Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the TrackToClose CRM platform at tracktoclose.io (the “Service”), operated by TrackToClose (“we,” “us,” or “our”).

By creating an account or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service. If you are using the Service on behalf of a business, you represent that you have authority to bind that business.

TrackToClose is a customer relationship management (CRM) software tool designed for real estate agents. It provides contact management, deal pipeline tracking, task management, commission tracking, reporting, and related features. The Service is provided on a subscription basis following a free beta period.

You must provide accurate, complete information when creating an account and keep it current. You are responsible for maintaining the confidentiality of your credentials and for all activity under your account.

You must be at least 18 years old to use the Service. You may not create an account on behalf of another person without their authorization. Accounts are non-transferable.

We reserve the right to suspend or terminate accounts that violate these Terms or that we believe are engaged in fraudulent activity.

During the pre-launch beta period, the Service is provided free of charge. Beta access is granted at our sole discretion and may be revoked at any time. Beta features may be incomplete, unstable, or subject to change without notice.

We are not liable for any data loss, errors, or downtime during the beta period. We strongly recommend exporting your data regularly (Settings → Export).

Following the beta period, continued use of the Service requires a paid subscription. Subscription terms, pricing, and billing frequency will be communicated in advance of any charges. All prices are in US dollars and do not include applicable taxes.

• Billing: subscriptions are billed monthly or annually in advance.
• Cancellation: you may cancel at any time from your account settings. Cancellation takes effect at the end of the current billing period; no refunds are issued for partial periods.
• Plan changes: upgrades take effect immediately (prorated); downgrades take effect at the next billing cycle.
• Free trial: new accounts include a 14-day free trial with full access. A valid payment method may be required to start a trial. If not cancelled before the trial ends, you will be charged for the selected plan.

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable laws, including real estate licensing laws.
• Upload content that is defamatory, fraudulent, harassing, or that infringes any third-party intellectual property rights.
• Attempt to gain unauthorized access to the Service or to other users' accounts.
• Reverse-engineer, decompile, or disassemble any part of the Service.
• Use automated tools to scrape, crawl, or bulk-extract data from the Service.
• Resell or sublicense access to the Service.
• Misrepresent your identity, qualifications, or licensure status within the Service.

You retain ownership of all data you enter into the Service (“Your Data”). By using the Service, you grant us a limited license to store, process, and display Your Data solely to provide the Service to you.

You are responsible for ensuring Your Data is accurate and that you have the right to upload it. You must not upload personal data about third parties (such as clients) without a lawful basis for doing so under applicable privacy laws.

Upon account termination, you may export Your Data for 30 days. After that period, Your Data will be permanently deleted.

The Service includes AI-powered features (e.g., email draft suggestions) powered by third-party AI providers (Anthropic Claude). These features generate text that is a suggestion only.

The Service, including its design, code, features, and branding, is owned by TrackToClose and protected by copyright and other intellectual property laws. These Terms do not grant you any rights in our intellectual property except the limited right to use the Service as described herein.

Any feedback, suggestions, or ideas you provide about the Service may be used by us without restriction or compensation.

The Service integrates with third-party platforms including Google Drive. Your use of third-party services is subject to their respective terms and privacy policies. We are not responsible for the practices of third-party services.

Google Drive: TrackToClose is not endorsed by or affiliated with Google LLC. Our use of Google APIs complies with the Google API Services User Data Policy, including Limited Use requirements.

Commission calculations, pipeline valuations, and financial projections shown in the Service are estimates based on data you enter. They do not constitute financial advice and should not be used for tax reporting, accounting, or financial planning without independent verification.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRACKTOCLOSE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF DATA, PROFITS, GOODWILL, OR BUSINESS OPPORTUNITIES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL LIABILITY TO YOU FOR ANY CLAIMS ARISING OUT OF THESE TERMS OR YOUR USE OF THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM, OR (B) $100.

You agree to indemnify and hold harmless TrackToClose and its affiliates from any claims, damages, losses, and expenses (including reasonable attorney's fees) arising from your violation of these Terms, misuse of the Service, or violation of any law or third-party rights.

Either party may terminate these Terms at any time. We may suspend or terminate your access for violation of these Terms, non-payment, or any reason with 14 days' notice (or immediately for material violations).

Upon termination, your right to use the Service ceases. Sections 7, 9, 11, 12, and 13 survive termination.

These Terms are governed by the laws of the State of New Jersey, without regard to conflict of law principles. Any disputes arising from these Terms shall be resolved in the state or federal courts located in New Jersey, and you consent to personal jurisdiction in those courts.

Before filing any legal claim, you agree to first contact us at hello@tracktoclose.io to attempt informal resolution.

We may update these Terms at any time. We will notify you by email and by posting updated Terms in the Service at least 14 days before changes take effect. Your continued use after that date constitutes acceptance of the updated Terms.