Terms of Service

These Terms of Service govern your access to and use of Workroomly’s website, applications, platform, CRM, collaboration tools, communication features, integrations, AI-assisted features, and related services.

Last Updated: March 18, 2026 Version 2.0

Agreement to Terms

These Terms of Service (“Terms”) govern your access to and use of Workroomly’s website, web and mobile applications, APIs, embeddable widgets, integrations, communications features, and software services (collectively, the “Services”).

Important Notice

By accessing or using the Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, do not access or use the Services.

Workroomly is a customer operations platform that may include CRM, lead capture, support workflows, inbox and messaging features, meetings, chat, task and board management, goals, file collaboration, integrations, AI-assisted features, and related business communications tooling.

If you use the Services on behalf of a company, organization, or other entity, you represent that you have authority to bind that entity to these Terms, and “you” means both you and that entity.

Definitions

For purposes of these Terms:

  • “Account” means the Workroomly account used to access the Services.
  • “Workspace” means an organization, tenant, or environment created in Workroomly for a team or business.
  • “Customer Data” means data, content, records, files, messages, contacts, leads, tickets, communications, and other information submitted to or processed through the Services by you or on your behalf.
  • “User Content” means content created, uploaded, sent, or otherwise made available by you or your users through the Services.
  • “Third-Party Services” means any non-Workroomly services, platforms, providers, APIs, channels, or software connected to the Services, including identity providers, email providers, calendar systems, Meta services, messaging platforms, payment providers, or telephony providers.
  • “Output” means content generated by AI-assisted features in the Services.

Account Registration and Eligibility

To access certain features of the Services, you must register for an account. By creating or using an Account, you agree to:

Accurate Information

Provide accurate, current, and complete registration and account information, and keep it updated.

Account Security

Maintain the confidentiality of your login credentials and remain responsible for all activity under your Account.

Eligibility

Be legally capable of entering into these Terms. If you are under the age of majority in your jurisdiction, you may use the Services only with permission of a parent or legal guardian.

No Unauthorized Access

Not create Accounts through automated, deceptive, or unauthorized methods, and not attempt to bypass account restrictions or security controls.

Workspace Administrators

If you create or administer a Workspace, you may invite users, configure integrations, manage permissions, access usage information, and control workspace-level settings.

Workspace administrators are responsible for:

  • Managing user access and roles appropriately
  • Ensuring connected accounts and integrations are authorized
  • Configuring lifecycle rules, channels, and automations responsibly
  • Obtaining any notices, rights, or consents needed from end users, team members, customers, leads, or contacts whose data is processed in the Workspace
  • Using the Services in compliance with applicable law and these Terms

Use of the Services

You may use the Services only in accordance with these Terms and applicable law. You agree not to:

  • Use the Services for unlawful, fraudulent, deceptive, abusive, or harmful purposes
  • Send spam, unauthorized marketing, phishing messages, malware, or harmful code
  • Use the Services to violate privacy, publicity, consumer protection, communications, data protection, advertising, or anti-spam laws
  • Upload or transmit content you do not have rights to use
  • Interfere with, disrupt, reverse engineer, probe, or attempt unauthorized access to the Services or underlying systems
  • Use the Services to build a competing service or benchmark the Services in a misleading or abusive way
  • Misrepresent your identity, affiliation, or authorization
  • Use messaging, email, telephony, chat, lead capture, or outreach features without appropriate notice, permissions, or consent where required by law

Service-Specific Terms

Additional terms apply to particular features and workflows.

CRM, Leads, and Customer Records

You are responsible for the accuracy, legality, and use of customer, lead, prospect, contact, account, and pipeline data entered into or processed through Workroomly. You must ensure you have the right to collect, store, use, and communicate with such records.

Lead Widgets, Forms, and API Intake

If you use embeddable lead widgets, forms, tracking mechanisms, or APIs to submit records into Workroomly, you are responsible for providing any required notices, disclosures, and consents to end users and for ensuring the data submitted is lawful and accurate.

Messaging, WhatsApp, SMS, Voice, and Outreach

If you use connected messaging or telephony channels, including WhatsApp, SMS, or voice providers, you are solely responsible for obtaining any required opt-ins, permissions, and approvals, complying with applicable marketing and communications laws, and following the rules of the relevant channel provider.

Email and Inbox Features

By connecting email or inbox providers, you authorize Workroomly to access, process, transmit, display, and act on account data as necessary to provide the requested functionality. You remain responsible for your use of connected inboxes and for ensuring your users and contacts are handled lawfully.

Chat, Notes, and Collaboration

Workroomly may store and display messages, notes, comments, and collaboration history to provide the Services. You remain responsible for the content your users post and for ensuring that content does not violate law or third-party rights.

Meetings and Recordings

You are responsible for obtaining any permissions, notices, or consent required to record, transcribe, summarize, or store meeting content. Workroomly is not responsible for the legality of your meeting practices in your jurisdiction or industry.

Support and Service Workflows

If you use ticketing, support, or escalation workflows, you are responsible for configuring routing, permissions, and communications responsibly. Workroomly does not guarantee response times, escalations, or customer outcomes unless expressly agreed in writing.

AI-Assisted Features

AI features may generate summaries, suggestions, classifications, recommendations, or other Output. Output may be inaccurate or incomplete and must be reviewed by you before reliance, especially for legal, financial, compliance, operational, or customer-impacting decisions.

Third-Party Services and Integrations

The Services may allow you to connect Third-Party Services, including identity providers, email providers, ad platforms, messaging providers, or other APIs and platforms.

By enabling or using a Third-Party Service, you acknowledge and agree that:

  • You authorize Workroomly to communicate with that Third-Party Service on your behalf as needed to provide the requested functionality
  • Your use of the Third-Party Service may be subject to separate terms, privacy policies, approvals, restrictions, rate limits, or platform rules imposed by that provider
  • Workroomly is not responsible for Third-Party Services, including their availability, functionality, security, pricing, content, or policy changes
  • We may suspend or limit related functionality where required by a provider, law, technical restriction, security concern, or compliance issue
Connected Accounts

If you disconnect, revoke, or lose access to a connected Third-Party Service, some features of Workroomly may stop functioning or may provide incomplete results.

Customer Data and User Content

You retain ownership of your Customer Data and User Content, subject to the rights you grant us under these Terms.

You grant Workroomly a worldwide, non-exclusive, limited license to host, store, process, reproduce, transmit, adapt, display, and otherwise use Customer Data and User Content solely as necessary to operate, maintain, secure, improve, support, and provide the Services, enforce these Terms, comply with law, and as otherwise described in our Privacy Policy.

You represent and warrant that:

  • You have all rights, permissions, and lawful bases necessary to submit or process Customer Data and User Content through the Services
  • Your use of the Services and Customer Data does not violate any law, regulation, contract, confidentiality obligation, or third-party right
  • You are responsible for the content, quality, integrity, and legality of Customer Data you submit or process

Data Protection, Security, and Privacy

We take security seriously and use technical and organizational measures designed to protect the Services and Customer Data. However, no service can guarantee absolute security.

Our collection and use of personal data is described in our Privacy Policy. You are responsible for using the Services in a way that complies with applicable privacy and data protection law, including any notice, consent, opt-in, retention, access, export, deletion, or data subject rights obligations that apply to your use case.

Intellectual Property

Workroomly and its licensors retain all right, title, and interest in and to the Services, including all software, technology, design, trademarks, content, documentation, and related intellectual property, except for Customer Data and User Content owned by you.

Our Rights

The Services are protected by intellectual property and other laws. No rights are granted to you except as expressly stated in these Terms.

Feedback

If you provide suggestions, feedback, or ideas, you grant Workroomly the right to use them without restriction or obligation to you.

Copyright Complaints

If you believe content available through the Services infringes your rights, contact us at hi@workroomly.com with sufficient details for us to review the matter.

Subscriptions, Fees, and Billing

If you use a paid plan, the following terms apply unless we agree otherwise in writing:

  • Fees: You agree to pay all applicable fees for your selected plan, usage, add-ons, or related services.
  • Billing: Fees may be billed monthly, annually, or under another agreed billing schedule.
  • Taxes: Fees are exclusive of applicable taxes, duties, levies, or governmental charges unless stated otherwise.
  • Auto-Renewal: Paid subscriptions may automatically renew until canceled.
  • Changes: We may change pricing, packaging, features, usage limits, or billing structure on notice.
  • Non-Payment: We may suspend or restrict access for overdue amounts.
  • Refunds: Fees are non-refundable except where required by law or expressly stated by us in writing.

Beta, Preview, and Experimental Features

Some features may be marked as beta, preview, early access, or experimental. Those features may be incomplete, change without notice, contain errors, or be discontinued at any time. Unless expressly stated otherwise, beta and preview features are provided “as is” without additional warranties.

Suspension and Termination

We may suspend, restrict, or terminate your access to some or all of the Services at any time, with or without notice, if we reasonably believe:

  • You violated these Terms
  • Your use creates security, legal, compliance, or reputational risk
  • Suspension is necessary to prevent harm to the Services, us, users, third parties, or provider relationships
  • We are required to do so by law, court order, regulator, or provider requirement

You may stop using the Services at any time. If you terminate or downgrade your plan, some features may stop functioning immediately or at the end of the then-current billing period.

Disclaimers

Services Provided “As Is”

To the fullest extent permitted by law, the Services are provided “as is” and “as available,” without warranties of any kind, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, or uninterrupted operation.

AI Output Disclaimer

AI-generated Output may be inaccurate, incomplete, offensive, biased, outdated, or unsuitable for your intended purpose. You are responsible for reviewing Output before use or reliance.

Third-Party Services Disclaimer

Workroomly makes no warranty regarding Third-Party Services, including their uptime, approvals, delivery rates, data handling, or continued compatibility with the Services.

Limitation of Liability

To the maximum extent permitted by law, Workroomly and its affiliates, officers, employees, contractors, licensors, and service providers will not be liable for any indirect, incidental, consequential, special, exemplary, punitive, or similar damages, or for any loss of profits, revenue, business, goodwill, data, customers, opportunities, or anticipated savings, arising out of or related to the Services or these Terms.

To the maximum extent permitted by law, the aggregate liability of Workroomly for claims arising out of or related to the Services or these Terms will not exceed the greater of: (a) the amounts you paid to Workroomly for the Services in the twelve (12) months preceding the event giving rise to the claim; or (b) one hundred United States dollars (US $100), if you have not paid any fees to Workroomly.

Indemnification

You agree to defend, indemnify, and hold harmless Workroomly and its affiliates, officers, employees, contractors, and licensors from and against claims, liabilities, damages, judgments, losses, costs, and expenses (including reasonable legal fees) arising out of or related to:

  • Your use of the Services
  • Your Customer Data or User Content
  • Your violation of these Terms
  • Your violation of applicable law or third-party rights
  • Your use of connected channels, messaging systems, outreach tools, or Third-Party Services

Export, Deletion, and Availability of Data

Subject to your plan, account status, technical limitations, and applicable law, Workroomly may provide tools to access, export, or delete certain Customer Data. We may retain data as required for security, fraud prevention, dispute resolution, backups, compliance, legal obligations, or legitimate business purposes, as further described in our Privacy Policy.

Changes to the Services and Terms

We may modify, update, suspend, or discontinue any part of the Services at any time. We may also update these Terms from time to time. If we make material changes, we may provide notice through the Services, by email, or by another reasonable method. Your continued use of the Services after the effective date of updated Terms constitutes acceptance of the updated Terms.

Governing Law

These Terms are governed by the laws of the Federal Republic of Nigeria, without regard to conflict of laws principles, except to the extent otherwise required by applicable law.

General Terms

  • If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect.
  • Failure to enforce any provision is not a waiver.
  • You may not assign these Terms without our prior written consent. We may assign these Terms as part of a merger, acquisition, restructuring, or sale of assets.
  • These Terms, together with our Privacy Policy and any applicable order forms or plan terms, constitute the entire agreement between you and Workroomly regarding the Services.

Contact Us

If you have any questions about these Terms, contact us at:

Workroomly
Email: hi@workroomly.com
Website: https://workroomly.com

Your Agreement

By accessing or using Workroomly’s Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

These Terms apply to your use of Workroomly’s platform, including customer operations workflows, CRM functionality, communication tools, integrations, AI-assisted features, and related services.