Terms of Service

Effective October 1, 2026 · Questions: support@magiecrm.com

1. The agreement

These terms are a contract between you and MagieCRM ("we," "us") covering your use of the MagieCRM service at magiecrm.com and app.magiecrm.com (the "Service"). By creating an account or using the Service, you agree to them. If you're signing up on behalf of a business, you're agreeing for that business, and "you" means the business.

You must be at least 18 and using the Service for business purposes.

2. What the Service is

MagieCRM is a CRM that gets built around your business: you describe how you work, Magie (our assistant) sets up trackers, fields, pipelines, forms, and automations, and you approve what it builds. It includes AI-assisted features — reading photos and emails into records, drafting changes and automations on request. We continuously improve the Service, which means features can change; we won't remove something you depend on without telling you.

3. Your account

Keep your login credentials to yourself and let us know at support@magiecrm.com if you think your account has been compromised. You're responsible for what happens under your account, including what your team members do with the seats you give them.

4. Plans, the free trial, and billing

• Plans. Current prices are on the pricing section — they're on the page on purpose. Plans differ by number of people and active records, not by features. Your public forms, booking page and automated emails to your customers show a small "Powered by MagieCRM" line by default; you can turn it off in Settings on any plan, including during the free trial. Extra seats beyond your plan's included count are $15/person/month.
• The free trial. New businesses start with a free trial of the plan you pick. The length is shown when you sign up (14 days today). Starting the trial requires a card. When the trial ends, Stripe charges that card the plan's monthly price, and the plan renews monthly after that until you cancel. Cancel before the trial ends and you aren't charged anything. We email you before the first charge.
• Trial limits. During the trial you get every feature, with these limits until your first payment: up to 3 people on the account, $20 of AI use (Magie), and 100 emails a day sent from MagieCRM. If the AI allowance runs out, Magie pauses until your plan starts. You can start the plan early from your billing settings.
• One trial per business. Each business gets one free trial. A second account for the same business, or a plan started again after a trial, is paid from the start. We go by the email address people sign in with, including its domain: once someone at yourcompany.com has started a trial, a new account at yourcompany.com is paid from the start, whoever opens it. Teammates you invite to your account aren't affected. Personal and forwarding addresses (Gmail, Yahoo, Outlook.com, Hide My Email and the like) are matched by the address itself, not the domain. If you're a separate business that shares a domain with others (an agent on a franchise's or brand's domain, say), email us before you pay and we'll stop treating that domain as one business.
• Billing. Plans bill in advance through Stripe. Yearly billing is available after your first payment. If a renewal payment fails, we retry it for about two weeks and let you know. While we retry you can keep using the account, but email and text sending pause. If the payment still hasn't gone through after that, the plan ends.
• If the first charge fails, or a plan ends. The account becomes read-only. You and your team can still sign in and view your records, and you can export them, but nothing can be added or changed. Magie, sending, automations and your booking page stop. After a plan ends (cancelled, or unpaid after the retries), your public forms stop taking responses too; while only the first charge is unpaid, they keep collecting. Your data is kept for 90 days from the day the account became read-only, then deleted. Pay the open bill or start a plan again within those 90 days and your records and setup are all there. Email campaigns paused when the account went read-only stay paused until you start them again, and automation steps that came due while it was read-only are skipped.
• Canceling. Cancel anytime from your billing settings (the Stripe billing portal, or the cancel button while a payment is failing). Cancel during a free trial and you're never charged. After your first payment, you keep access through the end of the period you've paid for. We don't do partial-month refunds, but we also don't do cancellation phone calls or retention specialists.
• Price changes. If we change prices, existing subscribers get at least 30 days' notice before it affects them.
• Going over limits. If you exceed your plan's active-record limit, nothing is deleted — records beyond the limit wait, and come back the moment you upgrade.
• Taxes. We don't add sales tax to what you pay.

5. Your data

Everything you put into your CRM — records, files, messages, form responses — is yours. You give us permission to store and process it only as needed to run the Service, as described in our Privacy Policy. We don't sell it, don't use it for ads, and don't let anyone train AI models on it.

You can export your records to spreadsheets in one click at any time, including while the account is read-only. After a plan ends your data remains exportable for 90 days, after which we may delete it.

You're responsible for the data you store: that you have the right to store it, and that storing it complies with the laws that apply to you.

6. Sending messages

MagieCRM can send email — and text messages, if you connect a business phone number — to your customers. Those are your messages, sent on your behalf. You're responsible for having the right to contact those people and for complying with applicable law (in the U.S., that includes CAN-SPAM for email and the TCPA for texts). Automated messages only ever send from templates you wrote or approved; you can read every rule your automations run on. If your sending generates spam complaints or abuse reports, we may pause sending from your account while we sort it out with you.

7. AI features, honestly

Magie reads, extracts, and drafts. It's good, and it's not perfect: it can misread a business card, mis-file a lead, or draft an automation that isn't quite what you meant. That's why changes are shown to you before they run and nothing sends without a template you approved. Review what it proposes. Once you approve something, it's yours — treat approval like a signature.

8. Acceptable use

Use the Service for lawful business. Don't:

• send spam or messages to people who haven't agreed to hear from you;
• store protected health information — MagieCRM is not HIPAA-certified and we don't sign BAAs;
• upload anything illegal, or anything you don't have the right to use;
• probe, overload, or interfere with the Service or other customers' data;
• resell the Service or use it to build a competing product.

If an account is abusing the Service, we may suspend it. If we do, we'll tell you why and how to fix it, unless the law prevents us.

9. Third-party services

If you connect Google, Stripe, Square, or a phone provider, your use of those services is governed by their terms, and they may charge their own fees. We're responsible for our software, not theirs; if a provider changes or shuts off an integration, we'll do our best to adapt but can't promise their service.

10. Our stuff

We own the MagieCRM software, design, and brand. Your subscription gives you the right to use the Service; it doesn't transfer any ownership of it. If you send us feedback or feature ideas, we can use them without owing you anything — though we'll probably say thanks.

11. Disclaimers

We work hard to keep MagieCRM fast, correct, and available, and we don't promise perfection. The Service is provided "as is" and "as available," without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be uninterrupted or error-free. Keep your own judgment in the loop — especially for anything that goes to your customers.

12. Limits on liability

To the maximum extent the law allows: neither of us is liable to the other for indirect, incidental, special, consequential, or punitive damages, or lost profits or revenues; and our total liability for all claims arising out of the Service is capped at the amount you paid us in the 12 months before the claim. Nothing in these terms limits liability that can't legally be limited.

13. Indemnity

If someone brings a claim against us because of data you stored or messages you sent through the Service in violation of these terms or the law, you'll defend us and cover the costs of that claim.

14. Ending things

You can stop using the Service and cancel anytime (section 4). We can terminate accounts that violate these terms, or discontinue the Service entirely with at least 90 days' notice — in which case you get a prorated refund and, as always, your export.

15. Governing law

These terms are governed by the laws of the State of California, without regard to conflict-of-laws rules, and disputes will be resolved in the state or federal courts located in California. Before anyone sues anyone, both of us agree to try to work it out by email first — most things are a misunderstanding.

16. Changes to these terms

If we change these terms, we'll update the date at the top; for material changes we'll email you at least 14 days before they take effect. If you keep using the Service after that, the new terms apply. If you don't like a change, cancel and export — that door stays open.

17. Contact

support@magiecrm.com — a person reads it.