1. Introduction

This agreement outlines the terms for Keep It Simple Team LLC ("K.I.S.") to provide CRM services to the Client. This includes a free subscription, as well as additional services like customer support, two weekly group calls for assistance, and additional Virtual Assistant work available on a per quote request. Note that recurring tasks or projects are not covered.

2. Subscriptions

a. Keep It Simple CRM | DIY Setup:  

• Price: FREE   

3. Terms of Agreement

K.I.S. will provide the Client with the specified services (the "Services") starting from the Effective Date, which is the date of this signature (the "Term").

Cancellation Notice is required by completing the Change of Service Request here: www.kiscrm.com/changerequest

4. Usage Fees

Here are the additional fees for the Keep It Simple CRM:

• Text Messages Per Segment: $0.0158 / segment ($10 gives about 635 Text Segments)

• Emails: $0.0014/ email ($10 gives about 7145 Emails)

• Receiving Calls: $0.017 / Minute ($10 gives about 590 Calls)

• Making Calls: $0.028 / Minute ($10 gives about 355 Calls)

• Premium Triggers and Actions: $0.02 / Premium Action ($10 gives about 500 Premium Actions)

• Email Verification: $0.005 / Email Verification ($10 gives about 2000 Email Verifications)

5. A2P Compliance Fees

To comply with Application-to-Person (A2P) messaging regulations, a one-time compliance fee ranging from $15 to $45 will be applied. Additionally, there will be a monthly phone number fee ranging from $0.99 to $20, depending on the phone number and its usage. These fees are necessary to ensure compliance with telecommunications regulations and to maintain the integrity of messaging services.

6. Recharging Running Balance

K.I.S. will initially charge in $10 increments to recharge the running balance for usage in section 5. This amount may very based on phone number purchased, A2P requirements, and other factors. Transaction details can be found in the CRM by going to Setting -> Billing -> Viewing Credits and hitting the See Transaction Details. K.I.S. CRM Client can adjust the Auto Recharged and Lower Than balance at anytime.

7. Cooperation and Communication Standards

All communications about services should occur via the Job Request sections of the CRM, text message, or email. Communication through Facebook, Instagram, Trello, WhatsApp, or other platforms is not permitted. Clients can use support in the Keep It Simple CRM for customer service questions, training, and usage.

Both K.I.S. and the Client are expected to work together and share necessary information. K.I.S. may record all calls for training purposes. The Client must provide all required logins, logos, brand guides, onboarding forms, and content. Respectful and courteous communication is mandatory.

If a Client is disrespectful or demeaning, K.I.S. can immediately terminate the agreement. No refunds will be provided for work already paid for, and the Client must pay for any completed work.

8. Intellectual Property

Both parties agree not to share each other's confidential information without written consent.

Keep It Simple will not transfer Keep It Simple CRM Sub-Accounts to another agency or provide a snapshot of the Sub-Account for any reason.

However, the Client can export any contacts they want.

K.I.S. may record or photograph the Client's image, voice, or work for business purposes. If the Client does not consent, they must inform K.I.S. at [email protected].

9. Contract Term and Termination

If a payment is not processed, K.I.S. will halt all services until payment is made.

K.I.S. can terminate this agreement if the Client engages in dishonest practices, legal violations, harassment, or anything that harms K.I.S.'s reputation. Upon termination, the Client must cease using any K.I.S. materials or property immediately.

Either party can terminate the agreement if the other party breaks a significant promise and doesn’t fix it. Upon termination or cancellation, the Client will be charged a final monthly fee for services rendered.

K.I.S. will hold the CRM data for 30 days after cancellation before permanently deleting the data.