Terms of Service

1. About CRM Ready

CRM Ready ("we", "us", or "our") provides CRM setup, cleanup, configuration, automation, campaign, and optional monthly support services for real estate agents, teams, and brokerages. We specialize in Lofty CRM and also support other major real estate CRM platforms. CRM Ready is an independent service and is not affiliated with, endorsed by, or sponsored by any CRM platform vendor, including Lofty.

2. Services

Our services are delivered remotely via video calls, screen sharing, WhatsApp, and email. The scope of each engagement is defined by the plan, package, or add-on you purchase. Specific deliverables, timelines, and inclusions are described on our website and may be confirmed during your discovery call.

3. Booking & Payment

• Engagements begin once payment has been received through our secure payment portal.
• One-time service plans are billed in full at booking.
• Monthly support plans are billed on a recurring monthly basis until canceled.
• All prices are listed in CAD unless otherwise noted.

4. Client Responsibilities

To deliver our services, you agree to provide timely access to your CRM, accurate branding and contact information, and any files (such as CSV or XLS contact exports) required for the engagement. Delays caused by missing access, missing information, or third-party approvals (such as MLS, IDX, or email provider verifications) may impact delivery timelines.

5. Monthly Support Plans

Monthly support plans are optional and offered as a separate engagement. There are no long-term contracts. You may cancel at any time before your next billing date by contacting us at Support@crmready.ca. Cancellations stop future billing; payments already processed for the current billing period are non-refundable.

6. Refunds

Because our services involve immediate, customized work, fees for one-time setup, cleanup, campaign, and add-on services are generally non-refundable once work has begun. If you believe there is an issue with your engagement, please contact us at Support@crmready.ca and we will work in good faith to resolve it.

7. Confidentiality & Data Handling

CRM access and any contact data you share with us is used only for the purpose of performing the agreed services. We do not sell, share, or use your contact lists for any purpose outside of your engagement. We recommend changing your CRM password after setup is complete. See our Privacy Policy for more details.

8. Third-Party Platforms

Our work depends on third-party platforms (such as Lofty, MLS providers, IDX vendors, email and SMS providers). We are not responsible for outages, feature changes, pricing changes, or policies enforced by those third parties.

9. Limitation of Liability

To the maximum extent permitted by law, CRM Ready's total liability arising from any engagement is limited to the amount paid by you for that engagement. We are not liable for indirect, incidental, or consequential damages, including loss of leads, revenue, or business opportunities.

10. Changes to These Terms

We may update these Terms from time to time. The "Last updated" date above will reflect any changes. Continued use of our services after updates constitutes acceptance of the revised Terms.

11. Contact

Questions about these Terms? Email Support@crmready.ca.