Terms of Service

Last updated: August 8, 2026

These Terms of Service ("Terms") govern your access to and use of the RivoCRM website, application, and related services (collectively, the "Service").

RivoCRM is currently operated in Canada as an unincorporated business under the name RivoCRM ("RivoCRM," "we," "us," or "our").

By creating an account, purchasing or starting a subscription, clicking to accept these Terms, or accessing or using the Service, you agree to be bound by these Terms, our Privacy Policy, Cookie Policy, Acceptable Use Policy, and any other policies or supplemental terms that expressly apply to your use of the Service.

If you use the Service on behalf of a company, brokerage, team, organization, or other entity, you represent and warrant that you have authority to accept these Terms on its behalf. In that case, "you" and "your" include that entity.

If you do not agree to these Terms, do not access or use the Service.

1. The Service

RivoCRM is a customer relationship management and transaction-management platform designed primarily for real estate professionals and related businesses.

Depending on your plan and the features available at the time, the Service may include:

contacts and lead management;
properties and transaction records;
tasks and reminders;
notes, comments, activities, and custom fields;
workflow and automation features, including Autoplans;
email and SMS functionality;
file and image storage;
reporting and dashboards;
organizations, teams, roles, permissions, and seats;
integrations with third-party services;
billing and subscription management; and
optional artificial-intelligence-assisted features.

Features may differ between plans and may change as the Service develops.

We may add, modify, improve, replace, limit, or discontinue features from time to time. Where reasonably practicable, we will provide notice before making a change that materially reduces core functionality of a paid Service.

Nothing in these Terms guarantees that any particular feature, integration, provider, or functionality will remain available indefinitely.

2. Eligibility and Authority

You may use the Service only if you are legally capable of entering into a binding agreement under applicable law.

If you use RivoCRM in connection with a regulated profession or business, including real estate brokerage or sales activities, you are responsible for ensuring that your use of the Service complies with the laws, regulations, professional standards, brokerage policies, recordkeeping requirements, and other obligations applicable to you.

RivoCRM does not verify or guarantee that your use of any particular feature satisfies your professional or regulatory obligations.

3. Accounts and Account Security

You must provide accurate, current, and complete information when creating and maintaining an account.

You are responsible for:

maintaining the confidentiality and security of your login credentials;
using a unique and secure password;
enabling available multi-factor authentication where appropriate;
maintaining accurate account and billing information;
all activity performed through your account by you or persons you authorize;
ensuring that users you invite to your organization comply with these Terms; and
promptly notifying us if you suspect unauthorized access to or use of your account.

You may not share credentials in a manner that circumvents applicable seat, user, or subscription limits.

We may require additional authentication or security measures where reasonably necessary to protect the Service, customers, or Customer Data.

4. Organizations, Teams, Roles, and Permissions

RivoCRM may allow users to create or join organizations, teams, workspaces, books, or similar account structures.

Organization owners or administrators may be able to:

invite and remove users;
assign roles and permissions;
purchase or manage seats;
access organization information;
configure features;
control access to CRM records; and
perform other administrative functions.

Certain product configurations may allow assistants, administrators, team members, or other authorized users to access records belonging to another user or CRM book.

You are responsible for assigning appropriate roles and permissions and for ensuring that individuals granted access are authorized to view and process the applicable information.

If you join an organization controlled by another customer, that organization's administrators may control your access to organization data and may be able to remove or modify your access.

5. Customer Data and Ownership

"Customer Data" means information, records, files, content, and other data that you or your authorized users submit, upload, import, create, store, send, or otherwise process through the Service.

Customer Data may include contacts, leads, client information, properties, transactions, notes, tasks, activities, comments, custom fields, files, workflow configurations, Autoplans, communications, and related records.

Your Ownership

As between you and RivoCRM, you retain your rights in Customer Data.

RivoCRM does not acquire ownership of your contact database, client records, transaction information, or other Customer Data merely because you store or process it through the Service.

License to Operate the Service

You grant RivoCRM a worldwide, non-exclusive, royalty-free license to host, copy, transmit, process, display, organize, back up, and otherwise use Customer Data only as reasonably necessary to:

provide and operate the Service;
perform actions you or your authorized users request;
maintain, secure, troubleshoot, and support the Service;
prevent fraud, abuse, or security threats;
comply with applicable law and lawful requests; and
enforce these Terms.

This license lasts only for as long as reasonably necessary for those purposes, subject to applicable retention and backup requirements.

Your Responsibility for Customer Data

You represent and warrant that you have all rights, permissions, notices, consents, and other lawful authority necessary to submit Customer Data to the Service and instruct RivoCRM to process it.

You are responsible for determining whether particular information should be entered into RivoCRM and for complying with applicable privacy, confidentiality, professional, brokerage, recordkeeping, and data-protection obligations.

You must not upload or process Customer Data through the Service where doing so would violate applicable law or the rights of another person.

6. Privacy and Data Processing

Our collection and handling of personal information is described in the RivoCRM Privacy Policy.

When RivoCRM processes personal information contained in Customer Data on your behalf, you generally determine the purposes for which that Customer Data is collected and used, and RivoCRM acts as your service provider or processor as applicable.

Where a separate Data Processing Addendum ("DPA") applies to your use of the Service, that DPA forms part of your agreement with RivoCRM.

You acknowledge that RivoCRM uses third-party infrastructure and service providers to operate the Service, which may include hosting, database, payment, communications, storage, security, analytics, and AI providers.

Our current infrastructure includes Vercel for application hosting and delivery and Neon for hosted PostgreSQL database infrastructure. Additional providers may be used for specific features.

7. Acceptable Use

You may use the Service only for lawful purposes and in accordance with these Terms and our Acceptable Use Policy, which forms part of these Terms.

You must not use the Service to:

violate applicable law, regulation, court order, or the rights of another person;
send unlawful, deceptive, fraudulent, abusive, or unauthorized communications;
upload malicious software, viruses, or harmful code;
attempt to gain unauthorized access to the Service, another account, or another customer's data;
probe, scan, or test vulnerabilities except with our prior written authorization;
interfere with or disrupt the integrity, security, or performance of the Service;
circumvent usage, subscription, seat, access, or security restrictions;
scrape or systematically extract non-public Service data without authorization;
impersonate another person or misrepresent your affiliation;
use the Service to facilitate fraud or unlawful activity;
upload content that you do not have the right to process;
use automated means in a manner that places unreasonable load on the Service; or
resell, sublicense, or provide unauthorized access to the Service unless expressly permitted by your plan or a written agreement with RivoCRM.

We may investigate suspected violations and may remove content, restrict functionality, suspend accounts, or terminate access where reasonably necessary.

8. Email, SMS, Autoplans, and Customer Outreach

RivoCRM may provide features that allow you to configure workflows or send email, SMS, reminders, or other communications to third parties.

You are solely responsible for:

determining who should receive communications;
ensuring recipient information is accurate;
obtaining any consent or other legal authority required to contact recipients;
providing legally required identification, disclosures, and notices;
complying with unsubscribe and opt-out requirements;
maintaining evidence of consent where required;
honoring withdrawal of consent and do-not-contact requests; and
ensuring the content and timing of your communications comply with applicable law.

This may include compliance with Canada's Anti-Spam Legislation ("CASL"), the U.S. CAN-SPAM Act, the Telephone Consumer Protection Act ("TCPA"), and other applicable marketing, telecommunications, privacy, and consumer-protection laws.

RivoCRM provides software tools and does not independently determine the recipients, content, legal basis, or appropriateness of communications sent at your instruction.

We may impose sending limits, block messages, suspend communication features, or take other reasonable action to protect recipients, maintain provider relationships, prevent abuse, or comply with law.

Third-party email, SMS, and telecommunications providers may also impose their own restrictions, filtering, delivery rules, and acceptable-use requirements.

We do not guarantee delivery of any email, SMS, or other communication.

9. AI Features

RivoCRM may offer optional features powered by artificial intelligence or third-party model providers.

When you use an AI-enabled feature, prompts, instructions, Customer Data, or other relevant context may be transmitted to an AI service provider as necessary to provide the requested functionality.

You are responsible for ensuring that you are authorized to submit any personal, confidential, client, or third-party information used with an AI feature.

AI-generated outputs may be inaccurate, incomplete, outdated, misleading, or inappropriate for a particular situation.

You must independently review AI-generated content before relying on it or using it in professional work, client communications, transactions, compliance activities, or business decisions.

AI features do not constitute legal, real estate, financial, tax, accounting, brokerage, compliance, or other professional advice.

RivoCRM does not guarantee the accuracy or suitability of AI-generated outputs.

10. Third-Party Services and Integrations

The Service may rely on or integrate with third-party products and services.

These may include providers for:

hosting and application infrastructure;
database infrastructure;
authentication;
payments;
email;
SMS and telecommunications;
storage;
analytics;
monitoring and security;
AI functionality; and
external integrations selected by you.

Third-party services may be subject to separate terms, privacy policies, availability, limitations, and fees.

We are not responsible for third-party products or services outside our reasonable control, including outages, changes, suspensions, data handling, or discontinuation by those providers.

We may modify or discontinue an integration if the applicable third-party service changes, becomes unavailable, creates security or legal risk, or is no longer commercially reasonable to support.

11. Subscriptions, Trials, Fees, and Billing

Some RivoCRM features require a paid subscription.

Current plans, pricing, billing periods, features, limits, and trial terms will be displayed on our website, pricing page, checkout flow, or within the Service.

Payment Processing

Payments are processed through third-party payment providers, including Stripe where enabled.

RivoCRM does not intend to store full payment card numbers in its application database.

Billing Authorization

By providing a payment method and purchasing a paid subscription, you authorize RivoCRM and its payment processor to charge the applicable:

subscription fees;
recurring renewal fees;
seat charges;
applicable taxes; and
other charges you expressly authorize.

Recurring Subscriptions

Unless otherwise stated at checkout, paid subscriptions automatically renew for successive billing periods until cancelled.

You are responsible for cancelling your subscription before the applicable renewal date if you do not want it to renew.

Cancellation generally stops future renewals and does not retroactively refund amounts already charged, except where required by law or expressly stated otherwise.

Trials and Promotional Periods

If RivoCRM offers a free or discounted trial, the applicable duration and conversion terms will be disclosed when you start the trial.

Where a payment method is required and automatic conversion is disclosed, your subscription may automatically convert to a paid subscription at the end of the trial unless you cancel before the stated deadline.

Seats and Usage Limits

Plans may contain limits relating to:

users or seats;
organizations;
storage;
contacts;
communications;
AI usage;
automations;
integrations; or
other features.

We may require you to upgrade your plan, purchase additional capacity, or reduce usage if you exceed your plan limits.

Failed Payments

If a payment fails or becomes overdue, we may retry the payment and may restrict, downgrade, suspend, or terminate paid functionality after providing notice where reasonably practicable.

You remain responsible for amounts properly incurred before cancellation or termination.

Refunds

Except where required by applicable law or expressly stated in a written refund policy or offer, subscription fees and other charges are non-refundable.

Nothing in these Terms limits any non-waivable refund, cancellation, or consumer rights you may have under applicable law.

Taxes

Prices may exclude applicable sales, use, value-added, goods and services, harmonized sales, or similar taxes.

We may collect taxes where required by law.

Price Changes

We may change subscription pricing from time to time.

For an existing recurring paid subscription, we will provide reasonable advance notice of a material price increase before it applies to a future renewal where required by applicable law.

12. Beta, Preview, and Experimental Features

We may make beta, preview, early-access, experimental, or evaluation features available from time to time.

Such features may:

change without notice;
contain errors;
be incomplete;
have reduced support;
be subject to additional limits; or
be discontinued at any time.

Unless we expressly state otherwise, beta or preview features are provided for evaluation and should not be relied upon for critical business operations.

13. Intellectual Property

The Service, including its software, interfaces, designs, workflows, documentation, branding, logos, and other materials provided by RivoCRM, is owned by RivoCRM or its licensors and is protected by applicable intellectual-property laws.

Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service for your internal business purposes during your subscription or authorized use period.

Except where applicable law expressly prohibits restriction, you may not:

copy or reproduce substantial portions of the Service;
modify or create derivative works of non-public Service software;
reverse engineer, decompile, or attempt to derive source code from the Service;
remove proprietary notices;
use RivoCRM branding without permission;
sell, sublicense, lease, or commercially redistribute the Service except as expressly authorized; or
use non-public aspects of the Service to build or assist in building a substantially competing product through unauthorized copying or extraction.

Nothing in these Terms transfers ownership of RivoCRM intellectual property to you.

14. Feedback

If you provide ideas, suggestions, recommendations, feature requests, or other feedback about RivoCRM, you grant us the right to use that feedback without restriction or compensation to you.

This does not give us ownership of your Customer Data.

15. Confidentiality and Administrative Access

We treat Customer Data as confidential information and will access and use it only as reasonably necessary to provide, secure, maintain, troubleshoot, and support the Service, comply with law, or as otherwise permitted by these Terms and our Privacy Policy.

Authorized RivoCRM personnel or contractors may access an account where reasonably necessary for:

customer support;
troubleshooting;
security investigations;
abuse prevention;
billing or account administration;
legal compliance; or
maintenance of the Service.

Where administrative impersonation or similar support functionality is available, it will be used only by authorized personnel for legitimate operational purposes.

We will use reasonable measures to limit administrative access to persons who require it for their responsibilities.

16. Availability, Maintenance, and Changes

We aim to provide a reliable Service but do not guarantee uninterrupted or error-free availability.

The Service may be unavailable because of:

scheduled maintenance;
emergency maintenance;
software defects;
infrastructure failures;
third-party outages;
internet or telecommunications failures;
security incidents;
force majeure events; or
circumstances outside our reasonable control.

We may perform maintenance, updates, migrations, and infrastructure changes as reasonably necessary.

Unless separately agreed in writing, these Terms do not create a guaranteed service-level agreement or uptime commitment.

17. Backups and Data Export

RivoCRM may maintain backups or recovery mechanisms as part of operating the Service, but unless expressly stated in a separate written agreement, the Service is not intended to serve as your sole archival or statutory recordkeeping system.

You are responsible for maintaining copies or exports of Customer Data where necessary for your business, professional, regulatory, brokerage, legal, or recordkeeping obligations.

Where export functionality is available, you are responsible for exporting information you wish to retain before closing or terminating your account.

We do not guarantee that every category of data will be exportable in every format.

18. Suspension

We may temporarily restrict or suspend access to all or part of the Service where reasonably necessary because of:

material or repeated violation of these Terms;
suspected fraud or unlawful activity;
a security threat;
unauthorized access;
abusive or harmful activity;
non-payment;
excessive usage that threatens Service stability;
a legal or regulatory requirement; or
conduct that creates material risk to RivoCRM, our infrastructure, our providers, customers, or third parties.

Where reasonably practicable and legally permitted, we will attempt to provide notice and an opportunity to resolve the issue.

We may act without advance notice where immediate action is reasonably necessary to prevent harm, protect data, comply with law, or preserve Service security.

19. Termination and Account Closure

You may stop using the Service at any time and may cancel your subscription or close your account through available account controls or by contacting us where applicable.

We may terminate your access if:

you materially or repeatedly breach these Terms;
required fees remain unpaid;
your use creates significant security, legal, or operational risk;
we are legally required to do so; or
we discontinue the Service.

Where reasonably practicable, we will provide advance notice before termination.

Upon termination:

your right to use the Service ends;
unpaid amounts properly owed remain payable;
access to Customer Data may end; and
Customer Data may be deleted in accordance with our Privacy Policy and applicable retention procedures.

You should export Customer Data you need before cancelling or closing your account.

Provisions that by their nature should survive termination will survive, including provisions concerning ownership, intellectual property, outstanding fees, disclaimers, limitations of liability, indemnification, dispute provisions, and other accrued rights and obligations.

20. Professional Responsibility

RivoCRM is a software provider.

RivoCRM is not a real estate brokerage, broker, salesperson, lawyer, mortgage broker, lender, accountant, tax adviser, compliance consultant, or other professional adviser merely by providing the Service.

The Service does not replace your professional judgment, brokerage supervision, legal obligations, required disclosures, recordkeeping responsibilities, or regulatory requirements.

You remain responsible for reviewing information, meeting deadlines, maintaining required records, obtaining necessary approvals and signatures, communicating with clients, and complying with the rules applicable to your profession and jurisdiction.

21. Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE SERVICE AND ALL RELATED FEATURES, CONTENT, AUTOMATIONS, INTEGRATIONS, AND AI FUNCTIONALITY ARE PROVIDED "AS IS" AND "AS AVAILABLE."

RivoCRM DISCLAIMS ALL WARRANTIES, REPRESENTATIONS, AND CONDITIONS, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, TO THE EXTENT SUCH WARRANTIES MAY LAWFULLY BE DISCLAIMED.

WE DO NOT WARRANT THAT:

THE SERVICE WILL ALWAYS BE AVAILABLE, UNINTERRUPTED, SECURE, OR ERROR-FREE;
ALL DEFECTS WILL BE CORRECTED;
EMAIL OR SMS MESSAGES WILL BE DELIVERED;
AUTOMATIONS WILL EXECUTE AT AN EXACT TIME OR WITHOUT INTERRUPTION;
THIRD-PARTY INTEGRATIONS WILL REMAIN AVAILABLE;
AI OUTPUTS WILL BE ACCURATE OR COMPLETE; OR
CUSTOMER DATA WILL NEVER BE LOST OR CORRUPTED.

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR CONDITIONS. IN THOSE JURISDICTIONS, THESE DISCLAIMERS APPLY ONLY TO THE MAXIMUM EXTENT PERMITTED BY LAW.

22. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, RivoCRM AND ITS OWNERS, PERSONNEL, CONTRACTORS, AFFILIATES, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR FOR LOSS OF PROFITS, REVENUE, BUSINESS OPPORTUNITIES, GOODWILL, OR DATA, ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS, REGARDLESS OF THE THEORY OF LIABILITY AND EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, RivoCRM'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE GREATER OF:

THE AMOUNT YOU PAID TO RivoCRM FOR THE SERVICE DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR
CAD $100.

The limitations in this section do not apply to liability that cannot lawfully be excluded or limited.

Nothing in these Terms limits mandatory consumer rights that cannot be waived under applicable law.

23. Indemnification

To the extent permitted by applicable law, you agree to defend, indemnify, and hold harmless RivoCRM and its owners, personnel, contractors, and affiliates from third-party claims, liabilities, damages, judgments, losses, and reasonable legal costs arising out of or relating to:

Customer Data you submit or process through the Service;
your violation of applicable law;
your violation of these Terms;
your infringement or violation of another person's rights;
email, SMS, Autoplan, marketing, or other communications sent at your instruction;
your failure to obtain required consent or authorization;
your professional services or relationship with your clients;
disputes between you and your clients, contacts, organization members, or authorized users; or
misuse of the Service by you or persons you authorize.

This section does not require you to indemnify RivoCRM for claims caused solely by RivoCRM's own conduct to the extent such an obligation would be prohibited by applicable law.

24. Changes to These Terms

We may update these Terms from time to time to reflect:

changes to the Service;
new features;
changes to our business or infrastructure;
legal or regulatory requirements; or
security or operational needs.

We will update the "Last updated" date when these Terms change.

For material changes, we may provide additional notice through the Service, website, or email where appropriate.

If a change materially affects an existing paid subscription, we will provide notice where required by applicable law.

Your continued use of the Service after updated Terms become effective constitutes acceptance of the updated Terms to the extent permitted by law.

If you do not agree to updated Terms, you must stop using the Service and may cancel your subscription.

25. Governing Law and Disputes

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.

Subject to any mandatory rights or jurisdiction that cannot lawfully be waived, you and RivoCRM agree that disputes arising out of or relating to these Terms or the Service will be brought before the courts of Ontario, Canada.

Nothing in this section prevents either party from seeking urgent injunctive or equitable relief from a court of competent jurisdiction where appropriate.

26. Consumer Rights

Nothing in these Terms excludes, restricts, or modifies a warranty, condition, right, remedy, or other protection that cannot lawfully be excluded or limited under applicable consumer-protection law.

If you are entitled to mandatory consumer rights in your jurisdiction, those rights continue to apply.

27. General Terms

Entire Agreement

These Terms, together with the Privacy Policy, any applicable DPA, policies expressly incorporated into these Terms, your applicable order or subscription selection, and any other written agreement between you and RivoCRM relating to the Service constitute the agreement between you and RivoCRM concerning your use of the Service.

Order of Precedence

If there is a conflict between these Terms and a separately signed written agreement between you and RivoCRM, the separately signed agreement will control to the extent of the conflict.

Severability

If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect, and the affected provision will be interpreted or modified to the minimum extent necessary to make it enforceable where permitted by law.

No Waiver

Failure to enforce a provision of these Terms does not waive our right to enforce it later.

Assignment

You may not assign or transfer these Terms without our prior written consent.

We may assign these Terms in connection with an incorporation, corporate reorganization, financing, merger, acquisition, sale of the business or substantially all relevant assets, or similar transaction.

No Partnership or Agency

These Terms do not create a partnership, joint venture, employment, franchise, fiduciary, brokerage, or agency relationship between you and RivoCRM.

Force Majeure

RivoCRM will not be responsible for delay or failure caused by circumstances beyond our reasonable control, including natural disasters, internet or telecommunications failures, utility failures, labour disruptions, governmental actions, cyberattacks, third-party infrastructure failures, or other events beyond our reasonable control.

Notices

We may provide notices through the Service, by email to the address associated with your account, or through our website where appropriate.

You are responsible for keeping your account email address current.

28. Contact Us

Questions about these Terms may be sent to:

RivoCRM
RivoCRM
Canada
Email: info@rivocrm.app
Mailing address: Address available on request

Privacy-related requests should be directed to the RivoCRM Privacy Officer as described in our Privacy Policy.