Terms of Service

1. Agreement Acceptance

Welcome to PWM CRM (hereinafter referred to as "this Service"). These Terms of Service (hereinafter referred to as "this Agreement") constitute an agreement between you (hereinafter referred to as "the User") and the operator of PWM CRM regarding your use of this Service.

Before registering, signing in, or using this Service, please make sure to carefully read and fully understand all the content of this Agreement. Once you complete registration, sign in, or start using this Service, it means you have read, understood, and agreed to accept all the terms of this Agreement. If you do not agree with any part of this Agreement, please stop using this Service immediately.

2. Definitions

• This Service: Refers to the AI-Native sales field management SaaS service provided by PWM CRM, including but not limited to client management, field visits, sales funnel, AI assistant, voice interaction, plugin marketplace, and other features.
• User: Refers to an individual or business entity that registers, signs in, or uses this service.
• Account: Refers to the account registered by the user on this service's platform for identity verification and permission management.
• User Data: Refers to all data and information uploaded, entered, or generated by the user while using this service.
• Plugin: Refers to applications developed by PWM CRM or third-party developers that extend the service's functionality.

3. Account Management

3.1 Registration Requirements

When registering an account, users should provide true, accurate, and complete registration information and keep it updated in a timely manner. Users are responsible for any issues arising from information that is not true, accurate, or complete.

3.2 Account Security

Users should properly keep their account passwords and API keys and are responsible for all actions taken under their account. If the account is found to be hacked or has a security vulnerability, users should promptly notify PWM CRM. Any losses caused by poor account management are the user's responsibility.

3.3 Account Cancellation

Users can request account cancellation at any time. After cancellation, PWM CRM will delete user data within 30 days (except as required by law). Fees for paid services incurred before the account cancellation will not be refunded.

4. Service Content

4.1 Service Scope

PWM CRM provides users with field sales management SaaS services, and specific features depend on the functionality list corresponding to each subscription plan. PWM CRM has the right to adjust the service content according to business development, and major changes will be communicated to users in advance.

4.2 Service Availability

PWM CRM promises that services for Professional and above plans will have an availability of no less than 99.9% (monthly average). Service interruptions due to system maintenance, force majeure, or other reasons do not count toward availability statistics. Planned maintenance times will be announced in advance.

4.3 Third-party Services

This service may integrate or link to third-party services (such as maps, speech recognition, payment, etc.). Users should comply with the Terms of Service of the third-party services. PWM CRM is not responsible for the content, quality, or availability of third-party services.

5. Usage Guidelines

When using this service, users should follow these guidelines:

1. Do not use this service to engage in any activities that violate legal regulations;
2. Do not upload, store, or share any illegal, infringing, obscene, violent, or terrorist content;
3. Do not use this service for cyberattacks, intrusions, or actions that compromise system security;
4. Do not maliciously register accounts, inflate metrics, falsify orders, or interfere with the normal operation of the service;
5. Do not access other people’s accounts or steal their data without authorization;
6. Do not reverse engineer, decompile, disassemble, or attempt to obtain the source code of this service;
7. Do not make excessive API calls or malicious attacks beyond a reasonable range;
8. Do not use this service for any purpose that may harm the legitimate rights of PWM CRM or third parties.

If a user violates any of the above guidelines, PWM CRM reserves the right to take measures such as warnings, limiting functions, suspending services, or terminating accounts depending on the severity of the situation and also reserves the right to pursue legal responsibility.

6. Payment and Refunds

6.1 Payment Plans

This service offers free and multiple paid plans. Specific prices and features are based on the official website's pricing page. Paid plans support monthly or annual subscriptions, with discounts for annual subscriptions.

6.2 Auto-Renewal

Users who choose auto-renewal will have PWM CRM automatically deduct the next period's fee from the linked payment method before the subscription expires. Users can turn off auto-renewal anytime in account settings.

6.3 Refund Policy

Within 7 days of activating a paid service, if a user has not actually used the core features (fewer than 10 clients and fewer than 5 visit records), they can request a full refund. No refunds will be issued after 7 days or if the service has been actually used. Free plans do not involve refunds.

7. Intellectual Property

7.1 PWM CRM Intellectual Property

All content of this service, including but not limited to software code, interface design, trademarks, logos, documentation, algorithms, and models, is the intellectual property of PWM CRM or relevant rights holders. Users may not copy, modify, distribute, or use commercially without written authorization.

7.2 User Content Intellectual Property

Content uploaded or entered by users on this service (such as client data, follow-up records, documents, etc.) is owned by the users. Users grant PWM CRM a non-exclusive, revocable license necessary to provide the service.

7.3 Plugin Intellectual Property

The intellectual property of third-party plugins belongs to the plugin developers. Users installing and using third-party plugins must comply with the plugin developers' licensing agreements. PWM CRM is not responsible for intellectual property issues related to third-party plugins.

8. Data Ownership

Users own their data. PWM CRM only processes user data as necessary to provide the service; the specific processing methods can be found in the Privacy Policy.

Users can export their data at any time using the feature provided by this service. After account deletion, PWM CRM will delete the users' data as agreed.

Anonymous, aggregated statistical data generated during the provision of PWM CRM services may be used for product improvements, industry analysis, and other purposes. This data does not include personally identifiable information.

9. Disclaimer

This service is provided "as-is" and "as available." PWM CRM makes no express or implied warranties, including but not limited to:

• The service will run continuously and without errors;
• The service will meet users' specific needs;
• The content generated by the AI Assistant will be completely accurate and error-free;
• Speech Recognition will achieve 100% accuracy;
• The functionality and safety of third-party plugins.

用户应自行判断和承担使用本服务的风险。AI Assistant生成的内容仅供参考，不构成任何商业、Legal、财务建议。用户应基于自身判断做出决策。