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SynergyOne>CRM
Free Trial Period Terms & Conditions

summary terms & conditions of the FREE Trial Period plan

Overview

Terms and Conditions for SynergyOne>CRM FREE Trial Period Plan

1. Introduction

These Terms and Conditions govern the use of the SynergyOne>CRM platform, a product owned and operated by Finance Systems Australia Pty Limited ‘’FSA-CRM’’, by individuals and businesses (“Users”) based in Australia. By accessing or using the platform, Users agree to abide by these Terms and Conditions, which are governed by the laws of New South Wales, Australia.

2. Intellectual Property Rights

FSA-CRM retains exclusive ownership of all intellectual property rights associated with the SynergyOne>CRM software. Users are granted a non-exclusive, non-transferable license to access and use the CRM platform under a subscription plan of their choice. Any unauthorised use of the software is strictly prohibited.

3. User License Agreement

  • License Grant: Subject to the payment of applicable fees, FSA-CRM grants Users a limited, revocable license to access and use the CRM platform.
  • Restrictions: Users may not modify, distribute, or create derivative works based on the software. Reverse engineering or decompilation of the software is strictly prohibited.
  • Termination: FSA-CRM reserves the right to terminate or suspend access to the platform if Users violate these terms or engage in any unlawful activities.

4. Subscription Plans

Users may select from various subscription plans, including the Business Solo Plan, Business Lite Plan, Business Pro Plan, and Enterprise Plan. Each plan is subject to a monthly subscription fee, and Users may upgrade or downgrade their plan at any time, subject to the payment of any differential fees with at least a 7 days notice provided to FSA-CRM.

5. Free Trial Period

  • Eligibility: The 14-day free trial is available to potential customers who register via the online Registration Form. The trial is limited to Australian Small Businesses across various industries.
  • Features: During the trial period, Users have access to a selection of features, including full CRM functionality, onboarding assistance, and integration with payment gateways platforms such as PayPal and Stripe.
  • Conversion: Upon the conclusion of the FREE trial period, Users must select a paid subscription plan to continue using the platform.

6. Registration and Account Setup

  • Approval: All registrations are subject to approval by FSA-CRM. FSA-CRM reserves the right to reject any application at its discretion.
  • Account Details: Upon approval, FSA-CRM will set up the User’s CRM account, and will provide the login credentials for access to the User.

7. Use of the Platform

Users are responsible for maintaining the confidentiality of their login credentials and for all activities conducted through their account. FSA-CRM is not liable for any unauthorised access or use of the account.

8. Limitation of Liability

FSA-CRM shall not be liable for any indirect, incidental, or consequential damages arising from the use of the SynergyOne>CRM platform. FSA-CRM’s total liability is limited to the amount paid by the User for the subscription during the immediately preceding month.

9. Governing Law

These Terms and Conditions are governed by the laws of New South Wales, Australia. Any disputes arising under these terms shall be resolved in the courts of New South Wales.

10. Amendments

FSA-CRM reserves the right to amend these Terms and Conditions at any time. Users will be notified of any changes, and continued use of the platform constitutes acceptance of the revised terms.

11. Contact Information

For any queries regarding these Terms and Conditions, Users may contact FSA-CRM at support@synergyoneapps.com.au.

These Terms and Conditions form a legally binding agreement between the User and FSA-CRM.

By accessing the platform, Users acknowledge their understanding and agreement to abide by these terms.

12. Benefits of Using a CRM for a Business:

  1. Centralised Customer Information: A single repository for all customer data, improving communication and ensuring consistent customer interactions.
  2. Improved Customer Relationships: Tailored communication fosters stronger relationships and loyalty.
  3. Enhanced Sales Performance: Tools for tracking leads and managing sales pipelines improve sales strategies and conversion rates.
  4. Efficient Marketing Campaigns: Targeted campaigns boost marketing effectiveness and return on investment.
  5. Data-Driven Decision Making: Analytics and reporting features provide insights that enhance business strategy.
  6. Automated Tasks and Workflows: Automation frees up time for strategic activities.
  7. Improved Customer Service: Timely resolutions with a complete history of customer interactions.
  8. Scalability and Growth: The system scales with business growth without losing efficiency.
  9. Enhanced Collaboration: Shared access to customer information leads to coordinated efforts.
  10. Integration with Other Tools: Seamless integration with business tools creates an efficient ecosystem.

Free Trial Features:

  • 1 User/Administrator only
  • Full Customer CRM Functionality
  • Onboarding & Setting Up Help
  • You can store 500 Contacts Profiles-including leads
  • Add & Customise Fields
  • Build Sales Funnels & Workflows
  • Customised Dashboard
  • CRM Social Media Connect
  • Send Customer Estimates & Quotes
  • Send Customer Invoices
  • Receive Customer Invoice Payments
  • Document & Media Files Uploads
  • Automation Workflows
  • PayPal & Stripe Integration & other payment gateways available by integration
  • Calendar Scheduling
  • Connect to Google & iCloud Calendars in CRM
  • Outlook email & Gmail integrations
  • General Support by email

The SynergyOne>CRM is more than just software; it empowers businesses to thrive in a competitive market with AI-assisted solutions that scale with needs. Our platform integrates all customer interactions, offering features like Workflow AI Assistant, Customer Administration Marketing, and Sales, Automation, Reviews AI, Voice AI, Live Chat, and Funnel AI. 

13. Website Builder

Power up your business and elevate your marketing and sales with our All-in-One AI Driven Platform, which includes a WEBSITE Builder for clients to maintain a steady online presence. You can now easily build your own DIY modern Business Website with hundreds of templates to choose from that is fully integrated with your SynergyOne>CRM for total control. No more annual hosting fees and website care plan fees! Can’t DIY? We can guide you to create a great looking & functional website. You can also set up an online Store, to sell products or services, offer an array of payment options through your favourite secure payment gateway. Keep track of all your orders and related payments using your customised dashboard through your SynergyOne>CRM platform.

14. SMS Integrated Services in the SynergyOne>CRM Platform Are Not Complimentary

Please note that the costs of SMS both Transactional and Bulk are not provided for FREE and are subject to be paid by the account user. We provide competitively priced SMS solutions designed to meet the needs of businesses of all sizes. Enhance your conversion rates through SMS marketing by selecting our Pay As You Go (Pre-paid) plan, which does not necessitate monthly subscriptions. Additionally, your SMS credits retain their validity indefinitely, they never expire. Your SMS credits never expire! Our solutions support both bulk and transactional messaging, making them suitable for streamlining workflows needs & strategic objectives. Any SMS assisted service such as the Bulk SMS and Transactional SMS will be charged at additional monthly premiums as the SynergyOne>CRM platform incurs additional fees & charges every time an SMS is sent by the User.

15. Add-Ons Features

To note that any features or services that includes or use the AI related technologies will be considered as an add-on service or feature that is not included as part of the monthly subscriptions plans (unless you are subscribed to the Enterprise Plan). Any AI assisted service such as the AI Employee will be charged at additional monthly premiums as the SynergyOne>CRM platform incurs additional charges every time the AI features are accessed and used.

16. Terms & Conditions of Use After The Trial Period Plan Expires

Please note that upon the expiration of the Trial Period Plan of 14 days the customer/user either completely terminates the association with Finance System Australia Pty Limited and deletes all test data including media files. If the User does not delete all relevant test customer data and media files then FSA-CRM will delete all such data within 28 days after the termination of the provisional account that has been activated under the FREE Trial period.

If the user decides to proceed with using the SynergyOne>CRM platform service under a respective paid subscription plan after the FREE Trial Period Plan expires then the following CRM Terms and Conditions of Use will apply.

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