Terms of Service
Effective August 24, 2026
These terms are the agreement between SOAR CRM LLC ("SOAR", "we", "us") and the business that signs up for or uses SOAR ("you", "Customer").
By creating an account, installing the SOAR application, or letting us build an automation for you, you agree to these terms. If you are agreeing on behalf of a company, you are confirming that you are allowed to bind it.
Related documents, all part of this agreement:
1. What SOAR actually is
We sell two things, and this agreement covers both.
The software. A desktop application, a hosted API, and a workspace holding your clients, jobs, tickets, time, invoices and related records.
The build. A service engagement in which we sit with your team, watch a workflow, and build an automation that performs it. That work is described in a written scope — a proposal, statement of work, or email we both agree to — and where that scope conflicts with these terms, the scope wins for that engagement only.
2. Your account
You need an account to use SOAR. You are responsible for what happens under it.
Multi-factor authentication is mandatory and cannot be switched off. This is a deliberate product decision, not a setting. If your organisation cannot use time-based one-time codes, tell us before you sign up.
You must give accurate registration details, keep your credentials secret, and tell us promptly at hello@soar-crm.com if you think an account has been compromised. You are responsible for the acts of everyone you invite into your workspace.
3. Our staff can enter your workspace
We are telling you this here because you should not discover it later.
SOAR staff can open your workspace with administrator rights in order to configure, train, support and debug your agents. That access is time-limited, requires a written reason, and every action taken under it is recorded. We will show you that record on request.
If you would rather we never do this, say so in writing and we will tell you honestly which parts of the service we can still deliver — realistically, a custom build is difficult without it.
4. What you may not do
The Acceptable Use Policy is part of these terms. In short: do not break the law with SOAR, do not use it to send unsolicited bulk mail, do not try to break its security or other customers' isolation, and do not put data in it that you have no right to process.
We may suspend an account immediately, without notice, where continuing to serve it would expose us, another customer, or a third party to real harm or legal liability. We will tell you why as soon as we reasonably can.
5. Your data stays yours
You own your data. Nothing in this agreement transfers ownership of your records, your documents, your mail, or anything your team puts into SOAR.
You grant us only the licence we need to run the service for you: to store, process, transmit and display your data for the purpose of providing SOAR, and to send it to the subprocessors listed in Subprocessors.
We do not use your data to train artificial intelligence models, and we do not permit our AI vendor to do so. See §7.
Where you are a controller of personal data and we process it for you, the Data Processing Addendum applies and forms part of this agreement.
6. Connections to your other systems
SOAR can connect to mailboxes (IMAP, Gmail, Microsoft) and to bank and card feeds through Plaid. You choose which to connect and you can disconnect at any time.
Credentials and tokens for those connections are encrypted at rest. We access those systems only to perform the functions you have enabled.
Those third parties have their own terms with you, and we are not responsible for their availability, their changes, or their decisions about your account with them.
7. Artificial intelligence, and its limits
This section matters more than any other in this document. Read it.
How it works. SOAR sends the material an automation needs — for example the text of an email, a row from a statement, a record from your workspace — to Anthropic, who run the model that produces a result. Anthropic processes it and returns an answer. Under our commercial terms with them, that content is not used to train their models.
Output is a draft until a person accepts it. SOAR is built so that AI-produced work is held for human approval by default. You may, deliberately and per category of work, decide that a class of output has earned the right to proceed without review. That decision is yours, it is recorded, and it is reversible. Once you make it, the output of that category is your output.
We do not warrant that AI output is accurate. Language models produce plausible text and can be confidently wrong. The service shows you what it matched and how sure it was, so that a reviewing human has something to judge. That is a tool for your judgement, not a substitute for it.
You remain responsible for what leaves your business. If you approve a quote, an invoice, a reply, or an expense coding, it is yours — regardless of which part of it a model drafted. Do not use SOAR as the last line of review on anything where being wrong is expensive, and do not use it to make decisions that have a legal or similarly significant effect on a person without a human making that decision.
You will be told when you are talking to a bot. Where SOAR exposes a conversational assistant, it identifies itself as an AI and not a person.
Professional advice. SOAR is not a law firm, an accountancy practice, or a tax adviser. Nothing it produces is legal, accounting, tax or financial advice, and expense coding it suggests is a starting point for your bookkeeper, not a filing.
8. Fees
Fees, billing frequency and any build charges are what we agreed in writing when you signed up or commissioned the work.
Unless the written scope says otherwise: invoices are payable within 30 days; fees are exclusive of sales tax and any other applicable taxes, which you pay; and we may suspend the service on materially overdue invoices after giving you written notice and a reasonable chance to pay.
We may change our prices with at least 30 days' written notice, effective at your next renewal. If you do not accept a price change you may terminate before it takes effect.
9. Term, termination and getting your data out
This agreement runs until either of us ends it.
You may stop at any time. There is no minimum term unless a written scope says there is.
We may terminate for material breach that you have not fixed within 30 days of us telling you about it, or immediately in the circumstances in §4.
On the way out. You can export your data at any time while your account is open, and we will help if the export tools do not cover what you need. After termination you have 30 days to export, and your workspace is deleted within 90 days. Deleted records inside a live workspace stay recoverable for 90 days. These periods match the Privacy Notice; if you ever find the two disagreeing, the Privacy Notice is the one we operate to.
Backups age out on their own cycle, described in the Privacy Notice.
10. Availability
We try hard to keep SOAR up, and we do not promise a specific uptime percentage unless a written scope does. The service can be unavailable for maintenance, for problems at a supplier, or for reasons outside our control.
If you need a contractual service level, ask, and we will tell you honestly whether we can commit to one.
11. Warranties, and what we disclaim
We warrant that we will provide the service with reasonable skill and care, and that any build work will materially match its written scope.
Otherwise the service is provided "as is". To the fullest extent the law allows, we disclaim all other warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the service will be uninterrupted, error-free, or that it will produce any particular business result.
12. Limitation of liability
Neither of us is liable to the other for indirect, incidental, special, consequential or punitive damages, or for lost profits, lost revenue, lost business, or lost or corrupted data, even if told such damages were possible.
Our total liability arising out of this agreement in any twelve-month period is limited to the fees you paid us in the twelve months before the event giving rise to the claim.
Neither of us limits liability for anything that cannot lawfully be limited — including fraud, fraudulent misrepresentation, or death or personal injury caused by negligence.
These limits are a deliberate allocation of risk and are reflected in the price.
13. Indemnity
You will defend and indemnify us against third-party claims arising from your use of SOAR in breach of these terms or the Acceptable Use Policy, or from content or data you put into SOAR that you had no right to process.
14. Confidentiality
Each of us will keep the other's non-public information confidential and use it only to perform this agreement. This does not cover information that is public through no fault of the receiver, was already known, is independently developed, or must be disclosed by law — and if the law compels disclosure, the disclosing party will tell the other where it is allowed to.
15. Changes
We may change these terms. For material changes we will give at least 30 days' notice by email or in the application, and continuing to use SOAR after the change takes effect means you accept it. If you do not, terminate before then.
We may change the service itself, including adding and removing features. We will not materially reduce a feature you are paying for without notice.
16. Law and disputes
This agreement is governed by the laws of the State of Georgia, without regard to its conflict-of-laws rules, and the state and federal courts located there have exclusive jurisdiction.
Before filing anything, email hello@soar-crm.com and give us 30 days to sort it out. Most things are a misunderstanding and a phone call.
17. The rest
Entire agreement. These terms, the documents they link to, and any written scope are the whole agreement, and supersede anything said beforehand.
Assignment. Neither of us may assign this agreement without the other's written consent, except to a successor of substantially all of its business.
Severability. If a court strikes part of this out, the rest stands.
No waiver. Not enforcing something once does not give it up.
Force majeure. Neither of us is liable for a failure caused by something genuinely outside our reasonable control.
No third-party rights. Nobody outside this agreement can enforce it.
Contact
SOAR CRM LLC 100 Holly Park Court, Holly Springs, GA 30115 hello@soar-crm.com