Terms of Use

1. The Service

CRM Sidebar brings information and workflows from a connected customer-relationship-management account into Gmail. Depending on configuration and plan, the Service may display CRM records, let users save selected Gmail conversations to the CRM, and allow authorized users to view or update contacts, tasks, notes, appointments, opportunities, custom fields, and related records.

The Service depends on Chrome, Gmail, the connected CRM, Stripe, and other third-party systems. CRM Sidebar does not control those systems and cannot guarantee their continued availability, compatibility, or behavior.

CRM Sidebar is an independent product and is not sponsored, endorsed, or operated by Google, Chrome, Gmail, Stripe, or the connected CRM provider.

2. Eligibility and business use

You must be at least 18 years old and legally capable of entering a contract. The Service is intended for lawful business and professional use. You may use it only with accounts, inboxes, CRM locations, records, and data that you are authorized to access.

3. Accounts and security

You are responsible for:

• providing accurate account and billing information;
• keeping your browser, devices, connection keys, CRM account, and sessions secure;
• restricting access to authorized users;
• all actions taken through your account or connected CRM location; and
• promptly notifying us at tom@bristolwebdesign.com if you suspect unauthorized access.

You may not share a connection key outside the users authorized to access the corresponding CRM account. We may revoke or rotate keys when reasonably necessary for security.

4. Customer Data

“Customer Data” means information submitted to, accessed through, or processed by the Service on your behalf, including Gmail message information, CRM records, configurations, and files.

As between you and CRM Sidebar, you retain your rights in Customer Data. You grant us a limited right to host, process, transmit, reproduce, and display Customer Data only as necessary to provide, secure, support, and maintain the Service, comply with law, and enforce these Terms.

You represent and warrant that:

• you have all rights, authority, notices, and consents required to use Customer Data with the Service;
• your collection and use of Customer Data complies with applicable privacy, employment, communications, marketing, and industry-specific laws;
• saving a communication to a shared CRM is permitted by your organization’s policies and applicable law; and
• your instructions to CRM Sidebar do not violate another person’s rights.

Your organization controls who can access data stored in its CRM. Messages and records written to the CRM may remain there after you uninstall or stop using CRM Sidebar.

5. Sensitive and regulated information

Unless CRM Sidebar has expressly agreed in writing and all legally required agreements are in place, you must not use the Service to process:

• protected health information regulated by HIPAA;
• complete payment-card data;
• account passwords or authentication secrets;
• government-issued identification numbers;
• information subject to export-control restrictions; or
• other data whose processing requires security or contractual commitments CRM Sidebar has not expressly accepted.

The Service is not a substitute for your legal, compliance, retention, or records-management program.

6. Acceptable use

You may not:

• use the Service unlawfully or violate another person’s rights;
• access an inbox, CRM account, location, or record without authorization;
• send spam, facilitate phishing, distribute malware, or engage in fraud;
• use the Service to harass, discriminate, or make unlawful eligibility decisions;
• copy, sell, sublicense, rent, or provide the Service as a standalone service to others;
• reverse engineer or attempt to derive source code except where law expressly permits it;
• bypass usage, billing, access, or security controls;
• probe or test vulnerabilities without prior written permission;
• interfere with the Service or place an unreasonable load on it;
• scrape or systematically extract data except through features we expressly provide;
• use the Service or its output to build a competing product; or
• use Gmail or CRM data obtained through the Service to train generalized artificial-intelligence or machine-learning models.

We may investigate suspected violations and suspend access when reasonably necessary to protect users, the Service, or third parties.

7. Subscriptions, billing, and renewal

Direct subscriptions are sold per connected CRM location at the price shown at checkout. The current direct price is $10 per month for each connected location. Certain qualifying memberships may include access under separate membership terms.

Paid subscriptions renew automatically each month unless canceled before the next renewal date. You authorize Stripe and CRM Sidebar to charge the payment method provided for subscription fees and applicable taxes.

You may cancel through available billing controls or by contacting tom@bristolwebdesign.com. Cancellation takes effect at the end of the current paid billing period unless otherwise stated at checkout or required by law.

Except where required by law or expressly stated in writing, fees are non-refundable and we do not provide credits for partial billing periods.

We may change prices prospectively with reasonable advance notice for an existing subscription. Continued use after the change takes effect constitutes acceptance; you may cancel before renewal if you do not accept the change. If payment fails or a qualifying membership ends, we may suspend paid features until entitlement is restored.

8. Third-party services

Your use of Gmail, Chrome, the connected CRM, Stripe, and other third-party services is governed by your agreements with those providers. You authorize CRM Sidebar to exchange information with them as necessary to perform the actions you request.

We are not responsible for third-party changes, outages, data loss, account restrictions, API limits, or actions taken by those providers. You are responsible for configuring your CRM and third-party accounts appropriately, including user permissions, retention, backups, sending domains, workflows, and compliance settings.

9. Privacy and data processing

Our Privacy Policy describes our handling of personal information and is incorporated into these Terms.

Where CRM Sidebar processes personal information on behalf of an organization, the organization is responsible for its instructions and legal basis. If we enter into a separate data-processing agreement with you, that agreement controls if it conflicts with these Terms concerning its subject matter.

10. Ownership, license, and feedback

CRM Sidebar and its licensors own the Service, software, design, documentation, trademarks, and related intellectual property. Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable right to use the Service for your internal business purposes during the applicable subscription or entitlement period.

If you provide suggestions or feedback, you grant us a perpetual, worldwide, royalty-free right to use it without restriction or compensation, provided we do not publicly identify you without permission.

11. Service changes and availability

We may update, add, modify, or discontinue features. We will use commercially reasonable efforts to avoid materially reducing paid core functionality during an active billing period without notice, except where necessary for security, legal compliance, or changes imposed by a third-party platform.

We do not promise uninterrupted or error-free operation. Gmail layouts, browser behavior, CRM interfaces, and third-party APIs may change without notice and may temporarily impair the Service.

Features labeled preview, beta, experimental, or similar are provided for evaluation, may change or end at any time, and may be less reliable than generally available features.

12. Suspension and termination

You may stop using the Service and cancel your subscription at any time. We may suspend or terminate access if you materially breach these Terms, fees remain unpaid, your use creates a security or legal risk, a required third-party authorization is revoked, entitlement ends, or law or a necessary third-party platform requires us to do so.

When these Terms end, your right to use the Service ends. Provisions that by their nature should survive will survive, including payment obligations, ownership, disclaimers, limitations of liability, indemnification, and dispute provisions.

Termination does not delete information previously written to your connected CRM. Requests concerning CRM Sidebar account data are handled under the Privacy Policy.

13. Confidentiality

Each party may receive non-public information from the other that a reasonable person would understand to be confidential. The receiving party will use it only to perform under these Terms and protect it using reasonable care.

This obligation does not apply to information that is public through no fault of the receiving party, already lawfully known, independently developed, or lawfully received without restriction. A party may disclose confidential information when required by law after providing notice where legally permitted.

14. Disclaimers

To the maximum extent permitted by law, the Service is provided “as is” and “as available.”

CRM Sidebar disclaims all express, implied, and statutory warranties, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, and that the Service will be secure, error-free, or compatible with every Gmail, Chrome, or CRM configuration.

CRM Sidebar does not warrant that a message, file, record, task, appointment, or other action will be saved, delivered, synchronized, or recoverable. You are responsible for verifying important actions and maintaining appropriate records and backups. Nothing in these Terms excludes a warranty or right that cannot lawfully be excluded.

15. Limitation of liability

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, or for lost profits, revenue, business, goodwill, or data, even if advised that such damages were possible.

Except for your payment obligations, violation of CRM Sidebar’s intellectual-property rights, your indemnification obligations, or liability that cannot legally be limited, each party’s total aggregate liability arising out of or relating to the Service or these Terms will not exceed the amount you paid CRM Sidebar for the Service during the 12 months before the event giving rise to the claim.

For a free or membership-included Service for which you paid CRM Sidebar no direct fee, CRM Sidebar’s aggregate liability will not exceed US $100. Some jurisdictions do not allow certain exclusions or limitations, so parts of this section may not apply to you.

16. Indemnification

You will defend, indemnify, and hold harmless CRM Sidebar and its officers, employees, and agents from third-party claims, damages, losses, and reasonable costs arising from Customer Data; unlawful or unauthorized use of the Service; violation of these Terms or another person’s rights; or failure to obtain required notices, permissions, or consents.

We will promptly notify you of a covered claim and reasonably cooperate at your expense. You may not settle a claim in a way that admits fault by CRM Sidebar or imposes obligations on us without our written consent.

17. Governing law and disputes

These Terms are governed by the laws of the State of California, without regard to conflict-of-law rules. The state and federal courts located in Los Angeles County, California will have exclusive jurisdiction over disputes arising from these Terms or the Service, and each party consents to those courts.

Before filing a claim, each party agrees to give the other written notice and attempt in good faith for 30 days to resolve the dispute informally. Either party may seek immediate injunctive relief where necessary to protect security, confidentiality, or intellectual-property rights.

18. Changes to these Terms

We may update these Terms and will post the revised version with a new effective date. For material changes affecting an active paid subscription, we will provide reasonable notice by email, in-product notice, or another appropriate method.

Changes apply prospectively. Continued use after they take effect constitutes acceptance. If you do not agree, you must stop using the Service and cancel before the next renewal.

19. General terms

Neither party may assign these Terms without the other’s consent, except that CRM Sidebar may assign them in connection with a merger, reorganization, financing, or sale of substantially all relevant assets. We are not liable for delay or failure caused by events beyond our reasonable control.

If any provision is unenforceable, it will be modified only as much as necessary and the remaining provisions will remain effective. A waiver must be in writing and does not waive later breaches.

These Terms, the Privacy Policy, applicable checkout terms, and any signed data-processing agreement are the complete agreement concerning the Service and supersede prior discussions on that subject.

20. Contact