Welcome to TSSG CRM Pro, a WordPress plugin developed by The Solo Software Group LLC (“TSSG,” “we,” “us,” or “our”). These Terms of Service (“Terms”) govern your access to and use of the TSSG CRM Pro plugin (“Plugin”), including all modules, related services, and our website at www.thesolosoftwaregroup.com (collectively, the “Service”).

By downloading, installing, activating, or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service. If you are using the Service on behalf of a business or entity, you represent that you have authority to bind that entity.

1. Eligibility

You must be at least 18 years old to use the Service. The Service is intended for freelancers, contractors, and independent business owners to manage clients, projects, services, invoicing, and related business activities. While primarily designed for users in the United States, the Service accommodates international use.

2. License Grant and Tiers

The Plugin’s source code is licensed under the GNU General Public License version 2 or later (GPLv2+). This grants you the freedoms provided by the GPL, including the right to use, modify, distribute, and create derivative works of the code, subject to the terms of the GPL. For details, see https://www.gnu.org/licenses/gpl-2.0.html.

While the GPL permits modifications and distribution, any modifications may void your eligibility for official support, updates, or warranties from TSSG. You may not use our trademarks (including “TSSG CRM Pro” and “TSSG”) in modified or derivative versions without our written permission, and you must not represent modified versions as official TSSG products.

Subject to these Terms and the GPL, we grant you permission to install and use the Plugin on your WordPress site(s) for your internal business purposes. The Service is offered in three tiers:

Free: Full access to all core and feature modules with a limit of 20 clients. No account or payment required.

Premium ($300 per year or $30 per month): All limits removed. Unlimited clients across all modules. Includes priority support and all updates.

Sovereign ($500 per year or $50 per month): Everything in Premium plus AI-powered features. AI capabilities include dashboard insights, assisted proposal and marketing drafts, and natural language search across your CRM data. AI features are powered by the provider of your choice using your own API keys. The AI interacts with your data through a structured query interface and does not receive your stored records directly.

Paid tiers are provided via subscription for access to premium features, updates, and support, without limiting your GPL rights to the code.

3. Plugin Modules

The Plugin includes the following modules, which may be updated, expanded, or reorganized over time:

Core: Clients, Proposals, Jobs, and Invoices.

Features: Campaigns, Testimonials, and Surveys.

Tools: Presets, Notifiers, and Settings.

Dashboard: Centralized metrics and navigation hub.

Not all modules may be available at all times. Some modules may be in active development and released progressively.

4. User Accounts, Subscriptions, and Payments

To access Premium or Sovereign features, you must create an account and subscribe via our website. Subscriptions are available on a monthly or annual basis. Annual subscriptions offer a reduced rate compared to monthly billing. All subscriptions auto-renew at the end of each billing cycle.

We use Stripe for payment processing. By subscribing, you agree to Stripe’s terms of service and agree to provide accurate billing information. You authorize recurring charges until you cancel your subscription.

Pricing may change with 30 days’ advance notice. You may cancel at any time via your account. Cancellation takes effect at the end of the current billing period and prevents future charges. No prorated refunds are provided for the remaining portion of a billing cycle.

Refund Policy: We offer a 30-day money-back guarantee for new purchases. To request a refund, contact [email protected] within 30 days of your initial purchase. Refunds are not available on renewals, upgrades, or after 30 days. Refunds are processed via Stripe at our reasonable discretion. In cases of severe technical issues, we may consider exceptions on a case-by-case basis.

5. User Content, Responsibilities, and AI Consent

You are responsible for all data you input into the Plugin, including client information, business records, and any content entered into open text fields. The Plugin processes and stores data on your WordPress site. You retain full ownership of your data at all times.

Certain integrations (such as Stripe for payments, Twilio for SMS using your credentials, and USPS for address validation) may transmit data to third-party services under their respective terms and privacy policies.

You agree to: (a) comply with all applicable laws, including data protection regulations such as GDPR for EU users and CCPA for California users; (b) obtain necessary consents from your clients for data processing; (c) refrain from inputting highly sensitive information such as full payment card numbers, Social Security numbers, or other prohibited data into open text fields (we disclaim responsibility for data entered into open text areas); and (d) secure your WordPress site, hosting credentials, and any third-party API keys.

AI Features (Sovereign Tier): To use AI features, you must provide explicit consent via a settings toggle within the Plugin. AI features operate through a structured query interface. The AI does not receive or process your stored client data directly. Instead, it generates queries and method calls that retrieve information from your local database on your behalf. The AI provider only receives the natural language instructions you type and the structured responses returned by the system. Specific client details are only shared with the AI provider if you explicitly include them in your prompt. TSSG does not process, store, or have access to any data exchanged between you and your AI provider. You are solely responsible for the content of your prompts and compliance with your AI provider’s terms of service.

6. Third-Party Services

The Plugin integrates with third-party services including Stripe (payments), Twilio (SMS, using your credentials), WordPress mail services, USPS API (address validation), and AI providers (Sovereign tier, using your API keys). Additional integrations may be added over time.

You must comply with the terms and policies of any third-party services you use through the Plugin. TSSG is not responsible or liable for the operation, availability, or data practices of third-party services.

7. Acceptable Use

You may not use the Service to: (a) violate any applicable law or regulation; (b) send spam, unsolicited communications, or bulk messaging in violation of anti-spam laws; (c) infringe on the intellectual property rights of others; (d) transmit viruses, malware, or other harmful code; or (e) attempt to overload, disrupt, or gain unauthorized access to the Service or related systems.

We reserve the right to suspend or terminate access for violations of these terms.

8. Intellectual Property

The Plugin and all related materials, including documentation, design, and branding (excluding user-generated content), are owned by TSSG and protected by applicable copyright and intellectual property laws, subject to the GPL license for the source code. You retain full ownership of all data you enter into the Plugin.

9. Updates and Support

Updates may be delivered via standard WordPress update mechanisms or through manual downloads from our website. We aim to provide updates for security, bug fixes, and new features, but no specific schedule or timeline is guaranteed.

Support is provided via email at [email protected]. Premium and Sovereign subscribers receive priority support. Free tier users may receive support on a best-effort basis. Response times are not guaranteed, particularly during periods of high volume. Support is limited to Plugin-related questions and issues.

10. Warranty Disclaimer

The Service is provided “AS IS” and “AS AVAILABLE” without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, non-infringement, or error-free operation. We do not guarantee compatibility with all hosting environments, themes, or plugins, nor do we guarantee uninterrupted access or complete data security.

11. Limitation of Liability

To the fullest extent permitted by law, TSSG shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from or related to the Service, even if advised of the possibility of such damages. Our total aggregate liability shall not exceed the total fees paid by you to TSSG in the twelve (12) months immediately preceding the event giving rise to the claim.

12. Indemnification

You agree to indemnify, defend, and hold harmless TSSG, its owner, and its affiliates from any claims, damages, losses, or expenses (including reasonable legal fees) arising from your use of the Service, your violation of these Terms, or your infringement of any third-party rights.

13. Termination

We may terminate or suspend your access to the Service for breach of these Terms, non-payment, or other reasons, with or without prior notice. Upon termination, your right to use the Plugin ceases. Your data remains on your WordPress site and is not affected by termination of your TSSG subscription.

14. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of South Carolina, USA, without regard to conflict of laws principles. Any disputes arising from or related to these Terms shall be resolved through binding arbitration administered by the American Arbitration Association, conducted in Lexington, South Carolina, or remotely via virtual means if both parties agree. Either party may bring claims in small claims court if eligible. You waive any right to participate in class action lawsuits or class arbitration.

15. Changes to Terms

We may update these Terms from time to time. We will notify you of material changes via email or through a notice in the Plugin. Continued use of the Service after changes take effect constitutes your acceptance of the revised Terms.

16. Contact Us

For questions about these Terms, contact us at [email protected].