Terms of service

Who provides the service

The service at clientele.io is provided by the administrator of the clientele.io service. You can reach us at [email protected]. In these terms, "we" means the administrator of the clientele.io service, and "you" means the business that holds the account and the people it invites.

The service

Clientele is clienteling software for retailers and other high ticket sellers. It provides client profiles, client books, a daily list of clients to contact (the Money Feed), messaging on WhatsApp, SMS and email, AI drafted messages, imports and reports, with features and limits that depend on your plan as described on the pricing page. The service is intended for business use.

Accounts

• You must give accurate information and keep your sign in details secure. You are responsible for activity under your account and for the people you invite to your organization.
• The account owner manages roles, client book assignments and billing for the organization.
• Tell us promptly at [email protected] if you suspect unauthorised access.

Demo

The homepage offers a one time demo that builds a sample Money Feed from a sample list or a list you upload, without an account. The demo is limited, may show only part of the result, and is not a plan. Uploaded demo lists are deleted after 24 hours at most. There is no free plan.

Subscriptions and billing

• The service is sold only as a subscription, billed monthly or yearly in advance, at the price shown at checkout. Prices are in US dollars and exclude taxes where taxes apply.
• A subscription renews automatically at the end of each billing period for the same period, until it is cancelled.
• You can cancel at any time from the billing portal in your account. Cancellation takes effect at the end of the current paid period, and you keep full access until then. Paid periods are not refunded, except where the law requires a refund.
• When you move to a higher plan, or from monthly to yearly billing, the prorated difference for the rest of the current period is charged immediately, and the new plan applies once that payment succeeds. If the payment fails, you stay on your current plan.
• When you move to a lower plan, the change does not trigger a refund to your card.
• If a renewal payment fails, we may limit access to paid features until the payment is completed.
• We may change prices for future billing periods. We tell account owners by email before a new price applies to their next renewal.

Plan limits

Each plan has limits, such as the number of associates, stores, client profiles, AI written messages and SMS per month. Limits that measure usage count what was used in the billing period. Deleting a client, a message or another record does not return the quota it used. Usage resets at the start of each billing period.

Acceptable use

You agree to use the service lawfully and in particular:

• to send marketing messages only to clients who have given consent for that channel, and to record that consent accurately in the service,
• to respect withdrawals of consent and requests from your clients to access or delete their data,
• to have a lawful basis for every piece of client data you import or record,
• not to send spam, bulk unsolicited messages, deceptive content or content that is unlawful, harassing or infringing,
• not to store special categories of data, such as health or financial account details, in notes or messages unless the law allows it and you have the safeguards it requires,
• not to probe, overload or try to break the security of the service, or access another organization's data,
• to follow the rules of the messaging platforms you connect, including WhatsApp Business policies for your own number.

We may suspend accounts that breach these rules, after notice where that is reasonable, or immediately where needed to protect clients, other customers or the service.

Your data

You keep all rights to the data you put into the service. You are the controller of your clients' data, and we process it on your behalf to provide the service, as described in the privacy policy. You can export or erase individual client records at any time. Enterprise customers can sign a data processing agreement.

AI drafted messages

The service drafts messages to help your team. Drafts can contain mistakes. A person on your team must review each message before sending it, and you are responsible for what is sent from your account.

Availability and support

We work to keep the service available and secure, and we may change or improve features over time without reducing the core features of your plan during a paid period. Support is by email at [email protected]. Enterprise plans include priority support with a named contact. The service is provided without a guaranteed availability level.

Intellectual property

The service, its software and its design belong to us or our licensors. Your subscription gives your organization a non transferable right to use the service during the paid period, within your plan.

Liability

The service is provided as described on the website and in these terms. To the extent the law allows, we are not liable for indirect or consequential losses, lost profits, lost revenue or lost data, and our total liability for any claim relating to the service is limited to the amount you paid for the service in the 12 months before the claim. Nothing in these terms limits liability that cannot be limited by law.

Ending the agreement

You can stop using the service by cancelling your subscription. We may end the agreement if you seriously breach these terms. After an account is closed, customer content is deleted as described in the privacy policy.

Changes to these terms

We may update these terms. The date at the top shows the latest version. Material changes are announced to account owners by email before they take effect, and continued use after that date means you accept them.

Contact

Questions about these terms go to [email protected].