Terms of Service

Effective date: March 31, 2026

These Terms of Service ("Terms") govern your access to and use of Roots CRM’s website, software, applications, integrations, APIs, and related services (collectively, the "Services"). By accessing or using the Services, you agree to these Terms.

1. Eligibility and authority

You represent that you are at least 18 years old and have the authority to bind yourself or the business, organization, or entity on whose behalf you use the Services. If you are using the Services for an organization, "you" includes that organization.

2. Services

Roots CRM provides software and related services for customer relationship management, communications, scheduling, onboarding, documents, estimates, invoices, payments, payroll-adjacent workflows, reporting, and business operations. Features may change over time, and some features depend on third-party services, approvals, or integrations.

3. Account registration and security

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to provide accurate information and keep it current. You must promptly notify us of any unauthorized access, suspected compromise, or misuse of your account.

4. Your data

You retain ownership of the data, content, records, documents, and materials you submit to the Services ("Customer Data"), subject to the rights you grant us in these Terms to provide and improve the Services. You are responsible for the legality, accuracy, quality, and rights necessary for us to process Customer Data on your behalf.

You represent and warrant that you have all rights, notices, consents, and permissions necessary to collect, upload, share, and process Customer Data using the Services, including employee, contractor, customer, prospect, and payment or payroll-related data.

5. License and permitted use

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable right to access and use the Services for your internal business purposes during the term of your subscription or authorized access.

You may not:

6. Third-party services and integrations

The Services may interoperate with third-party providers such as Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid. Your use of those services may be subject to separate third-party terms and privacy policies. We are not responsible for third-party products or services, and we do not guarantee their continued availability, functionality, pricing, or compatibility.

If an integration provider limits, suspends, changes, or terminates access, some features of the Services may be reduced, interrupted, or unavailable.

7. Email, messaging, and communications

You are responsible for all messages, emails, SMS, notifications, and communications sent through or initiated from the Services, including compliance with anti-spam, telemarketing, privacy, employment, and consumer protection laws. You are also responsible for obtaining any required notices and consents from the recipients of those communications.

8. Billing, subscriptions, and fees

Paid features may require a subscription or other fees. You agree to pay all applicable fees, taxes, and charges associated with your account. Billing and payment processing may be handled by third-party providers such as Stripe. Failure to pay may result in suspension or termination of access to paid features or the Services.

9. Payroll, payments, and financial features

Any payroll, payout, payment, banking, tax, or financial workflow available through the Services may depend on third-party providers, external approvals, account verification, and accurate data supplied by you. You are responsible for reviewing payroll runs, amounts, payment details, tax settings, and related information before submission. You are also responsible for complying with employment, tax, payroll, recordkeeping, and banking requirements applicable to your business.

Roots CRM does not provide legal, tax, accounting, payroll, banking, or employment advice. You should consult qualified professionals where needed.

10. Privacy

Your use of the Services is also subject to our Privacy Policy, which describes how we collect, use, and process information. You agree to comply with applicable privacy and data protection laws in connection with your use of the Services.

11. Confidentiality

Each party may receive confidential information from the other. Except as permitted by these Terms, each party will use the other party’s confidential information only as needed to perform under these Terms and will protect it using reasonable safeguards.

12. Intellectual property

Roots CRM and its licensors retain all rights, title, and interest in and to the Services, including all software, technology, content, designs, branding, and intellectual property, except for Customer Data owned by you or your users.

13. Feedback

If you provide suggestions, ideas, or feedback, we may use them without restriction or obligation to you.

14. Suspension and termination

We may suspend or terminate access to the Services if we believe you violated these Terms, created security or legal risk, failed to pay required fees, or used the Services in a manner that could harm us, our users, or third parties. You may stop using the Services at any time.

15. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, ROOTS CRM DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF HARMFUL COMPONENTS, OR THAT RESULTS WILL BE ACCURATE OR RELIABLE IN ALL CASES.

16. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ROOTS CRM AND ITS AFFILIATES, OFFICERS, EMPLOYEES, CONTRACTORS, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, BUSINESS, GOODWILL, DATA, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID TO ROOTS CRM FOR THE SERVICES DURING THE TWELVE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS (US $100).

17. Indemnification

You agree to defend, indemnify, and hold harmless Roots CRM and its affiliates, officers, employees, contractors, and service providers from and against claims, losses, liabilities, damages, judgments, settlements, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to your use of the Services, your Customer Data, your communications, your violation of these Terms, or your violation of law or third-party rights.

18. Governing law

These Terms are governed by the laws of the State of [Colorado], without regard to conflict of laws rules. Any dispute arising out of or relating to these Terms or the Services will be brought exclusively in the state or federal courts located in [Douglas County Colorado], and each party consents to that jurisdiction and venue.

19. Changes to these Terms

We may update these Terms from time to time. If we make material changes, we may provide notice through the Services, by email, or by updating the effective date above. Your continued use of the Services after the updated Terms become effective means you accept them.

20. Contact

Questions about these Terms may be sent to:

Roots CRM
support@rootscrm.app
https://rootscrm.app