Terms of Service

Last updated: March 2026

See also: Privacy Policy

1. Acceptance of Terms

By accessing or using the Attimo platform ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization to these Terms, and these Terms apply to all users within your organization.

If you do not agree to these Terms, you may not access or use the Service.

2. Service Description

Attimo is a cloud-based CRM platform designed for financial advisors and professional services firms. The Service includes:

  • Contact and company management
  • Deal pipeline and revenue tracking
  • Task and activity management
  • Calendar integration and scheduling
  • Email integration and communication tracking
  • Booking pages for client scheduling
  • Telephony features
  • Team collaboration and multi-user workspaces

The Service is provided on an "as available" basis. Features may be added, modified, or removed as the platform evolves.

3. Account Responsibilities

  • You must provide accurate and complete information when creating your account
  • You are responsible for maintaining the security of your login credentials
  • You must promptly notify us of any unauthorized access to your account
  • You are responsible for all activity that occurs under your account
  • You must be at least 16 years of age to use the Service

4. Acceptable Use

You agree not to use the Service to:

  • Violate any applicable law or regulation
  • Upload or transmit malicious code, viruses, or harmful content
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Send unsolicited bulk communications (spam) through the platform
  • Abuse the API through excessive requests or automated scraping
  • Resell, sublicense, or redistribute access to the Service
  • Process personal data in violation of applicable data protection laws

We reserve the right to suspend or terminate accounts that violate these restrictions.

5. Customer Data & Ownership

You retain full ownership of all data you enter into the Service("Customer Data"), including contacts, deals, notes, tasks, and any other content.

Attimo processes Customer Data solely to provide and improve the Service. You are the data controller for Customer Data; Attimo acts as the data processor. You are responsible for ensuring your use of Customer Data complies with applicable data protection laws.

Upon termination of your subscription, you have a 90-day window to export your data. After this period, Customer Data will be permanently deleted in accordance with our Privacy Policy.

6. Billing & Payment

  • The Service is billed at $97 per seat per month, processed via Stripe
  • Billing occurs on a monthly cycle starting from your subscription date
  • All prices are exclusive of applicable taxes (e.g., sales tax)
  • Failed payments will trigger a grace period, after which your account may be suspended until payment is resolved
  • Price changes will be communicated with at least 30 days' notice before taking effect

7. Intellectual Property

Attimo and its licensors retain all rights, title, and interest in and to the Service, including all software, design, trademarks, and documentation. During your active subscription, we grant you a limited, non-exclusive, non-transferable license to access and use the Service in accordance with these Terms.

Any feedback, suggestions, or ideas you provide about the Service may be used by Attimo without obligation or compensation to you.

8. Third-Party Integrations

The Service may integrate with third-party platforms including Google Workspace, Microsoft 365, Stripe, Twilio, and OpenAI. Your use of these integrations is subject to the respective third-party terms and privacy policies.

Attimo is not responsible for the availability, accuracy, or functionality of third-party services. We may add or remove integrations at our discretion.

9. Service Availability

We use commercially reasonable efforts to maintain high availability of the Service. However, we do not guarantee a specific uptime percentage or provide a formal SLA.

Planned maintenance windows will be communicated in advance whenever possible. We are not liable for downtime caused by factors outside our reasonable control.

10. Limitation of Liability

To the maximum extent permitted by applicable law:

  • Attimo shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or business opportunities
  • Our total aggregate liability for any claims arising from or related to the Service is limited to the fees you paid to Attimo in the 12 months preceding the claim
  • Neither party shall be liable for failures or delays caused by events beyond reasonable control (force majeure), including natural disasters, internet outages, or government actions

11. Indemnification

You agree to indemnify and hold Attimo harmless from any claims, damages, or expenses arising from:

  • Your Customer Data and the way you process personal data within the Service
  • Your violation of these Terms
  • Your violation of any applicable law or third-party rights

12. Termination

  • Either party may terminate the subscription with 30 days' written notice
  • We may terminate immediately for material breach of these Terms or persistent non-payment
  • Upon termination, you have 90 days to export your Customer Data
  • Sections that survive termination include: Intellectual Property, Limitation of Liability, Indemnification, and Governing Law

13. Governing Law & Jurisdiction

These Terms are governed by the laws of the State of Wyoming, United States, without regard to its conflict of law provisions. Any disputes arising from or related to these Terms or the Service shall be subject to the exclusive jurisdiction of the state and federal courts located in Wyoming.

Before initiating formal proceedings, both parties agree to attempt good-faith resolution of any dispute.

14. Changes to These Terms

We may modify these Terms from time to time. Material changes will be communicated with at least 30 days' notice via email or in-product notification. Your continued use of the Service after the effective date of updated Terms constitutes acceptance of the changes.

15. General Provisions

  • Severability: If any provision of these Terms is found unenforceable, the remaining provisions remain in full effect
  • Assignment: You may not assign your rights under these Terms without our prior written consent, except in the event of a merger or acquisition
  • Entire agreement: These Terms, together with the Privacy Policy, constitute the entire agreement between you and Attimo regarding the Service
  • No waiver: Failure to enforce any provision does not constitute a waiver of that provision
  • Language: These Terms are provided in English. In the event of any conflict between translated versions, the English version prevails

Contact

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