Terms of Service

Effective September 4, 2026 · Stewart Ventures, Inc. DBA CRM Basket · Gardiner, NY 12525

The short version

You get a free trial. If you don't cancel before it ends, the card on file is charged for the plan you picked, and it renews automatically until you cancel.
Cancel any time from your account or by emailing us. You keep access through the end of the period you already paid for. We don't refund charges already made.
The Launch Kit is a one-time setup service. It is refundable only until we start the work.
The website we build for you is yours. We host it while you subscribe and hand over the files if you leave.
You are responsible for getting proper consent before you text or email your customers, and for following the laws that apply to your business.
CRM Basket runs on a third-party software platform. We keep it running and support you; we can't promise it will never have downtime or change.

This summary is for convenience only. The full terms below are the agreement.

1. Who we are and how you accept these Terms

These Terms of Service ("Terms") are a binding agreement between Stewart Ventures, Inc., doing business as CRM Basket ("CRM Basket," "we," "us," or "our"), a New York corporation located in Gardiner, NY 12525, and the person or business that signs up for or uses our services ("you" or "Customer").

You accept these Terms when you do any of the following: check the box on our sign-up page indicating that you agree, click a button to start a trial or place an order, create or log in to an account, or use the Service. If you are signing up on behalf of a business, you represent that you have authority to bind that business, and "you" means the business.

You must be at least 18 years old and able to enter into a binding contract. Our Service is built for businesses and is not intended for personal, family, or household use.

Our Privacy Policy explains how we handle personal information and is part of these Terms.

2. Definitions

Service means the CRM Basket software platform (web app at app.crmbasket.com, the CRM Basket mobile and desktop apps, and related tools), our website, and any setup, support, or professional services we provide, including the Launch Kit.
Platform means the third-party software on which the Service runs, which we license and provide to you under the CRM Basket brand.
Plan means the subscription package you select (for example, Premium, Full Suite for Authors, or Full Suite for Landscapers), billed monthly or yearly.
Trial means the free trial period stated on the sign-up page for your Plan.
Launch Kit means the one-time, fixed-price setup service described on the sign-up page for your industry, which may include a website, business phone number, automations, templates, data import, and a walkthrough call.
Customer Data means the contacts, messages, files, content, and other data you or your users upload to or generate in the Service, including information about your own customers ("End Users").
Order means your selection of a Plan and any add-ons on our sign-up page, together with the prices shown there.

3. Your account

You must give us accurate, complete, and current information when you sign up and keep it that way. You are responsible for everything that happens under your account, including the actions of any team members you add. Keep your password confidential and tell us right away at info@CRMBasket.com if you believe your account has been compromised.

You may add team members to your account as your Plan allows. Each of them must follow these Terms, and you are responsible for their compliance.

4. Plans, free trial, and billing

Free trial

New accounts start with the Trial shown on the sign-up page (currently 14 days for most Plans and 30 days for the Authors Plan; the sign-up page controls). We collect a payment method at sign-up so your account is not interrupted when the Trial ends. If you do not cancel before the Trial ends, we will automatically charge your payment method for the first billing period of the Plan you selected. One Trial per business. We may shorten, extend, or end Trials at our discretion, and we may limit certain features (such as sending volume) during a Trial.

Subscription and automatic renewal

Your Plan is a recurring subscription. It renews automatically at the end of each billing period (monthly or yearly, as you selected) and we will charge the payment method on file at the then-current price for your Plan until you cancel. Yearly plans renew for a further year unless cancelled before the renewal date.

One-time charges

The Launch Kit and any other add-on marked as a one-time purchase are charged once, at the time of the Order, and are not part of the Trial.

Payment

You authorize us and our payment processor (currently Stripe) to store your payment method and charge it for all amounts due under these Terms, including renewals, upgrades, usage-based charges, and applicable taxes. If a charge fails, we may retry it, and we may suspend your account until payment is received. Amounts not paid when due may accrue a late charge of 1.5% per month or the maximum allowed by law, whichever is less, plus reasonable collection costs.

Usage charges and complimentary credits

Some features consume usage credits: sending text messages and emails, making and receiving calls, phone number rental, AI features, and similar. Your Plan includes a complimentary credit balance at sign-up. Once it is used, additional usage is billed at the rates shown in your account (Settings → Billing) and charged to your payment method automatically as your balance is replenished. Usage rates may change with notice in your account.

Price changes

We may change Plan prices. We will give you at least 30 days' notice by email or in-app notice before a price change takes effect for your account. If you keep using the Service after the new price takes effect, you accept it. Yearly plans keep their price until the next renewal.

Taxes

Prices do not include sales, use, or similar taxes. Where we are required to collect tax, it will be added to your charge.

Upgrades and downgrades

You can change Plans from your account. Upgrades take effect immediately and are prorated for the current period. Downgrades take effect at the start of the next billing period.

5. Cancellation and refunds

You can cancel at any time from your account settings or by emailing info@CRMBasket.com from the email address on the account. Cancellation stops future renewals. Your access continues until the end of the billing period you have already paid for, and then your account closes.

The Trial is your evaluation period. Subscription charges are non-refundable. This includes monthly charges, yearly charges (no prorated refunds for unused months), usage charges, and charges that occur because you did not cancel before a Trial or billing period ended. We do not give credits or refunds for partial periods or unused features.

Launch Kit refunds are addressed in Section 6. If you believe a charge was made in error, contact us within 30 days of the charge and we will review it in good faith.

If you dispute a legitimate charge with your card issuer instead of contacting us, we may suspend your account while the dispute is resolved.

6. The Launch Kit

What it is

The Launch Kit is a one-time, fixed-price setup service. The specific deliverables are listed on the sign-up page for your industry and may include a website, a business phone number with call and text features, automated follow-up and review-request messages, booking links, seasonal or launch campaigns, importing your existing customer list, payment setup, and a walkthrough call. Deliverables not listed on your sign-up page are not included; additional work is available at our then-current hourly or project rates by separate agreement.

What we need from you

Delivery depends on you providing the content and access we ask for (for example, your logo, photos, service list, hours, business information required for phone-number and texting registration, your customer list, and access to your Google Business Profile, domain registrar, or payment processor as applicable). Our target is to deliver the Launch Kit within 14 days after we receive everything we need. Delays in providing materials extend the timeline accordingly. If we have not received the materials within 60 days of purchase, we may treat the Launch Kit as delivered to the extent possible and close the project.

Revisions

We include reasonable revisions to the deliverables for 30 days after we first present them to you. Requests after that, or requests that change the scope (for example, additional pages, new features, or redesigns), may be quoted separately.

Refunds

The Launch Kit is refundable in full only if you cancel it before we begin work. Work begins when we hold your walkthrough call, start building your website or automations, or request or provision a phone number for you, whichever comes first. Once work has begun, the Launch Kit fee is non-refundable, even if you later cancel your subscription or do not provide the materials needed to finish.

Subcontractors and tools

We may use employees, contractors, and software tools (including AI-assisted tools) of our choosing to produce the deliverables. We remain responsible to you for the deliverables.

7. Your website

Ownership

Once the Launch Kit fee is paid in full, you own the website we build for you: the page content, copy, images you supplied or we created specifically for you, and the site files. We keep the right to reuse general design patterns, layouts, code components, and know-how that are not specific to your business, and to show your site in our portfolio unless you ask us not to.

Hosting

We host your website as part of your subscription. Hosting continues while your Plan is active. If your subscription ends, we will keep the site online for 30 days after your final billing period and then take it down.

If you leave

At any time while you are subscribed, or within 30 days after your subscription ends, you may ask us for a copy of your website files, and we will provide them in a standard format (HTML, CSS, JavaScript, and image files) at no charge. After that window we may delete them. We can also help you move the site to hosting of your choice for a separate fee.

Domain names

We recommend you register your domain name in your own name with a registrar of your choice, and we will help you connect it. If we register a domain on your behalf, we will do so in your name where the registrar allows, and we will transfer it to you on request. Domain registration and renewal fees are your responsibility.

Your content

You are responsible for the accuracy and legality of the content, photos, reviews, prices, and claims on your website and in your messages, and for having the rights to any material you give us to use.

8. Phone numbers, texting, and email compliance

Phone numbers

Business phone numbers are provisioned through the Platform and its carriers. Number availability, features, and pricing are set by those providers and may change. You may request to port a number in or out; porting is subject to carrier rules and may take time. If your subscription ends, numbers assigned to your account may be released after the 30-day wind-down period unless you have ported them out.

Registration

United States carriers require businesses to register before sending application-to-person text messages (often called A2P 10DLC registration). Registration requires accurate legal business information, which you agree to provide. Approval is decided by the carriers and their registries, not by us, and typically takes one to seven business days. Until your registration is approved, texting may be limited or unavailable. Carriers may reject or revoke registrations, and we are not responsible for their decisions.

Your responsibility for consent and compliance

You are the sender of every call, text, and email that goes out of your account, and you are solely responsible for complying with the laws and industry rules that apply, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, the Telemarketing Sales Rule, state telemarketing and privacy laws, carrier and CTIA messaging guidelines, and the rules of any registry or platform. In particular, you agree that you will:

obtain and keep records of the required consent from each person before sending them marketing texts or emails, and send messages only to people who have agreed to receive them;
honor opt-out requests (for example, STOP replies and unsubscribe links) immediately and not message those people again;
identify your business in your messages and include required disclosures;
respect quiet hours and the National Do Not Call Registry where applicable;
not send content that carriers prohibit (for example, content relating to cannabis, gambling, adult services, high-risk financial products, or anything illegal); and
use the consent language, templates, and workflows we provide in the way they are intended, and not modify them in a way that removes required consent or opt-out language.

We may pause sending, require changes to your messaging, or suspend your account if we receive carrier complaints, spam reports, or evidence of non-compliance.

9. Payments you collect from your own customers

The Service lets you send invoices, take card payments, and use Tap to Pay through a payment account (currently Stripe) that you open in your own name. That account is governed by the payment provider's own terms, and you are responsible for the fees, chargebacks, refunds, taxes, and disputes on your transactions. We are not a party to transactions between you and your End Users and are not responsible for the goods or services you sell.

10. Third-party platform and services

CRM Basket is provided on a third-party white-label Platform that we license, together with third-party services such as telephone carriers, email delivery providers, payment processors, app stores, and hosting providers. We choose and manage these providers so you don't have to, and we support you directly. However:

Features, limits, and integrations are ultimately controlled by those providers and may be added, changed, or removed. We will try to give you reasonable notice of changes that materially affect you.
Downtime, bugs, or delays caused by those providers are outside our control. We will work with them to resolve issues.
Your use of integrated third-party services (for example, Google Business Profile, Facebook, Stripe, or a calendar provider) is subject to their terms, and you are responsible for keeping those connections authorized.
The CRM Basket mobile app is available through the Apple App Store and Google Play under their terms.

11. Your data and your customers' data

You own your Customer Data. You grant us and our providers a license to host, copy, transmit, display, and process Customer Data only as needed to provide and support the Service, to comply with law, and as otherwise permitted by these Terms and our Privacy Policy.

You are responsible for Customer Data, including having the right to collect and use it, keeping it accurate, and giving your End Users any privacy notices required by law. Mobile phone numbers and texting opt-in information collected through your account are used only to provide the Service and are not sold or shared with third parties for their own marketing.

You can export your contacts and much of your other data from within the Service at any time. After your subscription ends, we keep your account data for 30 days so you can export it or reactivate; after that we may delete it. We may keep backups and records as required by law or our normal retention practices.

We use commercially reasonable administrative, technical, and physical safeguards to protect Customer Data, but no system is perfectly secure. If we become aware of a security breach affecting your Customer Data, we will notify you without undue delay and cooperate with you as reasonably needed.

We may use data about how the Service is used, in aggregated or de-identified form, to operate and improve the Service.

12. Acceptable use

You agree not to use the Service to:

send spam, unsolicited messages, or messages to people who have not consented or who have opted out;
violate any law, regulation, carrier rule, or the rights of others, or engage in fraud, phishing, harassment, or deception;
upload or send content that is illegal, infringing, defamatory, obscene, or that carriers prohibit;
resell, sublicense, or provide the Service to third parties, or use it to build a competing product;
reverse-engineer, scrape, probe, or interfere with the Service or its security, or exceed reasonable use limits; or
share credentials, or access another customer's account or data.

We may remove content, pause sending, or suspend accounts that we reasonably believe violate this section.

13. Support

Support is available by email at info@CRMBasket.com, by phone at 888-569-7839, and through the in-app help resources, during our normal business hours (Monday to Friday, 9 a.m. to 5 p.m. Eastern, excluding holidays). We aim to respond within one business day. Launch Kit customers also receive the walkthrough call described on their sign-up page. Custom development, training beyond the walkthrough, and on-site work are not included and may be quoted separately.

14. Intellectual property

The Service, the Platform, and everything in them other than your Customer Data and your website content (including software, designs, templates, workflows, snapshots, documentation, and the CRM Basket name and logos) are owned by us or our licensors and are protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable license to use them during your subscription, for your own business, in accordance with these Terms. No other rights are granted. Templates, workflows, and automations we provide may be used within your account and may not be exported, copied, or shared outside it except as part of your own website files under Section 7.

If you send us suggestions or feedback, you agree we may use them without restriction or payment.

15. Confidentiality

Each of us will keep the other's non-public business information confidential and use it only for purposes of this agreement, except as required by law. Your Customer Data is your confidential information. Our pricing that is not publicly posted, our internal processes, and the details of how we build and configure accounts are our confidential information.

16. Disclaimers

THE SERVICE, THE LAUNCH KIT, AND ALL DELIVERABLES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE, THAT MESSAGES WILL BE DELIVERED, OR THAT DEFECTS WILL BE CORRECTED.

Results are not guaranteed. The Service and Launch Kit are tools and setup work. We do not promise any particular number of leads, reviews, bookings, sales, or revenue, and any examples or figures on our website are illustrations, not guarantees. We do not provide legal advice; the compliance features and templates we provide are aids, and you should consult your own counsel about the laws that apply to your business.

17. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW: (A) NEITHER WE NOR OUR LICENSORS OR PROVIDERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY; AND (B) OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. THESE LIMITS APPLY REGARDLESS OF THE LEGAL THEORY AND EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. SOME STATES DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

18. Indemnification

You will defend, indemnify, and hold harmless CRM Basket, Stewart Ventures, Inc., and our officers, employees, contractors, licensors, and providers from any third-party claims, fines, penalties, damages, and costs (including reasonable attorneys' fees) arising out of or related to: (a) messages, calls, or emails sent from your account, including claims under the TCPA, CAN-SPAM, or similar laws; (b) your Customer Data or website content; (c) your products, services, or dealings with your End Users; or (d) your violation of these Terms or applicable law.

19. Suspension and termination

We may suspend or limit your account, with notice where practical, if payment is past due, if we reasonably believe you are violating these Terms or the law, if your usage threatens the security or integrity of the Service, or if a carrier, registry, payment provider, or the Platform requires it. We will restore access once the issue is resolved.

We may terminate your account for material breach that is not cured within 10 days after notice, or immediately for serious violations (for example, spam, fraud, or illegal content). We may also end the Service or any Plan with at least 30 days' notice, in which case we will refund any prepaid fees for the period after termination.

On termination for any reason, your license to use the Service ends, amounts you owe become due, and Sections 5 through 7 (as to website files and refunds), 11 (as to data retention), and 14 through 22 survive.

20. Governing law and disputes

These Terms are governed by the laws of the State of New York, without regard to its conflict-of-laws rules. If you have a concern, please contact us first at info@CRMBasket.com; most issues can be resolved quickly and informally, and both of us agree to try in good faith for at least 30 days before starting a legal proceeding.

Any dispute that is not resolved informally will be brought exclusively in the state or federal courts located in Ulster County, New York, and each of us consents to the personal jurisdiction of those courts. To the extent permitted by law, each of us waives the right to a jury trial and agrees that claims will be brought only on an individual basis and not as a plaintiff or class member in any class or representative action. Either of us may seek injunctive relief in any court of competent jurisdiction to protect intellectual property or confidential information. Any claim must be filed within one year after it arises, or it is permanently barred.

21. Changes to these Terms

We may update these Terms from time to time. If a change is material, we will give you at least 30 days' notice by email to the address on your account or by a notice in the Service before it takes effect. Your continued use of the Service after the effective date means you accept the updated Terms. If you do not agree, cancel before the effective date. The "Effective" date at the top shows when the current version took effect.

22. General

Entire agreement. These Terms, your Order, and our Privacy Policy are the entire agreement between us about the Service and replace any prior discussions or proposals. Terms on your purchase orders or other documents do not apply.
Assignment. You may not assign or transfer these Terms or your account without our written consent. We may assign these Terms to an affiliate or a successor to our business.
Force majeure. Neither of us is liable for delays or failures caused by events beyond our reasonable control, including carrier or Platform outages, internet failures, acts of government, natural disasters, or labor disputes.
Notices. We will send notices to the email address on your account. You may send notices to us at info@CRMBasket.com, with a copy by mail to Stewart Ventures, Inc. DBA CRM Basket, Gardiner, NY 12525 (write to us by email for a mailing address).
Electronic agreement. You agree that checking a box, clicking a button, or otherwise electronically indicating acceptance has the same effect as a handwritten signature, and that we may keep records of your acceptance.
Independent parties. We are independent contractors. Nothing here creates a partnership, joint venture, agency, or employment relationship.
Severability and waiver. If any part of these Terms is unenforceable, the rest remains in effect and the unenforceable part will be modified to the minimum extent needed. A failure to enforce a provision is not a waiver of it.
Export and sanctions. You represent that you are not located in, and will not use the Service from, a country subject to U.S. embargo, and that you are not on any U.S. government restricted-party list.
Headings and summaries. Headings and the plain-language summary at the top are for convenience and do not affect interpretation.

23. Contact

Questions about these Terms? Reach us at:

Email: info@CRMBasket.com
Phone: 888-569-7839
Stewart Ventures, Inc. DBA CRM Basket, Gardiner, NY 12525