Terms & Conditions
Effective Date: [06/19/2025]
1. Introduction
Welcome to https://crmdonebetter.com/ (the “Website”). These Terms and Conditions (“Terms,” “Agreement”) are entered into by and between you and CRM Done Better, a registered DBA of Done Better Initiative LLC (“Company,” “we,” “us,” or “our”). These Terms govern your access to and use of the Website and any products, materials, or services provided by or through the Website (collectively, the “Services”).
2. Acceptance of Terms
By accessing or using the Services (including by clicking “accept” or “agree” when prompted), you agree to be bound by these Terms and our Privacy Policy [Link to PP]. If you do not agree to these Terms, you must not use the Services.
3. Eligibility
To use the Services, you must be at least 13 years old and have the legal capacity to enter into this Agreement. By using the Services, you represent and warrant that you meet these requirements and that you are not a competitor of the Company or using the Services for competitive purposes.
4. Changes to Terms
We may update these Terms from time to time at our sole discretion. Except for changes made for legal or administrative reasons, we will provide reasonable advance notice before changes become effective. Your continued use of the Services after any changes constitutes your acceptance of the revised Terms. Please review this page regularly.
5. Account Registration and Communications
To access certain features, you may be required to create an account and provide accurate, complete, and up-to-date information. If you connect through a third-party service, you authorize us to access and use your information as permitted by that service, including storing login credentials.By creating an account or purchasing Services, you may also be asked to opt in to receive communications from us. You can withdraw your consent at any time by clicking “Unsubscribe” in our emails or contacting us at [email protected] are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Notify us immediately of any unauthorized use or security breach. We are not liable for any loss or damage resulting from your failure to safeguard your account.All information you provide is governed by our Privacy Policy, and you consent to our use of your information as described therein.
6. Permitted and Prohibited Uses
You may use the Services only for lawful purposes and in accordance with these Terms. You agree not to:
Violate any applicable laws, regulations, or contractual obligations.Send unsolicited or unauthorized advertising, spam, or other forms of solicitation.Impersonate others or misrepresent your affiliation.Harm or exploit minors.Upload, transmit, or distribute viruses, malware, or other harmful code.Interfere with the operation or security of the Services.Attempt to gain unauthorized access to any part of the Services or related systems.Reverse engineer, decompile, or attempt to obtain the source code of the Services.Collect or harvest information about other users without their consent.Use the Services to build a competing product or service.
7. Geographic and Legal Compliance
While the Services are intended for users in the United States, individuals located in the European Union (EU), United Kingdom, and other jurisdictions with privacy regulations (such as the GDPR) may access our Services. CRM Done Better complies with applicable data protection laws and provides users with rights as described in our Privacy Policy. You are responsible for compliance with all local laws if you access the Services from outside the United States.
8. Service Provider & Data Processor Role for Coaching Clients
In the course of providing services to coaches, consultants, and other professionals, CRM Done Better (a registered DBA of Done Better Initiative LLC) may grant access to platforms and tools (such as GoHighLevel, ClickUp, or related systems) where our clients collect, store, and manage personal data from their own clients, customers, or website visitors. In these cases, CRMDB acts as a data processor (under the General Data Protection Regulation (GDPR)) or a service provider (under the California Consumer Privacy Act (CCPA/CPRA)) on behalf of the client, who is considered the data controller or business.Our Obligations as a Processor / Service ProviderWhen acting in this role, CRMDB:
Processes personal data only on the documented instructions of the client, unless otherwise required by applicable law.Implements appropriate technical and organizational measures to safeguard the personal data against unauthorized access, disclosure, alteration, or destruction.Does not sell or share the personal data we process on behalf of our clients for marketing or any commercial purposes.Assists clients (where possible) in responding to data subject access requests, deletion requests, and other obligations under applicable privacy laws.Ensures confidentiality by limiting access to only authorized personnel who are bound by confidentiality obligations.
Clients’ ResponsibilitiesWhen using our services to collect or manage personal data from their own users or customers, clients are responsible for:
Ensuring their own compliance with applicable data protection lawsProviding necessary privacy notices and obtaining any required consentsInforming their users of how their personal data is collected, used, and sharedResponding to user rights requests, such as access, deletion, or correction
CRMDB will support our clients, to the extent possible, in fulfilling their legal obligations as data controllers.Jurisdictional CoverageThis section applies to clients and users globally, including but not limited to:
European Union, United Kingdom, Switzerland, Norway, Liechtenstein, Iceland (per GDPR and its equivalents)California (per CCPA/CPRA, where CRMDB qualifies as a “service provider”)Other U.S. states and international jurisdictions with privacy requirements that recognize distinctions between controllers and processors or impose similar obligations
If you are a client and need a Data Processing Agreement (DPA) or wish to discuss your responsibilities as a controller, please contact us at [email protected].
9. Terms of Sale and Subscriptions
Purchasing Process:
By submitting an order, you agree to pay all fees, taxes, and charges specified at checkout. You will receive a confirmation receipt upon order submission.Payment Methods:
All payments are processed securely through third-party payment processors (e.g., Stripe, PayPal). We do not store or have access to your full credit card information.Automatic Renewal:
By purchasing a subscription, you agree it will automatically renew using your original payment method unless you cancel before the renewal date. We’ll send a reminder in advance with instructions to cancel. You can cancel anytime by emailing [email protected] or through your account dashboard (if available). Renewed subscriptions match the duration of the original term.Termination:
You may terminate a recurring subscription at any time before renewal. If you terminate after renewal, the subscription will end at the conclusion of the current term.Transferring Account:
Accounts that hold CRM DB’s snapshot must remain in CRM DB for a minimum of 2 years before being transferred, otherwise they are can choose to either have the snapshot removed for a fee of $750 to cover the time required for manual extraction, which includes any adjustments that the client has made to the snapshot, or can choose instead to pay a $2,500 transfer fee to leave with CRM DB’s snapshot.
10. Intellectual Property
All content, features, and functionality of the Services (including text, graphics, logos, snapshot and software) are owned by CRM Done Better, its licensors, or other providers, and are protected by U.S. and international intellectual property laws. You are granted a limited, non-exclusive, non-transferable, revocable license to use the Services for your business or commercial use, subject to these Terms.
11. User Content
You are solely responsible for any content you post, upload, or share through the Services (“User Content”). By submitting User Content, you grant CRM Done Better a worldwide, non-exclusive, royalty-free, perpetual license to use, reproduce, display, and distribute your User Content in connection with the Services. You represent that you have all necessary rights to grant this license.User Content must not violate any laws, infringe intellectual property rights, or contain unlawful, defamatory, or otherwise objectionable material.
12. Monitoring and Enforcement
We reserve the right, but are not obligated, to monitor, remove, or refuse any User Content that violates these Terms or applicable law. We may suspend or terminate your access to the Services for any violation.
13. Copyright Infringement (DMCA Policy)
If you believe your copyright has been infringed, please notify our designated agent at [email protected] with the required information under the Digital Millennium Copyright Act (DMCA).
14. Feedback
If you provide feedback or suggestions, you grant CRM Done Better the right to use and exploit such feedback without restriction or compensation.
15. Assumption of Risk
Information provided through the Services is for general informational purposes only. You use the Services at your own risk.
16. Privacy
Your use of the Services is subject to our Privacy Policy, which explains how we collect, use, and protect your information. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us.
17. Termination
We may suspend or terminate your access to the Services at any time, for any reason, without notice. Upon termination, your right to use the Services will cease immediately. Certain provisions (such as intellectual property, limitation of liability, and indemnification) will survive termination.
18. Disclaimer of Warranties
The Services are provided “as is” and “as available” without warranties of any kind, express or implied. We do not guarantee that the Services will be error-free, secure, or uninterrupted.
19. Limitation of Liability
To the fullest extent permitted by law, CRM Done Better and its affiliates will not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Services.
20. Indemnification
You agree to indemnify and hold harmless CRM Done Better, its affiliates, and their respective officers, directors, employees, and agents from any claims, damages, or expenses arising from your use of the Services or violation of these Terms.
21. Dispute Resolution and Governing Law
These Terms are governed by the laws of the State of Florida, USA. Any disputes will be resolved in the state or federal courts located in Florida, unless otherwise required by law. You waive the right to participate in class actions or jury trials.
22. Third-Party Services
CRM Done Better integrates with third-party tools and platforms. Use of those services is subject to their own terms and privacy policies. We are not responsible for the actions, data handling practices, or availability of these third-party services.
23. Force Majeure
CRM Done Better shall not be liable for any delay or failure in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, labor disputes, power outages, internet failure, cyberattacks, government action, or pandemics.
24. Miscellaneous
Waiver: No waiver of any term shall be deemed a further or continuing waiver of such term.
Severability: If any provision is found invalid, the remaining provisions will remain in effect.
Assignment: You may not assign your rights under these Terms without our prior written consent.
Entire Agreement: These Terms constitute the entire agreement between you and CRM Done Better regarding the Services.
25. Contact Information
For questions, support, or legal notices, contact us at:
Email: [email protected]
