Terms and Conditions
Please read our terms and conditions carefully before using REACHMORECRM's website, platform, or services.
Last Update: October 25, 2026
Please read these Terms and Conditions carefully before accessing or using the REACHMORECRM website, software platform, or services.
1. Acceptance of Terms
These Terms and Conditions ("Terms") govern your access to and use of the REACHMORECRM website, software platform, applications, products, and related services (collectively, the "Services").
REACHMORECRM ("we," "us," or "our") provides software and related services designed to help businesses manage customer relationships, leads, scheduling, work orders, communications, payments, marketing, and business operations.
By accessing or using our Services, creating an account, or purchasing a subscription, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy.
If you use our Services on behalf of a company or organization, you represent that you have the authority to bind that organization to these Terms.
If you do not agree to these Terms, you must not access or use our Services.
2. Description of Services
REACHMORECRM provides a cloud-based customer relationship management and business operations platform designed primarily for residential and commercial service contractors.
Depending on the subscription plan and enabled features, our Services may include:
- Customer relationship management and contact records.
- Lead capture, tracking, and follow-up.
- Appointment scheduling and calendar management.
- Estimates, work orders, and job management.
- Invoicing and payment processing integrations.
- Email, SMS, telephone, and customer communications.
- Marketing campaigns and automated workflows.
- Online reputation management and review requests.
- Artificial intelligence and automated assistance.
- Business reporting and performance dashboards.
- Third-party integrations and related digital services.
Features and functionality may vary by subscription plan, account configuration, location, and the availability of third-party providers.
REACHMORECRM may improve, modify, replace, or discontinue features as part of normal business operations, subject to applicable law and any separate written agreement.
We do not guarantee that any particular feature will generate a specific business result, increase revenue, or produce a particular return on investment.
3. Account Registration and Security
Certain Services require the creation of a user account.
You agree to provide accurate, current, and complete information when registering and to maintain the accuracy of that information.
You are responsible for:
- Maintaining the confidentiality of your account credentials.
- Restricting unauthorized access to your account.
- Managing employees, contractors, and other authorized users.
- Assigning appropriate user permissions.
- Monitoring activities performed through your account.
- Promptly notifying REACHMORECRM of suspected unauthorized access or security incidents.
You are responsible for activities performed through your account by individuals you authorize to use the Services.
You agree not to share login credentials with unauthorized individuals or attempt to gain access to accounts, systems, or information without permission.
REACHMORECRM may implement reasonable security measures, authentication requirements, and access restrictions to protect the Services and their users.3. Account Registration and Security
Certain Services require the creation of a user account.
You agree to provide accurate, current, and complete information when registering and to maintain the accuracy of that information.
You are responsible for:
- Maintaining the confidentiality of your account credentials.
- Restricting unauthorized access to your account.
- Managing employees, contractors, and other authorized users.
- Assigning appropriate user permissions.
- Monitoring activities performed through your account.
- Promptly notifying REACHMORECRM of suspected unauthorized access or security incidents.
You are responsible for activities performed through your account by individuals you authorize to use the Services.
You agree not to share login credentials with unauthorized individuals or attempt to gain access to accounts, systems, or information without permission.
REACHMORECRM may implement reasonable security measures, authentication requirements, and access restrictions to protect the Services and their users.4. Account Registration and Security
Certain REACHMORECRM Services require a paid subscription.
Subscription fees, billing periods, included features, and any applicable setup fees are presented during the purchasing process or established in a separate written agreement.
By purchasing a recurring subscription, you authorize REACHMORECRM or its designated payment processor to charge your selected payment method according to the agreed billing schedule until the subscription is canceled in accordance with the applicable terms.
Unless otherwise stated in your subscription agreement:
- Subscription fees are billed on a recurring basis.
- Subscription charges are based on the selected service plan.
- Additional usage-based charges may apply.
- Applicable taxes may be added where required by law.
- You are responsible for maintaining a valid payment method.
Usage-based charges may include telephone calls, SMS messaging, email services, artificial intelligence processing, or other metered services.
Any applicable usage rates, minimum commitments, or additional fees will be disclosed through your plan, account, order, or other applicable agreement.
REACHMORECRM may change subscription pricing or usage rates with notice as required by applicable law and contractual commitments.Failure to make required payments may result in restrictions, suspension, or termination of Services, subject to applicable notice requirements.
5. Cancellation and Refunds
Customers may request cancellation of their subscriptions through the cancellation methods made available by REACHMORECRM or by contacting customer support.
The effective date of cancellation, remaining access to paid features, and any applicable refund eligibility are governed by the subscription terms presented at purchase or any separate written agreement.
Cancellation does not eliminate payment obligations for charges properly incurred before the effective cancellation date.
Unless otherwise required by law or expressly provided in an applicable agreement, REACHMORECRM does not guarantee refunds for previously delivered services, completed setup work, or incurred usage-based charges.
Customers are encouraged to review the specific billing and cancellation conditions associated with their selected plan before purchasing.
6. Customer Responsibilities
Customers using REACHMORECRM are responsible for ensuring that their business activities and use of the Services comply with applicable laws, regulations, and industry requirements.
These responsibilities include:
- Maintaining accurate customer and business information.
- Obtaining required permissions to collect and process personal information.
- Obtaining appropriate consent before sending automated or marketing communications.
- Complying with applicable consumer protection, privacy, and telecommunications laws.
- Maintaining appropriate internal access controls.
- Reviewing estimates, invoices, contracts, and other customer-facing documents.
- Ensuring that information communicated to customers is accurate and lawful.
Customers must not use REACHMORECRM to send unsolicited or unlawful communications.
Use of the platform does not replace a customer's independent legal or regulatory responsibilities.
Each contractor or other business using REACHMORECRM is responsible for obtaining the registrations, approvals, and consents required for its own messaging activities.
REACHMORECRM may provide tools to assist with compliance; however, the availability of such tools does not guarantee compliance with applicable legal requirements.7. SMS Messaging Terms and Conditions
7.1 SMS Program Name
REACHMORECRM SMS Communications
This section governs text messages sent by REACHMORECRM to individuals who have provided the appropriate consent to receive communications from REACHMORECRM.
SMS programs operated independently by contractors or other customers using the REACHMORECRM platform are the responsibility of those businesses and may be governed by their own messaging terms and privacy policies.
7.2 SMS Program Description
REACHMORECRM uses SMS messaging to communicate with individuals who voluntarily opt in to receive applicable text communications.
Depending on the type of consent provided, messages may include:
- Responses to inquiries about REACHMORECRM.
- Demo appointment confirmations and reminders.
- Appointment scheduling and rescheduling notifications.
- Customer service and support communications.
- Account-related notifications and service updates.
- Follow-up communications regarding requested products or services.
- Product announcements, special offers, and promotional messages for recipients who have separately consented to marketing communications.
Messages may be sent using automated systems or business communication tools.
7.3 Consent to Receive SMS Messages
Individuals may consent to receive SMS communications by completing a REACHMORECRM website form and voluntarily selecting the applicable SMS consent checkbox or through another expressly identified and appropriately documented opt-in process.
Where both informational and marketing SMS communications are offered, consent for these categories is collected separately.
Providing a telephone number alone does not constitute consent to receive marketing SMS messages.
Consent to receive marketing or promotional SMS messages is not a condition of purchasing products or services from REACHMORECRM.
By subscribing to an applicable SMS messaging program, you confirm that you are authorized to provide the mobile telephone number submitted and consent to receive the selected categories of text messages at that number.
REACHMORECRM maintains records of messaging consent as appropriate for its communication programs.7.4 Message Frequency
Message frequency varies.
The number of messages you receive depends on your interactions with REACHMORECRM, appointment activity, customer service requests, account activity, and selected communication preferences.
Some SMS communications may be recurring.
7.5 Message and Data Rates
Message and data rates may apply.
Your mobile carrier may charge you for sending or receiving text messages according to your wireless service plan.
REACHMORECRM is not responsible for charges imposed by your mobile carrier.7.6 Opt-Out Instructions
You may opt out of receiving SMS messages from REACHMORECRM at any time by replying STOP to a message received from our messaging program.
Upon receiving a valid opt-out request, we will process your unsubscribe request and may send a final confirmation message.
No additional messages will be sent through the applicable messaging program unless you subsequently provide renewed consent or communications are otherwise permitted by applicable law.
You may also contact REACHMORECRM directly to request assistance with your messaging preferences.
7.7 HELP and Customer Support
For assistance with REACHMORECRM SMS communications, reply HELP to a message received from our messaging program.
You may also contact us using the following information:
Business: REACHMORECRM
Email: support@reachmorecrm.com
Website: https://reachmorecrm.com
7.8 Privacy of SMS Information
REACHMORECRM respects the privacy of individuals participating in our messaging programs.
We do not sell or share SMS opt-in consent information or mobile phone numbers with third parties or affiliates for their own marketing or promotional purposes.
We may use service providers acting on our behalf to process information necessary to operate, secure, and deliver authorized messaging services, subject to applicable privacy and contractual obligations.
For additional information about the collection, use, and protection of personal information, please review our Privacy Policy:
https://reachmorecrm.com/privacy
7.9 Carrier Disclaimer
Carriers are not liable for any delayed or undelivered messages.
Message delivery depends on factors including wireless carrier availability, mobile device compatibility, network conditions, and applicable messaging restrictions.
REACHMORECRM cannot guarantee delivery or receipt of every text message.7.10 Changes to the SMS Messaging Program
REACHMORECRM may modify or discontinue its SMS messaging programs, subject to applicable law.
Material changes affecting messaging consent or participation will be addressed through appropriate notices or additional consent where legally required.
8. Customer Data and Privacy
Customers generally retain ownership of the customer records, business information, and other content they submit to REACHMORECRM, subject to third-party rights and applicable law.
By using our Services, customers authorize REACHMORECRM and its service providers to access, store, process, transmit, and otherwise use submitted information as reasonably necessary to provide, secure, support, and maintain the Services and fulfill applicable contractual obligations.
Customers are responsible for ensuring that they possess the necessary rights and legal authority to upload, process, and communicate information through REACHMORECRM.
REACHMORECRM processes personal information in accordance with its Privacy Policy and applicable data protection requirements.We may use trusted third-party service providers to support hosting, telecommunications, payment processing, integrations, technical operations, and other services.
Customers are responsible for maintaining appropriate copies of business-critical information and for making any necessary arrangements to retrieve or export their data before account closure.
Data retention, deletion, and export requests are subject to applicable law, technical limitations, and any separate contractual commitments.
For more information, please review:
9. Acceptable Use
You agree to use REACHMORECRM only for lawful business purposes and in accordance with these Terms.
You may not use the Services to:
- Send spam or unauthorized marketing communications.
- Conduct fraudulent, deceptive, or misleading activities.
- Harass, threaten, or abuse individuals.
- Violate applicable privacy or telecommunications laws.
- Send prohibited or restricted content in violation of applicable provider policies.
- Infringe intellectual property rights.
- Attempt unauthorized access to systems or accounts.
- Introduce malware or malicious software.
- Disrupt or interfere with the operation of the Services.
- Circumvent platform security or technical restrictions.
- Misrepresent your identity or business affiliation.
- Use REACHMORECRM to facilitate illegal transactions or activities.
REACHMORECRM may investigate suspected violations and take reasonable corrective action, including restricting or suspending access when necessary to protect the platform, its users, or third parties.10. Artificial Intelligence and Automated Services
REACHMORECRM may provide artificial intelligence, automated workflows, chatbots, virtual assistants, and related functionality.
These features are designed to help businesses improve operational efficiency, customer communications, and administrative processes.
AI-generated content and automated actions may contain inaccuracies, omissions, or inappropriate recommendations.
Customers are responsible for reviewing and appropriately supervising automated systems and their outputs, especially when those outputs affect customers, financial transactions, appointments, estimates, or business decisions.
Customers agree not to use AI or automated features to engage in unlawful, deceptive, discriminatory, or otherwise prohibited practices.
REACHMORECRM does not guarantee the accuracy, completeness, or suitability of AI-generated content for every purpose.Customers remain responsible for their business decisions and the communications they authorize through the platform.
11. Third-Party Services and Integrations
REACHMORECRM may connect with or rely upon third-party services, including payment processors, telecommunications providers, accounting software, email providers, artificial intelligence services, and external business applications.
These third-party services may be governed by their own terms, pricing, privacy policies, and operational requirements.
REACHMORECRM is not responsible for the independent actions, policies, outages, or service modifications of third-party providers, except to the extent required by applicable law or a separate agreement.
Certain integrations or features may become unavailable if a third-party provider changes its services, access requirements, pricing, or technical capabilities.
Customers are responsible for reviewing applicable third-party agreements when activating or using integrated services.
12. Intellectual Property
The REACHMORECRM name, branding, software, website content, design elements, documentation, and proprietary technology are owned by REACHMORECRM or its licensors and are protected by applicable intellectual property laws.
Subject to these Terms and any applicable subscription agreement, customers receive a limited, nonexclusive, nontransferable right to access and use the Services for their authorized business purposes.
Customers may not copy, distribute, resell, sublicense, reverse engineer, or otherwise exploit REACHMORECRM's proprietary technology except as expressly permitted by law or written agreement.
Customers retain their rights in business data and content they lawfully submit to the platform.
13. Service Availability and Modifications
REACHMORECRM strives to provide reliable and accessible services.
However, uninterrupted availability cannot be guaranteed.
Services may occasionally be unavailable because of scheduled maintenance, software updates, technical failures, security incidents, third-party outages, or circumstances outside our reasonable control.
We may perform maintenance, implement updates, improve functionality, or modify features as part of normal business operations.
Where reasonably practical, we may provide advance notice of planned changes that materially affect service availability.
Any specific service-level commitments must be established in a separate written agreement.
14. Disclaimers and Warranties
To the maximum extent permitted by applicable law, and except for warranties expressly provided in a separate written agreement, the Services are provided on an "as is" and "as available" basis.
REACHMORECRM disclaims implied warranties to the extent permitted by law, including implied warranties of merchantability, fitness for a particular purpose, and noninfringement.
We do not warrant that the Services will be completely uninterrupted, error-free, or free from every security vulnerability.
REACHMORECRM does not guarantee particular revenue, profitability, lead generation, customer acquisition, or business performance outcomes.
Nothing in these Terms excludes warranties or legal rights that cannot lawfully be excluded.
15. Limitation of Liability
To the maximum extent permitted by applicable law, REACHMORECRM and its officers, employees, affiliates, and service providers will not be liable for indirect, incidental, special, consequential, or punitive damages arising from or related to the use of the Services, including lost profits, lost business opportunities, or business interruption.
To the maximum extent permitted by applicable law, REACHMORECRM's aggregate liability arising out of or relating to the Services will not exceed the total subscription fees paid by the customer to REACHMORECRM during the twelve months immediately preceding the event giving rise to the claim.
This limitation does not apply where prohibited by law or where a separate written agreement expressly establishes different liability obligations.
Nothing in these Terms limits liability that cannot legally be excluded or restricted.
16. Indemnification
To the extent permitted by applicable law, customers agree to defend, indemnify, and hold harmless REACHMORECRM and its officers, employees, and affiliates from third-party claims, damages, liabilities, and reasonable expenses arising from:
- The customer's unlawful use of the Services.
- A material violation of these Terms.
- Unauthorized or unlawful communications initiated by the customer.
- Violations of third-party intellectual property rights.
- The customer's failure to obtain required permissions or messaging consent.
- Content or information submitted by the customer in violation of applicable law or third-party rights.
These obligations apply only to the extent the claim results from matters for which the customer is legally responsible.
17. Suspension and Termination
REACHMORECM may suspend or restrict access to the Services when reasonably necessary because of:
- Material violations of these Terms.
- Failure to pay applicable fees.
- Fraudulent or unlawful activity.
- Security threats or unauthorized access.
- Violations of applicable messaging or telecommunications requirements.
- Other conduct that creates a material risk to the Services or their users.
Where appropriate and legally permissible, REACHMORECRM may provide notice and an opportunity to correct a violation before termination.
Customers may terminate their subscriptions according to the applicable cancellation procedures.
Upon termination, access to certain features, stored information, and account functionality may be discontinued.
Customers should make appropriate arrangements to retain or export necessary business information before termination, subject to available functionality and applicable contractual or legal requirements.
18. Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of Illinois, United States, without regard to conflict-of-law principles, except where applicable law requires otherwise.
Before initiating formal legal proceedings, the parties agree to make reasonable efforts to resolve disputes through good-faith communication.
Unless otherwise required by applicable law or agreed in writing, disputes arising under these Terms will be brought in courts of competent jurisdiction in Illinois.
Nothing in this section limits rights or remedies that cannot lawfully be waived.
19. Changes to These Terms
REACHMORECRM may update these Terms periodically to reflect changes in our Services, business operations, legal requirements, or industry standards.
The updated Terms will be published on our website with a revised "Last Updated" date.
Where required by applicable law or contract, we will provide additional notice or obtain appropriate acceptance before material changes take effect.
Continued use of the Services after updated Terms become effective may constitute acceptance to the extent permitted by applicable law.
20. Contact Information and Acknowledgment
If you have questions about these Terms and Conditions, your REACHMORECRM account, or our services, please contact:
REACHMORECRM
Website: https://reachmorecrm.com
Email: support@reachmorecrm.com
Privacy Policy: https://reachmorecrm.com/privacy
Acknowledgment
By accessing or using REACHMORECRM's Services, you acknowledge that you have read and understood these Terms and Conditions and agree to be bound by them and our applicable Privacy Policy.
REACHMORECRM
The operating system behind growing contractor businesses.