Terms of service

1. Who we are

crmSpace is operated by Rated Counsel Limited, trading as crmSpace, a company registered in England and Wales with company number 11812572 and registered office at 5 Golden Mede, Waddesdon, HP18 0NG, United Kingdom. Contact us at connect@crmspace.ai.

2. The service

crmSpace is a customer relationship management service: pipeline and contact management, activity capture, quoting and invoicing, reporting, automation rules and AI-assisted features, provided at app.crmspace.ai. We host and run it; you use it through a browser.

These terms apply when you create a workspace or accept them in an order form. If you use crmSpace for an organisation, you confirm you can bind that organisation, and “you” means the organisation.

3. Accounts and workspaces

• Keep your sign-in credentials confidential. You are responsible for activity under your accounts.
• Workspace administrators control member access, roles and permissions inside the product.
• Tell us promptly at connect@crmspace.ai if you suspect unauthorised access.

4. Your data

The data you put into crmSpace stays yours. We claim no ownership of it and use it only to provide and support the service, as described in the privacy policy and the data processing addendum. Where you store personal data about your own contacts, you are the controller and we process it for you under the DPA.

You are responsible for having a lawful basis for the data you store, and for the accuracy of what your team enters.

5. AI features

Some features use large language models: import column mapping, the daily brief, follow-up drafts and natural-language questions. These features work from your own workspace data and their output is a starting point, not advice. Drafts are review-gated: nothing an AI feature writes is sent to a customer or saved to a record until a person confirms it.

We do not use your data to train models. Prompts are processed by our AI subprocessor listed in the subprocessor list.

6. Acceptable use

The acceptable use policy is part of these terms. In short: nothing unlawful, no abuse of the email features, no attempts to break or probe the service, and respect for the rights of the people whose data you hold.

7. Fees, trials and billing

• New workspaces start on a 14-day trial of the Pro plan, with no card required. When the trial ends without a plan, the workspace becomes read-only: your data stays safe and exportable, and choosing a plan restores full access.
• Paid plans are charged per seat, through our payment processor, either monthly or annually. Prices are as published on our pricing page and are exclusive of VAT, which is added at checkout where it applies.
• Subscriptions renew automatically for successive monthly or annual terms until cancelled. You can cancel at any time from Settings, then Billing. Cancellation takes effect at the end of the current paid term, after which the workspace becomes read-only.
• AI features are included as a pooled fair-use allowance shared across your workspace and sized for normal use. If a workspace reaches its allowance, AI features pause until the next monthly reset while the rest of the CRM keeps working. We do not bill AI use as an overage or as metered credits.
• Fees are non-refundable except where the law requires otherwise. We will give at least 30 days notice before a price change takes effect for you.

crmSpace is provided for business use. It is not intended for consumers, and consumer cancellation or withdrawal rights do not apply.

8. Availability and support

We run crmSpace to a high standard of availability, but we do not promise it will be uninterrupted or error-free. Planned maintenance is announced where practical. Support is by email at connect@crmspace.ai; we respond within one UK business day.

9. Intellectual property

We own the service, its software and its branding. You get a non-exclusive, non-transferable right to use the service for your business while your subscription is active. Feedback you give us may be used to improve the product without obligation to you.

10. Term, suspension and ending

• These terms apply while you have a workspace.
• You can stop at any time. On request, or via the in-product export tools, you can take your data out in a portable format.
• We may suspend or end access for material breach of these terms, including the acceptable use policy, or where required by law. Where reasonable we will warn you first.
• After termination we delete customer data on the schedule in the DPA, subject to legal retention duties.

11. Liability

Nothing in these terms limits liability that cannot be limited by law, including for fraud or for death or personal injury caused by negligence. Subject to that:

• neither party is liable for indirect or consequential loss, or for loss of profits, revenue or goodwill; and
• each party’s total liability under these terms in any 12-month period is capped at the fees you paid for the service in that period.

crmSpace stores and organises your business records; it does not give legal, tax or accounting advice, and VAT treatments suggested by the product should be checked against your own circumstances.

12. Changes to these terms

If we change these terms in a way that matters, we will tell workspace administrators by email at least 30 days before the change applies. If you keep using the service after that, the new terms apply. If you do not agree, you can end your subscription before they take effect.

13. Law and disputes

These terms are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction. We will always try to resolve a dispute by talking first.