Last updated: July 2026
BidproFX (“the Service”) is a customer relationship management platform for service businesses, covering contacts, deals, scheduling, proposals, invoicing, and related tools. By creating an account, you agree to these Terms on behalf of yourself and the business you represent (“you”).
You own the client, deal, and business data you enter into the Service (“Customer Data”). We process it only to provide the Service to you and your invited teammates. You're responsible for the accuracy of Customer Data and for keeping your login credentials secure.
You won't use the Service to send unlawful, deceptive, or unsolicited communications, to store data you don't have the right to store, or to attempt to access another account's data without authorization.
Depending on which integrations you enable, the Service uses third parties to deliver certain features on your behalf, including Stripe (payments), Twilio (SMS), Resend (email), Google (calendar sync), Radar (address lookup), Plaid (bank connections), and Anthropic (AI-assisted takeoff suggestions). Your use of those features is also subject to each provider's own terms.
The Service is offered on Basic, Pro, and Enterprise plans with different team-seat limits. [Add your actual billing terms, trial policy, and cancellation/refund policy here once you have a live payment flow for subscriptions.]
You may stop using the Service and request deletion of your account at any time. We may suspend or terminate accounts that violate these Terms.
The Service is provided “as is” without warranties of any kind. To the maximum extent permitted by law, we are not liable for indirect, incidental, or consequential damages arising from your use of the Service.
We may update these Terms from time to time. Continued use of the Service after a change constitutes acceptance of the updated Terms.
Questions about these Terms? [Add your support email here.]