Terms of Service

1. Acceptance of Terms

By accessing or using Talk2CRM (the “Service”), provided by Samford Labs (“we,” “our,” or “us”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, do not use the Service.

2. Description of Service

Talk2CRM is a mobile application that connects phone call data (via RingCentral) with CRM systems (via Zoho CRM) using artificial intelligence (OpenAI GPT-4o). The Service:

• Processes call transcripts to extract CRM-relevant data
• Suggests CRM field updates for your review and approval
• Extracts commitments and creates follow-up tasks
• Detects deal signals and buying indicators
• Enables natural language CRM searches

3. Accounts and Access

3.1 Third-Party Accounts

To use Talk2CRM, you must have active accounts with RingCentral and Zoho CRM. You authorize Talk2CRM to access these services on your behalf via OAuth 2.0. You are responsible for maintaining the security of these accounts.

3.2 Account Responsibility

You are responsible for all activity that occurs through your Talk2CRM connections. You must notify us immediately if you believe your connected accounts have been compromised.

4. Free Trial and Pricing

4.1 Free Plan

New users receive a free plan that includes approximately 20 CRM updates with every feature fully unlocked. No credit card is required. After using your free CRM updates, a paid subscription is required to continue processing calls.

4.2 Paid Plans

Paid plans are billed monthly through in-app purchases via Apple App Store or Google Play. All plans include every feature — the only difference is the number of CRM updates included. Unused updates roll over and accumulate. Pricing is as follows:

• Standard ($20/month): ~150 CRM updates per month, all features included
• Pro ($40/month): ~400 CRM updates per month, all features included
• Custom (Contact Sales): Custom volume, consolidated billing, dedicated onboarding

We reserve the right to modify pricing with 30 days' notice to existing subscribers.

4.3 Cancellation

You may cancel your subscription at any time. Upon cancellation, you will retain access until the end of your current billing period. After that, AI-powered features will be disabled until you re-subscribe.

5. CRM Update System

5.1 How CRM Updates Work

One CRM update is consumed each time you process a phone call through Talk2CRM's AI. This includes voice-to-field mapping, commitment extraction, deal signal detection, and any smart actions generated from that call. One call processed equals one CRM update used, regardless of how many fields, tasks, or actions are generated.

5.2 Included Updates

Each paid plan includes a monthly allocation of CRM updates. These updates are added to your balance at the start of each billing cycle. Unused updates from previous months roll over and accumulate — they are never reset.

5.3 Add-On Packs

You may purchase add-on update packs ($20 for approximately 300 additional CRM updates) at any time on both the Standard and Pro plans. You are never blocked mid-workflow — if your updates run out during a call processing, you can purchase more immediately.

5.4 Update Balance

CRM update counts are estimates. Actual usage may vary based on call complexity. CRM updates are non-refundable and non-transferable.

6. Zero-Delete Guarantee

Talk2CRM maintains a strict Zero-Delete Policy: the application codebase contains no DELETE HTTP methods for CRM operations. This means:

• Talk2CRM cannot delete records from your Zoho CRM
• The API service layer only supports GET, POST, and PUT operations
• Delete permissions discovered from your CRM are explicitly ignored

This is an architectural guarantee, not a policy promise. The capability to delete simply does not exist in the code.

7. AI Disclaimers

7.1 AI Accuracy

Talk2CRM uses artificial intelligence to process call transcripts and suggest CRM updates. While we employ a dual-pass Planner-Validator system and 3-strike learning to improve accuracy, AI-generated suggestions may contain errors.

7.2 Human Review Required

All AI-suggested CRM updates require your explicit manual confirmation before being written to your CRM. You are responsible for reviewing and verifying all suggested changes before approving them.

7.3 No Guaranteed Outcomes

We do not guarantee that AI processing will capture all relevant information from your calls, that suggestions will be accurate in all cases, or that the Service will improve your sales outcomes.

7.4 AI Data Handling

Call data sent to AI for processing is handled per our Privacy Policy. We enforce zero-retention (store: false) on all AI API calls. Data sent to AI is limited to transcript text, sanitized record values, and field schemas — never tokens, keys, or internal system identifiers.

8. User Responsibilities

You agree to:

• Use the Service only for lawful business purposes
• Review all AI-suggested CRM updates before confirming them
• Maintain the security of your connected third-party accounts
• Comply with all applicable laws regarding call recording and consent in your jurisdiction
• Not attempt to reverse-engineer, modify, or create derivative works of the Service
• Not use the Service to process data you are not authorized to access

Call Recording Compliance: You are solely responsible for ensuring that your use of call recording and transcription complies with all applicable federal, state, and local laws, including one-party and two-party consent requirements.

9. Intellectual Property

Talk2CRM and its original content, features, and functionality are owned by Samford Labs and are protected by copyright, trademark, and other intellectual property laws.

Your CRM data, call recordings, and transcripts remain your property. We claim no ownership over your data. The AI-generated suggestions are provided as a service and become your data once you accept them into your CRM.

10. Limitation of Liability

To the maximum extent permitted by law, Samford Labs shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to:

• Inaccurate CRM data resulting from AI suggestions that you approved
• Lost sales or business opportunities
• Unauthorized access to your connected third-party accounts
• Service interruptions or downtime

Our total liability shall not exceed the amount you paid for the Service in the 12 months preceding the claim.

11. Disclaimer of Warranties

The Service is provided “as is” and “as available” without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

12. Termination

We may terminate or suspend your access to the Service at any time, with or without cause, with or without notice. Upon termination, your right to use the Service ceases immediately. Data stored locally on your device remains under your control.

13. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by updating the “Last updated” date and, for significant changes, by notifying you through the application or email.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the United States, without regard to its conflict of law provisions.

15. Contact Us

If you have questions about these Terms, contact us at:

Samford Labs
Email: legal@samfordlabs.com