Lode CRM
Lode CRM
Legal

Terms of Use

These Terms of Use govern your use of Lode CRM. They explain who may use the service, how subscriptions work, what you are responsible for when using AI features, and the limits of our legal responsibility.

Effective DateMay 29, 2026
ProviderLode CRM
Important summary. Lode CRM is intended for adults using it for sales, consulting, customer management, and related business workflows. Most customer work data is stored locally on your device. If an AI-powered feature is triggered by you or automatically by the app under defined conditions, only the minimum relevant context should be sent through Lode CRM's processing flow, and you remain responsible for reviewing outputs before relying on them in your business.

1. Acceptance of Terms

By downloading, accessing, or using Lode CRM and any related websites, features, content, or services (collectively, the "Services"), you agree to be bound by these Terms of Use and our Privacy Policy.

If you do not agree to these Terms, you must not use the Services.

2. Eligibility

You may use the Services only if you are legally able to enter into a binding agreement and are at least the age of majority in your jurisdiction. Lode CRM is intended for adult users and is not designed for children.

3. Description of the Services

Lode CRM is a CRM workflow product designed to help users capture conversation context, organize customer information, identify opportunities, generate follow-up tasks, and manage business workflows with optional AI assistance.

We may add, remove, suspend, or modify features at any time, including AI functionality, platform integrations, pricing, trial eligibility, and subscription offerings.

4. Local-First Data Responsibility

Lode CRM is designed so that most user-generated business data is stored locally on your device. You are responsible for:

  • the accuracy of the information you store in the app;
  • maintaining appropriate device security and backup practices;
  • ensuring you have the right to collect, enter, and process any personal data or business information you place into the app.

We are not responsible for data loss caused by device failure, accidental deletion, operating system behavior, third-party backup tools, or misuse of the app.

5. AI-Assisted Features

Some features rely on server-side processing and may also rely on third-party AI models or services. When you use those features, or when app logic automatically initiates an eligible AI task, you instruct Lode CRM to transmit the minimum necessary content and context required to complete that task.

Lode CRM may route the request through its own server-side processing flow and, where necessary, to a contracted third-party AI provider. We intend to work with providers whose contractual terms prohibit using submitted content to train general-purpose models and require deletion after processing, subject to their legal and operational obligations.

AI outputs may be incomplete, inaccurate, misleading, outdated, or unsuitable for your intended use. You are solely responsible for reviewing, validating, and deciding whether to rely on any AI output before using it in your business, communications, record keeping, or decision-making.

Lode CRM does not guarantee that AI-generated suggestions, extracted records, summaries, next steps, reminders, or insights are correct, complete, or legally compliant.

6. Subscriptions, Trials, and Billing

6.1 Auto-renewable subscriptions

Certain features may require a paid subscription. If you purchase a subscription through Apple App Store or Google Play, the subscription will automatically renew unless you cancel it at least 24 hours before the end of the current billing period, subject to the rules of the applicable platform.

6.2 Trials and promotional offers

We may offer free trials, introductory pricing, or other promotional access from time to time. Eligibility and duration are determined by us and/or the applicable app store provider.

6.3 Billing and refunds

Payments are billed by the platform through which you purchased the subscription. Pricing, taxes, billing methods, renewal timing, and refunds are governed by the applicable app store provider's terms and policies. For Apple users, subscriptions and refunds are generally managed through your Apple account.

6.4 Changes to subscriptions

We may change subscription plans, pricing, available features, or eligibility for trials and offers at any time, subject to platform rules and applicable law.

7. Acceptable Use

You agree not to:

  • use the Services in violation of any law, contract, privacy obligation, confidentiality duty, or third-party right;
  • upload or process information you do not have the right to use;
  • use the Services to generate unlawful, fraudulent, harmful, abusive, or deceptive content;
  • interfere with the operation, security, or integrity of the Services;
  • reverse engineer, scrape, or attempt unauthorized access to the Services except as permitted by law.

8. Third-Party Services and Platforms

The Services may depend on or interact with third-party services, including AI providers, app stores, infrastructure providers, and support tools. We are not responsible for third-party products, policies, outages, or actions.

9. Intellectual Property

The Services, including their software, branding, design, text, and related materials, are owned by or licensed to Lode CRM and are protected by applicable intellectual property laws.

Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to use the app for your own internal personal or business use.

10. Suspension and Termination

We may suspend or terminate your access to the Services if we reasonably believe you have violated these Terms, created risk for us or others, or where required by law. You may stop using the Services at any time.

11. Disclaimers

The Services are provided on an "as is" and "as available" basis to the maximum extent permitted by law. We disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, uninterrupted availability, and accuracy.

Lode CRM is a productivity and workflow tool. It does not provide legal, tax, accounting, employment, medical, or other professional advice.

12. Limitation of Liability

To the maximum extent permitted by law, Lode CRM and its affiliates, operators, licensors, and service providers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenues, business opportunities, goodwill, use, data, or other intangible losses arising from or related to the Services.

To the maximum extent permitted by law, our total liability for all claims arising out of or relating to the Services will not exceed the amount you paid us for the Services in the twelve months preceding the event giving rise to the claim, or USD $100 if you have paid nothing, whichever is greater.

13. Indemnity

You agree to indemnify and hold harmless Lode CRM and its affiliates, operators, and service providers from and against any claims, liabilities, damages, losses, and expenses arising out of or related to your use of the Services, your content, your misuse of AI outputs, or your violation of these Terms or applicable law.

14. Governing Law and Disputes

These Terms are governed by the laws of the jurisdiction in which the service provider for Lode CRM is established, without regard to conflict-of-law principles, except where mandatory consumer laws require otherwise.

Because Lode CRM is currently published without a finalized public legal entity disclosure on this page, we may update this clause in the future to specify the governing law, venue, and dispute forum more precisely.

15. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we may provide notice through the Services, the website, or other reasonable means. Continued use of the Services after the updated Terms take effect means you accept the revised Terms.

16. Contact Us

If you have questions about these Terms, contact us at Contact Support.