Terms & Conditions
These terms govern your use of the ClientFlow platform, including its text messaging features.
Last updated: August 20, 2026
1. Agreement and service
ClientFlow provides a hosted software-as-a-service CRM for service businesses: lead capture, contacts and companies, pipeline and opportunity tracking, and communication tools including SMS and call logging. By creating an account or using the service you agree to these terms. If you accept on behalf of a business, you confirm you are authorised to bind that business ("Customer").
ClientFlow is a tool. It is not a telecommunications carrier, and it does not originate messages on its own behalf to your customers.
2. Accounts and access
- You are responsible for the accuracy of your account information and for all activity under your credentials.
- Workspace owners and admins control who is invited and what role each member holds.
- You must keep credentials confidential and notify us promptly of any suspected unauthorised access.
3. SMS messaging functionality
- Customers may register business phone numbers and send and receive SMS through the platform.
- Inbound messages and call events are routed to the workspace that owns the dialled number.
- All outbound messages pass through platform compliance controls: suppression and opt-out enforcement, consent checks, quiet hours and daily sending limits. These controls cannot be bypassed.
- Message delivery depends on carriers and third-party providers, and is not guaranteed.
4. Consent requirements for sending SMS
You are the sender of every message you originate through ClientFlow, and you are solely responsible for having a lawful basis to send it. You agree that:
- You will obtain prior express written consent from each recipient before sending marketing or promotional messages, and prior express consent before sending informational messages.
- Consent will be collected through a clear, affirmative, unbundled action that identifies your business, describes the message types, and discloses message frequency, that message and data rates may apply, and how to use STOP and HELP.
- You will retain proof of consent and make it available on request.
- You will not send messages to a number after that number has opted out.
- You will comply with the TCPA, CTIA messaging principles, carrier requirements including A2P 10DLC registration, CAN-SPAM where applicable, and all other applicable laws.
- You will not text purchased, rented, scraped or otherwise non-consented lists.
4a. SMS consent is direct, specific, and non-transferable
Each ClientFlow Customer communicates only with its own customers and leads. Consumers contact a business directly — by submitting that business's own web form or by calling that business's own published number — and that business alone sends messages to them using ClientFlow as its software. SMS consent obtained through ClientFlow is direct, optional, and specific to the single business that collected it. It is never a condition of purchase, is never bundled with acceptance of these Terms or the Privacy Policy, and is never transferred, shared, resold, or reused by any other business, affiliate, or partner. ClientFlow does not operate as a lead generator, lead broker, affiliate marketer, or list provider. ClientFlow does not buy, sell, rent, lease, or distribute consumer leads, mobile phone numbers, or SMS opt-in data, and does not send affiliate or third-party marketing messages. ClientFlow does not use a Customer's contacts or their SMS consent records for ClientFlow's own marketing.
5. STOP and HELP
- Recipients may reply STOP (and equivalents such as END, QUIT, UNSUBSCRIBE, CANCEL) at any time to opt out. The platform records the revocation and blocks further messages to that number automatically.
- Recipients may reply HELP (or INFO) to receive support information identifying the business and how to reach it.
- You must not attempt to circumvent an opt-out, including by messaging the recipient from another number.
6. Message frequency and rates
Message frequency varies by program and by the recipient's interaction with your business, and must be disclosed at opt-in. Message and data rates may apply to recipients. Carriers are not liable for delayed or undelivered messages.
7. Acceptable use
- No unlawful, deceptive, harassing, defamatory or fraudulent content.
- No content prohibited by carriers, including messages relating to illegal substances, illegal firearms sales, hate speech, or high-risk financial or lending offers where prohibited.
- No phishing, malware, spoofed sender identity, or misleading opt-out instructions.
- No attempt to probe, scan, overload or bypass platform security, tenant isolation, or compliance controls.
- No resale of the service, and no use of it to send messages on behalf of any unrelated third party. Every message must be sent by the Customer to that Customer's own customers and leads.
We may suspend sending or an account for a violation, including immediately where carrier or legal risk requires it.
8. Customer data and privacy
You own your workspace data. We process it to provide the service, as described in the Privacy Policy. You are responsible for having the right to upload the personal information you enter, and for responding to your own customers' privacy requests. Additional SMS-specific disclosures are in the SMS Messaging Terms.
9. Third-party providers
The service integrates third-party providers for telephony, hosting and authentication. Your use of those features may also be subject to the provider's terms. We are not responsible for provider outages or actions taken by a carrier against your traffic.
10. Fees
Paid plans and messaging usage, where applicable, are billed as described at the time of purchase. Fees are non-refundable except where required by law.
11. Disclaimers
The service is provided "as is" and "as available" without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose and non-infringement. We do not warrant uninterrupted or error-free operation or the delivery of any particular message.
12. Limitation of liability
To the maximum extent permitted by law, ClientFlow is not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or data. Our total aggregate liability arising out of or relating to the service is limited to the amounts you paid to us in the twelve months before the event giving rise to the claim.
13. Indemnity
You will indemnify and hold ClientFlow harmless from claims, damages and costs (including reasonable legal fees) arising from your content, your messaging, your failure to obtain valid consent, or your breach of these terms or applicable law.
14. Suspension and termination
You may stop using the service at any time. We may suspend or terminate access for breach, for legal or carrier compliance reasons, or for non-payment. On termination you may export your data for a reasonable period, after which it may be deleted.
15. Changes and contact
We may update these terms; continued use after the effective date constitutes acceptance. Questions can be sent to support@clientflow.app.