Legal & Policies

We collect the information you give us when you create an account and run your business on Beyond Flow CRM: your name, email, company details, and the records you create in the app — customers, jobs, estimates, invoices, payments, photos and messages.

We use that information only to operate the service: to run your account, deliver the features you use, send the messages and documents you ask us to send, and support you when you need help. We do not sell your data and we do not use your customer records to advertise to them on our own behalf.

We share data with the processors required to run the platform — payment processing (Stripe), email delivery, messaging, file storage and hosting providers. They receive only what they need to perform their part of the service. Card details are handled by our payment processor; we never see or store full card numbers.

We keep your data while your account is active, and for a reasonable period afterwards so you can export it or reactivate. You can request a copy of your data or ask us to delete it at any time by writing to support@beyondflowcrm.com. Data exports are available to account owners from within the app.

Access to your company's data is restricted to the users on your team, with roles you control. We use encryption in transit and industry-standard safeguards, and we limit internal access to the people who need it to keep the service running.

By creating an account you agree to these terms. You are responsible for the accuracy of the information in your account and for the activity of the users you invite to your company.

Subscriptions and billing. Plans are billed in advance on a monthly or annual basis and renew automatically until you cancel. New accounts start with a free trial; unless you cancel before it ends, the subscription begins and the payment method on file is charged. Seat limits and usage allowances for your plan are shown on the pricing page and in your account.

Your data is yours. You own the customer, job and financial records you put into Beyond Flow CRM. We claim no ownership over them. You grant us the limited permission needed to store, process and display them so we can provide the service, and to send messages and documents on your behalf when your automations call for it.

Acceptable use. Don't use the platform to send unlawful, deceptive or unsolicited messages, to store data you have no right to hold, or to attempt to break, overload or reverse-engineer the service. You are responsible for complying with the laws that apply to your business, including consent and opt-out rules for calls and texts.

AI features. AI suggestions, generated messages, summaries and reports are assistive drafts, not professional advice. Review them before you send them to a customer or rely on them for a technical, financial or legal decision.

Availability and changes. We work to keep the service available and may perform maintenance. We may add, change or retire features as the product develops, and will give notice of material changes that affect your plan or your data.

Cancellation and termination. You can cancel at any time from your account settings. We may suspend or terminate an account that violates these terms or misses payment. If we terminate your account for a reason other than a breach, we will refund the unused portion of the current paid period.

Limitation of liability. The service is provided as-is. To the extent permitted by law, our total liability is limited to the amount you paid us in the twelve months before the claim, and we are not liable for indirect or consequential losses.

Subscriptions are billed in advance for the period you selected. When you cancel, your plan stays active until the end of the period you already paid for, and you are not charged again. We don't refund partial periods for time you chose not to use.

Free trial. Cancel any time before the trial ends and you are not charged. Trials are limited to one per business.

Setup and onboarding fees. Charges for AI Receptionist setup and similar one-time onboarding work are refundable within 14 days only if work has not yet started. Once a number is ported, a call flow is configured or training has begun, the setup fee is earned and non-refundable.

Usage-based charges for messaging, calling, AI usage and similar metered items are non-refundable once the service has been delivered.

Billing errors and duplicates. If you were charged twice, were charged after cancelling, or believe a charge is wrong, contact us within 60 days and we will correct it. Verified duplicate or erroneous charges are refunded in full.

Payments are processed by Stripe and refunded to the original payment method, typically within 5–10 business days depending on your bank. Requests are handled at support@beyondflowcrm.com.

We use a small number of first-party cookies and local browser storage to keep you signed in, remember your preferences (such as which sidebar sections you keep open), keep your place in multi-step flows like signup, and understand at a high level how the product is used so we can improve it.

Essential cookies are required for login and security and can't be turned off while you use the app. Preference and analytics storage is limited to what helps the product work better for you.

We do not sell advertising cookies or share your browsing activity with ad networks. Some pages embed third-party services — for example maps for routing and a payment provider at checkout — and those services may set their own cookies when you use them, under their own policies.

You can clear cookies and local storage at any time from your browser settings. Clearing essential cookies will sign you out.