Terms & Conditions

Last Updated: September 23, 2026

Welcome to EstateScale CRM ("we," "us," or "our"). These Terms and Conditions ("Terms") govern your use of our website, products, services, software, subscription offerings, and related services.

By accessing our website, purchasing a subscription, requesting a free trial, booking a consultation, or engaging our services, you agree to these Terms.

If you do not agree with these Terms, please do not use our website or services.

1. About EstateScale CRM

EstateScale CRM provides CRM, automation, lead-management, funnel, website, and related business systems designed primarily for real estate agents, brokers, teams, and businesses.

Our offerings may include:

Scale Engine and related CRM/software solutions
Lead capture and instant-response systems
Automated follow-up and lead-nurture sequences
Pipeline and deal-tracking systems
Website and landing-page development
Funnel and lead-generation systems
Missed-call text-back and communication automations
Review and reputation automation
AI-assisted tools and integrations
System setup, optimization, support, and consulting servicesBullet ist 5

Specific features and services may vary depending on the plan, package, subscription, proposal, or service agreement selected.

2. Website Use

You may use this website for lawful business and informational purposes.

You agree not to:

Use the website in a way that violates applicable laws or regulations
Attempt to gain unauthorized access to our website, systems, accounts, or infrastructure
Interfere with or disrupt the operation or security of the website
Introduce malicious software, code, or other harmful material
Copy, reproduce, scrape, or systematically collect website content without our permission
Use automated tools to access the website in a manner that places unreasonable load on our systems or circumvents technical restrictions

We reserve the right to restrict or terminate access to the website where reasonably necessary to protect our systems, business, users, or legal rights.

3. Services and Deliverables

Our services may be provided through a website, software platform, CRM, automation system, consultation, project engagement, subscription, or other agreed service arrangement.

For custom services, specific deliverables, timelines, responsibilities, fees, and scope may be described in a separate:

Proposal
Service agreement
Statement of work
Order form
Invoice
Subscription plan
Other written agreementBullet List 5

Where a separate written agreement applies, that agreement will govern the specific scope and commercial terms of the engagement, together with these Terms.

We may update, improve, replace, or discontinue individual features or service components when reasonably necessary to operate and improve our services.

4. SaaS Subscriptions and Scale Engine

Certain EstateScale CRM services may be offered through recurring subscription plans, including Starter, Scale, and Advanced, or other plans that we may introduce.

Subscription pricing, billing frequency, included features, and available services will be presented on the applicable pricing or checkout page at the time of purchase.

By starting a paid subscription, you authorize the applicable payment provider to process charges according to the subscription terms you selected.

Unless otherwise stated, subscriptions renew automatically according to the selected billing period until cancelled in accordance with the applicable cancellation terms.

We may change subscription pricing or features in the future. Where applicable, we will provide reasonable notice of material changes before they take effect.

5. Free Trials, Audits, and Consultations

We may offer free trials, audits, consultations, demonstrations, or other introductory services.

Availability, duration, eligibility, and included features may vary.

A free trial or consultation does not guarantee that a particular subscription, service package, result, or business outcome will be provided.

We may limit or discontinue promotional offers where reasonably necessary, including where we suspect abuse, duplicate registrations, fraud, or other improper use.

6. Payments

Fees for EstateScale CRM subscriptions and services will be displayed on the applicable pricing, checkout, proposal, or invoice documentation.

You agree to provide accurate billing and payment information.

Unless otherwise stated:

Subscription fees are billed according to the billing period selected at checkout.
Custom-service fees are billed according to the applicable proposal, agreement, or invoice.
Taxes or other applicable charges may apply.
Third-party platform or software costs may be separate from EstateScale CRM service fees unless expressly included.
Failure to make required payments may result in suspension or termination of the applicable service or subscription.ullet Lis

Payment processing may be handled by third-party payment providers. Your use of those payment services may also be subject to the provider's separate terms and policies.

For Philippine online transactions, current e-commerce rules emphasize clear information about online offers, costs, cancellation mechanisms, payment security, consumer rights, and data privacy.

7. Subscription Cancellation and Refunds

EstateScale CRM provides eligible customers with a free trial period so they can evaluate the service before committing to a paid subscription.

By starting a paid subscription after the free trial, you acknowledge that you have chosen to continue with the selected plan and its applicable recurring charges.

You may cancel your subscription at any time through the applicable cancellation process or by contacting EstateScale CRM.

All subscription payments are non-refundable once a paid billing period has started. Cancellation will stop future renewal charges but will not result in a refund or credit for the current billing period.

Similarly, fees for completed or partially completed setup, implementation, customization, or other professional services are non-refundable once the applicable work has begun, except where a refund is required by applicable law or expressly agreed to in writing.

8. Client Responsibilities

When using our services, you agree to:

Provide accurate and current information needed to provide the requested service.
Provide reasonable cooperation during setup, onboarding, implementation, and support.
Maintain the confidentiality of your account credentials and access information.
Notify us promptly of unauthorized access or suspected security issues.
Use our systems and services only for lawful purposes.
Ensure that information, content, contact lists, marketing materials, and communications you provide to us may lawfully be used for the intended purpose.

You are responsible for obtaining any permissions, consents, licenses, or other rights required for data, communications, marketing campaigns, and content you provide or instruct us to use.

9. Communication and Messaging Compliance

EstateScale CRM may provide email, SMS, calling, appointment, chatbot, or other communication automations as part of its services.

You are responsible for using these tools in compliance with applicable laws, regulations, platform rules, carrier requirements, and applicable consent requirements.

We do not guarantee delivery of every email, SMS message, call, notification, or other communication because delivery may depend on carriers, internet providers, application providers, recipient settings, third-party systems, and other factors outside our control.

10. Intellectual Property

All content on the EstateScale CRM website, including our branding, logos, text, graphics, layouts, original designs, documentation, and other proprietary materials, belongs to EstateScale CRM or its respective licensors unless otherwise stated.

You may not copy, reproduce, distribute, modify, sell, license, or commercially exploit our proprietary website materials without prior written permission.

For custom client work, the client's rights to final deliverables will be determined by the applicable proposal, service agreement, or other written agreement.

Unless expressly transferred in writing, EstateScale CRM retains ownership of its underlying:

Templates
Frameworks
Processes
Automation methodologies
Internal systems
Reusable components
Pre-existing materialsllet List 5

We may use general, non-confidential processes and methodologies developed during our work with one client when providing services to others.

11. Client Content and Data

You retain responsibility for content, contact information, records, customer data, marketing materials, and other information that you provide to us or instruct us to process.

You represent that you have the necessary rights and authority to provide such information and authorize its use for the services requested.

Our handling of personal information is described in our Privacy Policy, which forms part of the information provided to users about our data-processing practices.

Our privacy obligations are intended to be read together with applicable privacy laws, including the Philippine Data Privacy Act of 2012 where applicable. Philippine privacy rules require personal information processing to have a lawful basis and to follow transparency, legitimate-purpose, and proportionality principles.

12. Third-Party Platforms and Services

Our services may depend on third-party platforms, applications, APIs, hosting providers, payment processors, communication providers, analytics tools, AI services, or other external technology.

These may include GoHighLevel and related third-party services, depending on the specific service or plan.

We are not responsible for third-party outages, service interruptions, pricing changes, feature changes, security incidents, policy changes, account restrictions, API changes, carrier restrictions, or other events outside our reasonable control.

We will make reasonable efforts to assist with issues affecting systems we manage for you, but third-party services remain subject to their own terms and policies.

13. AI and Automation

Some EstateScale CRM services may include AI-assisted features, automated responses, lead routing, workflow automation, appointment assistance, or other automated processes.

AI-generated or automated information may not always be complete or error-free.

Where human judgment is required, users should review important information before relying on it for significant business decisions.

We do not guarantee that automated systems will respond to every inquiry, classify every lead correctly, schedule every appointment successfully, or operate without interruption.

14. No Guarantee of Business Results

EstateScale CRM provides systems, technology, automation, and related services intended to support business operations.

However, we do not guarantee any specific:

Number of leads
Appointments
Conversions
Sales
Revenue
ROI
Closing rate
Business growth

Results depend on many factors, including your business model, market conditions, pricing, advertising, lead quality, sales process, responsiveness, customer behavior, and third-party platforms.

15. Service Availability

We strive to keep our services available and functioning reliably, but we do not guarantee uninterrupted or error-free operation.

Services may occasionally be unavailable because of maintenance, upgrades, security measures, technical issues, third-party outages, internet failures, or circumstances beyond our reasonable control.

We may perform maintenance or modifications when reasonably necessary to maintain, improve, or secure the services.

16. Limitation of Liability

To the fullest extent permitted by applicable law, EstateScale CRM will not be liable for indirect, incidental, special, consequential, or punitive damages arising from or related to your use of our website, software, subscriptions, or services.

This may include losses arising from lost profits, lost business opportunities, lost data, service interruption, or reliance on automated systems.

Nothing in these Terms is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.

17. Suspension or Termination

We may suspend or terminate access to a subscription or service where reasonably necessary because of:

Non-payment
Material breach of these Terms
Fraudulent or abusive activity
Illegal use
Security risks
Unauthorized access
Misuse of our systems
Conduct that materially harms our business, systems, or other users

Where reasonably appropriate, we may provide notice and an opportunity to resolve the issue before termination.

Termination does not eliminate obligations that by their nature should continue after termination, including applicable payment obligations, intellectual-property provisions, confidentiality obligations, and liability provisions.

18. Changes to These Terms

We may update these Terms from time to time to reflect changes in our services, business practices, technology, or applicable legal requirements.

When we make material changes, we will update the Last Updated date and post the revised Terms on this page.

Your continued use of the website or services after an updated version becomes effective may constitute acceptance of the revised Terms, to the extent permitted by applicable law.

19. Governing Law

These Terms shall be governed by the laws of the Republic of the Philippines, except where applicable law requires otherwise.

Any disputes arising from or relating to these Terms or our services will be handled in accordance with applicable Philippine law and any applicable dispute-resolution provisions in a separate agreement.