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These Terms and Conditions ("Terms") govern your access to and use of the websites, products, applications, subscriptions, and services provided by Roth Business Solutions, including Roth Biz CRM.
These Terms apply to:
By accessing our websites, creating an account, starting a free trial, purchasing a subscription, or using Roth Biz CRM, you agree to these Terms.
Roth Biz CRM is a customer relationship and business management platform that may include:
Features may vary by subscription, account configuration, availability, location, and third-party provider.
You must be at least 18 years old and legally able to enter into a binding agreement to create an account or purchase services. If you use Roth Biz CRM for a company or organization, you confirm that you have authority to accept these Terms on its behalf.
You agree to provide accurate, current, and complete account information. You are responsible for:
Roth Business Solutions is not responsible for losses caused by your failure to secure your account credentials.
Roth Biz CRM currently offers the following monthly subscription plans:
The Core Plan may include:
The Growth Plan may include:
The Scale Plan may include:
Plan features and prices may change. Any applicable changes will be communicated or displayed before they apply to a future billing period.
Eligible new customers may receive a 14-day free trial. Unless canceled before the trial ends, the selected paid subscription may begin automatically using the payment method provided during registration. Only one free trial may be permitted per person, business, payment method, or account. Roth Business Solutions may modify, restrict, or discontinue free-trial offers when permitted by law.
Roth Biz CRM subscriptions renew automatically each month until canceled. By purchasing a subscription or beginning a trial that converts to a paid subscription, you authorize Roth Business Solutions and its payment providers to charge the payment method associated with your account for:
You are responsible for canceling your subscription before the next renewal date if you do not want another monthly charge.
The monthly subscription price provides access to the features included in your selected Roth Biz CRM plan. Certain services are not included in the monthly subscription price and may generate additional usage charges. Additional charges may apply to:
Usage rates may vary according to the service, destination, volume, carrier, provider, or third-party platform. Available rates may be displayed inside your account, during setup, at checkout, or before activating a paid service. By activating or using a metered service, you authorize Roth Business Solutions and its providers to charge the applicable usage fees to your account. You are responsible for monitoring usage generated by your account, users, employees, customers, workflows, campaigns, and connected services.
If you use payment-processing features, transactions may be subject to processing fees, chargeback fees, refund fees, dispute fees, or other charges established by the applicable payment processor. Payment-processing fees are separate from Roth Biz CRM subscription charges. Roth Business Solutions does not control all fees imposed by banks, card networks, payment processors, carriers, or third-party providers.
Prices may not include applicable sales, use, telecommunications, or other taxes. You are responsible for taxes associated with your purchase or use of the services, except for taxes imposed directly on Roth Business Solutions.
If a payment is declined, reversed, disputed, or otherwise unsuccessful, we may:
You remain responsible for authorized charges incurred before suspension or cancellation.
You may cancel your Roth Biz CRM subscription through your account or by contacting Roth Business Solutions. Cancellation prevents future subscription renewals but does not automatically reverse charges already processed. You should cancel before your next billing date to prevent another renewal charge. After cancellation, access may continue until the end of the current paid billing period unless the account is terminated for a violation of these Terms.
Subscription, setup, activation, usage, communication, domain, AI, integration, and third-party service fees are generally nonrefundable after they are incurred, except when required by law or expressly stated in a separate written refund policy. Failure to use the platform does not automatically qualify an account for a refund. Approved refunds may exclude fees that Roth Business Solutions cannot recover from third-party providers.
You may not use Roth Biz CRM to:
We may restrict or suspend accounts associated with prohibited activity.
You are responsible for complying with applicable telephone, text-message, email, marketing, privacy, and consumer-protection requirements. You are responsible for:
Access to communication tools does not guarantee that every use is legally permitted.
You retain responsibility for information uploaded, collected, stored, or processed through your account. You confirm that you have the necessary rights and authorization to use customer, employee, lead, and business information within Roth Biz CRM. You are responsible for:
Roth Biz CRM may provide AI-generated text, recommendations, summaries, responses, workflows, or other content. AI-generated content may be incomplete, inaccurate, or unsuitable for a particular purpose. You are responsible for reviewing AI-generated content before using, publishing, sending, or relying on it. Roth Business Solutions does not guarantee the accuracy or outcome of AI-generated content.
Roth Biz CRM may integrate with third-party services, including payment processors, communications providers, accounting platforms, social networks, hosting providers, and other applications. Your use of a third-party service may be governed by that provider's separate terms and privacy policy. Roth Business Solutions is not responsible for:
We work to provide reliable service, but we do not guarantee uninterrupted or error-free availability. Services may be affected by:
We may update, improve, modify, replace, or discontinue features when reasonably necessary. We may also change plan names, limits, included features, or pricing. Material changes affecting an active paid subscription will be communicated as required by applicable law.
Roth Business Solutions owns or licenses the websites, platform, branding, designs, software, text, graphics, and related content. You may not copy, reproduce, sell, distribute, modify, reverse engineer, or create unauthorized derivative works from our intellectual property. "Roth Business Solutions," "Roth Biz CRM," and "Your Business. Reimagined." are brand assets of Roth Business Solutions.
We may suspend or terminate an account when:
Termination does not eliminate responsibility for charges incurred before termination.
To the extent permitted by law, the websites and services are provided on an "as available" basis. We do not guarantee:
To the extent permitted by law, Roth Business Solutions will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of the websites or services. This includes losses involving profits, revenue, business opportunities, customer data, communications, or third-party services. Some jurisdictions do not allow certain liability limitations, so these limitations may not apply to every user.
To the extent permitted by law, you agree to defend and indemnify Roth Business Solutions against claims, damages, liabilities, and expenses resulting from:
We may update these Terms periodically. Updated Terms will be posted with a revised effective date. Continued use of the websites or services after an update constitutes acceptance of the revised Terms to the extent permitted by law.
Questions concerning these Terms may be submitted through:
Roth Business Solutions — www.rothbusinesssolutions.com and www.rothbizcrm.com
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