Terms of Service

1. Acceptance

By creating an account or using Automails (“the Service”), you agree to these Terms of Service (“Terms”). If you do not accept these Terms, do not use the Service. These Terms form a binding agreement between you and Automails (“we”, “us”).

2. The Service

Automails is a web-based CRM and email-generation tool for independent financial advisors. It includes prospect pipeline management, document templates, optional Google Sheets synchronisation, and administrative tooling for teams. Features and availability may change over time.

3. Eligibility & accounts

• You must be at least 18 years old and legally able to enter into a binding contract.
• You authenticate via Google Sign-In. You are responsible for keeping your Google account secure.
• You must provide accurate information and keep your contact email up to date.
• We may refuse or revoke access for any account that violates these Terms.

4. Acceptable use

You agree not to:

• Use the Service for unlawful activity or to infringe anyone's rights.
• Upload or store personal data of third parties without a lawful basis to do so (you are the data controller for the prospects you enter into your CRM).
• Attempt to access, reverse-engineer, or interfere with the Service's infrastructure, other users' accounts, or protected data.
• Use automated scripts to scrape, overload, or abuse the Service or its APIs beyond normal product use.
• Resell, sublicense, or white-label the Service without our written permission.

5. Your content & data

• You own the CRM records you create (prospect data, notes, templates). We do not claim any rights to your content beyond what is needed to operate the Service for you.
• You are responsible for the legality, accuracy, and regulatory compliance of the data you store — in particular, for any personal data of prospects or clients.
• You can export or delete your data at any time. See the Privacy Policy for retention and deletion details.

6. Google services

When you connect Google Sheets, you grant us OAuth access limited to the drive.file and spreadsheets scopes, used solely to manage one spreadsheet our app creates in your Drive. Our use of Google user data complies with the Google API Services User Data Policy, including Limited Use. You may revoke this access at any time via Google Account Permissions; doing so disables the spreadsheet synchronisation but not the rest of the CRM.

7. Subscriptions & billing

• Paid plans are billed through Stripe. By subscribing, you authorise us (via Stripe) to charge your payment method on a recurring basis according to the plan you selected.
• You can view, change, or cancel your subscription at any time from the in-app subscription modal. Cancellation takes effect at the end of the current billing period.
• Fees are non-refundable except where required by law or at our discretion.
• Prices may change. We will notify you at least 30 days before a price change affects your plan.

8. Our intellectual property

The Service — including the codebase, design, templates, and documentation we provide — is our intellectual property. We grant you a limited, non-exclusive, non-transferable right to use the Service for its intended purpose during your active subscription or free-tier access.

9. Availability & changes

We aim for high availability but do not guarantee uninterrupted access. We may add, change, deprecate, or remove features. Material changes that degrade a feature you rely on will be communicated inside the app before they take effect.

10. Disclaimers

The Service is provided “as is” and “as available”. We disclaim all warranties not expressly stated in these Terms, including fitness for a particular purpose and non-infringement. Automails is a productivity tool — it is not legal, tax, or financial advice, and you remain fully responsible for the professional advice you provide to your own clients.

11. Limitation of liability

To the fullest extent permitted by law, our total liability for any claim arising out of or relating to the Service is limited to the amount you paid us in the twelve (12) months preceding the event giving rise to the claim. We are not liable for indirect, incidental, consequential, or punitive damages, or for lost profits, goodwill, or data.

12. Termination

• You may stop using the Service and delete your account at any time.
• We may suspend or terminate your access for material breach of these Terms, for prolonged inactivity, or to discontinue the Service, with reasonable notice where practical.
• On termination, we will delete your personal data in line with the retention schedule in the Privacy Policy.

13. Governing law

These Terms are governed by the laws of Belgium, without regard to its conflict-of-laws rules. Any dispute that cannot be resolved amicably will be submitted to the exclusive jurisdiction of the competent courts of Belgium, unless mandatory consumer-protection law grants you a different forum.

14. Changes to these Terms

We may update these Terms as the product or legal environment evolves. The “last updated” date at the top reflects the most recent change. Material changes will be surfaced inside the app before they take effect; continued use of the Service after that point constitutes acceptance.

15. Contact

Questions about these Terms: sebastiaan.mertens98@gmail.com.