Terms & Conditions

These Terms & Conditions ("Terms") govern your use of DiversifiedCRM’s websites, software, services, and communications (collectively, the "Services"). By accessing or using our Services, you agree to be bound by these Terms.

Last updated: January 14, 2026

Important Legal Notice

This Terms & Conditions page is intended to reflect widely accepted best practices for responsible marketing communications, including SMS, voice calls, and email. However, laws and regulations may change or be interpreted differently in various jurisdictions. These Terms do not constitute legal advice. You are responsible for consulting with your own legal counsel to confirm that your use of DiversifiedCRM’s Services — and your own communications with leads, students, and customers — comply with all applicable laws, regulations, and carrier or platform policies.

By continuing to use DiversifiedCRM, you acknowledge that ultimate responsibility for legal compliance in your marketing programs rests with you and your organization.

Contents

  • 1. Definitions
  • 2. Eligibility & Account Responsibilities
  • 3. Relationship Between DiversifiedCRM and Clients
  • 4. Use of Services for Courses, Programs, and Training Offers
  • 5. Consent to Receive Communications
  • 6. SMS (Text Message) Compliance
  • 7. Voice Call Compliance
  • 8. Email Marketing Compliance
  • 9. Data, Privacy, and Security
  • 10. Prohibited Conduct
  • 11. Opt-Out, Revocation of Consent, and Preference Management
  • 12. Third-Party Services and Carriers
  • 13. Disclaimers and Limitation of Liability
  • 14. Indemnification
  • 15. Governing Law and Dispute Resolution
  • 16. Changes to These Terms
  • 17. Contact Information

1. Definitions

For purposes of these Terms:

  • "DiversifiedCRM," "we," "our," or "us" refers to the marketing agency providing CRM, automation, and communication services.
  • "Client," "you," or "your" refers to the business or individual that engages DiversifiedCRM’s Services, including course creators, coaching programs, academies, and other training providers.
  • "End User" or "Contact" refers to any individual who receives or may receive communications from you through or in connection with our Services (for example, your students, prospects, or customers).
  • "Communications" refers to SMS/text messages, voice calls (live or pre-recorded), emails, and any other messages you send using or facilitated by our Services.

2. Eligibility & Account Responsibilities

You must be at least 18 years old and capable of forming a binding contract to use the Services. You are responsible for:

  • Maintaining the confidentiality and security of your accounts, passwords, and API keys.
  • Ensuring that all information you provide to DiversifiedCRM is accurate, complete, and kept up to date.
  • All activity that occurs under your accounts, including Communications and campaigns launched by you or on your behalf.

3. Relationship Between DiversifiedCRM and Clients

DiversifiedCRM provides tools, strategy, and implementation support for marketing, CRM, and communications. You, as the Client, remain the sender and controller of all Communications delivered to your End Users. You are solely responsible for obtaining and documenting all necessary consents, honoring opt-outs, and ensuring that the content, timing, and targeting of your Communications comply with all applicable laws, regulations, and industry standards in every jurisdiction in which you contact End Users.

4. Use of Services for Courses, Programs, and Training Offers

DiversifiedCRM primarily serves small businesses, educators, and organizations offering courses, coaching, memberships, and other training-related products. You agree that you will only use the Services to promote lawful offers, and that you will clearly present pricing, billing terms, refund policies, and any material conditions of your programs to End Users prior to enrollment or payment.

5. Consent to Receive Communications

You represent and warrant that every End User you contact through the Services has provided all notices, consents, and authorizations required under applicable law for the specific communication channel you use (SMS, voice, email, etc.). At a minimum, you agree to:

  • Obtain clear, verifiable consent from each End User before sending them marketing or promotional Communications.
  • Maintain records of when, how, and for what purpose each End User provided consent.
  • Ensure that consent language clearly discloses the frequency and nature of Communications (for example, "You agree to receive recurring marketing messages"), that message and data rates may apply, and that consent is not a condition of purchase, where required.
  • Provide simple, clear, and channel-appropriate opt-out instructions in or with your Communications (for example, "Reply STOP to opt out" for SMS).

6. SMS (Text Message) Compliance

If you use DiversifiedCRM to send SMS or MMS messages, you agree to comply with all laws, regulations, and carrier or industry guidelines that apply to text messaging in the regions where your End Users are located. This includes, where applicable, requirements relating to prior express consent, opt-in disclosures, content restrictions, and quiet hours.

At a minimum, you agree that you will:

  • Collect opt-ins specifically for SMS messaging, separate from other channels where required, using clear and conspicuous language.
  • Present required disclosures at the point of opt-in, including program name, message frequency, that message and data rates may apply, and how to opt out or get help.
  • Include your business name or brand identifier in SMS messages so recipients can recognize who is contacting them.
  • Honor STOP, END, CANCEL, UNSUBSCRIBE, and QUIT (or other legally required opt-out keywords) promptly, and ensure that no further marketing messages are sent to that number unless and until a new valid consent is obtained.
  • Avoid sending SMS messages containing illegal, harmful, abusive, or misleading content, including content restricted by mobile carriers (such as certain financial, healthcare, or adult content) unless you have confirmed that such content is permitted and you have met all additional compliance requirements.
  • Respect applicable quiet-hour or time-of-day restrictions where they exist, especially for promotional or automated messages.
  • Implement reasonable measures to prevent and detect unauthorized or fraudulent use of your SMS capabilities.

7. Voice Call Compliance

If you use DiversifiedCRM to facilitate outbound voice calls, including live calls and pre-recorded messages, you agree to comply with all laws and regulations that apply to telemarketing, autodialed calls, prerecorded voice messages, and do-not-call restrictions in the jurisdictions where calls are placed or received.

  • Obtain the level of consent required for each type of call (for example, informational vs. marketing, live agent vs. prerecorded or automated).
  • Identify your business name and a valid callback number at the start of the call, where required.
  • Maintain and respect internal do-not-call lists and any applicable national or regional do-not-call registries.
  • Honor any request from an individual not to be called again, and record and implement that preference promptly.
  • Comply with any time-of-day, call frequency, or calling window restrictions that apply in the relevant jurisdiction.
  • Refrain from using deceptive caller ID practices or misleading call content.
  • Ensure that any prerecorded or automated calls include the disclosures and opt-out mechanisms required by law.

8. Email Marketing Compliance

If you use DiversifiedCRM to send marketing or transactional emails, you agree to comply with all applicable anti-spam, consumer protection, and privacy laws in each jurisdiction where your recipients are located. This may include requirements for consent, identification, content, and unsubscribe mechanisms.

  • Use accurate and non-misleading sender names, reply-to addresses, and subject lines.
  • Clearly identify the email as an advertisement or marketing communication where required by law.
  • Include a valid physical mailing address or other legally required contact information in each email.
  • Provide a clear, functioning, and no-cost mechanism for recipients to unsubscribe or manage preferences, and process those requests without undue delay.
  • Avoid sending emails to purchased, rented, or scraped lists, and send only to recipients who have provided appropriate consent or where you have another lawful basis.
  • Monitor bounce rates, spam complaints, and other engagement indicators, and address deliverability or abuse concerns promptly.
  • Ensure that any third-party email sending domains or authentication methods (such as SPF, DKIM, or DMARC) are configured properly, where applicable.

9. Data, Privacy, and Security

DiversifiedCRM processes certain personal data on your behalf in order to provide the Services. Our use of personal data is also governed by our Privacy Policy, which is incorporated into these Terms by reference. You are responsible for providing any required privacy notices to End Users and for ensuring that your collection and use of personal data, and our processing of that data on your behalf, comply with all applicable data protection laws.

  • Maintain appropriate administrative, technical, and physical safeguards to protect credentials and access to the Services.
  • Promptly notify us if you become aware of unauthorized access to or use of your accounts or of a security incident affecting data processed through the Services.
  • Comply with any data processing, data transfer, or cross-border data requirements that apply to your use of the Services and your End Users’ locations.

10. Prohibited Conduct

You may not use the Services for any unlawful, harmful, or abusive purpose. Without limitation, you agree not to:

  • Send Communications that are fraudulent, deceptive, defamatory, harassing, threatening, or otherwise objectionable.
  • Promote or distribute illegal goods or services, or content that violates the rights of others (including intellectual property, privacy, or publicity rights).
  • Use the Services to send spam, bulk unsolicited messages, or Communications to individuals who have not provided appropriate consent where required.
  • Misrepresent your identity or affiliation or spoof contact information.
  • Attempt to bypass or interfere with the security or integrity of the Services, underlying networks, or third-party providers.
  • Resell, sublicense, or provide access to the Services to third parties except as expressly authorized in writing by DiversifiedCRM.

11. Opt-Out, Revocation of Consent, and Preference Management

You must provide End Users with simple, effective ways to revoke consent or change their communication preferences for each channel that you use. At a minimum, you agree to:

  • Honor SMS opt-out keywords (such as STOP) promptly and automatically, and confirm the opt-out via a final message where permitted.
  • Provide functional unsubscribe links in marketing emails and process unsubscribes without requiring the recipient to log in or take unreasonable steps.
  • Maintain and apply channel-specific opt-out lists so that a recipient who opts out of one channel (for example, SMS) is not automatically removed from other channels unless required by law or requested by the recipient.
  • Update your records and DiversifiedCRM configuration to reflect opt-out and preference changes so that subsequent campaigns respect those choices.

12. Third-Party Services and Carriers

DiversifiedCRM may use third-party providers (such as SMS aggregators, telecom carriers, email delivery services, and CRM platforms) to enable the Services. Your use of certain features may be subject to additional terms, policies, and technical requirements imposed by those third parties. You agree to comply with any such additional terms communicated to you and acknowledge that:

  • Carriers and providers may block, filter, or throttle Communications that appear suspicious, non-compliant, or abusive.
  • Delivery of Communications is not guaranteed, and DiversifiedCRM is not responsible for delays, failures, or misdelivery caused by third parties or by conditions outside our reasonable control.
  • We may suspend or modify your use of certain channels or features where necessary to comply with legal, regulatory, or provider requirements or to protect the integrity of our Services.

13. Disclaimers and Limitation of Liability

The Services are provided on an "as is" and "as available" basis. To the fullest extent permitted by law, DiversifiedCRM disclaims all warranties, express or implied, including any warranties of merchantability, fitness for a particular purpose, title, or non-infringement. We do not warrant that the Services will be error-free, uninterrupted, secure, or that they will ensure your compliance with any particular law or regulation.

To the maximum extent permitted by law, DiversifiedCRM will not be liable for any indirect, incidental, consequential, special, or punitive damages, or for any loss of profits, revenue, data, or business opportunities, arising out of or relating to your use of the Services, even if we have been advised of the possibility of such damages. Our total aggregate liability arising out of or relating to the Services will not exceed the amount you paid to us for the Services during the three (3) months preceding the event giving rise to the claim.

14. Indemnification

You agree to indemnify, defend, and hold harmless DiversifiedCRM and its officers, directors, employees, contractors, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to:

  • Your use of the Services, including any Communications you send or cause to be sent.
  • Your violation of these Terms or of any applicable law, regulation, or third-party right.
  • Any allegation that content or data provided by you infringes or misappropriates the rights of a third party.

15. Governing Law and Dispute Resolution

These Terms and any dispute arising out of or related to the Services will be governed by and construed in accordance with the laws of the jurisdiction in which DiversifiedCRM is organized, without giving effect to its conflict-of-laws principles. Any claim or dispute between you and DiversifiedCRM that cannot be resolved informally will be brought exclusively in the competent courts located in that jurisdiction, and you consent to the personal jurisdiction and venue of such courts.

16. Changes to These Terms

We may update these Terms from time to time, for example to reflect changes in the law, our Services, or our business practices. When we make material changes, we will update the "Last updated" date at the top of this page and may provide additional notice where appropriate. Your continued use of the Services after any changes become effective constitutes your acceptance of the revised Terms.

17. Contact Information

If you have questions about these Terms, or about how DiversifiedCRM supports compliance for SMS, voice, or email campaigns, you may contact us using the details below. Please do not include sensitive personal information in your initial inquiry.

DiversifiedCRM
Compliance & Legal Inquiries
Email: [email protected]
Subject line: "Terms & Conditions Question"