Terms & Conditions

1. The service

The CRM is an internal business tool for managing leads, clients, projects, quotes, sales documents, purchase orders, invoices, inventory, schedules, tasks, and related communications. Access is granted to authorized users (employees and contractors) by a company administrator.

2. Accounts and acceptable use

You are responsible for keeping your sign-in credentials confidential and for all activity under your account. You agree to enter accurate information, to use the CRM only for legitimate company business, and not to attempt to disrupt, reverse-engineer, or gain unauthorized access to the service or other users' data. Administrators control user roles and permissions and may deactivate accounts at any time.

3. Text message (SMS) terms

Program description. If you opt in, we send you automated transactional text messages related to your work in the CRM — for example: notifications when a task, meeting, lead, client, project, quote, document, invoice, or purchase order is assigned to you or changes status; reminders before your tasks and meetings; overdue task and milestone alerts; @-mentions in notes; time-clock alerts; and product update announcements.

Consent and opt-in. We send text messages only to users who explicitly enable SMS notifications in their own profile (My profile → Text (SMS) notifications) and provide their own phone number. Consent is given per notification category. Opting in is entirely voluntary and is not a condition of employment, purchase, or use of the CRM.

Message frequency. Message frequency varies with your activity and the notification categories you enable — typically a few messages per day at most.

Cost. We do not charge for text messages, but message and data rates from your mobile carrier may apply.

Opt-out. You can stop text messages at any time, with immediate effect, by turning the toggles off in My profile → Text (SMS) notifications or by removing the phone number from your profile. Where supported by the messaging provider, replying STOP to a message also opts you out. Opting out of texts does not affect in-app or email notifications.

Delivery. Text messages are delivered through our messaging provider (Brevo) and the mobile carriers. Delivery is subject to carrier networks and is not guaranteed; carriers are not liable for delayed or undelivered messages. Supported on major US carriers.

Help. For help with text notifications, contact us at anton@bostonteamgroup.com.

4. Your data

Business data entered into the CRM belongs to the company. Our handling of personal information, including phone numbers and SMS consent records, is described in our Privacy Policy.

5. Intellectual property

The CRM software, its design, and its documentation are the property of Boston Team, Inc. You receive a limited, non-transferable right to use the service for internal business purposes while your account is active.

6. Disclaimers and limitation of liability

The service is provided “as is” and “as available”, without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. To the maximum extent permitted by law, Boston Team, Inc. is not liable for indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost data, or business interruption, arising out of or related to the service or these Terms. Our aggregate liability for any claim relating to the service is limited to the amounts paid to us for the service in the twelve months preceding the claim.

7. Governing law

These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict-of-law rules. Any disputes will be resolved in the state or federal courts located in Massachusetts.

8. Changes

We may update these Terms from time to time. The current version is always posted on this page with its effective date; material changes will also be announced inside the CRM. Continued use of the service after a change takes effect constitutes acceptance of the updated Terms.

9. Contact