Version 1.0 | Effective June 13, 2026
These Terms are written for DealerReach as an Indiana-based business and are intended for SaaS CRM subscriptions, setup/import/onboarding services, Customer Reach Data Build services, custom research, data refresh services, and custom/dealer group plans.
These terms are a strong working draft and should be reviewed by an Indiana business attorney before live customer use.
These DealerReach Terms of Service govern access to and use of DealerReach CRM, related websites, demo materials, onboarding, imports, research services, Customer Reach Data Build services, support, and related services.
By creating an account, signing an order, using the platform, approving work, or purchasing services, you agree to these Terms. If you do not agree, do not use or purchase DealerReach services.
If you use or purchase DealerReach for a dealership, dealer group, company, or other organization, you represent that you have authority to bind that organization to these Terms.
The organization is responsible for its authorized users, data, purchases, and compliance obligations.
"DealerReach," "we," "us," and "our" refer to DealerReach. "Customer," "you," and "your" refer to the dealership, company, or person using or purchasing the services.
"Customer Data" means data submitted, imported, uploaded, entered, or provided by or for Customer. "Platform" means DealerReach CRM and related software. "Order" means an online checkout, order form, quote, invoice, statement of work, or written purchase confirmation.
DealerReach provides a dealership-focused account follow-up platform and related setup, import, onboarding, data research, and support services. Your DMS shows what happened. DealerReach shows what to do next.
DealerReach does not replace a dealership DMS, accounting system, desking system, repair order system, or other system of record.
Subscription services may include access to DealerReach CRM, account lists, owner assignments, notes, statuses, follow-up dates, route codes, dashboards, exports, user roles, and related workflow features.
Subscription availability, limits, included users, stores, support levels, and features depend on the selected plan and any written Order.
DealerReach may provide setup, import, cleanup, mapping, onboarding, training, or workflow configuration services. Setup services may begin after purchase, kickoff, or receipt of required information.
Customer is responsible for providing accurate source files, export permissions, field explanations, and timely feedback.
Customer Reach Data Build is a research and data-building service intended to help create or improve a working market account list. It may include business names, account types, phone numbers, websites, addresses, available emails, source notes, route grouping, and suggested priorities.
Customer Reach Data Build can be purchased by itself. If purchased without a DealerReach CRM plan, the deliverable is an Excel/CSV spreadsheet. CRM website access, dashboards, user logins, ongoing notes, and live account tracking are not included unless Customer also purchases a DealerReach CRM subscription.
If Customer Reach is purchased with a DealerReach CRM plan, DealerReach may provide the researched spreadsheet and load the accounts into the CRM during setup.
Customer Reach Data Build is not a sales guarantee. Data availability varies by market, category, and public or business information sources.
Data refresh services may update missing fields, newly discovered accounts, bad phone/address flags, websites, available emails, and export-ready lists. Refresh scope depends on the purchased package or written Order.
Customer Reach Refresh applies to a Customer Reach Data Build package and must match the purchased or quoted radius unless a written Order states otherwise. A DealerReach CRM subscription by itself does not include Customer Reach Refresh.
If refresh is purchased without a DealerReach CRM plan, refresh updates may be delivered as spreadsheet updates. CRM access, dashboards, logins, notes, and live tracking require a DealerReach CRM subscription.
Refresh services do not guarantee that every account can be updated or that every business record remains current after delivery.
Custom projects, multi-rooftop plans, dealer group deployments, special research scopes, custom imports, integrations, or unusual data work may require a written quote, order form, or statement of work.
Custom terms in a signed Order control over conflicting terms in these Terms for that specific project.
Users must provide accurate account information and keep login credentials confidential. Customer is responsible for all activity under its accounts unless caused by DealerReach's breach of these Terms.
DealerReach may require reasonable verification before account changes, billing changes, exports, or cancellation requests.
Customer controls who is allowed to access its account. Admin users may be able to add users, assign roles, change settings, export data, and manage billing depending on the deployment.
Customer is responsible for promptly removing users who should no longer have access.
Customer is responsible for its users, data, outreach decisions, compliance with dealership policies, vendor obligations, DMS agreements, privacy rules, email rules, calling rules, and applicable law.
Customer must review imported or researched data before using it for outreach.
Customer represents that it has the right and authority to provide dealership, customer, prospect, route, sales, invoice, contact, or account data to DealerReach.
Customer should not provide data it is prohibited from sharing under law, contract, dealership policy, or vendor agreement.
DealerReach can work from dealership-approved CSV, Excel, or other exports from systems such as CDK, Dealertrack, Reynolds, Tekion, spreadsheets, or other approved sources.
DealerReach is not affiliated with those third-party systems unless expressly stated in writing. Customer is responsible for using third-party systems consistently with applicable agreements.
DealerReach does not require direct DMS login access to start. In many cases, a dealership-approved CSV or Excel export is enough for import, cleanup, and setup.
If any future service requires direct system access, separate written authorization and security review should be completed first.
Imported and researched data may contain errors, gaps, outdated information, duplicate records, missing emails, wrong phone numbers, or incomplete fields.
DealerReach does not guarantee sales, revenue, leads, emails, calls answered, quotes, orders, account conversion, or the completeness or accuracy of any researched or imported data.
DealerReach may use publicly available information, business contact data, customer-provided information, and other appropriate business information sources where available to perform research or data-building services.
Customer remains responsible for validating the data and deciding whether and how to contact any account.
Customer is responsible for complying with calling, texting, email, privacy, do-not-call, anti-spam, consumer protection, industry, OEM, dealership, and internal policies that apply to Customer's outreach.
DealerReach does not provide legal advice about whether a specific call, email, message, campaign, or data use is permitted.
DealerReach does not guarantee sales, revenue, leads, emails, calls answered, quotes, orders, account conversion, or the completeness or accuracy of any researched or imported data.
Customer Reach Data Build, CRM subscriptions, imports, dashboards, notes, workflows, and follow-up tools are operational aids, not promises of business results.
Pricing may include monthly subscription fees, setup fees, Customer Reach Data Build fees, data refresh fees, overage fees, custom project fees, taxes, or other fees shown during checkout or in an Order.
Fees are due according to the checkout, invoice, order form, payment link, or written Order.
Setup fees cover onboarding, configuration, import mapping, cleanup, training, or similar setup work. Setup fees are generally non-refundable after work begins unless required by law or agreed in writing.
Delays caused by missing Customer information do not automatically extend deadlines or create a refund right.
Subscription fees are billed in advance unless otherwise stated. Monthly plans renew automatically until canceled according to these Terms and the Billing Terms.
Access may continue through the current paid billing period after cancellation unless the account is suspended for breach, nonpayment, or misuse.
Customer Reach Data Build fees are one-time or project fees for research and data-building work. They are generally non-refundable after research begins unless required by law or agreed in writing.
Included account counts are targets or package limits, not guarantees that a market contains that number of useful accounts.
Some packages may include account counts, data volume limits, user limits, store limits, import limits, or project scope limits. Additional work or accounts may require overage fees or a revised quote.
DealerReach will use commercially reasonable efforts to identify material overages before performing billable extra work.
Optional refresh services may be billed monthly, one-time, or per project. Refresh fees cover research and update work and do not guarantee perfect or complete data.
Customer Reach Refresh fees are tied to a Customer Reach Data Build package. CRM-only subscriptions do not qualify for Customer Reach Refresh unless Customer also purchases or already has a Customer Reach package.
Refresh subscriptions may be canceled according to the Billing Terms unless a written Order states otherwise.
Prices may not include applicable taxes unless stated. Taxes may be calculated or collected by Stripe or another payment processor if configured.
DealerReach and Customer should consult their own accountant or tax advisor about tax obligations. DealerReach does not provide tax advice.
If a payment fails or is past due, DealerReach or its payment processor may retry the payment, request updated payment information, issue notices, restrict access, or suspend services.
Customer remains responsible for unpaid fees and any permitted collection costs.
DealerReach may suspend or limit access for nonpayment, failed payment methods, chargebacks, misuse, security risk, or breach of these Terms.
Suspension does not waive amounts owed.
Customers may cancel anytime. Unless otherwise stated in an Order, cancellation stops future renewals and may take effect at the end of the current paid billing period.
No prorated refunds are provided unless required by law or agreed in writing.
After cancellation, access may continue through the paid billing period unless suspended for breach or nonpayment. Customer may request export of its data before cancellation or during a limited post-cancellation period.
DealerReach may delete or archive Customer Data after the retention period described in these Terms, the Privacy Policy, or the Data Processing terms.
Fees are generally non-refundable once a billing period starts or once setup, research, custom work, or data build work begins, unless required by law or separately agreed in writing.
DealerReach may issue credits or goodwill adjustments at its discretion.
Free trials, pilots, discounts, or promotions may have additional terms, limited duration, limited features, or conversion rules.
DealerReach may modify or end promotions unless a written Order states otherwise.
DealerReach may modify features, plans, packaging, pricing, and services over time. Existing subscriptions will receive notice of material price changes when required by law or commercial practice.
Customer may cancel before a renewal if it does not agree to a future price change.
As between Customer and DealerReach, Customer owns Customer Data. DealerReach uses Customer Data to provide, secure, support, maintain, and improve the services as described in these Terms and the Privacy Policy.
Customer is responsible for the accuracy, legality, and rights associated with Customer Data.
DealerReach owns the Platform, software, designs, workflows, interfaces, documentation, templates, demo content, know-how, processes, improvements, and related intellectual property, except for Customer Data.
No ownership rights are transferred except for the limited right to use the services during the subscription.
Subject to these Terms and payment of applicable fees, DealerReach grants Customer a limited, non-exclusive, non-transferable right to use the Platform for Customer's internal dealership or business operations.
This license ends when the subscription ends or is terminated.
Customer may not copy, resell, sublicense, reverse engineer, interfere with, scrape, overload, bypass access controls, misuse, or use the Platform for unlawful or abusive purposes.
Customer may not use DealerReach to violate a DMS, vendor, OEM, dealership, privacy, calling, email, or other applicable agreement or rule.
Customer must follow the DealerReach Acceptable Use Policy. DealerReach may suspend activity that appears unlawful, abusive, risky, or harmful to the Platform, DealerReach, customers, or third parties.
The Acceptable Use Policy is incorporated into these Terms.
Each party may receive non-public information from the other. The receiving party must use reasonable care to protect confidential information and use it only for the relationship described in these Terms.
Confidentiality obligations do not apply to information that is public, independently developed, lawfully received from another source, or required to be disclosed by law.
DealerReach will use commercially reasonable administrative, technical, and organizational measures designed to protect Customer Data. No system is perfectly secure.
Customer is responsible for user access, strong passwords, device security, and promptly reporting suspected unauthorized access.
Production deployments should include reasonable backup and export practices. Customer should export important data before cancellation, migration, or deletion requests.
Demo site browser data is not backed up and may be cleared by the browser.
After cancellation or termination, DealerReach may retain Customer Data for a limited period for export, legal, accounting, security, backup, and operational purposes.
Retention periods may vary by deployment, Order, and legal requirements.
Customer may request deletion of Customer Data subject to legal, accounting, security, backup, dispute, or operational retention needs.
Deletion from backups may occur on normal backup rotation schedules.
DealerReach may use aggregated, statistical, or de-identified information that does not identify Customer or its accounts to understand service performance, improve workflows, and develop the Platform.
DealerReach will not use aggregated or de-identified data to disclose Customer's confidential account list.
If Customer provides feedback, ideas, suggestions, or feature requests, DealerReach may use them without restriction or compensation.
Customer should not provide feedback that it does not have the right to share.
Beta, pilot, preview, demo, and experimental features may be incomplete, changed, limited, or discontinued. Demo features may use fake data and browser-only state.
Do not rely on demo features as a production legal, security, billing, or compliance system.
DealerReach may use or connect with third-party providers such as payment processors, hosting providers, email services, analytics, data infrastructure, or customer-provided systems.
Third-party services are governed by their own terms and may change independently of DealerReach.
Payments may be processed by Stripe or another payment processor. Customer may need to agree to processor terms. DealerReach does not store full card numbers.
Payment processor availability, billing portal features, taxes, invoices, refunds, and payment methods may depend on processor configuration.
DealerReach may use infrastructure providers such as hosting, database, storage, security, logging, or deployment vendors. Provider outages or limitations may affect availability.
Customer acknowledges that no hosted service can guarantee uninterrupted operation.
DealerReach will use commercially reasonable efforts to provide reliable service but does not guarantee uninterrupted, error-free, or always-available access.
Maintenance, upgrades, internet issues, third-party outages, security events, or force majeure events may affect availability.
Support availability depends on plan, Order, and reasonable business hours. DealerReach may prioritize security, billing, data integrity, and production issues.
Support does not include legal, tax, accounting, regulatory, or dealership policy advice.
Professional services may include imports, cleanup, training, workflow setup, research, custom reports, or custom configuration. Deliverables and timelines depend on the purchased scope.
Customer delays, missing data, unclear requirements, or scope changes may affect delivery.
DealerReach does not provide legal, tax, accounting, regulatory, privacy, calling, email, employment, dealership compliance, or DMS-contract advice.
Customer should consult qualified advisors for those topics.
To the fullest extent permitted by law, the services are provided as is and as available, without warranties of merchantability, fitness for a particular purpose, non-infringement, uninterrupted operation, or error-free performance.
DealerReach disclaims responsibility for Customer outreach decisions, Customer-provided data, third-party systems, and business results.
To the fullest extent permitted by law, DealerReach will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost goodwill, lost data, or business interruption.
To the fullest extent permitted by law, DealerReach's total liability for all claims will not exceed the amounts paid by Customer to DealerReach for the services giving rise to the claim during the three months before the event giving rise to liability.
Customer will defend, indemnify, and hold harmless DealerReach from claims arising from Customer Data, Customer outreach, Customer's violation of law or third-party rights, unauthorized data sharing, misuse of the services, or breach of these Terms.
DealerReach will promptly notify Customer of claims for which it seeks indemnity and reasonably cooperate at Customer's expense.
Before filing a claim, the parties should attempt in good faith to resolve disputes through business-level discussion. Either party may seek immediate relief for misuse, unauthorized access, confidentiality, intellectual property, or payment issues.
Any required dispute process in a signed Order will control for that Order.
These Terms are governed by the laws of the State of Indiana, without regard to conflict of law rules.
Indiana law applies to the fullest extent permitted by law.
The parties consent to venue and jurisdiction in state or federal courts located in [INSERT COUNTY, INDIANA], unless a written Order states otherwise or applicable law requires a different venue.
The county placeholder must be confirmed before live customer use.
Neither party is responsible for delay or failure caused by events beyond reasonable control, including natural disasters, internet failures, provider outages, labor disruptions, war, terrorism, government action, disease, or other force majeure events.
Payment obligations for services already provided are not excused by force majeure.
Customer may not assign these Terms without DealerReach's prior written consent. DealerReach may assign these Terms in connection with a merger, acquisition, reorganization, sale of assets, or similar transaction.
These Terms bind permitted successors and assigns.
If any provision is found unenforceable, the remaining provisions remain in effect, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable.
The parties intend these Terms to be interpreted in a commercially reasonable manner.
Failure to enforce a provision is not a waiver. A waiver must be in writing and applies only to the specific instance stated.
Rights and remedies are cumulative unless stated otherwise.
These Terms, incorporated policies, and applicable Orders make up the entire agreement for the services and replace prior or contemporaneous discussions about those services.
If an Order conflicts with these Terms, the Order controls for that specific Order only.
Customer agrees that electronic communications, online checkout, electronic acceptance, email, and electronic records may satisfy written signature and notice requirements to the fullest extent permitted by law.
Customer is responsible for keeping contact information current.
DealerReach may update these Terms from time to time. Updated Terms will be posted with a version and effective date. Material changes may be communicated by reasonable means.
Continued use after the effective date means acceptance of the updated Terms.
Questions may be sent to DealerReach at demo@dealerreachcrm.com. Insert the final legal business name, mailing address, and county before live customer use.