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 Pricing

SalesOS is sold as one plan: a $3,000 one-time setup fee plus a $300 per month recurring subscription. Usage charges are billed in addition to the subscription, as described in Section 3.4.

The setup fee may be paid in full or, where offered by SalesOS at the time of purchase, through one of the following installment plans. The monthly subscription is $300 on every plan.

• Pay in full: 1 payment of $3,000. Total setup fee $3,000.
• 2 payments: 2 payments of $1,600. Total setup fee $3,200.
• 3 payments: 3 payments of $1,150. Total setup fee $3,450.
• 4 payments: 4 payments of $900. Total setup fee $3,600.
• 12 payments: 12 payments of $350. Total setup fee $4,200.

Individual features and services may also be available for purchase separately at prices determined by SalesOS at the time of sale. Pricing is subject to change.

3.2 Payment Terms

The one-time setup fee, or the first installment of it, is due at the time of purchase. On an installment plan, each remaining installment is charged automatically to your payment method every 30 days after the first payment until the total setup fee for that plan is paid. The $300 monthly subscription begins when your account goes live, not at the time of purchase, and is then billed on the same date each month. All payments are processed through Stripe, Klarna, Whop, or other payment processors designated by SalesOS.

The installment plan that applies to your purchase is the one shown on your checkout page 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.

3.4 Usage Charges

The monthly subscription covers access to the features in your plan. Metered activity in your account is billed separately, in addition to the subscription, based on actual use. Metered activity includes phone calls, text messages, emails, AI voice and conversation features, premium workflow actions, and other metered tools.

Current usage rates are published at salesos.co/pricing/usage. Rates depend on provider pricing, region, model selection, and account configuration, and may change. Activity performed by your team, by SalesOS on your behalf, or by automations in your account (including reminders, review requests, and campaigns) creates usage. Phone-number rental, carrier fees, registration fees, and similar charges are also your responsibility. SalesOS does not quote a typical monthly usage amount or cap usage charges.

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 support@salesos.co and we will process the deletion within 30 days.

On request, SalesOS will provide an export of your contact records. Other parts of your system, including your website, workflows, pipelines, and AI agent configuration, are built on the platform and generally cannot be moved to a different platform. Request any export you need before asking for your account to be deleted.

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.

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

You may cancel your subscription at any time by sending a message to support@salesos.co or to your client success manager. Cancellation stops future monthly subscription billing, and your access continues until the end of the current billing period.

Fees already paid are non-refundable as described in Section 5. If you are paying the setup fee in installments, any remaining installments are still owed as described in Section 3.2.

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.

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 support@salesos.co (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.

21.1 Program Description

The SalesOS Alerts program sends text messages from +1 (888) 915-4862 to individuals who have opted in. Messages include appointment reminders and confirmations, replies to your inquiry, payment links for services you requested, promotional offers, and product updates. Some messages are automated or generated by AI agents.

21.2 Enrollment and Consent

You may enroll by checking a text message consent box on a SalesOS form, by texting our number, by giving verbal consent on a call, or by providing your mobile number when purchasing a service. Consent to receive marketing text messages is not a condition of purchasing any product or service. You must be at least 18 years old and the authorized subscriber or user of the mobile number you provide.

21.3 Message Frequency and Cost

Message frequency varies based on your interactions with SalesOS. Message and data rates may apply. SalesOS does not charge for sending or receiving text messages, but your wireless carrier may. Contact your carrier for details on your plan.

21.4 Opting Out and Getting Help

Reply STOP to any message to unsubscribe. You will receive one confirmation message and no further messages unless you opt in again. Reply HELP for assistance, email support@salesos.co, or call +1 (888) 915-4862.

21.5 Privacy of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. See Section 14 of our Privacy Policy.

21.6 Carrier Disclaimer and Availability

Wireless carriers are not liable for delayed or undelivered messages. Message delivery is subject to carrier and device limitations. Supported carriers may change without notice.