• Terms of Use (ToU)
  • Rules for using the CRM (e.g., no abusive use, compliance with the law).
  • User responsibility regarding the management of their data.
  • Clause limiting your liability in case of issues with the CRM.
• Terms and Conditions of Sale (TCS)
  • Required if you sell subscriptions or licenses for your CRM.
  • Includes:
    • Pricing and payment terms.
    • Termination and refund policies.
    • Policy in case of payment default.
• Privacy Policy
  • Specific to your application.
  • Explains how user data (your CRM’s clients) is processed.
  • Mentions subcontractors or external tools (e.g., storage in Supabase, analytics).
  • GDPR compliance, particularly regarding sensitive or B2B data.
• Data Processing Agreement (DPA)
  • Important if you handle client data for your users (e.g., their contact lists).
  • Defines your responsibilities as a data processor regarding personal data.
• Data Security and Confidentiality Clause
  • Often included in the ToU or TCS.
  • Specifies security measures in place to protect data (encryption, backup, restricted access).
  • Commitments in case of a data breach.
• Support Policy and SLA (Service Level Agreement)
  • Commitments on CRM availability (e.g., guaranteed 99% uptime).
  • Response times for technical support.