Legal

Last Updated: May 21, 2026
Company: SJ Notebook, Braintree, Massachusetts, USA

This page contains our Terms of Service, Privacy Policy, and Billing Policy combined in one document and applies to all SJ Notebook applications, including SJ CRM. By accessing or using this website, application, plugin, or any related features (the “Service”), you agree to all sections below. If you do not agree, do not use the Service.

Plain-English summary (not legally binding): We’re a small company in beta. Use at your own risk, we try hard but make no promises, data loss is possible, paid plans don’t refund, and disputes are handled in Massachusetts. Read the full text below for the binding version.

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SJ CRM

SJ CRM

The following terms apply to SJ CRM (sjcrmapp.com), the SJ CRM mobile app, the SJ CRM desktop app, and the self-hosted SJ CRM WordPress plugin.

Plain-English summary (SJ CRM only, not legally binding): Everyone starts on a free CRM workspace; paid plans are optional. If a paid renewal fails, you get a 14-day warning period with full access, then the CRM becomes read-only (you can still log in and view data, but cannot add or change records) until billing is fixed. Cancelled paid accounts move to the free tier—they are not deleted immediately. Long-unused accounts may be marked for removal after notice (12 months for former paid customers with no login and no payment; 24 months for free-only accounts with no login). We do not silently wipe data; removal requires a review step. Active paid subscriptions are not removed for failing to log in. Export your data anytime. Paid charges are non-refundable.

Part A — Terms of Service

1. Beta Status Notice

The Service is currently provided in BETA. Features may be incomplete, experimental, unstable, or change at any time. Bugs, errors, data loss, downtime, or unexpected behavior may occur. We do not guarantee accuracy, availability, performance, or reliability during beta. The Service may be modified, suspended, or discontinued at any time without notice. You use the Service at your own risk.

2. No Guarantees or Warranties

The Service is provided “AS IS” and “AS AVAILABLE.” To the maximum extent permitted by law:

  • We make no warranties of any kind, express or implied.
  • We do not guarantee results, uptime, correctness, or suitability for any purpose.
  • We do not guarantee that the Service will meet your expectations or requirements.

3. Limitation of Liability

To the fullest extent allowed by law, we are not liable for any direct, indirect, incidental, consequential, special, or punitive damages, including but not limited to data loss, business loss, profit loss, service interruption, security incidents, or errors or incorrect outputs.

Liability cap: In no event shall our total cumulative liability to you exceed the amount you paid us in the three (3) months preceding the event giving rise to the claim, or USD $100, whichever is greater.

4. User Responsibilities and Acceptable Use

By using the Service, you agree that you will not use the Service unlawfully, will not attempt to exploit or overload it, will not upload malicious content, and are responsible for content and actions under your account. We may restrict or terminate access for violations.

5. Accounts, Security, and Passwords

You are responsible for your credentials and all account activity. While we take reasonable security steps, no system is 100% secure.

6. Intellectual Property and Content License

We own the Service; your content remains yours. You grant us a license to host and process your content solely to provide the Service. We do not sell your content or use it to train third-party AI models.

7. Self-Hosted Plugin License (if applicable)

Self-hosted licenses are per site unless stated otherwise; no redistribution; updates/support while the license is active.

8. Service Changes and Termination

We may change features, pricing, or policies. You may cancel a paid subscription from Billing; cancellation does not refund the current period. Account removal for long inactivity is described under Account lifecycle.

9. Governing Law and Disputes

Massachusetts law; courts in Norfolk County, Massachusetts; no class actions.

10. Policy Updates

Continued use after updates means acceptance. We will try to notify you of material changes by email or in-app notice.

Part B — Privacy Policy

11. Information We Collect

Account information, billing metadata (via Stripe—we do not store full card numbers), usage data (including login timestamps), and content you enter into the CRM.

12. How We Use Your Data

To operate, bill, email transactional notices (including payment warnings and dormant-account notices), support you, and prevent abuse. We do not sell your data.

13. Automated Processing and AI Features

Some features may use automated or AI-assisted processing; optional features may be disabled in settings where available.

14. Data Location

Data is stored primarily in the United States (Namecheap hosting).

15. Multi-Tenant Architecture

Hosted SJ CRM at sjcrmapp.com uses logically separated workspaces on shared infrastructure.

16. Data Retention and Deletion

  • While active, we retain data to provide the Service.
  • Voluntary paid cancellation downgrades to the free tier; data is not deleted immediately.
  • Confirmed removal or deletion requests: CRM content deleted within 30 days, except legal/tax records (up to 7 years where required).
  • Dormant accounts may be flagged and removed per Account lifecycle.
  • Export via built-in CSV tools before cancellation or removal.

17. Your Data Rights

Access, correction, deletion, export, and restriction rights may apply by jurisdiction. Contact us at the email in Contact; we respond within 30 days.

18. Cookies and Tracking

Essential cookies for login and preferences; no third-party ad trackers.

19. Security

HTTPS, hashing, access controls, backups; breach notice as required by law.

Part C — Billing Policy

20. Free tier vs paid plans

  • Free tier: After signup and email verification, new customers receive a free CRM workspace (limited contacts, businesses, and users).
  • Paid plans: Optional upgrades via Stripe, billed in advance.
  • Important: A failed paid renewal is not the same as the free tier. Billing issues on a paid plan may trigger grace or read-only mode until resolved or cancelled.
  • Payments are processed by Stripe, Inc. (Stripe Terms, Stripe Privacy).
  • Paid plans auto-renew at the then-current price.
  • Your renewal date follows Stripe’s billing anchor; paying late on a missed renewal does not automatically move future renewal dates to the late payment date.

22. Cancellation, refunds, and chargebacks

Cancellation: Stop future renewals from Billing; no refund for the current period.

No refunds: All charges are final and non-refundable.

Chargebacks: May result in immediate suspension; contact us first.

23. Failed payments, grace period, and read-only access

If your payment method fails on a paid plan:

  • Grace period (default 14 days): Full CRM access with warnings in the app and by email.
  • After grace: Read-only mode—you may log in and view data but cannot create, edit, or delete records (including imports and API writes) until billing is updated.
  • Recovery: Successful payment restores full access.
  • Extended non-payment / cancellation: Subscription end downgrades to the free tier; data is kept subject to free limits and lifecycle rules below.

Account lifecycle and removal of dormant workspaces

24. Stages

  1. Active — normal use (free or paid).
  2. Payment grace / read-only — paid billing issue only (section 23).
  3. Free tier — after cancellation or for accounts that never upgraded.
  4. Pending deletion — after inactivity criteria and email warnings.
  5. Removed — irreversible deletion after administrative confirmation or your explicit request.

25. Inactivity criteria

Former paid customers (later on free/cancelled): 12 consecutive months with no login and no successful payment.

Free-only accounts (never paid on that workspace): 24 consecutive months with no login (payment is not used for this track).

Unverified signups: may be removed after 90 days without email verification.

Login or successful payment resets the relevant clocks. Active paid subscriptions are not removed for failing to log in on a schedule.

26. Warnings and pending deletion

  • Email warnings at approximately 90, 30, and 7 days before pending deletion when possible.
  • 30-day pending deletion window to log in, export data, or contact support.
  • No silent automatic wipe; irreversible multisite deletion requires administrative confirmation after the pending period.

27. What you should do

  • Export data periodically (CSV).
  • Keep billing email current.
  • Active paid: maintain billing; no yearly login requirement to avoid removal.
  • Free or after cancel: log in periodically if you want to keep the workspace.
  • Questions: support@sjnotebook.com

28. Contact

For legal notices, privacy requests, billing questions, or concerns about these policies:

By creating an SJ CRM account or using SJ CRM, you acknowledge that you have read, understood, and agree to this SJ CRM section in its entirety.