These Terms of Service ("Terms") are an agreement between you and Nametech Canada Ltd. ("Nametech", "we", "us"), a British Columbia company, and they govern your access to and use of the NameCRM application, its client portals, its phone assistant and its website (the "Service"). "You" means the business that signs up for the Service and the person accepting these Terms on its behalf, who confirms they have authority to bind that business. By creating an account or using the Service, you agree to these Terms. If you do not agree, do not use the Service.
Please read Sections 11 and 12 carefully. They limit what we promise and the amount we can be liable for.
NameCRM is a customer relationship management application for businesses. It lets you store contacts and business records, manage a sales pipeline, quotes, invoices and payments, send and receive email and text messages, share client portals, answer calls with an AI phone assistant, and use related features. The Service is offered to businesses in Canada. We may add, change or remove features over time. If we remove a feature that is a material part of a paid plan you are on, we will tell you in advance.
You must provide accurate information and keep sign-in credentials secure. You may invite staff users to your account; you are responsible for their use of the Service and for all activity under your account. Tell us promptly if you believe your account has been used without authorization. The Service is for business use. Each person who accepts these Terms must be at least 19 years old and able to form a binding contract.
You own your data. The data you and your users put into the Service, including the records you keep about your own clients and contacts ("Your Data"), belongs to you. You grant us a limited licence to host, copy, transmit, process and display Your Data only as needed to provide, secure and support the Service for you, and as the law requires.
We process Your Data on your behalf. For the personal information in Your Data, you are the organization in control of it under privacy law, and we act as your service provider. We will:
Your Data is stored in Canada and processed by service providers that may operate in the United States and other countries, as described in the Privacy Policy.
You are responsible for Your Data and for how you use the Service, including:
You agree not to, and not to let anyone else:
Some features use artificial intelligence provided by third parties, as described in the Privacy Policy. AI output can be inaccurate, incomplete or inappropriate. You are responsible for reviewing AI-drafted content before you rely on it or send it, and for what you send to your clients.
The AI phone assistant answers calls, takes messages and helps callers on your behalf. It is not an emergency service and must not be relied on for urgent or safety matters. It tells callers that the call is recorded; do not configure it to remove that notice.
Some features require a paid plan. Pricing, plan limits and billing terms are those in your order, quote or engagement letter; plans described on our marketing site are indicative and are not an offer. Prices do not include applicable sales taxes, which are added to your invoice. Where fees apply, you authorize us and our payment processor to charge your chosen payment method on a recurring basis until you cancel. Except where the law requires otherwise, fees already paid are not refundable. We will give you at least 30 days' notice of a price change, and it will apply from your next billing period after that notice. If a payment is overdue, we may suspend paid features after giving you notice and a reasonable chance to pay.
The Service, including its software, design and trademarks (including "NameCRM"), is owned by Nametech Canada Ltd. and its licensors and is protected by law. These Terms give you no rights in our intellectual property except the limited right to use the Service under these Terms. If you send us suggestions or feedback, we may use them without any obligation to you.
The Service relies on third-party providers (such as hosting, email, payments, accounting, telephone, calendar and AI providers) and lets you connect your own accounts with some of them (for example Microsoft 365, Google, Stripe and QuickBooks Online). Your use of those connected accounts is also subject to the providers' own terms. We are not responsible for third-party services we do not control, or for a change or outage on their side.
Our handling of personal information is described in our Privacy Policy, which forms part of these Terms.
To the fullest extent permitted by law, the Service is provided "as is" and "as available". We make no representations, warranties or conditions of any kind, whether express, implied, statutory or arising from a course of dealing, including any implied warranties or conditions of merchantable quality, fitness for a particular purpose, durability, title or non-infringement. We do not warrant that the Service will be uninterrupted, error-free or completely secure, or that AI output will be accurate. The Service is not legal, tax, accounting or other professional advice.
To the fullest extent permitted by law, neither party will be liable to the other for any indirect, incidental, special, consequential, exemplary or punitive damages, or for any loss of profits, revenue, business opportunity or goodwill, arising out of or relating to these Terms or the Service, even if advised that they were possible. Our total liability for all claims arising out of or relating to these Terms or the Service will not exceed the fees you paid us for the Service in the 3 months before the event giving rise to the claim.
These limits do not apply to liability for fraud or wilful misconduct, to your obligation to pay fees, to your indemnity obligations under Section 13, or to any liability that cannot be limited by law.
You will indemnify and hold harmless Nametech Canada Ltd. and its directors, officers and personnel from third-party claims, and the resulting damages and reasonable legal costs, arising out of Your Data, your use of the Service, or your breach of these Terms or of the law, including anti-spam, privacy and call recording law. We will tell you promptly about any such claim and let you control its defence, and we will not settle it without your consent.
You may stop using the Service and close your account at any time. We may suspend or terminate your access if you materially breach these Terms, if the law requires it, or where it is reasonably necessary to protect the Service, other customers or third parties. Where it is practical and lawful, we will give you notice first and a reasonable chance to fix the problem.
You can export your contacts from the Service at any time. To close your account, email info@nametech.ca from the account owner's address. When your account closes, we keep Your Data for 90 days, so you can reopen your account or resume your subscription with everything in place; during that period we will provide a copy of it on request in a common machine-readable format such as CSV. After 90 days we delete Your Data, except invoices and payment records, which we keep for 6 years as Canada Revenue Agency rules require. Deleted records are handled as described in the Privacy Policy.
Sections that by their nature should continue after termination (including Sections 3, 8, 11, 12, 13, 16 and 17, and Section 7 for amounts owed) continue after it.
We may update these Terms. If we make a material change, we will notify account holders by email or in the Service at least 30 days before it takes effect, and post the updated Terms here with a new date. If you do not agree to a change, you may close your account before it takes effect. If you continue to use the Service after the change takes effect, you accept the updated Terms. Changes needed to comply with the law or to address a security risk may take effect sooner.
These Terms are governed by the laws of the Province of British Columbia and the federal laws of Canada that apply there, without regard to conflict-of-laws rules. You and we agree to the exclusive jurisdiction of the courts of British Columbia for any dispute arising out of or relating to these Terms or the Service, subject to any mandatory rights you have under the law of the place where you are located.
Questions about these Terms: