Terms of Service

2.1 Core CRM Platform

A fully built CRM system delivered on the GoHighLevel (“GHL”) platform, white-labeled under the SalesOS brand. The CRM includes dashboards, unified messaging, task management, invoicing and estimates, pipeline management, smart lists, and a mobile application.

2.2 AI-Powered Agents

Automated AI agents that handle live chat, SMS, phone calls, lead qualification, appointment scheduling, missed call text-back, review solicitation, referral outreach, and lead resurrection on your behalf. AI agents are available only in the package that includes them.

2.3 Websites

Conversion-optimized websites with SEO, click-to-call functionality, live chat widgets, form submissions, and service/area pages designed to generate and capture leads.

2.4 Systems and Automations

Pre-built automations and workflows including missed call text-back, lead capture systems, no-show prevention sequences, pipeline automations, reputation management, and referral network systems.

2.5 Campaigns

On-demand and automated campaigns including cash injection campaigns, review campaigns, holiday email series, and dead lead resurrection campaigns.

2.6 Additional Backend Services

SalesOS also offers additional services that may be purchased separately or as add-ons to your core package. These include but are not limited to paid advertising management, blog writing, search engine optimization (SEO), social media content creation, and other marketing services. Additional services are governed by these Terms unless a separate written agreement is executed between you and SalesOS for that specific service.

3.1 Packages

SalesOS offers the following core packages:

• CRM Buildout with AI Agents: $4,997 one-time setup fee + $497 per month recurring subscription.
• CRM Buildout without AI Agents: $2,997 one-time setup fee + $297 per month recurring subscription.

Individual features and services may also be available for purchase separately at prices determined by SalesOS at the time of sale. Pricing for all packages and services is subject to change. Any price changes will not affect active commitment terms already in effect.

3.2 Payment Terms

The one-time setup fee is due at the time of purchase. Monthly recurring subscription fees are billed on the same date each month following activation of your account. All payments are processed through Stripe, Klarna, Whop, or other payment processors designated by SalesOS. Payment processing fees ranging from approximately 3% to 15% depending on the payment method and processor may apply and are the responsibility of the Client where applicable.

SalesOS offers the following payment options for the one-time setup fee and/or commitment balances: single payment, 2-pay, 3-pay, or 4-pay installment plans. The specific terms of each installment plan will be communicated at the time of purchase. Regardless of the payment plan selected, the full amount is owed and non-refundable upon agreement to these Terms.

3.3 Late Payments

If any payment is not received by its due date, SalesOS reserves the right to suspend access to your account and all Services until the outstanding balance is paid in full. A late fee of 1.5% per month (or the maximum allowed by law, whichever is less) may be applied to any overdue balance. You are responsible for any collection costs, including reasonable attorney fees, incurred by SalesOS in collecting overdue amounts.

4.1 Term Lengths

Clients may elect to enter into a commitment term at the time of purchase. Available commitment terms are 6 months, 12 months, 24 months, and 36 months. The specific commitment term, associated pricing, and any applicable discounts will be confirmed at the time of purchase.

4.2 Early Termination

If you enter into a commitment term and wish to cancel before the end of that term, you are obligated to pay the remaining balance of the full commitment amount. There is no early termination discount or proration. The remaining balance becomes due immediately upon notice of cancellation.

For example, if you commit to a 12-month term at $497 per month and cancel after month 4, you owe the remaining 8 months ($3,976) immediately.

4.3 Renewal

At the end of your commitment term, your subscription will automatically convert to a month-to-month subscription at the then-current monthly rate unless you provide written notice of cancellation at least 30 days before the end of your commitment term. Month-to-month subscriptions may be cancelled at any time with 30 days written notice.

6.1 Account Setup

Upon purchase, SalesOS will create a dedicated CRM sub-account for your business on the GoHighLevel platform. You are responsible for providing accurate business information required for account setup and onboarding.

6.2 Account Access

You are responsible for maintaining the confidentiality of your account credentials. You are responsible for all activity that occurs under your account. Notify SalesOS immediately if you believe your account has been compromised.

6.3 Your Data

You retain ownership of the business data, customer records, contact lists, and other data that you upload or input into your CRM sub-account (“Your Data”). You grant SalesOS a non-exclusive, worldwide, royalty-free license to use, process, store, and analyze Your Data for the following purposes:

• Delivering, maintaining, and supporting the Services
• Troubleshooting and technical support
• Training, improving, and developing our AI agents and automation systems
• Internal analytics and product development
• Marketing (in aggregated or anonymized form only)

This license survives termination of your account for purposes of data already processed prior to termination.

6.4 Data Upon Cancellation

When you cancel your subscription, SalesOS will retain your CRM sub-account in an inactive state. This allows you to reactivate your account in the future without losing your data or configurations. If you wish to have your sub-account and all associated data permanently deleted, submit a written request to [email protected] and we will process the deletion within 30 days.

SalesOS is not responsible for exporting your data prior to cancellation. It is your responsibility to export any data you need before your account is deactivated.

7.1 SalesOS Ownership

SalesOS retains all ownership rights in and to the CRM buildout, including all workflows, automations, templates, AI agent configurations, website designs, campaign structures, systems, and any other intellectual property created or provided by SalesOS as part of the Services (collectively, “SalesOS IP”). Nothing in these Terms transfers ownership of SalesOS IP to you.

7.2 License Grant

Subject to your compliance with these Terms and timely payment of all fees, SalesOS grants you a limited, non-exclusive, non-transferable, revocable license to use the SalesOS IP solely in connection with operating your business through the SalesOS platform. This license is valid only for the duration of your active subscription.

7.3 Restrictions

You may not:

• Copy, modify, distribute, sell, lease, sublicense, or create derivative works from any SalesOS IP
• Reverse engineer, decompile, or attempt to extract the source code or underlying logic of any SalesOS systems, automations, or AI agents
• Share, transfer, or provide access to your SalesOS account or any SalesOS IP to any third party without written permission from SalesOS
• Use SalesOS IP to build or offer a competing product or service
• Remove, alter, or obscure any proprietary notices or branding within the platform

7.4 Termination of License

Upon cancellation or termination of your account for any reason, your license to use SalesOS IP terminates immediately. You must cease all use of SalesOS workflows, automations, templates, AI agent configurations, and other SalesOS IP. SalesOS reserves the right to disable or remove SalesOS IP from your sub-account upon termination.

8.1 Prohibited Conduct

You may not use the Services to:

• Send unsolicited commercial messages (spam) in violation of the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, or any other applicable anti-spam law
• Send messages or make calls to individuals who have not provided proper consent
• Transmit any content that is unlawful, harassing, threatening, abusive, defamatory, obscene, or otherwise objectionable
• Impersonate any person or entity, or falsely represent your affiliation with any person or entity
• Use the AI agents to deceive consumers about whether they are communicating with a human or an automated system
• Collect, store, or process personal information in violation of applicable privacy laws
• Interfere with or disrupt the integrity or performance of the Services or the data contained therein
• Attempt to gain unauthorized access to the Services, other accounts, computer systems, or networks connected to the Services
• Use the Services for any purpose that is fraudulent, deceptive, or misleading
• Resell, redistribute, or white-label the Services or any component thereof without prior written consent from SalesOS

8.2 TCPA Compliance

You acknowledge that the Services include tools for sending SMS, MMS, and automated phone calls to your contacts. You are solely responsible for obtaining proper consent from all recipients before sending any messages or making any calls through the platform. SalesOS does not verify or validate the consent status of your contacts. Any fines, penalties, or legal claims arising from your failure to comply with the TCPA or any other telecommunications law are your sole responsibility.

8.3 Enforcement

SalesOS reserves the right to investigate any suspected violation of this Acceptable Use Policy. If we determine, in our sole discretion, that you have violated this policy, we may take any action we deem appropriate, including:

• Issuing a warning
• Suspending your account temporarily
• Terminating your account immediately without refund
• Reporting the violation to applicable law enforcement authorities

Termination of your account for violation of this Acceptable Use Policy does not relieve you of your obligation to pay any outstanding fees, including the remaining balance of any commitment term.

15.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of laws principles.

15.2 Mandatory Arbitration

Any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved through binding arbitration administered by the American Arbitration Association (“AAA”) in accordance with its Commercial Arbitration Rules. The arbitration shall take place in Jacksonville, Florida. The arbitrator's decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

15.3 Class Action Waiver

YOU AGREE THAT ANY DISPUTE RESOLUTION PROCEEDINGS WILL BE CONDUCTED ONLY ON AN INDIVIDUAL BASIS AND NOT IN A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION. YOU WAIVE YOUR RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT OR CLASS-WIDE ARBITRATION AGAINST SALESOS.

15.4 Exceptions

Notwithstanding the above, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights or confidential information.

15.5 Attorney Fees

In any arbitration or legal proceeding arising out of or related to these Terms, the prevailing party shall be entitled to recover its reasonable attorney fees and costs from the non-prevailing party.

16.1 Termination by Client

If you are on a month-to-month subscription (not in a commitment term), you may cancel at any time by providing 30 days written notice to [email protected]. Your access will continue until the end of the current billing period.

If you are in a commitment term, you may cancel early only by paying the remaining balance of your full commitment amount as described in Section 4.2.

16.2 Termination by SalesOS

SalesOS may suspend or terminate your account at any time, with or without notice, for any of the following reasons:

• Violation of these Terms, including the Acceptable Use Policy
• Non-payment of fees
• Fraudulent, illegal, or harmful activity
• At our sole discretion if we determine that continued service to you poses a risk to SalesOS, our platform, or other clients

Termination by SalesOS for cause does not relieve you of your obligation to pay any outstanding fees or commitment balances.

16.3 Effect of Termination

Upon termination for any reason:

• Your license to use SalesOS IP terminates immediately
• Your access to the platform and all Services ceases
• Any outstanding fees become immediately due and payable
• SalesOS retains Your Data in accordance with Section 6.4
• Sections 5, 6.3, 7, 12, 13, 14, 15, and 17 survive termination

20.1 Entire Agreement

These Terms, together with the Privacy Policy and any additional agreements executed between you and SalesOS for specific services, constitute the entire agreement between you and SalesOS. These Terms supersede all prior agreements, understandings, and communications, whether written or oral.

20.2 Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.

20.3 Waiver

The failure of SalesOS to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision.

20.4 Assignment

You may not assign or transfer these Terms or any rights or obligations hereunder without the prior written consent of SalesOS. SalesOS may assign these Terms freely, including in connection with a merger, acquisition, or sale of assets.

20.5 Notices

All notices required or permitted under these Terms shall be sent to [email protected] (for notices to SalesOS) or to the email address associated with your account (for notices to you). Notices are deemed received when sent.

20.6 Relationship of the Parties

Nothing in these Terms creates a partnership, joint venture, agency, franchise, or employment relationship between you and SalesOS. You are an independent user of the Services.