Terms of Service

Plain English summary. By using Dealboard, you agree to these terms. You own your data; we provide the software to help you organize it. Paid plans renew automatically until cancelled. Don't misuse the service. We can suspend accounts that break the rules.

1. Agreement

These Terms of Service ("Terms") are a binding agreement between you ("you," "Customer") and Dealboard ("Dealboard," "we"). By creating an account or using app.getdealboard.com (the "Service"), you accept these Terms. If you're entering into them on behalf of a company, you represent that you have authority to bind that company.

2. The Service

Dealboard is a hosted deal-pipeline application for sales, business development, and operations teams. We grant you a non-exclusive, non-transferable right to access and use the Service in accordance with these Terms and any plan documentation. We may update, modify, replace, enhance, or discontinue features at any time. Where a change would materially reduce the core functionality of a paid plan during your paid term, we will use commercially reasonable efforts to give you advance notice — except where the change is required by law, by security or fraud considerations, or by the availability or terms of a third-party provider on which we rely.

3. Accounts

You're responsible for keeping your login credentials confidential and for all activity under your account. One account per natural person; account sharing is not permitted. Notify us promptly at support@getdealboard.com if you suspect unauthorized access. Information you provide (name, email, payment details) must be accurate and kept current.

4. Your data

All content you upload, create, or store inside Dealboard — deals, notes, attachments, lead-form submissions, custom fields — is your data ("Customer Content"). You retain all rights, title, and interest in Customer Content. You grant us a worldwide, royalty-free, sublicensable (to our subprocessors and as necessary to provide the Service) license to host, store, cache, copy, transmit, reformat, back up, display, and otherwise process Customer Content as necessary or appropriate to provide, secure, support, and develop the Service.

We may generate aggregated, de-identified, anonymized, or pseudonymized data derived from your use of the Service and from Customer Content ("Derived Data"), and we may use Derived Data for any lawful business purpose, including operating, securing, improving, benchmarking, and developing the Service and related products. Derived Data is not personal information and is not subject to the restrictions in this Section on Customer Content.

5. Acceptable use

You agree not to:

• Reverse-engineer, decompile, scrape, or attempt to access non-public APIs except as expressly permitted.
• Resell, sublicense, or operate the Service for the benefit of third parties on a service-bureau basis.
• Upload malware, illegal content, infringing material, or content that violates another's privacy.
• Send unsolicited communications via the Service or use the lead-capture features for spam.
• Interfere with or disrupt the integrity, security, or performance of the Service or its underlying infrastructure.
• Use the Service to evade sanctions, export controls, or applicable law.

6. Subscriptions and billing

The Service is offered on a Free tier and on paid plans. Paid plans are billed in advance, monthly or annually, in the currency shown at checkout. Fees are non-refundable except as expressly stated. Plans renew automatically at the then-current rate unless you cancel before the renewal date. You can cancel anytime from your account settings; cancellation takes effect at the end of the current billing period and we will not issue prorated refunds for partial terms.

We may change pricing on prospective renewals with at least 30 days' notice. Taxes are your responsibility unless we are legally required to collect them, in which case they will appear on your invoice.

7. Free tier and beta features

Free-tier accounts and any feature designated as "beta," "preview," or "experimental" are provided as-is with no warranty and no service-level commitment. We may modify or discontinue any free feature at any time.

8. Suspension and termination

We may suspend or terminate your access if you materially breach these Terms, fail to pay an undisputed invoice, or use the Service in a way that threatens the security, stability, or legality of our systems. We will give you reasonable notice and an opportunity to cure when feasible. You may terminate at any time by deleting your account in settings. Sections that by their nature should survive (data ownership, payment, disclaimers, limitation of liability, indemnity, governing law) will survive termination.

On termination we will use commercially reasonable efforts to provide a window of approximately 30 days during which you may export Customer Content via the in-product export tools available at the time. Following that window we will delete Customer Content as described in our Privacy Policy. We are not obligated to provide this window where the account was terminated due to (i) your breach of Section 5 (Acceptable Use), (ii) legal compulsion, or (iii) continued access posing a material security risk to the Service or other customers, and we may suspend or shorten the window in our reasonable discretion in such cases.

9. Privacy and security

Our handling of personal information is described in our Privacy Policy, which is incorporated into these Terms by reference. Each party will comply with applicable privacy laws in connection with the Service.

10. Customer obligations

You're responsible for the Customer Content you upload and the lawful basis on which you collect personal information from your contacts and lead-form submitters. If you use Dealboard to process personal information about EEA, UK, or California residents on a scale that triggers DPA requirements, contact us and we'll execute our standard data processing addendum.

11. Third-party services and AI assistants

The Service may include integrations with third-party products (e.g. Google Workspace, Slack, Zapier). Those integrations are governed by the third party's terms; we're not responsible for their availability or behavior. You authorize us to exchange data with a third-party integration only after you connect it.

AI assistants and the MCP server. The Service exposes an OAuth-authenticated Model Context Protocol (MCP) endpoint that lets you authorize an external AI assistant — such as ChatGPT, Claude, or another MCP-compatible client — to read and act on your workspace through scoped tools. Authorizing a client instructs Dealboard to transmit responsive Customer Content to the AI provider you chose; that provider then handles the data under its own terms and privacy policy, and we are not responsible for its behavior, retention, model-training practices, or output. You are responsible for the scopes you grant, the prompts you issue, and any changes the assistant makes to your workspace under your authorization. You can revoke an authorized client at any time from your account settings. We may rate-limit, throttle, or revoke MCP access where necessary to protect the Service.

12. Warranties and disclaimers

We warrant that the Service will perform materially in accordance with its Documentation under normal use. "Documentation" means the then-current product documentation we officially publish and identify as such (and does not include marketing copy, blog posts, social-media statements, third-party descriptions, beta or experimental feature notes, or any other unofficial material). EXCEPT FOR THAT WARRANTY, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW WE DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING.

If we breach the warranty in this Section, your sole and exclusive remedy is for us to (i) use commercially reasonable efforts to correct the non-conformance, or (ii) if we cannot do so within a reasonable period, issue a prorated credit or refund for the affected portion of the Service. This is your only remedy for a breach of the warranty in this Section, and constitutes the exclusive remedy notwithstanding any failure of essential purpose.

13. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, GOODWILL, OR DATA, ARISING OUT OF OR RELATED TO THE SERVICE, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EACH PARTY'S TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS PAID BY YOU TO DEALBOARD FOR THE SERVICE IN THE TWELVE MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY, OR (B) ONE HUNDRED U.S. DOLLARS.

The limitations in this Section do not apply to: (i) your breach of Section 5 (Acceptable Use); (ii) your infringement or misappropriation of Dealboard's intellectual property rights; (iii) your obligations under Section 14 (Indemnification); (iv) either party's gross negligence, willful misconduct, or fraud; or (v) amounts owed for the Service.

14. Indemnification

You will defend, indemnify, and hold harmless Dealboard and its officers, employees, and agents from any third-party claim arising out of your Customer Content, your breach of these Terms, or your misuse of the Service.

Subject to the limits below, we will defend, indemnify, and hold you harmless from any third-party claim alleging that the Service, as provided by us and used within these Terms, infringes a U.S. patent, copyright, or trademark. Our defense does not apply to any claim to the extent it arises from (i) Customer Content; (ii) modifications to the Service not made by us; (iii) combinations of the Service with software, services, data, or hardware not provided by us; (iv) your continued use of an allegedly infringing version of the Service after we have made a non-infringing alternative available; or (v) use of the Service outside the scope permitted by these Terms. If the Service becomes, or in our judgment is likely to become, the subject of an infringement claim, we may, at our sole option and expense, (a) modify or replace the affected portion of the Service so it is non-infringing, (b) procure the right for you to continue using it, or (c) terminate the affected portion of the Service and provide a prorated refund of fees paid for the unused portion of your current term. The remedies in this Section are our entire liability, and your exclusive remedy, for any claim of intellectual-property infringement.

15. Modifications to the Terms

We may update these Terms from time to time. Material changes will be announced via in-app notice or email at least seven days before they take effect. If you do not agree to a change, your sole remedy is to cancel and stop using the Service before the effective date. Continued use after that date constitutes acceptance.

16. Governing law and venue

These Terms are governed by the laws of the State of California, without regard to its conflict-of-law rules. For any dispute that is not subject to arbitration below, the parties consent to the exclusive jurisdiction of the state and federal courts located in Ventura County, California.

17. Arbitration and class-action waiver

Any dispute between you and Dealboard arising out of or related to the Service or these Terms will be resolved by binding individual arbitration administered by JAMS under its Streamlined Arbitration Rules, in Ventura County, California. EACH PARTY WAIVES THE RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS ACTION. The arbitrator may award injunctive relief only on an individual basis. This section does not apply to (i) intellectual-property claims, or (ii) small-claims-court actions within that court's jurisdictional limits.

Batching of mass arbitration demands. If twenty-five (25) or more demands for arbitration of a substantially similar nature are filed against Dealboard by or with the coordination of the same counsel or coordinated counsel within a 60-day period, the parties agree that the demands will be administered in sequential batches of no more than twenty (20) cases at a time. JAMS (or, if JAMS will not so administer, a substitute neutral agreed by the parties) will select a single arbitrator for each batch. No subsequent batch will commence until the prior batch has been resolved by award, settlement, or withdrawal. Time-bar and statute-of-limitations defenses are tolled for claimants in later batches during the wait. This batching procedure is designed to manage administrative costs and preserve the fairness of arbitration; the parties agree it does not impair any substantive rights under applicable law, including California Code of Civil Procedure §§1281.97-1281.98.

18. Force majeure

Except for payment obligations, neither party will be liable for any delay or failure to perform caused by events beyond its reasonable control, including but not limited to acts of God, fire, flood, earthquake, severe weather, war, terrorism, civil unrest, government action or order, labor disturbance, utility or telecommunications outages, internet routing or backbone failures, denial-of-service or other malicious attacks, and the failure or unavailability of third-party cloud infrastructure, hosting providers, or services on which we reasonably rely. The affected party will use commercially reasonable efforts to mitigate the effect of the event and resume performance.

19. Feedback

Any feedback, suggestions, ideas, enhancement requests, recommendations, or other information you provide about the Service ("Feedback") is non-confidential. You grant Dealboard a perpetual, irrevocable, worldwide, royalty-free, sublicensable license to use, copy, modify, and incorporate Feedback into the Service or any other product or service, for any purpose, without obligation or attribution to you.

20. Miscellaneous

These Terms, together with the Privacy Policy and any order form or plan documentation you accept, constitute the entire agreement between you and Dealboard regarding the Service. If any provision is held unenforceable, the remainder will remain in effect. We may assign these Terms in connection with a merger, acquisition, or sale of assets; you may not assign them without our consent. Our failure to enforce any right is not a waiver.

21. Contact

Questions about these Terms: support@getdealboard.com.