPANY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. COMPANY DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.

14.3 Third-Party Services

Company makes no warranties regarding Third-Party Services. Client's use of Third-Party Services is at Client's own risk and subject to the terms of such third parties.

15. Limitation of Liability

15.1 Exclusion of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL COMPANY BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, REGARDLESS OF WHETHER COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

15.2 Liability Cap

TO THE MAXIMUM EXTENT PERMITTED BY LAW, COMPANY'S TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY CLIENT TO COMPANY DURING THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

15.3 Essential Purpose

The limitations set forth in this Section shall apply regardless of the form of action, whether in contract, tort (including negligence), strict liability, or otherwise, and shall survive any failure of essential purpose of any limited remedy.

16. Indemnification

16.1 Client Indemnification

Client shall indemnify, defend, and hold harmless Company and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

  • Client's use of the Services;
  • Client Data;
  • Client's violation of these Terms;
  • Client's violation of any law or regulation;
  • Client's violation of any third-party right;
  • Any claims by End Users;
  • Client's advertising activities.

16.2 Indemnification Procedures

Company shall promptly notify Client of any claim and shall provide reasonable cooperation in defense thereof. Company reserves the right to participate in the defense with counsel of its choice at its own expense.

17. Third-Party Services

17.1 Third-Party Integrations

The Services may integrate with or provide access to Third-Party Services, including but not limited to:

  • Twilio (telecommunications);
  • Stripe (payment processing);
  • Google (calendar, OAuth, advertising);
  • Meta/Facebook (advertising, APIs);
  • TikTok (advertising);
  • Snapchat (advertising);
  • YouTube (advertising, APIs);
  • Other third-party platforms and services.

17.2 Third-Party Terms

Client's use of Third-Party Services is subject to the terms and conditions of such third parties. Company is not responsible for Third-Party Services and makes no warranties regarding their performance, availability, or security.

17.3 Third-Party Fees

Client is solely responsible for any fees, charges, or costs associated with Third-Party Services, which may be charged directly by such third parties or passed through by Company.

18. Regulatory Compliance

18.1 General Compliance

Each party shall comply with all applicable laws and regulations in connection with its performance under this Agreement.

18.2 Export Controls

Client shall not export or re-export the Services or any related technology in violation of any applicable export control laws or regulations.

18.3 Anti-Corruption

Neither party shall take any action that would violate any applicable anti-bribery or anti-corruption laws.

18.4 Industry-Specific Compliance

Client is responsible for ensuring that its use of the Services complies with any industry-specific regulations applicable to Client's business, including but not limited to HIPAA, PCI-DSS, and financial services regulations.

19. Modifications to Terms

19.1 Changes to Terms

Company reserves the right to modify these Terms at any time. Material changes will be notified through the Services or via email at least thirty (30) days prior to taking effect. Continued use of the Services after such changes constitutes acceptance of the modified Terms.

19.2 Changes to Services

Company reserves the right to modify, update, or discontinue any aspect of the Services at any time without liability.

20. General Provisions

20.1 Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of Illinois, United States, without regard to conflicts of law principles. For Clients located outside the United States, the governing law provisions may be modified by applicable local law requirements.

20.2 Dispute Resolution

Any dispute arising out of or relating to this Agreement shall first be subject to good faith negotiations between the parties. If negotiations fail, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except that either party may seek injunctive relief in any court of competent jurisdiction. For international clients, alternative dispute resolution mechanisms may apply as required by local law.

20.3 Jurisdiction

Subject to the arbitration provisions above, each party consents to the exclusive jurisdiction of the state and federal courts located in Illinois for any disputes not subject to arbitration.

20.4 Assignment

Client may not assign this Agreement without Company's prior written consent. Company may assign this Agreement to an affiliate or in connection with a merger, acquisition, or sale of assets.

20.5 Entire Agreement

This Agreement, including all Policies incorporated by reference, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements.

20.6 Severability

If any provision of this Agreement is held invalid or unenforceable, such provision shall be modified to the minimum extent necessary, and the remaining provisions shall continue in full force and effect.

20.7 Waiver

Failure to enforce any provision of this Agreement shall not constitute a waiver of such provision or any other provision.

20.8 Force Majeure

Neither party shall be liable for any failure or delay in performance due to causes beyond its reasonable control, including acts of God, natural disasters, war, terrorism, riots, pandemics, government actions, or failures of third-party providers.

20.9 Notices

Notices shall be sent to the addresses on file with Company and shall be deemed received upon actual receipt or three (3) business days after mailing.

20.10 Independent Contractors

The parties are independent contractors. Nothing in this Agreement creates a partnership, joint venture, agency, or employment relationship.

20.11 No Third-Party Beneficiaries

This Agreement does not create any third-party beneficiary rights.

20.12 Headings

Section headings are for convenience only and shall not affect the interpretation of this Agreement.

20.13 Language

This Agreement is in English. Any translations are for convenience only, and the English version shall control.

21. Schedule of Proprietary Systems (Trade Secrets)

NOTICE: This Section 21 identifies the Company's protected Trade Secrets under the Illinois Trade Secrets Act (765 ILCS 1065) and the federal Defend Trade Secrets Act (18 U.S.C. § 1836). The Company does not claim ownership of general software concepts or industry-standard patterns. Rather, the Company asserts trade secret protection over its specific implementations, integrations, and the non-obvious combinations of technologies described below. Any unauthorized observation, documentation, reverse engineering, or replication of these specific implementations is strictly prohibited.

21.1 AI Employee Agentic Orchestration System

The Company has developed a novel autonomous AI agent framework that goes beyond simple AI chat or task completion. The protected elements include:

  • Category-Based Tool Registry: The specific architecture organizing 150+ executable tools into READ, WRITE, COMMUNICATE, SEARCH, INTEGRATE, and ARTIFACT categories, with per-tool parameter schemas and execution contracts;
  • Mid-Execution Approval Workflow: The specific implementation whereby AI execution PAUSES when encountering sensitive tools, persists state to database, awaits human authorization, and resumes execution with preserved context - this human-in-the-loop pattern during active AI runs is a key innovation;
  • Context Preloading Architecture: The specific methodology for building workspace data snapshots (recent contacts, active opportunities, pending tasks, etc.) and injecting them into AI context before execution;
  • CRM Event-Triggered AI Activation: The specific system whereby CRM events (contact_created, tag_added, form_submitted, opportunity_stage_changed, order_created, cart_abandoned, etc.) automatically spawn and execute AI employee runs without human initiation;
  • Artifact Generation Pipeline: The specific process by which AI employees produce structured outputs (spreadsheets, documents, reports) that are persisted, versioned, and made available to users.

21.2 AI Voice Agent with Live Database Operations

The Company has developed a voice AI system that uniquely executes CRM operations during active telephone conversations. Unlike voice assistants that merely converse or transfer calls, this system performs real-time database operations while maintaining natural conversation flow:

  • Live Call Tool Invocation: The specific architecture enabling the AI to execute CRM tools (contact lookup, appointment creation, record updates, note additions) DURING an active phone call, with results influencing the ongoing conversation;
  • Bidirectional Voice-to-Action Pipeline: The specific implementation connecting real-time speech processing to the AI Employee tool registry, enabling spoken requests to trigger database operations with sub-second latency;
  • Context-Aware Outbound Calling: The specific system for AI-initiated outbound calls that pre-loads contact history, previous conversations, and relevant CRM data to inform the AI's approach.

21.3 Unified Cross-System Event Architecture

The Company's core innovation lies in how disparate systems communicate and trigger each other. A single user action can cascade across multiple subsystems in ways that are not obvious from examining any individual component:

  • Single-Event Multi-System Propagation: The specific implementation whereby one event (e.g., form submission) simultaneously triggers: pixel events to multiple advertising platforms (Meta, Google, TikTok), workflow automation sequences, AI employee activation, contact/opportunity creation, push notifications, and conversation thread updates - all through a unified event bus;
  • Cross-Platform Attribution Chain: The specific methodology linking pixel tracking click IDs, through form submissions, to contact records, to opportunities, to revenue - enabling closed-loop attribution across the entire customer journey;
  • Workflow-to-AI Handoff Protocol: The specific integration allowing workflow automations to spawn AI employee runs with contextual data, and AI employees to trigger workflow automations as part of their execution.

21.4 Maxus-Sync WordPress Integration Protocol

The Company has developed a specific protocol for bidirectional synchronization between WordPress installations and the CRM platform:

  • Multi-Plugin Discovery and Registration: The specific handshake mechanism whereby multiple WordPress plugins (booking, store, forms, pixel) independently discover and register with a single CRM workspace, establishing authenticated communication channels;
  • Bidirectional Conflict Resolution: The specific algorithms determining sync direction and resolving conflicts when the same record is modified in both WordPress and the CRM simultaneously;
  • Selective Field Synchronization: The specific mapping system that determines which fields sync in which direction, with per-field override capabilities.

21.5 Workflow Automation Engine - Specific Innovations

While workflow automation is a common concept, the Company's specific implementation includes novel features:

  • Workflow Chaining via call_workflow Action: The specific implementation allowing one workflow to invoke another workflow mid-execution, passing contextual data and optionally waiting for completion;
  • Workspace Automation Framework: The specific system whereby designated workflows appear in team members' "New Lead" dropdown, with automatic owner assignment to the creating user and immediate execution bypassing normal triggers;
  • Condition Evaluator Implementation: The specific set of 15+ conditional operators and the evaluation engine that processes complex nested conditions against contact, opportunity, and custom field data.

21.6 Integrated Platform Architecture

Beyond individual systems, the Company asserts trade secret protection over the non-obvious combination and integration of the above systems into a unified platform. The specific ways these systems interconnect, share data, trigger each other, and provide a cohesive user experience represent substantial investment in research, development, and architectural design that is not readily ascertainable by examining publicly available interfaces.

21.7 Acknowledgment and Scope

By using the Services, Client acknowledges that:

  • The Company claims trade secret protection over specific implementations, not general concepts;
  • The Company has invested substantial resources developing the specific architectures, algorithms, and integrations described above;
  • These specific implementations derive independent economic value from not being generally known;
  • Attempting to deduce, document, or replicate these specific implementations through observation of the Services constitutes misappropriation;
  • The protections in this Section 21 are cumulative with, not duplicative of, general intellectual property protections in Section 12.

22. Non-Circumvention and Non-Solicitation

22.1 Non-Circumvention

Client agrees not to, directly or indirectly, during the term of this Agreement and for a period of two (2) years thereafter:

  • Circumvent, avoid, bypass, or obviate the Company's relationship with any third-party service provider, technology partner, or vendor whose services are integrated with or accessed through the Platform;
  • Contact, deal with, or engage any Company employee, contractor, or consultant for the purpose of recruiting them away from the Company;
  • Use knowledge gained from the Services to negotiate directly with any third-party provider for services that replicate the functionality provided by the Company.

22.2 Non-Solicitation of Employees

Client agrees not to solicit, recruit, hire, or engage as a consultant or contractor any employee of the Company who has had direct involvement with Client's account during the term of this Agreement and for a period of eighteen (18) months following termination. This restriction does not apply to general public job postings that are not targeted at Company employees.

22.3 Non-Solicitation of Customers

If Client's business involves providing services competitive with the Company's Services, Client agrees not to use contact information, usage data, or insights obtained through the Services to solicit or market competitive products to other Company customers.

23. Data Mining and Automated Access Prohibition

23.1 Prohibited Activities

Client shall not, and shall not permit any third party to:

  • Use any automated means, including robots, spiders, scrapers, or data mining tools, to access, monitor, or copy any part of the Services;
  • Systematically extract data from the Services for the purpose of creating a competing product or service;
  • Use machine learning, artificial intelligence, or other automated systems to analyze the behavior, responses, or outputs of the Services for the purpose of replication;
  • Create databases, indexes, or compilations of information derived from the Services without express written consent;
  • Benchmark the Services against competing products and share such benchmarks publicly without written consent;
  • Export, download, or systematically copy documentation, help content, or knowledge base materials.

23.2 Rate Limiting and Access Controls

The Company reserves the right to implement rate limiting, CAPTCHA challenges, and other technical measures to prevent automated or abusive access. Circumvention of such measures is a material breach of this Agreement.

23.3 API Access

API access is provided solely for legitimate integration purposes. Use of the API to extract data for competitive purposes, to stress-test the system, or to probe for vulnerabilities is prohibited. The Company may revoke API access at any time for suspected abuse.

24. Injunctive Relief and Irreparable Harm

24.1 Acknowledgment of Irreparable Harm

Client acknowledges that any breach or threatened breach of Sections 8 (Acceptable Use), 12 (Intellectual Property), 13 (Confidentiality), 21 (Proprietary Systems), 22 (Non-Circumvention), or 23 (Data Mining) of this Agreement would cause irreparable harm to the Company for which monetary damages would be inadequate. Client further acknowledges that the proprietary systems and Trade Secrets protected under this Agreement represent years of research, development, and investment by the Company.

24.2 Injunctive Relief

In the event of any actual or threatened breach of the sections enumerated in 24.1 above, the Company shall be entitled to seek immediate injunctive relief, including temporary restraining orders, preliminary injunctions, and permanent injunctions, in any court of competent jurisdiction, without the necessity of:

  • Posting bond or other security;
  • Proving actual damages;
  • Exhausting arbitration or other dispute resolution procedures.

24.3 Cumulative Remedies

The remedies provided in this Section 24 are cumulative and in addition to any other remedies available at law or in equity, including the liquidated damages specified in Section 8.1. The pursuit of injunctive relief does not waive the Company's right to seek monetary damages, including the $250,000 liquidated damages per occurrence.

24.4 Attorneys' Fees

In any action to enforce the Trade Secret protections under this Agreement, the prevailing party shall be entitled to recover reasonable attorneys' fees, expert witness fees, and costs of litigation.

25. Audit Rights

25.1 Compliance Audit

The Company reserves the right to audit Client's use of the Services to verify compliance with this Agreement. Such audits may include:

  • Review of access logs and usage patterns;
  • Verification of user counts against subscription limits;
  • Examination of API call patterns and data export activity;
  • Analysis of account activity for signs of competitive scouting.

25.2 Audit Cooperation

Upon reasonable notice, Client shall cooperate with any audit requested by the Company and shall provide reasonable access to relevant records and personnel. Client shall certify in writing, upon request, its compliance with the Trade Secret and intellectual property provisions of this Agreement.

25.3 Audit Findings

If an audit reveals any violation of this Agreement, Client shall immediately cease the violating activity and shall pay for the cost of the audit. Discovery of Trade Secret misappropriation or competitive scouting during an audit shall trigger the remedies specified in Sections 8.1, 12.5, and 24.

25.4 Forensic Investigation Rights

In the event of suspected Trade Secret misappropriation, the Company reserves the right to engage third-party forensic investigators and to preserve evidence. Client consents to the Company's retention of access logs, session recordings, and other technical evidence for a period of seven (7) years for potential use in litigation.

Contact Information

For questions about these Terms of Service, please contact:

UltCRM

Email: legal@ultcrm.com

Website: https://ultcrm.com

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