CRM Soul Mate
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CRM (Loosely Defined)
You would think Customer Relationship Management should be...
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Clickpoint Software

 

Agreement for Services

 

Clickpoint Software ("Clickpoint"), as operator of the Clickpoint website, solicits and collects consumer lead information ("Leads") and sells that information to Lead Buyers via Clickpoint's trading platform ("Platform").  Clickpoint also provides lead management, distribution, CRM and website hosting services as part of the product offering.  Leads may reach the Platform via Clickpoint's on-line form(s), through third-party lead providers or as voice leads via Clickpoint's verification system. This Agreement (hereinafter the "Agreement") is made by and agreed to between Clickpoint and you as a "Lead Buyer", setting forth the terms and conditions for Platform use.  LEADS PURCHASED USING THE CLICKPOINT CHERRY-PICK SYSTEM ARE PURCHASED DIRECTLY THROUGH THE PROVIDER, CLICKPOINT IS NOT SELLING THE LEADS DIRECTLY AND SIMPLY ACTS AS A CLEARING HOUSE.  ANY AND ALL LEAD ISSUES SHOULD BE DIRECTED TO THE LEAD PROVIDER(S).

User Agreement

The Clickpoint service is limited to unique user seats.  Seats are for specific named users only and cannot be shared or used by more than one person at any time or for any reason.  A user seat may be reassigned to new or different users to replace a former user.  If a seat is reassigned Clickpoint requires that the password be changed and provided to the new user, in order to protect against unauthorized access by previous users.  Clickpoint provides several solutions for lead and lead-sales organizations; each product must adhere to the terms and conditions outlined herewith, using any part, portion or combination of services does NOT exclude you from adhereing to this agreement as outlined below.

 

Fees

You agree to pay Clickpoint for all charges to your "Account" in United States dollars, in accordance with this Agreement including, without limitation, all applicable taxes, in accordance with billing terms in effect at the time the charges become payable. You agree that any service or setup fees charged to your Account and/or any deposit, the value of which will be credited to your Account, is non-refundable. Charges will be posted to your Account and must be paid pursuant to the terms of the Payment Plan you select. Further, you agree that you will be charged all amounts owed under the terms of any bids that you make that are fulfilled (if you are using the Cherry Pick system). You authorize Clickpoint to charge your credit card, charge card, debit card or financial institution account (hereinafter "Payment Method") for all charges to your Account. The terms of your payment will be based on your Payment Method and may be determined by agreements between you and the financial institution providing your Payment Method. If Clickpoint does not receive payment from the provider of your Payment Method, you agree to pay all amounts due on your Account upon demand, and Clickpoint further reserves the right to either suspend or terminate your Account with Clickpoint in such circumstances. Suspension or termination includes but is not limited to, removal of your bids, leads, content, scheduling, images, hosted files, material or anything hosted by Clickpoint that related to your account.  You must submit any claims or disputes you may have with respect to any charge to your Account in writing to Clickpoint within 30 days of such charge otherwise such claim or dispute will be waived and such charge will be final and not subject to challenge. In the event of any failure by you to make payment, you will be responsible for all reasonable expenses (including attorneys fees) incurred by Clickpoint in collecting such amounts. You represent, warrant and covenant that all information you provide, whether on behalf of yourself of other third parties, for the purpose of enrolling as a customer is (or will) be accurate, complete and current at all times and that, in the case of third party information you provide, that you are duly authorized by such third parties to provide such information. You agree to promptly update all information to keep your Account and Payment Method current, complete and accurate (such as a change in billing address, credit card or debit card number, or expiration date), and to promptly notify Clickpoint if your payment method is canceled (e.g., for loss or theft) or if you become aware of a potential breach of security, such as the unauthorized disclosure or use of your user name or password. Changes to such information can be made at our web site located at www.Clickpoint.com or by calling 888-612-2877.  If you fail to provide Clickpoint any of the foregoing information, you agree that Clickpoint may continue charging your Account for any use of the Platform unless you have terminated your participation in the Platform as set forth herein.

 

Client Responsibilities

This agreement for services applies to all accounts associated and setup on behalf of the Client.  The purpose of Clickpoint is to assist the client in the management and tracking of sales / leads.  This includes but is not limited to maintaining an online storage database for 3rd-party leads for a time period of 1 year (365 days).  After the 365 days period, the Client is responsible to renew the expired leads through their data provider(s); otherwise all leads older than 365 days shall be deleted by the system and unrecoverable.   Clickpoint agrees to maintain and host all other Client leads so long as the Client is in good standing and has made their monthly payments. 

 

Client takes responsibility for all activities, actions and interactions of client user seats and accounts and will:

  • Take full responsibility for the user seat(s) associated with the account including but not limited to; data integrity, accuracy, legality and appropriateness.  And further agrees to comply with all state, federal, or foreign laws that apply to the system or software.
  • Notify Clickpoint of any unauthorized access and make every effort possible to prevent unauthorized access or use of the service.

 

Client will provide and bear the cost of the necessary computer equipment, printers, modems, or DSL connections to the Internet and telephone lines required by the service to transfer and receive access to our online system. 

 

Client agrees that they shall not:

  • Sublicense, license, sell, resell, rent, lease, distribute, assign, timeshare or use in any other way, other than as outlined in this agreement, the Clickpoint system, features or tools.
  • Spam (send unsolicited emails) or violate any internet, state or federal marketing, communications or distribution standards, laws or regulations in any way.
  • Attempt to store, distribute or transfer in any way, any program, script, code or device used as a virus, worm, Trojan horse or any other malicious or system (or program) altering device, whether physical or digital.
  • Store, distribute, display or infringe upon, any copyright material or any data that may be in violation of any party’s privacy rights.
  • Store, distribute, or display any obscene, threatening, defaming, libelous, unlawful or otherwise tasteless material
  • Attempt to impede, disrupt or alter the performance of the Clickpoint software, bandwidth, data or performance in any way.
  • Attempt, sniff or run vulnerability software or other potentially harmful or malicious means to gain access to the system or ways of altering the use, display or access of the system.

 

Service

Clickpoint will use their best effort to maintain the service(s) availability 24 hours a day, 7 days a week, but can not be held liable or responsible for downtime due to:

  • Scheduled upgrades; normally 12:01am – 1:00am PDT or extended downtime on weekends during off-peak hours (will be noted on the website).
  • Force majeur and other acts of God, acts of the government, acts of terror, fire, flood, civil unrest, employee disputes or other unplanned computer, technical or communications software or hardware replacement, changes, service or repair whether in Clickpoint’s possession or reasonable control, or managed by a 3rd party.
  • 3rd party, or malicious, hacking, network intrusion, denial of service attacks, worms or other known or unknown computer, system or program-altering action that may cause performance issues or downtime.

Clickpoint will use reasonable efforts to protect customer, order and other data stored and transacted to, on, through or from the system.  Clickpoint also reserves the right to place a “powered by Clickpoint Software” phrase and link on every page provided and hosted by Clickpoint Software.  The hyperlink will go to http://www.clickpointsoftware.com.

 

Web Sites & Hosting
You hereby acknowledge that Clickpoint is not responsible for the content or maintenance of your Web site(s) (unless you are a hosting customer; then is only responsible for the content and maintenance as outlined in this agreement), or Web sites owned or operated by any third party (including, without limitation, other lead buyers or other third parties on whose behalf you are acting) nor is Clickpoint responsible for transactions, inquiries or customer service concerning transactions or inquiries placed on your Web site(s) or Web sites owned or operated by any third party (including, without limitation, other lead buyers).

You represent, warrant and covenant that all information you provide, whether on behalf of yourself or other third parties, in connection with this Agreement and on your Web site is, and will be updated to remain, current and accurate. You agree that your Web site does not contain any Clickpoint-owned or licensed content, including, without limitation, any Clickpoint listings, except pursuant to the content provided by Clickpoint software or as expressly written in another agreement. You further represent, covenant and agree that you will not engage in telemarketing activities that are in violation of applicable federal or state laws or regulations, including, without limitation, the Federal CAN-SPAM Act, the Do Not Call Implementation Act, the Telemarketing and Consumer Fraud and Abuse Prevention Act, the Telephone Consumer Protection Act, or any other applicable state law and the rules thereof. Further, you agree to indemnify and hold us harmless from any claim resulting from the use of methods in violation of any such law or regulation by you and your affiliates or by other third parties on your behalf.

Breakdown of fees

All fees can be found at: http://www.clickpointsoftware.com/Pricing.aspx. The pricing posted is for retail customers only and does NOT apply to affiliate, quantity discounts or resellers.  Prices are subject to change with 30 days notice.  There is no length of term contract and services can be discontinued at anytime by sending written notice of termination.  All fees must be paid at time of closing.  At time of Service termination, all files will be permanently deleted from all Clickpoint Software Database servers.

 

Billing

Invoices will be sent to the client before the 5th day of each month for the previous months leads imported into the database for storage.  Invoices are due 10 days later on the 15th day of the month.

 

The Clients account and all sub account will placed on hold if payment is not received when due.

 

After two months of being on hold, leads will be deleted from our database and no backup copy will exist.

 

A copy of the leads in your account can be sent to you in csv format if requested prior to the two month period.

 

Access to the system will not be allowed for anybody who is not paid current on his or her account.  Past due accounts will incur a 1.5% per-month, compounded monthly, interest fee for past due amounts.

 

Limitations of Liability

We respect your privacy.  Clickpoint Software will never intentionally provide your personal or company information to any third party without your consent.  Any credit card or sensitive information will be transferred to us through a secure socket layer.  Although we cannot guarantee total security because the Internet is not inherently secure, Clickpoint Software has made a best effort in protecting data.

 

You hereby acknowledge and agree that Clickpoint Software and its suppliers can not be held liable for any temporary delay, outages or interruptions of the Services.  Futher, Clickpoint Software shall not be liable for any delay or failure to perform its obligations under this Agreement, whether by an act of God, force mejeure or other cause beyond its reasonable control (including, without limitation, any mechanical, electronic, technical, communications or third-party supplier failure).

 

Clickpoint can not guarantee an interface or connectivity to or with any loan origination system or other service, lead or other provider’s system.

 

Confidentiality

Clickpoint software acknowledges that in the course of carrying out its duties under this Agreement it will acquire access to certain information constituting identities of Client’s prospects and customers, which is proprietary in nature.  As part of the material consideration for entry by Client’s into this Agreement, Clickpoint Software agrees that it will not sell the information so obtained to any third party, nor permit use of such proprietary information by it or it’s staff members, agents, and employees.  It shall not be deemed a violation of this paragraph if Clickpoint Software inadvertently or incidentally solicits a result of advertising or marketing efforts of general application.

 

In the course of parties association, each party may have access to confidential information; records, data and trade secrets relating to their business, product(s), it’s customers, clients, principals, and its other associates, including the Clickpoint Software support staff.  Such information is secret and is disclosed to the other in confidence.  The parties will not, without the other’s prior written consent, directly or indirectly disclose to any third person or use any such confidential information or trade secrets in violation of this Agreement.  Any associates, corporation, organization, firm, company, trust, or individual of which the party hereto is a member of, principal of, agent for, employee of, or otherwise, is bound by this restriction.  Any violation of this paragraph shall constitute “Unfair Business Practices” under the law of State of California .

 

Lead providers, resellers and other lead providers only; CLICKPOINT SOFTWARE WILL NOT INTERACT DIRECTLY WITH ANY OF THE CLIENT’S CUSTOMERS UNLESS THEY CALL CLICKPOINT DIRECTLY, IN REFERENCE TO CLICKPOINT’S SOFTWARE AND SERVICES. In the event Client’s customer(s) call into Clickpoint software about Client, they will be provided with contact information for Client and will not be solicited to or advised by Clickpoint.

 

Applicable Law

The parties agree that licensee of the single use license enters into this Agreement in State of California , and that payment for the use to market and sale the Clickpoint Software services will be strictly in the State of California .  The parties agree that the jurisdiction, venue and applicable law involved over the persons and subject matter of this Agreement concerning the interpretation and the resolution of any disputes between the parties shall be Orange County , State of California . 

 

Arbitration

This Agreement and any controversy or claim arising out of or relating to any part of any provision of this Agreement, or breach thereof, which is not settled to please the parties involved shall be finally adjudicated under the Rules of Binding Arbitration of the American Arbitration Association in Orange County, California, by one Arbitrator appointed in accordance with the said rules; and judgment upon the award rendered by the Arbitrator may be entered in any Court having jurisdiction thereof, including the award to the aggrieved party, it’s successor, heirs and/or assigns for all concerned shall send the other party a written “ Notice of Controversy” setting forth the exact nature of the complaint and the facts relied upon.  Agreement to the selection of an Arbitrator must occur within 30 days after Controversy.”  Unless otherwise agreed, all discovery proceeding shall occur in Orange County, California .

 

Termination

Clickpoint Software may terminate / transfer or modify this Agreement upon 10 days written notice sent to Client via Standard U.S. Postal Service mail and/or via internet email at the Client’s address (or email address) listed on the Agreement for service.

Data stored on our servers for any account, will only be released to the person designated on the account or to anyone else that this person authorizes in writing.

 

Miscellaneous
This Agreement contains the entire agreement of the parties and there have been no promises, representations, agreements, warranties or undertakings by either of the parties, either oral or written, except as stated in this Agreement. This Agreement may only be altered, amended or modified by an instrument that is agreed to by each party to this Agreement by verifiable means, including without limitation by written instrument signed by the parties or through a "click through" acknowledgement of approval. Notwithstanding the foregoing, Clickpoint shall have the right to change, modify or amend ("Change") this Agreement, in whole or in part, by notifying you of such Change, by email, at least 10 days prior to the effective date of such Change; provided however that either party shall have the right to terminate this Agreement, in the event that you do not agree to such Change.

Please read these terms and conditions carefully. By enrolling as a subscriber (or cherry-pick buyer), you agree to be bound by these terms and conditions, and the terms and conditions of any bid, action, additional service, or other action that you complete, including all payment terms, (collectively, "Agreement"). In this Agreement, "you" and "your" refers to the Customer/Subscriber. You agree that any of your agents, representatives, employees, or any person or entity acting on your behalf with respect to the use of the Platform, shall be bound by, and shall abide by, these terms and conditions. You further agree that you are bound by this Agreement whether you are acting on your own behalf or on behalf of a third party, including another lead buyer.

IF YOU ARE AN INDIVIDUAL, YOU REPRESENT AND WARRANT THAT YOU WERE AT LEAST 18 YEARS OF AGE ON THE EFFECTIVE DATE OF THIS AGREEMENT.

Clickpoint Software Contact

 

Clickpoint Software

6789 Quail Hill Pkwy, Suite 406

Irvine, CA 92603

mail@clickpointsoftware.com

Updated:  November 13, 2006