Last Updated: February 17, 2026
Plain-language summary: CFCRM (Customer First CRM) is a business tool built for service companies — chimney sweeps, HVAC techs, plumbers, electricians, and anyone running a service business. We built this software to help you run your business, not to monetize your data. Your data is yours. We just store it and help you work with it. This EULA covers the legal terms of using our software, but we've written it to be as clear and honest as possible.
This End User License Agreement ("EULA" or "Agreement") is a legal agreement between you ("User," "You," or "Your") and CFCRM (Customer First CRM) ("Company," "We," "Us," or "Our") governing your use of the CFCRM software platform, including all web applications, APIs, mobile interfaces, integrations, and related services (collectively, the "Software").
BY CREATING AN ACCOUNT, ACCESSING, OR USING CFCRM, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THIS AGREEMENT. IF YOU DO NOT AGREE TO THESE TERMS, DO NOT USE THE SOFTWARE.
Subject to this Agreement, We grant You a limited, non-exclusive, non-transferable, revocable license to:
To use the Software, You must register an account and provide accurate, current, and complete information. Each Tenant must have at least one Admin user. You may create additional Admin and Technician accounts as needed for your business.
You are responsible for:
Your data belongs to you. Period. We store it, protect it, and make it available to you. We do not mine it, sell it, analyze it for advertising, or use it for any purpose other than providing the CFCRM service to you. If you leave CFCRM, you can take all of your data with you.
You retain full ownership of all data you enter into, upload to, or generate through the Software. This includes customer records, job history, estimates, invoices, payment records, photos, notes, scheduling data, parts catalog, and all other business information. We claim no ownership interest in Your Data whatsoever.
By using the Software, You grant Us a limited, non-exclusive license to store, process, transmit, back up, and display Your Data solely for the purpose of providing and operating the Software and its features for You. This license exists only for the duration of your use of the Software and terminates when Your Data is deleted.
We believe in earning your business, not locking you in. You can export your data at any time through:
Each Tenant's data is stored in a dedicated, physically separate SQLite database file. Your data is never commingled with other Tenants' data. This is not a shared database with row-level filtering — it is genuine physical isolation. One Tenant cannot access, view, or affect another Tenant's data under any circumstances.
CFCRM integrates with several third-party services to extend its functionality. Each integration is entirely optional, configured by you, and can be disconnected at any time. Here is exactly what each integration does:
What it does: Bidirectional synchronization of customers, items/products, estimates, invoices, and payments between CFCRM and your QuickBooks Online company.
How it connects: OAuth 2.0 authorization flow. You are redirected to Intuit's website to grant permission. CFCRM never sees your QuickBooks username or password. We receive time-limited access tokens that are automatically refreshed.
What data is accessed:
What you control: You can enable or disable sync for each data type independently (customers, estimates, invoices, payments, items). You can trigger manual syncs or rely on automatic sync. You can disconnect entirely at any time.
What happens when you disconnect: All QuickBooks authentication tokens are immediately deleted from CFCRM. Sync stops instantly. Data that was already synced to either system remains in place (we don't reach into QuickBooks and delete things).
CFCRM is an independent software product. We are not affiliated with, endorsed by, or sponsored by Intuit Inc. "QuickBooks" is a registered trademark of Intuit Inc.
What it does: Enables you to accept credit card and ACH payments from your customers through estimates/invoices and the customer portal.
How it connects: Stripe Connect (Standard). You connect your own Stripe account. CFCRM uses your Stripe API keys (stored securely) to create payment intents and process charges.
What data is accessed: Transaction IDs, payment amounts, payment status, and customer email for receipts. CFCRM never sees, processes, or stores full credit card numbers, CVVs, or bank account numbers — that is handled entirely by Stripe's PCI-compliant infrastructure.
What happens when you disconnect: Payment processing through CFCRM stops. Your Stripe account and its data are unaffected.
What it does: Provides address autocomplete when entering customer addresses, geocoding (converting addresses to latitude/longitude) for route optimization and map display, and driving time/distance calculations for scheduling.
What data is sent to Google: Street addresses and geographic coordinates. No customer names, phone numbers, emails, or financial data is sent to Google Maps.
What it does: Sends automated emails (appointment reminders, estimate deliveries, invoice notifications, status updates) from a connected Gmail account on behalf of all tenants.
How it connects: OAuth 2.0 authorization. The platform administrator connects a workspace Gmail account.
What it can do: Send emails only. CFCRM requests only the Gmail send scope. We cannot and do not read your inbox, drafts, contacts, or any other Gmail data.
What it does: Version control integration for platform development and deployment management.
Scope: This integration is used by the platform operator only and does not access or affect Tenant data.
CFCRM is designed for legitimate business use by service companies. You agree to use the Software responsibly and lawfully. Specifically, you agree not to:
We reserve the right to suspend or terminate accounts that violate these terms, with notice when practical and immediately when necessary to protect the platform or other users.
We take uptime seriously. Our infrastructure is designed for reliability, and we actively monitor for issues. However, we are honest: no software is perfect, and we cannot guarantee 100% uptime.
We maintain regular backups of all Tenant databases. In the event of data loss due to a system failure, we will restore from the most recent backup available. We recommend that you also maintain your own backups by regularly exporting your data.
We continuously improve CFCRM. This means:
For significant changes that affect how you use the Software, we will provide notice through the platform. We will never make changes designed to degrade your experience or force you into purchasing something.
The Software — including its code, architecture, design, user interface, graphics, logos, documentation, and all other components — is the intellectual property of CFCRM and is protected by applicable copyright, trademark, and other intellectual property laws. This Agreement grants you a license to use the Software, not ownership of it.
Your Data, your business name, your logos, and your customer relationships are yours. We make no claim to any of it. If you upload your company logo to CFCRM, that logo remains your property — we display it in your interface and on your customer-facing documents, nothing more.
If you provide us with feedback, suggestions, or feature requests, we may use them to improve the Software without obligation to you. We appreciate your input — it helps us build a better product for everyone.
CFCRM's pricing terms, if applicable, are communicated separately. This EULA governs the use of the Software regardless of the pricing model in effect. If fees are charged:
THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO:
We do our best to build reliable, accurate, and secure software. But the legal reality is that no software comes with guarantees, and this disclaimer protects both parties by setting honest expectations.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW:
Some jurisdictions do not allow the exclusion of certain warranties or the limitation of liability for certain damages. In such cases, the limitations above apply to the maximum extent permitted by law.
You agree to indemnify, defend, and hold harmless CFCRM and its owners, operators, officers, directors, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorney's fees) arising out of or related to:
You may stop using the Software and close your account at any time. Before closing your account, we recommend exporting all data you wish to keep.
We may suspend or terminate your access if:
We will provide notice before termination when practical, except in cases where immediate action is necessary to protect the platform, other users, or comply with legal obligations.
This Agreement shall be governed by and construed in accordance with the laws of the State of Ohio, United States, without regard to conflict of law principles.
Any dispute arising from this Agreement shall first be attempted to be resolved through good-faith negotiation between the parties for a period of at least thirty (30) days. If negotiation fails, the dispute shall be resolved through binding arbitration administered in accordance with applicable arbitration rules, with the arbitration taking place in the State of Ohio. Judgment on the arbitration award may be entered in any court of competent jurisdiction.
Notwithstanding the above, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent irreparable harm.
This Agreement, together with our Privacy Policy, constitutes the entire agreement between You and CFCRM regarding your use of the Software and supersedes all prior agreements, understandings, negotiations, and communications, whether written or oral.
If any provision of this Agreement is found by a court of competent jurisdiction to be invalid, illegal, or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, or if it cannot be modified, it shall be severed. The remaining provisions shall remain in full force and effect.
Our failure to enforce any right or provision of this Agreement shall not constitute a waiver of that right or provision. A waiver of any provision is effective only if in writing and signed by CFCRM.
You may not assign or transfer this Agreement or your rights under it without our prior written consent. We may assign this Agreement in connection with a merger, acquisition, reorganization, or sale of substantially all assets, provided the assignee agrees to honor the terms of this Agreement.
We may provide notices to you through the Software's interface, via email to the address associated with your account, or through other reasonable means. You may contact us using the information below.
We may update this EULA from time to time. When we make material changes, we will:
Your continued use of the Software after changes take effect constitutes acceptance of the updated terms. If you disagree with the changes, you may export your data and terminate your account.
For questions, concerns, or legal notices regarding this End User License Agreement:
By creating an account on or using CFCRM, You acknowledge that You have read, understood, and agree to be bound by this End User License Agreement and our Privacy Policy.