Version 2.0
Welcome to Closina ("Closina," "we," "us," or "our"). Closina is a cloud-based Customer Relationship Management (CRM) platform designed for professional services firms, featuring AI-powered voice interaction, contact management, appointment scheduling, drip campaigns, and business analytics capabilities.
By creating an account, accessing, or using the Closina platform and its related services (collectively, the "Service"), you ("User," "you," or "your") agree to be legally bound by these Terms of Service ("Terms"). If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms, and "you" refers to both you individually and the organization.
If you do not agree to these Terms, you must not access or use the Service.
You must be at least 16 years of age to use the Service. By using the Service, you represent and warrant that you meet this age requirement and that all registration information you provide is truthful, accurate, and complete.
To access the Service, you must create an account by providing accurate, current, and complete information including your name, email address, and a secure password. You are responsible for:
You agree to use strong, unique passwords and to enable multi-factor authentication when available. We reserve the right to disable any user account if we reasonably believe that you have failed to comply with these security obligations.
Closina provides a comprehensive CRM platform that includes, but is not limited to:
We strive to maintain high availability of the Service but do not guarantee uninterrupted access. The Service may be temporarily unavailable due to scheduled maintenance (with reasonable advance notice), emergency maintenance, force majeure events, or circumstances beyond our reasonable control.
We reserve the right to modify, update, or discontinue any feature or functionality of the Service at any time. For material changes that negatively affect your use of the Service, we will provide at least thirty (30) days' advance notice via email or in-app notification, except where changes are required by law, regulation, or for security reasons.
The Service is intended for lawful business purposes only. You may use the Service to manage your customer relationships, communications, and business operations in compliance with all applicable laws and regulations.
You agree NOT to:
When using the communication features of the Service (including AI voice, SMS, and calling), you are solely responsible for:
The Service, including its design, text, graphics, logos, icons, images, software, algorithms, AI models, and all related intellectual property, is owned by Closina or its licensors and is protected by copyright, trademark, patent, and other intellectual property laws. These Terms do not grant you any ownership rights in the Service.
Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service solely for your internal business purposes during the subscription term.
You retain ownership of all data, files, documents, and other materials that you upload, create, or transmit through the Service ("Your Content"). By using the Service, you grant us a limited, non-exclusive license to process, store, transmit, and display Your Content solely as necessary to provide and improve the Service.
If you provide suggestions, ideas, or feedback about the Service ("Feedback"), you grant us an unrestricted, perpetual, irrevocable, non-exclusive, royalty-free license to use, modify, and incorporate such Feedback into the Service without obligation to you.
Your use of the Service is also governed by our Privacy Policy, which describes how we collect, use, store, and protect your personal data and the data you manage through the Service. The Privacy Policy is incorporated into these Terms by reference.
For Users who process personal data of EU/EEA residents through the Service, a Data Processing Agreement ("DPA") governs our role as a data processor. The DPA is available upon request and supplements these Terms.
You own the data you input into the Service. We act as a data processor on your behalf and will not access your data except as necessary to provide the Service, comply with legal obligations, or as otherwise described in our Privacy Policy.
Our AI features (voice copilot, transcription, analytics, and content generation) process data to provide functionality. AI-processed data is:
The Service is offered through various subscription plans, each with specific features, usage limits, and pricing. Current plans and pricing are available on our website.
We may offer a free trial period. At the end of the trial, your account will be converted to a paid subscription or downgraded to a limited free tier, depending on the plan selected. We will notify you before any charges are applied.
We may modify subscription pricing at any time. Price changes will take effect at the beginning of your next billing cycle. We will provide at least thirty (30) days' notice of any price increase.
Subscription fees are generally non-refundable. However, if you cancel within the first fourteen (14) days of a new subscription or renewal, you may request a pro-rata refund for the unused portion of your subscription term. Refund requests should be directed to billing@closina.com.
All fees are exclusive of applicable taxes. You are responsible for all taxes, levies, or duties imposed by taxing authorities in connection with your use of the Service, excluding taxes based on our net income.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
We do not warrant that the Service will be uninterrupted, error-free, secure, or free of viruses or other harmful components. We do not warrant the accuracy, reliability, or completeness of any data, information, or content provided through the Service.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL CLOSINA, ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR:
These limitations apply regardless of the legal theory (contract, tort, strict liability, or otherwise) and even if Closina has been advised of the possibility of such damages.
AI-generated content, transcriptions, analytics, and recommendations provided through the Service are for informational purposes only. They should not be relied upon as legal, medical, financial, or professional advice. You are solely responsible for decisions made based on AI-generated outputs.
You agree to indemnify, defend, and hold harmless Closina, its affiliates, officers, directors, employees, and agents from and against all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:
You may terminate your account at any time through the account settings or by contacting support@closina.com. Upon termination, your right to use the Service will cease immediately.
We may suspend or terminate your account at any time if:
Upon termination:
These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.
Any dispute, controversy, or claim arising out of or relating to these Terms or the Service shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall be conducted in English and held in a mutually agreed location or via videoconference.
YOU AGREE THAT ANY DISPUTE RESOLUTION PROCEEDINGS WILL BE CONDUCTED ON AN INDIVIDUAL BASIS AND NOT AS PART OF A CLASS, CONSOLIDATED, OR REPRESENTATIVE ACTION.
Notwithstanding the arbitration provision, either party may seek injunctive or equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights.
We may modify these Terms at any time. When we make material changes, we will:
Your continued use of the Service after the effective date of the updated Terms constitutes your acceptance of the changes. If you do not agree to the modified Terms, you must discontinue use of the Service.
These Terms, together with the Privacy Policy, any applicable DPA, and your subscription agreement, constitute the entire agreement between you and Closina regarding the Service.
If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.
Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision or any other provision.
You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign these Terms without restriction.
We shall not be liable for any delay or failure to perform resulting from causes beyond our reasonable control, including natural disasters, war, terrorism, labor disputes, government actions, epidemic or pandemic, or failures of third-party services.
Notices to you will be sent to the email address associated with your account. Notices to us should be sent to legal@closina.com.
If you have questions about these Terms, please contact us:
Version 2.0
Closina ("Closina," "we," "us," or "our") is committed to protecting the privacy of our users and the individuals whose data is managed through our platform. This Privacy Policy ("Policy") describes how we collect, use, store, share, and protect personal information when you use the Closina CRM platform and related services (the "Service").
This Policy applies to all users of the Service, including account holders, team members, and administrators. It also describes the rights of individuals whose personal data is stored within the Service by our users.
By accessing or using the Service, you acknowledge that you have read and understood this Privacy Policy.
When you create an account, we collect:
As a CRM platform, you may store information about your customers and business contacts, including:
You are the data controller for this contact data. We act as a data processor on your behalf and process this data solely as instructed by you and as necessary to provide the Service.
We automatically collect certain information when you use the Service:
When you use our AI features (voice copilot, transcription, content generation, analytics), we process:
We use cookies and similar technologies to:
For more details, see Section 8 (Cookie Policy) below.
We use your information to:
We use aggregated and anonymized data to:
We use your information to:
We may send you:
We will never sell your contact information to third parties for their marketing purposes.
We do not sell, rent, or trade your personal information or the contact data you manage through the Service. This applies to all categories of data described in this Policy.
We share data with trusted third-party service providers who assist in operating the Service, including:
| Provider | Purpose | Data Shared | |----------|---------|-------------| | Cloud infrastructure providers | Hosting and storage | All Service data (encrypted) | | Stripe | Payment processing | Billing and payment data | | Email delivery providers | Transactional email | Email addresses, message content | | SMS and voice providers (Twilio) | Communication services | Phone numbers, message content, call audio | | AI processing providers (OpenAI, Azure) | AI features | Text inputs, audio for transcription | | Analytics providers | Usage analytics | Anonymized usage data | | Security services | Threat detection | Security logs, IP addresses |
All service providers are bound by data processing agreements that require them to protect your data and use it only for the specified purposes.
We may disclose your information when required by law, regulation, legal process, or governmental request, including:
When legally permitted, we will notify you of such requests before disclosure.
In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred to the successor entity. We will notify you before your information becomes subject to a different privacy policy.
We may share your information with third parties when you have given explicit consent.
We retain your data for as long as your account is active and as necessary to provide the Service. Specific retention periods:
| Data Type | Retention Period | |-----------|-----------------| | Account information | Duration of account + 30 days post-deletion | | Contact data you manage | Duration of account + 30 days post-deletion | | Communication history | Duration of account + 30 days post-deletion | | Voice recordings and transcripts | As configured in your settings (default: 90 days) | | Usage logs and analytics | 24 months (rolling) | | Security and audit logs | 36 months (for compliance) | | Billing records | 7 years (legal requirement) |
When you terminate your account:
We regularly review the data we hold and delete data that is no longer necessary for the purposes for which it was collected.
We implement comprehensive security measures to protect your data, including:
In the event of a data breach that affects your personal data, we will:
Regardless of your location, you have the right to:
If you are located in the European Economic Area, you additionally have the right to:
Our legal bases for processing under GDPR are:
If you are a California resident, you additionally have the right to:
Categories of personal information we collect (per CCPA): Identifiers, professional information, internet/network activity, geolocation data, and commercial information.
If you are a Canadian resident, you have rights under the Personal Information Protection and Electronic Documents Act (PIPEDA) and, where applicable, Quebec's Law 25 (An Act to modernize legislative provisions as regards the protection of personal information):
To exercise any of these rights:
We will respond to verified requests within thirty (30) days (or within the timeframe required by applicable law). We may ask you to verify your identity before processing requests.
| Cookie Type | Purpose | Duration | Required? | |-------------|---------|----------|-----------| | Essential | Authentication, security, session management | Session | Yes | | Functional | Preferences, settings, language | 1 year | No | | Analytics | Usage patterns, feature adoption | 2 years | No | | Performance | Load times, error tracking | 1 year | No |
You can manage cookie preferences through:
Note that disabling essential cookies will prevent you from using the Service.
We may use third-party analytics tools that set their own cookies. These are governed by the respective third parties' privacy policies.
The Service is hosted on cloud infrastructure in North America. Your data may be processed in the United States and Canada.
For transfers of personal data from the EU/EEA, UK, or other jurisdictions with data transfer restrictions, we rely on:
If you require data to remain within a specific geographic region, please contact us to discuss available options.
The Service is not intended for individuals under the age of 16. We do not knowingly collect personal information from children under 16. If we become aware that we have collected personal information from a child under 16, we will take steps to delete that information promptly.
If you believe that a child under 16 has provided us with personal information, please contact us at privacy@closina.com.
We may update this Privacy Policy from time to time. When we make material changes, we will:
We encourage you to review this Policy periodically to stay informed about our data practices.
If you have questions, concerns, or complaints about this Privacy Policy or our data practices, please contact us:
For unresolved privacy concerns, you may also contact the applicable data protection authority in your jurisdiction.