Terms and Conditions of Use

1.Overview of Services

Genellipse Inc. provides GENECRM — a domain-neutral, multi-industry customer relationship management platform offering contact and lead management, pipeline tracking, workflow automations, AI-powered intelligence features, and an enterprise developer API. The Services are designed for businesses across financial services, insurance, nonprofits, and other industries.

The Services are intended for use by businesses and professionals only. They are not directed at consumers or individuals acting outside of a business or professional capacity.

2.License and Account Access

2.1 License grant

Subject to your compliance with these Terms and timely payment of applicable fees, Genellipse grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Services during your subscription term solely for your internal business purposes.

2.2 Account registration

To access the Services, you must register for an account. You agree to:

• Provide accurate, current, and complete information
• Maintain and update your information to keep it accurate
• Keep your login credentials confidential and secure
• Be solely responsible for all activity occurring under your account
• Notify us immediately at admin@genellipse.com of any unauthorized access or security breach

2.3 Corporate accounts

If you create an account on behalf of a company or legal entity, you represent and warrant that you have authority to bind that entity to these Terms. All references to "you" refer to that entity.

2.4 API and developer access

Access to GENECRM's APIs, OAuth applications, webhooks, and SDKs is subject to separate API Terms of Service available at crm.genellipse.ai/platform. In the event of conflict between the API Terms and these Terms regarding API use, the API Terms govern.

3.Acceptable Use Policy

3.1 You must:

• Comply with all applicable laws and regulations, including data protection, privacy, and export control laws
• Upload and process only data to which you hold all necessary rights
• Use commercially reasonable efforts to prevent unauthorized access to your account
• Promptly report any suspected security incidents to admin@genellipse.com

3.2 You must not:

• Permit any unauthorized third party to access or use your account credentials
• Share or transfer access to your account without our prior written consent
• Upload data that infringes any third-party intellectual property, privacy, or other rights
• Upload malicious code, viruses, worms, trojans, or harmful software
• Attempt to reverse engineer, decompile, or derive the source code of the Services
• Attempt to gain unauthorized access to any part of the Services or related systems
• Build a competing product using the Services or any part thereof
• Scrape or use automated means to collect data from the Services without prior written consent
• Send unsolicited communications through or in connection with the Services
• Sublicense, resell, or exploit the Services for third-party commercial purposes without authorization
• Engage in any activity that imposes an unreasonable or disproportionate load on our infrastructure

4.AI Features

4.1 AI assistant and predictive tools

GENECRM includes AI-powered features such as a built-in AI assistant, predictive lead and deal scoring, live pipeline forecasting, and intelligent automation suggestions (collectively, "AI Features"). By using AI Features, you acknowledge and agree that:

• AI Outputs are for informational and convenience purposes only and are not a substitute for professional advice
• You should review all AI Outputs before acting on them and consult qualified advisors where appropriate
• Your use of AI Features may involve processing your data through AI models maintained by Genellipse or third-party AI providers, including Anthropic
• Genellipse is not responsible for inaccuracies, errors, or unintended outputs generated by AI Features
• AI Outputs do not constitute legal, financial, investment, compliance, or regulatory advice

4.2 Input data for AI

By electing to use AI Features, you grant Genellipse a license to process your data ("Input Data") to power those features. Input Data will be handled in accordance with our Privacy Policy. You represent and warrant that you have all necessary rights and permissions to provide Input Data to us for this purpose.

5.Fees, Subscriptions, and Payments

5.1 Subscription fees

Access to certain features requires payment of subscription fees as described at crm.genellipse.ai/pricing. All fees are stated in Canadian or U.S. dollars unless otherwise specified.

5.2 Payment terms

• Fees are charged at the start of each subscription period and are non-refundable except as required by law
• You authorize Genellipse (or its payment processor) to charge your designated payment method for all applicable fees
• If your payment method fails, your account may be suspended until payment is received
• Delinquent accounts may be subject to interest charges at 1.5% per month on outstanding balances, or the maximum rate permitted by law
• Prices are exclusive of applicable taxes, and you are responsible for all applicable taxes

5.3 Upgrades, downgrades, and cancellations

Upgrades take effect immediately and are pro-rated. Downgrades take effect at the start of the next billing period. Cancellations must be submitted through your account settings; access continues until the end of the current billing period.

5.4 Disputes

If you believe a charge is incorrect, you must notify us in writing within thirty (30) days of the charge date. Failure to do so constitutes your acceptance of the charge as accurate.

6.Intellectual Property

6.1 Genellipse property

All rights, title, and interest in and to the Services — including the platform software, source code, documentation, trademarks, logos, designs, UI/UX, and all related intellectual property — remain the exclusive property of Genellipse and its licensors. Nothing in these Terms transfers any intellectual property rights to you.

6.2 Your content

You retain ownership of all data, content, and information you upload or create within the Services ("Your Content"). By using the Services, you grant Genellipse a limited, non-exclusive license to host, process, and display Your Content solely as necessary to provide the Services to you.

6.3 Feedback

If you submit feedback, suggestions, or ideas about the Services, Genellipse may use such feedback without restriction or compensation to you.

6.4 DMCA

If you believe that content on the Services infringes your copyright, please submit a DMCA notice to admin@genellipse.com with the subject line "DMCA Notice."

7.Confidentiality

Each party agrees to maintain the confidentiality of the other party's non-public, proprietary information ("Confidential Information") using at least the same degree of care as it uses for its own confidential information, but not less than reasonable care. Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was rightfully known to the receiving party prior to disclosure; (c) is independently developed; or (d) is required to be disclosed by law or court order.

8.Data Security and Compliance

8.1 Security controls

Genellipse implements and maintains commercially reasonable technical and organizational measures to protect Your Content and personal data. These measures include per-tenant data isolation (PostgreSQL row-level security), comprehensive audit logging, role-based access controls (RBAC), and session controls.

8.2 GDPR

To the extent the EU General Data Protection Regulation ("GDPR") applies, Genellipse acts as a data "Processor" on behalf of you (the "Controller") when processing personal data of your contacts, leads, or clients. Genellipse's data processing activities are governed by its Data Processing Agreement (DPA), available upon request at admin@genellipse.com.

8.3 PIPEDA / Canadian privacy law

As a Canadian company, Genellipse complies with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation. Please review our Privacy Policy for details.

8.4 GDPR export and deletion

GENECRM supports GDPR-compliant data export and deletion requests. Users may submit data subject requests through the platform's built-in tools or by contacting admin@genellipse.com.

9.Third-Party Integrations and Links

The Services may integrate with or contain links to third-party services, applications, or websites. Genellipse does not control such third parties and makes no representations or warranties about them. Your use of third-party services is subject to their own terms and privacy policies. Genellipse is not responsible for the content, availability, or practices of any third-party service.

10.Term and Termination

10.1 Term

These Terms remain in effect until your subscription is cancelled or terminated as described herein.

10.2 Termination by you

You may cancel your subscription at any time through your account settings. Cancellation takes effect at the end of the current billing period.

10.3 Termination by Genellipse

Genellipse may suspend or terminate your access immediately, with or without notice, if: (a) you breach any material provision of these Terms; (b) we are required to do so by law; (c) we discontinue the Services; or (d) your account is delinquent.

10.4 Effect of termination

Upon termination, your license to use the Services ends immediately. You may request export of Your Content for thirty (30) days following termination, after which Genellipse may delete Your Content from its systems. Sections related to IP, indemnification, disclaimers, limitation of liability, and governing law survive termination.

11.Disclaimer of Warranties

The Services are provided "as is" and "as available" without warranties of any kind, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, non-infringement, or uninterrupted or error-free operation. Genellipse does not warrant that the Services will meet your requirements or that AI Outputs will be accurate or reliable. Your use of the Services is at your sole risk.

12.Limitation of Liability

To the maximum extent permitted by applicable law, in no event shall Genellipse, its affiliates, officers, directors, employees, or agents be liable for any indirect, incidental, special, consequential, punitive, or exemplary damages — including loss of profits, data, revenue, goodwill, or business interruption — arising out of or in connection with your use of the Services, even if Genellipse has been advised of the possibility of such damages.

In no event shall Genellipse's aggregate liability to you for all claims arising under or related to these Terms exceed the total fees paid by you to Genellipse in the twelve (12) months preceding the claim.

13.Indemnification

You agree to defend, indemnify, and hold harmless Genellipse and its affiliates, officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable legal fees) arising from or related to: (a) your use of the Services; (b) your violation of these Terms; (c) your violation of any third-party rights; (d) Your Content; or (e) your breach of any applicable law.

14.Force Majeure

Genellipse will not be liable for any failure or delay in performance resulting from causes beyond its reasonable control, including acts of God, natural disasters, fire, war, terrorism, civil unrest, government actions, power outages, internet failures, or third-party service disruptions.

15.Governing Law and Dispute Resolution

15.1 Governing law

These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict of law principles.

15.2 Dispute resolution

In the event of any dispute, the parties agree to first attempt resolution through good-faith negotiation. If unresolved within thirty (30) days, either party may pursue resolution through the courts of Ontario, Canada, and you hereby consent to the exclusive jurisdiction of those courts.

16.General Provisions

• Entire agreement: These Terms, together with the Privacy Policy, API Terms (if applicable), and any applicable DPA, constitute the entire agreement between you and Genellipse with respect to the Services.
• Severability: If any provision is found unenforceable, it will be modified to the minimum extent necessary, and the remaining provisions shall continue in full force.
• No waiver: Failure by Genellipse to enforce any provision shall not constitute a waiver of its right to do so in the future.
• Assignment: You may not assign your rights or obligations under these Terms without Genellipse's prior written consent. Genellipse may assign its rights in connection with a merger or acquisition.
• Notices: Legal notices to Genellipse should be sent to admin@genellipse.com.
• Language: These Terms are provided in English. In the event of a conflict with any translation, the English version shall prevail.