Terms of Service

TidyCRM audits CRM accounts you connect, reports stale or unused items, and — only when you approve — performs archive and delete actions through the CRM API. By creating an account you agree to these terms.

You confirm you are authorized to connect each CRM account and to act on the data inside it, including your clients' sub-accounts. You are responsible for reviewing findings before approving them and for the consequences of approved cleanup actions. Keep your credentials and integration tokens confidential.

Approved items are archived first and permanently deleted only when you empty the trash. Nevertheless, cleanup actions modify live business data. To the maximum extent permitted by law, we are not liable for data loss resulting from actions you or your team approve. Maintain your own backups where CRM provides them.

Plans are billed monthly through Stripe: Standard $9.99 (one CRM account, up to 100 sub-accounts) and Unlimited $27 (unlimited CRM accounts and sub-accounts). You can cancel anytime from the billing portal; access continues to the end of the paid period. Prices may change with 30 days' notice.

Don't use the service to violate CRM's terms, exceed authorized access, or process data you have no right to process. We may suspend accounts that abuse the API, attempt to breach security, or create excessive load.

The service is provided “as is” without warranties of any kind. We depend on the CRM API; changes on their side may limit features. We aim for high availability but do not guarantee it.

Our total liability for any claim is limited to the amounts you paid us in the 12 months before the claim arose. We are not liable for indirect, incidental, or consequential damages.

You may delete your workspace at any time. We may terminate accounts for material breach of these terms with notice where practicable.

We will email you about material changes to these terms. Questions: legal@tidycrms.com. TidyCRM is not affiliated with or endorsed by any third-party CRM platform.