These Terms of Service and Conditions (“Terms”) govern access to and use of CRMX and the products, professional services, software, websites, communication services, artificial intelligence services, implementations, training, systems, and other services provided by Attaway Group LLC, d/b/a CRMX (“CRMX,” “Attaway Group,” “we,” “our,” or “us”).
Please read these Terms carefully. By creating a CRMX account, purchasing or using a CRMX subscription or Service, executing an Order Form or other agreement incorporating these Terms, or affirmatively accepting these Terms electronically, you agree to be legally bound by them.
If you are accepting these Terms on behalf of a company or other organization, you represent that you have authority to bind that organization.
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1. DEFINITIONS AND SCOPE
1.1 Platform
“Platform” means the websites, applications, software, services, functionality, communication channels, and technology made available by CRMX, including CRMX-branded websites and applications and any related subdomains.
CRMX is a customized white-label platform that utilizes technology provided by HighLevel and may also utilize other third-party technology providers.
HighLevel and other third-party technology providers are separate companies and are not parties to the agreement between Customer and CRMX.
1.2 Services
“Services” means CRMX subscriptions and any additional services provided by CRMX, including software access, CRM functionality, messaging, calling, email, automation, AI Employees, professional services, onboarding, setup, consulting, implementation, training, Revenue Flywheel implementation, workflow development, integration assistance, technical support, and other services offered by CRMX.
1.3 Customer
“Customer,” “you,” and “your” mean the individual or business entering into an agreement with CRMX.
CRMX Services are intended primarily for commercial and business purposes.
You must be at least eighteen years old to enter into these Terms.
If you accept these Terms on behalf of a company, organization, or other legal entity, you represent and warrant that you have authority to bind that entity.
1.4 Customer Data
“Customer Data” means information lawfully owned, controlled, collected, submitted, imported, or generated by Customer in connection with Customer’s business and use of CRMX.
Customer Data may include contact records, prospect information, customer information, communications, notes, appointments, opportunities, and similar business records.
1.5 Customer Materials
“Customer Materials” means original materials independently created, owned, or supplied by Customer, including Customer trademarks, logos, photographs, videos, written content, product information, documents, and independently developed intellectual property.
Customer Materials do not become CRMX property merely because they are uploaded into or used with CRMX.
Likewise, CRMX Proprietary Materials do not become Customer Materials merely because Customer uses, edits, renames, brands, configures, or customizes them.
1.6 CRMX Proprietary Materials
“CRMX Proprietary Materials” means CRMX’s proprietary or confidential materials, systems, implementations, configurations, compilations, architecture, methods, processes, documentation, intellectual property, and know-how developed, owned, licensed, supplied, or implemented by CRMX.
CRMX Proprietary Materials may include, without limitation:
1. CRMX follow-up systems; 2. Revenue Flywheel systems and components; 3. pipeline architecture and configurations; 4. workflow structures; 5. automation logic, sequences, triggers, conditions, and configurations; 6. long-term nurture systems; 7. lead reactivation systems; 8. appointment booking, confirmation, reminder, follow-up, and no-show systems; 9. lead-management and sales processes; 10. templates and template collections; 11. scripts and messaging sequences; 12. artificial intelligence prompts, instructions, configurations, and knowledge structures; 13. CRMX AI Employees or AI agents and their underlying configurations; 14. calendars, forms, surveys, funnels, campaigns, dashboards, custom fields, and related configurations when they form part of a CRMX system; 15. implementation procedures and configuration standards; 16. training materials, documentation, and playbooks; 17. the selection, arrangement, combination, sequencing, and coordination of multiple components; 18. modifications, improvements, adaptations, and derivative implementations of CRMX Proprietary Materials; and 19. other proprietary systems or materials provided or identified by CRMX.
CRMX Proprietary Materials may reflect CRMX’s accumulated experience, testing, research, implementation experience, methods, and business know-how.
CRMX Proprietary Materials do not include:
1. the underlying HighLevel software or intellectual property owned by HighLevel; 2. intellectual property owned by another third-party provider; 3. generic functionality made generally available by HighLevel or another software provider; 4. general marketing, sales, CRM, or business concepts that are commonly known or readily ascertainable; 5. Customer Materials; 6. information Customer can demonstrate it lawfully possessed before receiving it from CRMX; 7. materials independently developed by Customer without use of or reference to CRMX Proprietary Materials; or 8. information that becomes publicly available through no breach of these Terms.
1.7 CRMX Background IP
“CRMX Background IP” means CRMX Proprietary Materials, know-how, methods, tools, configurations, frameworks, systems, processes, and other intellectual property that existed before a Customer engagement or that CRMX develops independently of Customer-specific materials.
CRMX Background IP remains CRMX property even when it is customized, configured, incorporated into, or used in Services provided to Customer.
1.8 Account Transfer
“Account Transfer” means CRMX initiating, authorizing, approving, or facilitating the transfer or ejection of an eligible HighLevel sub-account or CRMX location from CRMX’s HighLevel agency environment to another HighLevel agency account, including an agency account owned or controlled by Customer.
An Account Transfer is different from cancellation, a contact export, or a HighLevel snapshot.
1.9 Basic Contact Data Export
“Basic Contact Data Export” means an export of basic contact-record information made available through CRMX or the applicable platform’s ordinary export functionality.
A Basic Contact Data Export is not a complete copy, clone, backup, or transfer of Customer’s CRMX account.
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2. ACCEPTANCE AND ELECTRONIC AGREEMENT
Customer agrees that these Terms, Order Forms, licenses, transfer authorizations, and other CRMX agreements may be entered into electronically.
Customer manifests acceptance by an affirmative action designated by CRMX, including checking an acceptance box, electronically signing an agreement, completing checkout after being presented with these Terms, or another affirmative electronic acceptance process.
CRMX may maintain records regarding acceptance, including:
1. date and time; 2. account or user identity; 3. version of the Terms accepted; 4. associated Order Form or transaction; and 5. other available information reasonably used to document acceptance.
Electronic acceptance is intended to have the same legal effect as a handwritten signature to the fullest extent permitted by law.
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3. SERVICES AND PLATFORM ACCESS
Subject to payment and compliance with these Terms, CRMX grants Customer access to the Services purchased by Customer.
Features, functionality, third-party services, pricing, usage allowances, communication providers, AI providers, and integrations may change over time.
CRMX may add, modify, replace, discontinue, or improve Services or features.
Additional Services may be governed by Order Forms, Statements of Work, proposals, licenses, service authorizations, or additional terms.
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4. INTELLECTUAL PROPERTY
The Platform and CRMX-owned content, systems, Services, documentation, designs, graphics, videos, logos, interfaces, databases, materials, features, software configurations, and other content are owned by CRMX or its licensors and may be protected by copyright, trademark, trade-secret, contractual, and other applicable laws.
The CRMX name, logos, trademarks, and service marks (“CRMX Marks”) may not be used without prior written permission from CRMX except as specifically authorized.
Use of CRMX Marks by a third party does not imply sponsorship, affiliation, approval, or endorsement by CRMX unless expressly stated.
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5. OWNERSHIP OF CUSTOMER DATA
As between CRMX and Customer, Customer retains all right, title, and interest that Customer lawfully possesses in Customer Data and Customer Materials.
Nothing in these Terms transfers ownership of Customer Data to CRMX.
Customer grants CRMX and its applicable technology providers a limited right to host, access, store, process, transmit, reproduce, and otherwise use Customer Data as reasonably necessary to:
1. provide Services; 2. operate Customer’s account; 3. provide support; 4. perform requested exports or approved Account Transfers; 5. maintain security; 6. prevent fraud or abuse; 7. comply with law; and 8. perform other functions reasonably necessary to provide the Services.
Customer is responsible for obtaining all rights, permissions, notices, and consents necessary for Customer’s collection and use of Customer Data.
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6. OWNERSHIP OF CRMX PROPRIETARY MATERIALS
CRMX retains all right, title, and interest in CRMX Proprietary Materials and CRMX Background IP.
CRMX Proprietary Materials are licensed, not sold, unless a separate written agreement expressly states otherwise.
Customer does not acquire ownership of CRMX Proprietary Materials merely because those materials:
1. are installed inside Customer’s CRMX account; 2. are available through Customer’s subscription; 3. are configured specifically for Customer; 4. incorporate Customer Materials; 5. have been modified or customized for Customer; 6. have been edited by Customer; 7. were installed during onboarding; 8. were developed or configured while Customer maintained a paid subscription; or 9. were included within implementation, consulting, setup, configuration, AI, Revenue Flywheel, automation, or other professional services.
Customization does not by itself convert CRMX Proprietary Materials or CRMX Background IP into Customer-owned property.
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7. CUSTOM IMPLEMENTATION AND PROFESSIONAL SERVICES
Customer may purchase onboarding, implementation, consulting, custom configuration, workflow development, automation development, pipeline setup, AI configuration, Revenue Flywheel implementation, messaging, scripting, integration work, technical implementation, and other professional Services.
Payment for those Services compensates CRMX for performing the applicable work and grants Customer the applicable right to use the completed implementation.
Unless specifically stated otherwise in a written agreement, payment for professional Services does not constitute an assignment or sale of CRMX Background IP or CRMX Proprietary Materials incorporated into that implementation.
Any assignment of CRMX intellectual property must be expressly stated in a separate written agreement approved by CRMX.
Customer retains Customer Materials incorporated into an implementation.
When Customer Materials and CRMX Proprietary Materials are combined, each party retains ownership of its respective underlying property.
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8. CONFIDENTIALITY OF PROPRIETARY MATERIALS
Certain CRMX Proprietary Materials contain valuable confidential business information and may qualify as legally protected trade secrets or other proprietary information.
Customer agrees to take reasonable measures to prevent unauthorized access, copying, disclosure, distribution, transfer, or use of CRMX Proprietary Materials.
Customer may permit employees or contractors to access CRMX Proprietary Materials only as reasonably necessary for Customer’s authorized internal use and only where Customer remains responsible for their compliance with these Terms.
Customer will not knowingly provide CRMX Proprietary Materials to another agency, consultant, software provider, developer, contractor, competitor, or third party for the purpose of extracting, reproducing, distributing, commercializing, or using those materials outside Customer’s authorized use.
Customer must promptly notify CRMX upon becoming aware of unauthorized copying, disclosure, transfer, or use of CRMX Proprietary Materials.
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9. LIMITED LICENSE
Subject to payment and compliance with these Terms, CRMX grants Customer a limited, revocable, nonexclusive, nontransferable, and nonsublicensable license to use CRMX Proprietary Materials made available through the Services solely for Customer’s authorized internal business operations.
Unless separately authorized in writing, that license applies only to Customer and Customer’s authorized CRMX account or accounts.
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10. PROHIBITED USES
Customer and Customer’s employees, contractors, users, agents, and authorized users may use CRMX only for lawful purposes.
Customer will not:
1. violate applicable law or regulation; 2. use the Services to exploit, harm, defraud, harass, or unlawfully target another person; 3. transmit unlawful spam or prohibited communications; 4. impersonate CRMX or another person; 5. interfere with Platform performance or security; 6. introduce malicious software; 7. attempt unauthorized access to systems, networks, accounts, or databases; 8. conduct penetration testing, security testing, probing, or vulnerability scanning without written authorization from CRMX; 9. circumvent access limitations or security controls; 10. scrape or automatically copy Platform materials except where expressly permitted; 11. misuse CRMX Marks; or 12. use the Platform in another manner CRMX reasonably determines creates legal, security, operational, or material business risk.
In addition, unless expressly authorized by a separate written license, Customer may not:
1. copy CRMX Proprietary Materials into another CRM or HighLevel account; 2. duplicate CRMX Proprietary Materials into another location or sub-account; 3. create or distribute snapshots containing CRMX Proprietary Materials; 4. reconstruct CRMX workflows, automations, pipelines, prompts, scripts, templates, or configurations for unauthorized use outside CRMX; 5. sell or resell CRMX Proprietary Materials; 6. sublicense them; 7. distribute or give them to another person or business; 8. install them for another business; 9. use them as part of services provided to Customer’s clients; 10. use them in an agency, franchise, reseller, consulting, licensing, software, or white-label offering; 11. allow another agency, contractor, consultant, or developer to extract them for unauthorized use; 12. materially reproduce them and represent the resulting system as independently developed; 13. make cosmetic or other modifications for the purpose of avoiding these restrictions; 14. reverse engineer or reconstruct confidential CRMX implementation architecture for unauthorized commercial use; or 15. knowingly assist another party in doing any of the above.
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11. LAWFUL COMPETITION AND INDEPENDENT DEVELOPMENT
Nothing in these Terms prevents Customer from operating a competing business, CRM agency, marketing company, consulting company, software business, or other lawful enterprise.
Customer remains free to use general knowledge, professional skill, experience, independently developed ideas, and commonly known industry practices.
These Terms protect CRMX’s actual Proprietary Materials and confidential implementations. They do not prohibit lawful competition based on independently developed systems that do not incorporate, copy, or derive from CRMX Proprietary Materials.
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12. CUSTOMER AND END-USER CONDUCT
Customer is responsible for Customer’s use of the Services and the actions of Customer’s employees, contractors, agents, Clients, and other authorized users.
Customer will:
1. maintain all necessary licenses, permissions, authorizations, and consents; 2. ensure Customer Data is collected and used lawfully; 3. remain responsible for users to whom Customer grants Platform access; 4. not misrepresent CRMX or the Services; 5. maintain reasonable security for account access; 6. cooperate with lawful requests from regulators, telecommunications providers, carriers, and law enforcement where appropriate; and 7. comply with applicable laws and these Terms.
CRMX’s contractual relationship is with Customer, not with Customer’s end-user clients, unless CRMX expressly enters into a separate agreement with an end user.
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13. COMMUNICATIONS, SMS, EMAIL, VOICE, AND AI
CRMX Services may include SMS, MMS, email, telephone, voice, AI-generated communications, automated follow-up, or other communication functionality.
Customer is responsible for communications made through Customer’s account, whether initiated manually, automatically, through workflows, or through artificial intelligence.
Customer is responsible for compliance with all laws, carrier rules, consent requirements, messaging requirements, and regulations applicable to Customer’s communications, including laws governing telephone calls, text messages, email, marketing, advertising, and consumer communications.
Customer is responsible for obtaining and maintaining all required consents and opt-ins.
CRMX provides technology and related Services but does not provide legal advice regarding Customer’s communication practices.
Customer should obtain qualified legal advice regarding Customer’s specific communication programs when appropriate.
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14. A2P, CARRIER RULES, AND MESSAGING COMPLIANCE
Customer acknowledges that messaging services are subject to carrier rules, registration requirements, industry standards, and third-party provider policies.
Customer is responsible for fees associated with A2P registration, messaging, sending, receiving, registration, compliance, carrier surcharges, and related services.
Messaging campaigns may be subject to ramp-up periods, volume limitations, registration delays, deliverability limitations, or additional costs.
Carrier or provider penalties arising from Customer’s prohibited traffic or noncompliance may be passed through to Customer where permitted.
CRMX may suspend messaging or other communication functionality when required by a carrier, provider, law, regulation, security concern, suspected prohibited traffic, or compliance issue.
Because provider rules and penalty schedules may change, Customer is responsible for the then-current penalties, fees, and charges actually imposed on CRMX as a result of Customer’s account activity, to the extent permitted by law.
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15. PAYMENT
15.1 Fees
Customer agrees to pay all fees associated with the Services Customer purchases.
Fees may include recurring subscriptions, implementation fees, setup fees, professional Services, AI usage, communications usage, telephone charges, email charges, messaging charges, data charges, integrations, transfer Services, and other paid Services.
Fees may change from time to time.
Changes to recurring subscription pricing will apply prospectively in accordance with applicable notice requirements and any applicable Order Form.
15.2 Recurring Billing
Unless an applicable Order Form states otherwise, recurring subscriptions automatically renew for successive billing periods until canceled in accordance with these Terms.
Recurring charges are generally billed in advance.
Usage charges and rebilled third-party charges may be billed in arrears or as incurred.
Customer authorizes CRMX to charge the payment method on file for amounts properly due under Customer’s account.
15.3 Billing Information
Customer agrees to maintain complete and accurate billing and payment information.
15.4 Taxes
Customer is responsible for taxes and governmental assessments applicable to Customer’s purchase or use of the Services, excluding taxes based solely on CRMX’s net income.
CRMX may collect and remit applicable taxes where required.
15.5 Overdue Amounts
CRMX may suspend or terminate Services for overdue amounts or failed payment.
Customer remains responsible for properly incurred fees during any period in which amounts remain due.
CRMX may recover reasonable collection costs where permitted by law and by these Terms.
15.6 Payment Disputes
Customer must notify CRMX promptly in writing of a disputed charge and provide sufficient information to investigate the dispute.
Customer and CRMX agree to cooperate in good faith to resolve billing disputes.
A payment dispute does not automatically excuse undisputed amounts that are due.
15.7 No Refunds
Except where expressly stated in an applicable offer, Order Form, written guarantee, or where required by law, fees are nonrefundable.
CRMX is not required to provide refunds or credits for partially used or unused subscription periods.
A discretionary refund or credit in one instance does not obligate CRMX to provide the same treatment in another instance.
15.8 Usage and Rebilling Charges
Customer is responsible for charges incurred through Customer’s use of email, text messaging, telephone, artificial intelligence, data processing, and other metered or third-party Services.
CRMX may rebill those amounts to Customer.
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16. CHARGEBACKS
Customer agrees to first contact CRMX regarding a good-faith billing dispute before initiating an improper or fraudulent chargeback.
CRMX may suspend or terminate Services in connection with unresolved chargebacks.
Customer is responsible for chargeback fees, processor penalties, and other costs arising from fraudulent or improper payment disputes to the extent permitted by law.
Nothing in this provision prevents Customer from exercising legitimate rights available through Customer’s payment provider or applicable law.
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17. BILLING PAUSES
Where CRMX offers account billing pauses, such pauses are discretionary and subject to CRMX’s then-current pause policy.
A billing pause may also pause Customer’s access to the account.
Unless CRMX agrees otherwise:
1. Customer may request no more than two months of paused billing during a calendar year; 2. at least four months must pass between separate pause requests; and 3. further pauses may be denied after Customer has used the annual allowance.
A billing pause does not guarantee indefinite preservation of an account or Customer Data.
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18. AUTHORIZED RESALE OF PLATFORM SERVICES
Certain CRMX plans or separate agreements may expressly authorize Customer to resell access to particular Platform Services.
Customer has no resale rights unless CRMX expressly grants them.
Where CRMX authorizes Platform resale:
1. Customer is responsible for Customer’s resale customers; 2. Customer must handle Customer’s own customer support unless CRMX agrees otherwise; 3. Customer may not represent itself as CRMX; 4. Customer may not create the impression that CRMX directly endorses Customer; 5. Customer must comply with applicable laws and any applicable reseller agreement; 6. CRMX may suspend or terminate resale authorization for violation of applicable terms; and 7. any applicable minimum advertised price policy communicated by CRMX must be followed to the extent lawful.
Authorization to resell access to Platform Services does not grant Customer the right to copy, sell, license, sublicense, distribute, install, white-label, or commercialize CRMX Proprietary Materials.
Any right to resell or deploy CRMX Proprietary Materials requires a separate written CRMX license expressly granting those rights.
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19. EXCESSIVE DATA OR RESOURCE USAGE
Excessive, abusive, or abnormal use may affect Platform performance or third-party costs.
CRMX may impose reasonable usage limitations, require Customer to upgrade, suspend affected functionality, or terminate abusive usage where reasonably necessary to protect the Platform, other customers, CRMX, or third-party providers.
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20. TRAINING AND BUSINESS INFORMATION
CRMX may provide training, consulting, recommendations, examples, scripts, strategies, education, or other business information.
Training is provided for educational purposes.
Customer is responsible for determining whether and how to implement any strategy in Customer’s business.
CRMX does not guarantee revenue, profit, lead volume, sales, conversion rates, business outcomes, or other specific results unless CRMX expressly states otherwise in a separate written guarantee.
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21. ACCOUNT REGISTRATION AND SECURITY
Customer must provide complete and accurate registration information.
Customer is responsible for protecting usernames, passwords, authentication credentials, API credentials, and other access information.
Customer is responsible for activity occurring through Customer’s account and credentials to the extent reasonably within Customer’s control.
Customer must promptly notify CRMX of known unauthorized account access or security incidents.
CRMX may disable credentials or access when reasonably necessary for security, legal compliance, nonpayment, violation of these Terms, or protection of CRMX or another party.
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22. USER CONTRIBUTIONS AND CUSTOMER CONTENT
Customer retains ownership rights Customer lawfully possesses in Customer Data and Customer-created content.
Customer represents that Customer has sufficient rights and permissions to upload, process, publish, transmit, or otherwise use materials provided through CRMX.
Customer is responsible for the legality, accuracy, reliability, and appropriateness of Customer-provided content.
CRMX may remove or restrict access to material that reasonably appears unlawful, infringing, harmful, malicious, or in violation of these Terms.
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23. CUSTOMER CUSTOMIZATION
Customer may be able to add Customer branding, logos, names, colors, content, and other customization.
Customer is responsible for ensuring Customer has the rights necessary to use those materials.
Customer customization does not create ownership rights in the underlying Platform, CRMX Proprietary Materials, CRMX Background IP, or third-party technology.
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24. SUBMISSION OF IDEAS
If Customer voluntarily submits an unsolicited suggestion, product idea, feature idea, improvement, concept, or feedback to CRMX without a separate written confidentiality or development agreement, Customer acknowledges that CRMX may already be developing similar ideas or may receive similar ideas from others.
Customer grants CRMX a nonexclusive, worldwide, perpetual, irrevocable, royalty-free right to use, reproduce, adapt, develop, modify, and incorporate such unsolicited feedback or suggestions into CRMX products and Services without compensation, provided that this provision does not transfer ownership of Customer’s independently owned patents, trademarks, copyrighted Customer Materials, or confidential information submitted pursuant to a separate confidentiality obligation.
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25. COPYRIGHT AND DMCA
CRMX respects intellectual property rights.
A person who believes copyrighted material available through the Platform infringes that person’s rights may submit a DMCA notification containing the information required by applicable law.
Notices should be sent to:
Attaway Group LLC, d/b/a CRMX ATTN: Copyright Agent 21608 SR 73 Clarksville, FL 32430 support@gocrmx.com
CRMX may remove or disable access to allegedly infringing content in accordance with applicable law.
CRMX may terminate repeat infringers where appropriate.
Counter-notices may be submitted in accordance with the Digital Millennium Copyright Act.
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26. THIRD-PARTY SERVICES AND CONTENT
CRMX utilizes and may integrate with third-party technology providers.
CRMX is not responsible for third-party products, outages, changes, policies, representations, security practices, availability, pricing, or performance except to the extent CRMX expressly assumes such responsibility in writing.
Third-party Services may be governed by additional terms established by those providers.
Customer’s dealings with third parties are between Customer and the applicable third party.
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27. CUSTOMER DATA STORAGE
Subject to CRMX’s Privacy Policy and applicable law, CRMX does not guarantee indefinite storage of Customer Data.
Customer is responsible for maintaining any separate records or backups reasonably necessary for Customer’s business.
CRMX may delete or restrict inactive, delinquent, terminated, abusive, or unlawful accounts in accordance with these Terms, applicable retention practices, and technical-provider requirements.
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28. CANCELLATION
Customer may cancel CRMX in accordance with Customer’s applicable subscription, Order Form, or service agreement.
Unless a separate agreement establishes a minimum commitment, cancellation fee, or other obligation, cancellation itself does not require Customer to purchase an Account Transfer.
Cancellation and Account Transfer are separate processes.
Cancellation does not:
1. constitute an Account Transfer; 2. require CRMX to transfer Customer’s HighLevel sub-account; 3. require CRMX to create or provide a clone or carbon copy of Customer’s account; 4. require CRMX to reproduce the account in another CRM; 5. grant ownership of CRMX Proprietary Materials; 6. grant continued rights to CRMX Proprietary Materials following termination; or 7. waive fees or obligations otherwise due.
Unless an applicable Order Form states otherwise, cancellation requests must be submitted in writing to support@gocrmx.com in accordance with the notice requirements applicable to Customer’s plan.
No prorated refund is due for unused subscription time unless CRMX agrees otherwise or applicable law requires it.
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29. BASIC CONTACT DATA EXPORT UPON CANCELLATION
Before Customer’s CRMX access terminates, Customer may use available export functionality to export Basic Contact Data.
Depending on functionality available at the time, Basic Contact Data may include:
1. contact names; 2. email addresses; 3. telephone numbers; 4. mailing addresses; 5. tags; 6. basic custom-field values; and 7. other ordinary contact-record fields supported by the export functionality.
A Basic Contact Data Export is not a full export or transfer of the CRMX account.
Unless expressly supported and included in the export, a Basic Contact Data Export does not include:
1. provisioned telephone numbers; 2. A2P registrations; 3. SMS conversation history; 4. email conversation history; 5. call history or recordings; 6. notes or activity history not included in the export; 7. workflows; 8. automation configuration or automation history; 9. pipeline configuration; 10. calendars; 11. funnels or websites; 12. forms or surveys; 13. templates; 14. AI Employees, AI agents, prompts, configurations, knowledge systems, or history; 15. integrations; 16. account settings; 17. software configuration; 18. CRMX Proprietary Materials; or 19. other account-level information outside the supported export.
Customer is responsible for completing desired exports before account access terminates.
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30. ACCOUNT CLOSURE AND DATA RETENTION
Following cancellation or termination, Customer access may be disabled.
CRMX is not obligated to maintain a terminated CRMX account indefinitely.
CRMX may delete or schedule for deletion account information and Customer Data in accordance with:
1. CRMX’s retention practices; 2. applicable law; 3. security requirements; 4. backup and disaster-recovery processes; 5. contractual obligations; and 6. policies or technical operations of CRMX’s service providers.
Residual copies may temporarily remain in backups, logs, fraud-prevention systems, security systems, legal records, or disaster-recovery systems.
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31. ACCOUNT TRANSFER IS A SEPARATE SERVICE
Customer may request that CRMX transfer an eligible HighLevel sub-account from CRMX to:
1. another HighLevel agency; or 2. an eligible HighLevel agency owned or established by Customer.
An Account Transfer is a separate professional Service from cancellation and from a Basic Contact Data Export.
An Account Transfer is not included merely because Customer paid CRMX subscription, onboarding, implementation, consulting, setup, Revenue Flywheel, AI, or other service fees.
An Account Transfer is not a HighLevel snapshot.
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32. NO RIGHT OR ENTITLEMENT TO ACCOUNT TRANSFER
Customer does not have an automatic contractual right to require an Account Transfer.
CRMX is not obligated to transfer, eject, release, migrate, or move Customer’s HighLevel sub-account from CRMX to another HighLevel agency or account.
The existence of transfer functionality within HighLevel or another platform does not create a contractual obligation for CRMX to approve, initiate, authorize, or complete a transfer.
Account Transfers may be offered solely at CRMX’s discretion and remain subject to these Terms, applicable provider requirements, payment obligations, and conditions communicated by CRMX.
CRMX may decline, postpone, or condition an Account Transfer for any lawful business, contractual, security, compliance, intellectual-property, or technical reason, including:
1. unpaid balances; 2. unresolved obligations; 3. violation of these Terms; 4. suspected unauthorized copying or use of CRMX Proprietary Materials; 5. security concerns; 6. fraud concerns; 7. regulatory concerns; 8. technical limitations; 9. platform limitations; 10. incomplete information; 11. lack of reasonable cooperation; 12. inability to reasonably prepare the account; 13. inability to separate or remove CRMX Proprietary Materials; or 14. other circumstances reasonably making the transfer inappropriate or impractical.
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33. ACCOUNT TRANSFER FEE
If CRMX agrees to perform an Account Transfer, Customer must pay CRMX’s then-current Account Transfer fee.
CRMX may change Account Transfer pricing from time to time.
Before beginning an approved Account Transfer, CRMX will communicate the applicable transfer fee through an invoice, Order Form, transfer authorization, checkout, service description, or other written communication.
Customer must accept or purchase the applicable transfer Service before CRMX is required to begin the transfer.
The Account Transfer fee may compensate CRMX for:
1. reviewing the account; 2. identifying Customer-owned and CRMX-owned assets; 3. preparing the account; 4. removing or disabling CRMX Proprietary Materials; 5. addressing transfer dependencies; 6. coordinating the transfer; 7. initiating the transfer; 8. providing specifically included migration assistance; and 9. other work reasonably required for the transfer.
The transfer fee applies even if Customer possesses technical knowledge regarding HighLevel or believes Customer could perform some portion of the process without CRMX.
The Account Transfer fee also applies if Customer originally transferred an existing HighLevel account or sub-account into CRMX and later asks CRMX to transfer that account out.
Transfer into CRMX does not create a right to a free future transfer out.
Customer may not require CRMX to provide permissions, approvals, credentials, access, or other assistance for the purpose of circumventing CRMX’s transfer process or applicable transfer fee.
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34. PREPARATION AND REMOVAL OF CRMX MATERIALS BEFORE TRANSFER
Before an approved Account Transfer, CRMX may review the account and identify CRMX Proprietary Materials.
By requesting an Account Transfer, Customer expressly authorizes CRMX to remove, disable, delete, replace, modify, or otherwise exclude from continued post-transfer use CRMX Proprietary Materials Customer has not separately licensed for use outside CRMX.
CRMX Proprietary Materials that may be removed include:
1. CRMX follow-up workflows; 2. automation sequences; 3. Revenue Flywheel systems and components; 4. long-term follow-up systems; 5. nurture systems; 6. reactivation systems; 7. pipeline architecture; 8. sales process configurations; 9. templates; 10. messaging sequences; 11. scripts; 12. AI prompts; 13. AI Employees or AI agents; 14. AI instructions, configurations, or knowledge structures; 15. booking or appointment follow-up systems; 16. proprietary calendar configurations; 17. forms; 18. funnels; 19. campaigns; 20. triggers; 21. dashboards; 22. custom-field structures; 23. no-show systems; 24. proprietary lead-management frameworks; and 25. other CRMX Proprietary Materials.
Customer agrees that removal of unlicensed CRMX Proprietary Materials is part of the Account Transfer preparation process and does not constitute wrongful deletion of Customer property.
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35. CUSTOMER-OWNED MATERIALS IN A TRANSFER
CRMX will not intentionally remove independently owned Customer Materials merely because they are located within Customer’s account.
If an Order Form or separate agreement expressly states that Customer owns a particular deliverable, that agreement controls for the identified deliverable.
Customer ownership of a deliverable does not include embedded CRMX Background IP unless the applicable agreement expressly assigns that Background IP to Customer.
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36. NATURE OF A HIGHLEVEL ACCOUNT TRANSFER
An Account Transfer moves an eligible existing HighLevel sub-account to the receiving agency environment according to the functionality supported by HighLevel at the time.
It is not the same as providing a snapshot or exporting selected contact records.
CRMX does not guarantee that every account component will transfer or remain operational after transfer.
The technical information, settings, registrations, records, assets, integrations, and Services capable of transferring are determined by HighLevel and other applicable technology providers at the time the transfer occurs.
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37. DATA THAT MAY REMAIN IN A TRANSFERRED ACCOUNT
After CRMX completes its pre-transfer review and removes or otherwise addresses unlicensed CRMX Proprietary Materials, supported information remaining within the account may transfer with the sub-account.
Depending upon provider functionality, this may include:
1. contact records; 2. conversation history; 3. notes; 4. appointments; 5. opportunities; 6. contact activity; 7. supported websites and funnels; 8. supported calendars; 9. Customer-owned workflows and automations permitted to remain; 10. Customer Materials; 11. separately licensed materials; 12. supported users; 13. supported settings; and 14. other supported Customer information remaining within the account.
CRMX does not warrant that a specific data category or feature will transfer unless CRMX expressly agrees to that item in the applicable Account Transfer authorization.
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38. PHONE NUMBERS, A2P, DOMAINS, EMAIL, AND MESSAGING DURING TRANSFER
Phone numbers, A2P registrations, messaging registrations, domains, email configurations, dedicated IP addresses, telephone infrastructure, and related Services are subject to the technology providers and configurations used by CRMX and the receiving agency.
Where supported and eligible at the time, certain telephone numbers, registrations, or related assets may transfer or remain associated with the transferred account.
Other configurations may require migration, reauthorization, re-registration, reconnection, or new setup.
CRMX does not guarantee the portability or continued operation of any particular:
1. telephone number; 2. A2P registration; 3. messaging registration; 4. carrier configuration; 5. domain; 6. email configuration; 7. dedicated IP address; 8. telephone provider relationship; or 9. communications service.
Customer is responsible for satisfying requirements imposed by the receiving agency, HighLevel, carriers, messaging providers, email providers, domain providers, or applicable authorities.
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39. INTEGRATIONS FOLLOWING ACCOUNT TRANSFER
An Account Transfer does not guarantee that third-party integrations will remain authenticated or operational.
Customer may need to reconnect or reauthorize services including:
1. Google; 2. Meta or Facebook; 3. Instagram; 4. payment processors; 5. accounting platforms; 6. email services; 7. domain services; 8. advertising accounts; 9. telephone providers; 10. messaging providers; and 11. other third-party applications.
The integration assistance included with an Account Transfer will be stated at the time Customer purchases the transfer Service.
Unless CRMX agrees otherwise in writing, an Account Transfer does not include complete setup, onboarding, configuration, or ongoing technical support for Customer’s new HighLevel agency account.
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40. OPTIONAL LICENSE TO RETAIN CRMX PROPRIETARY SYSTEMS
CRMX may, but is not required to, offer Customer the option to purchase a separate license allowing specifically identified CRMX Proprietary Materials to remain within an account following an approved Account Transfer.
This may include, for example:
1. a Revenue Flywheel implementation; 2. CRMX follow-up systems; 3. proprietary automation packages; 4. pipeline architecture; 5. AI implementations; or 6. another CRMX proprietary implementation.
The availability, price, scope, duration, authorized business, authorized account, and restrictions of such a license will be determined by CRMX at the time of purchase.
Purchasing a license does not transfer ownership of CRMX Proprietary Materials unless a written agreement expressly states otherwise.
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41. SINGLE-BUSINESS AND SINGLE-ACCOUNT LICENSE
Unless expressly stated otherwise in a separate written agreement, any post-transfer license permitting CRMX Proprietary Materials to remain in a transferred account is limited to:
1. the Customer purchasing the license; 2. the specific authorized business identified in the applicable agreement; and 3. the specific authorized account or location identified in the applicable agreement.
The license does not automatically extend to affiliates, additional businesses, subsidiaries, partners, franchisees, clients, customers, licensees, or additional HighLevel sub-accounts.
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42. NO RESALE OR CLIENT DEPLOYMENT RIGHTS
Unless Customer has a separate written agency, reseller, licensing, or distribution agreement expressly granting additional rights, a license to CRMX Proprietary Materials does not permit Customer to:
1. resell them; 2. sublicense them; 3. distribute them; 4. give them away; 5. publish them; 6. sell or distribute snapshots containing them; 7. duplicate them into another sub-account; 8. install them for another business; 9. deploy them for agency clients; 10. deploy them for consulting clients; 11. deploy them for franchisees; 12. white-label them for third parties; 13. offer them as part of another CRM subscription; 14. offer them as part of an agency package; 15. commercialize a modified version; 16. provide them to another agency for implementation; 17. license them to other businesses; or 18. otherwise make them available for another person’s or company’s use.
Any right to commercially deploy CRMX Proprietary Materials for third parties requires a separate written license expressly granted by CRMX.
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43. MODIFICATION DOES NOT CREATE OWNERSHIP OR RESALE RIGHTS
Where permitted, Customer may modify licensed CRMX Proprietary Materials for Customer’s authorized internal use.
Modification does not:
1. transfer ownership; 2. create resale rights; 3. create distribution rights; 4. create sublicensing rights; 5. create agency deployment rights; or 6. convert the underlying CRMX Proprietary Materials into independently owned Customer IP.
Customer may not avoid these restrictions merely by changing names, branding, wording, sequences, pipelines, workflow steps, prompts, logic, or other elements of an implementation substantially incorporating or derived from CRMX Proprietary Materials.
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44. NO CIRCUMVENTION OF TRANSFER OR LICENSING RESTRICTIONS
Customer may not intentionally use administrator access, APIs, software functionality, HighLevel support, third-party contractors, consultants, employees, developers, or other methods for the purpose of circumventing CRMX’s Account Transfer procedures, applicable transfer fees, or intellectual-property restrictions.
Customer may not intentionally copy, clone, export, reproduce, or move CRMX Proprietary Materials before cancellation or transfer in order to retain them without the applicable CRMX license.
Nothing in this section restricts Customer from lawfully exporting Customer Data through functionality CRMX makes available for that purpose.
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45. NO IMPLIED RIGHTS
No ownership right, license, transfer right, resale right, sublicensing right, agency right, white-label right, or distribution right is granted by implication.
Rights not expressly granted remain reserved by CRMX or the applicable owner.
The technical ability to view, edit, configure, copy, administer, download, or access an asset does not by itself establish ownership or permission to use that asset outside the scope of Customer’s license.
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46. SUPPORT AFTER ACCOUNT TRANSFER
Unless Customer purchases a separate support or professional-services agreement, CRMX’s obligations regarding the transferred account end after completion of the Account Transfer Services specifically purchased.
CRMX is not responsible following transfer for ongoing:
1. HighLevel administration; 2. troubleshooting; 3. configuration; 4. technical support; 5. workflow operation; 6. software changes; 7. messaging; 8. email deliverability; 9. telephone functionality; 10. A2P maintenance; 11. third-party integrations; 12. security; 13. billing; or 14. receiving-agency support.
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47. DISCLAIMER OF WARRANTIES
THE PLATFORM AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS TO THE FULLEST EXTENT PERMITTED BY LAW.
CRMX DISCLAIMS WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND OTHER IMPLIED WARRANTIES TO THE EXTENT PERMITTED BY LAW.
CRMX DOES NOT WARRANT THAT:
1. SERVICES WILL MEET EVERY CUSTOMER REQUIREMENT; 2. SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; 3. EVERY AUTOMATION OR INTEGRATION WILL OPERATE WITHOUT INTERRUPTION; 4. EVERY MESSAGE OR CALL WILL BE DELIVERED; 5. CUSTOMER DATA WILL NEVER BE LOST; 6. THIRD-PARTY PROVIDERS WILL REMAIN AVAILABLE; 7. AI OUTPUT WILL ALWAYS BE ACCURATE OR APPROPRIATE; 8. AN ACCOUNT TRANSFER WILL PRESERVE EVERY FEATURE OR CONNECTION; OR 9. CUSTOMER WILL ACHIEVE A PARTICULAR BUSINESS OR FINANCIAL RESULT.
Customer acknowledges that internet, telecommunications, carrier, AI, email, third-party software, and cloud systems involve risks and dependencies outside CRMX’s complete control.
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48. LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW, CRMX’S AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS, THE PLATFORM, OR SERVICES WILL NOT EXCEED THE AMOUNT CUSTOMER PAID CRMX FOR THE APPLICABLE SERVICES DURING THE THREE MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, CRMX WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST BUSINESS, LOST OPPORTUNITY, LOSS OF GOODWILL, OR LOSS OF DATA, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Nothing in these Terms excludes liability that cannot lawfully be excluded or limited.
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49. INDEMNIFICATION
Customer agrees to defend, indemnify, and hold harmless CRMX, Attaway Group LLC, and their owners, officers, employees, contractors, affiliates, successors, and assigns from third-party claims, liabilities, damages, losses, costs, fines, penalties, and reasonable attorneys’ fees arising from or relating to:
1. Customer’s use of the Services; 2. Customer Data or Customer Materials; 3. Customer’s communications; 4. Customer’s failure to obtain legally required consent; 5. Customer’s violation of law; 6. Customer’s infringement of another party’s rights; 7. Customer’s breach of these Terms; 8. misuse of CRMX Proprietary Materials; 9. Customer’s clients or users; 10. taxes attributable to Customer’s business; or 11. Customer’s negligence, fraud, or willful misconduct.
CRMX will provide reasonable notice of an indemnified claim where practicable and may participate in the defense.
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50. INTELLECTUAL PROPERTY REMEDIES AND INJUNCTIVE RELIEF
Customer acknowledges that unauthorized disclosure, copying, distribution, transfer, commercialization, or use of confidential CRMX Proprietary Materials may cause harm that is difficult to remedy solely with monetary damages.
To the extent permitted by law, CRMX may seek temporary, preliminary, permanent, or other appropriate equitable or injunctive relief for actual or threatened unauthorized use, copying, disclosure, or distribution of CRMX Proprietary Materials.
CRMX also retains any contractual, statutory, trade-secret, copyright, trademark, or other remedies available under applicable law.
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51. THIRD-PARTY INTELLECTUAL PROPERTY CLAIMS
If CRMX reasonably determines that a Service or CRMX-provided material may infringe another party’s intellectual-property rights, CRMX may, at its option:
1. obtain appropriate rights; 2. modify or replace the applicable material; 3. discontinue the affected feature or Service; or 4. require Customer to cease use of the affected material.
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52. SUSPENSION AND TERMINATION
These Terms remain in effect while Customer accesses the Platform or receives Services.
CRMX may suspend or terminate Services for reasons including:
1. nonpayment; 2. violation of these Terms; 3. unlawful activity; 4. fraud; 5. security risk; 6. misuse of CRMX or third-party systems; 7. carrier or provider requirements; 8. abuse; 9. infringement; 10. unauthorized use of CRMX Proprietary Materials; or 11. other circumstances where suspension or termination is reasonably necessary to protect CRMX, another customer, a provider, or another party.
Upon termination, Customer’s right to use the terminated Services ends.
Termination does not eliminate obligations that accrued before termination.
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53. SURVIVAL
Provisions that by their nature should continue after termination survive termination, including provisions concerning:
1. intellectual-property ownership; 2. confidentiality; 3. CRMX Proprietary Materials; 4. payment obligations; 5. resale and sublicensing restrictions; 6. unauthorized copying or distribution; 7. indemnification; 8. limitation of liability; 9. dispute resolution; 10. remedies; 11. licensed transferred systems; and 12. other continuing obligations.
Cancellation or Account Transfer does not transfer ownership of CRMX Proprietary Materials or expand Customer’s license.
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54. PRIVACY
CRMX’s Privacy Policy is incorporated by reference into these Terms.
Customer agrees that CRMX may process information in accordance with the Privacy Policy and applicable law.
Customer remains responsible for Customer’s own privacy notices and obligations toward Customer’s customers, leads, users, employees, and other individuals.
If Customer provides CRMX Services or access to Customer’s own clients, Customer is responsible for maintaining legally appropriate privacy terms for those relationships.
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55. PROMOTIONS AND THIRD-PARTY TRANSACTIONS
CRMX may display or make available third-party offers, links, services, or integrations.
Transactions between Customer and third parties are solely between Customer and the third party unless CRMX expressly states otherwise.
CRMX does not guarantee third-party offers, products, or services.
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56. LINKS TO THIRD-PARTY WEBSITES
External links are provided for convenience.
CRMX does not control and is not responsible for external websites or their content, policies, availability, security, or operation.
Use of third-party websites is at Customer’s discretion and may be subject to additional terms.
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57. FORCE MAJEURE
CRMX is not liable for delay or failure caused by circumstances beyond CRMX’s reasonable control, including acts of God, severe weather, natural disasters, fire, war, terrorism, civil disturbance, labor disputes, governmental action, internet interruption, cloud-provider failure, carrier failure, telephone-network interruption, third-party software outage, cyberattack not caused by CRMX’s failure to use reasonable safeguards, or other similar circumstances.
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58. GOVERNING LAW
These Terms and disputes arising from them are governed by the laws of the State of Florida, without regard to conflict-of-laws principles, except where federal law controls.
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59. BINDING INDIVIDUAL ARBITRATION
PLEASE READ THIS SECTION CAREFULLY.
Except for claims expressly excluded below, any dispute, controversy, or claim arising out of or relating to these Terms, the Platform, or the Services will be resolved by binding individual arbitration administered by the American Arbitration Association under its applicable Commercial Arbitration Rules.
The Federal Arbitration Act governs the interpretation and enforcement of this arbitration provision.
Unless the parties mutually agree otherwise, the legal seat of arbitration will be Calhoun County, Florida.
Hearings may be conducted remotely where permitted by the arbitrator or agreed by the parties.
Judgment on an arbitration award may be entered in any court of competent jurisdiction.
Nothing in this arbitration provision prevents CRMX from seeking temporary or preliminary injunctive or equitable relief in a court of competent jurisdiction to protect CRMX Proprietary Materials, confidential information, intellectual property, account security, or against actual or threatened misuse while arbitration is pending.
Nothing prevents either party from bringing a claim in an eligible small-claims court where the claim qualifies and remains individual in nature.
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60. CLASS AND REPRESENTATIVE ACTION WAIVER
TO THE FULLEST EXTENT PERMITTED BY LAW, CLAIMS MUST BE BROUGHT ON AN INDIVIDUAL BASIS.
NEITHER PARTY MAY BRING OR PARTICIPATE IN A CLASS ACTION, COLLECTIVE ACTION, MASS ARBITRATION, CONSOLIDATED ACTION, PRIVATE ATTORNEY GENERAL ACTION, OR OTHER REPRESENTATIVE PROCEEDING AGAINST THE OTHER EXCEPT WHERE SUCH WAIVER IS PROHIBITED BY APPLICABLE LAW.
Claims of different Customers will not be consolidated without the written agreement of all affected parties unless otherwise required by applicable law.
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61. JURY-TRIAL WAIVER
TO THE EXTENT A DISPUTE IS PERMITTED TO PROCEED IN COURT RATHER THAN ARBITRATION, EACH PARTY KNOWINGLY AND VOLUNTARILY WAIVES TRIAL BY JURY TO THE FULLEST EXTENT PERMITTED BY LAW.
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62. WAIVER AND SEVERABILITY
Failure to enforce a provision does not waive the right to enforce it later.
If a provision is held invalid or unenforceable, it will be interpreted, narrowed, or severed to the minimum extent necessary, and the remaining provisions will remain effective.
Where legally permitted, an overbroad restriction intended to protect legitimate confidential or proprietary interests will be interpreted or reformed to the extent reasonably necessary to make it enforceable.
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63. ENTIRE AGREEMENT AND ORDER OF PRECEDENCE
These Terms, CRMX’s Privacy Policy, applicable Order Forms, Statements of Work, licenses, proposals incorporated into an agreement, and other executed agreements constitute the agreement between Customer and CRMX concerning the applicable Services.
A separate written agreement may grant additional rights or impose additional obligations.
If a separate written agreement expressly conflicts with these Terms, the more specific written agreement controls for the subject matter of that conflict.
No CRMX salesperson, contractor, support representative, consultant, or other representative may orally modify these Terms unless authorized to do so in a written agreement on behalf of CRMX.
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64. CHANGES TO THESE TERMS
CRMX may revise these Terms prospectively from time to time.
CRMX will provide notice of material revisions in a manner reasonably designed to bring them to Customer’s attention.
Where CRMX determines affirmative acceptance is appropriate or required, continued access to the Services may be conditioned upon Customer affirmatively accepting revised Terms.
Material changes will not be applied retroactively to alter rights or obligations that had fully accrued before the change became effective unless Customer and CRMX expressly agree otherwise or applicable law permits such application.
CRMX may make nonmaterial, administrative, technical, formatting, or clarifying updates without requiring separate affirmative acceptance.
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65. ASSIGNMENT
Customer may not assign these Terms or transfer Customer’s rights to CRMX Services or CRMX Proprietary Materials without CRMX’s prior written consent, except where CRMX expressly permits the transfer.
CRMX may assign these Terms in connection with a merger, acquisition, restructuring, sale of substantially all assets, or transfer of the CRMX business.
A change in ownership of Customer does not automatically create additional license, resale, distribution, or Account Transfer rights.
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66. INTERNATIONAL USE
CRMX is operated from the United States.
Customer accessing Services from another jurisdiction is responsible for complying with laws applicable to Customer.
CRMX does not represent that every Service is appropriate or legally available in every jurisdiction.
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67. NOTICES
Legal notices to CRMX should be sent to:
Attaway Group LLC, d/b/a CRMX ATTN: Legal 21608 SR 73 Clarksville, FL 32430 support@gocrmx.com
CRMX may send notices to the primary email address, account notification system, billing contact, or other contact information associated with Customer’s account.
Customer is responsible for keeping contact information current.
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68. SUPPORT AND CONTACT INFORMATION
For support or general questions:
Email: support@gocrmx.com Text/Phone: 850-273-4923
Support availability and response times may vary by plan and CRMX’s then-current support schedule.
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69. IMPORTANT CUSTOMER ACKNOWLEDGMENT
By accepting these Terms, Customer specifically acknowledges and agrees that:
1. Customer retains the rights Customer lawfully possesses in Customer Data and Customer Materials. 2. CRMX Proprietary Materials and CRMX Background IP are licensed rather than sold unless a separate written agreement expressly states otherwise. 3. Paying for subscription, implementation, setup, customization, automation, Revenue Flywheel, AI, consulting, or professional Services does not automatically transfer ownership of CRMX Proprietary Materials. 4. Cancellation is different from an Account Transfer. 5. A Basic Contact Data Export is not a complete copy or carbon copy of Customer’s CRMX account. 6. A Basic Contact Data Export generally does not include full conversation history, notes, phone infrastructure, workflows, automations, pipelines, AI systems, account configurations, or other account-level functionality unless specifically included in the export functionality. 7. Customer does not have an automatic contractual right to require CRMX to perform an Account Transfer. 8. An Account Transfer is an optional Service that CRMX may offer at its discretion. 9. An approved Account Transfer is subject to CRMX’s then-current transfer fee and transfer requirements. 10. CRMX will communicate the applicable transfer fee before Customer purchases an Account Transfer. 11. CRMX may review the account and remove or disable unlicensed CRMX Proprietary Materials before initiating an Account Transfer. 12. A HighLevel Account Transfer is different from a snapshot and may move substantial account history and supported configuration remaining in the account. 13. CRMX does not guarantee that every setting, integration, registration, phone number, third-party service, or account component will transfer or remain operational. 14. CRMX Proprietary Materials may remain for continued use after transfer only if CRMX expressly authorizes that use or Customer purchases the applicable license. 15. Purchasing a license to retain CRMX Proprietary Materials does not transfer ownership unless expressly stated. 16. Unless CRMX expressly grants additional rights, such a license is for the identified Customer, business, and authorized account only. 17. Such a license does not include resale, sublicensing, distribution, agency deployment, white-label, franchise, or client implementation rights. 18. Customer remains free to compete and independently develop Customer’s own systems, but may not copy, distribute, commercialize, or reproduce CRMX Proprietary Materials outside Customer’s express license rights.