These Terms & Conditions (“Terms”) govern the access to and use of the Caddy platform and services (the “Services”) provided by AltiSales LLC d/b/a Caddy (“Caddy”, “we”, “us”, or “our”).
By accessing the Services, creating an account, clicking “I agree,” or submitting payment, you (“Customer”, “you”, or “your”) agree to be bound by these Terms.
These Terms constitute a legally binding agreement between Customer and Caddy.
By accessing or using the Services, you represent and warrant that:
1. You have read, understood, and agree to be bound by these Terms.
2. If you are entering into these Terms on behalf of a company or other legal entity, you have authority to bind that entity.
3. You are legally permitted to use the Services under applicable law.
If you do not agree to these Terms, you may not access or use the Services.
“Customer Data” — Any data or information submitted, uploaded, or transmitted by Customer through the Services.
“Documentation” — User guides, instructions, help pages, and support materials provided by Caddy.
“Order” or “Order Form” — Any online checkout page or written ordering document specifying the Services purchased, fees, quantities, and term length.
“Services” — Caddy’s platform, software modules, features, and related services.
“Subscription Term” — The duration of access to the Services as specified in the Order.
“Usage Limits” — Seat counts, feature limits, credits, or other limits specified in the Order or Documentation.
Caddy grants Customer a limited, non-exclusive, non-transferable right to access and use the Services solely for Customer’s internal business purposes during the Subscription Term.
Customer agrees not to, and will not permit users to:
Copy, modify, translate, or create derivative works of the Services.
Reverse engineer, disassemble, or attempt to discover source code.
Bypass technical controls, access restrictions, or Usage Limits.
Use the Services to send spam or other unsolicited communications.
Upload or transmit malware, harmful code, or engage in security breaches.
Use calling, texting, messaging, or recording features without complying with all applicable laws, including TCPA, call recording consent, and Do-Not-Call rules.
Use the Services in a manner that violates applicable laws or third-party rights.
Use the Services to build or enhance a competing product or service.
Interfere with or disrupt the operation of the Services or any related system.
Caddy may suspend Customer’s access immediately for violations of this section.
Customer is responsible for:
The acts and omissions of all users under its account.
Protecting account credentials and preventing unauthorized access.
Ensuring compliance with all laws applicable to Customer’s use.
The accuracy, legality, and integrity of Customer Data.
The Services may integrate or interoperate with third-party applications (e.g., CRMs, email providers, dialers, LinkedIn, Google).
Customer acknowledges that:
Use of third-party services is governed solely by those third parties’ terms.
Caddy does not control, endorse, or assume liability for third-party services.
Caddy is not responsible for the security, availability, performance, or behavior of any third-party service.
Customer is solely responsible for enabling, disabling, and configuring any integrations.
Caddy may offer trials, beta features, or free access.
- Trials and beta features are provided “AS IS” and may be modified, suspended, or terminated at any time.
- No warranties, support obligations, uptime commitments, or performance guarantees apply to trial or beta features.
- Caddy may convert trial accounts to paid subscriptions if explicitly agreed to by Customer during signup.
Caddy may enhance, update, or modify the Services from time to time.
Caddy will not materially reduce core functionality during a paid Subscription Term.
Certain new features may require additional fees.
Fees are specified in the Order and are:
due in full upon invoice or checkout;
non-cancelable; and
non-refundable (except where required by law).
Unless stated otherwise:
subscriptions are billed upfront;
usage-based or overage fees may be billed in arrears;
Customer authorizes Caddy to automatically charge the payment method on file for renewals, expansions, and overages.
Fees exclude taxes. Customer is responsible for all taxes except those based on Caddy’s income.
The Subscription Term begins on the Start Date specified in the Order.
Subscriptions renew automatically for equal, successive terms unless cancelled before the renewal date in accordance with the Order or Customer account settings.
Either party may terminate for material breach if the breach is not cured within 30 days of written notice.
Caddy may suspend access immediately for:
- non-payment;
- security threats;
- legal compliance issues;
- violations of acceptable use.
Suspension does not relieve Customer of payment obligations.
Upon termination:
- Customer must stop using the Services;
- all outstanding fees become immediately due;
- Caddy may delete Customer Data after 30 days.
Each party shall protect the other’s Confidential Information using reasonable care and shall not disclose it except to employees, contractors, or advisors who need to know it and are bound by confidentiality obligations.
Confidential Information does not include information that is public, independently developed, or lawfully obtained without restriction.
Caddy will implement industry-standard administrative, technical, and physical safeguards to protect Customer Data.
Customer represents that it has all necessary rights to provide and use Customer Data with the Services.
Caddy’s processing of personal data is governed by its Privacy Policy.
Caddy owns all rights, title, and interest in the Services, software, and underlying technology.
Customer owns all rights in Customer Data.
Caddy may freely use any suggestions, ideas, or feedback provided by Customer without restriction or obligation.
Caddy may collect aggregated, anonymized usage data to improve the Services.
Customer grants Caddy the right to:
- use Customer’s name, logo, and trademarks in marketing materials, websites, and customer lists;
- develop and publish case studies, testimonials, or success stories with Customer’s participation (not unreasonably withheld).
Customer may opt out of future publicity use at any time via written notice.
Opt-outs do not require removal of previously published materials.
Caddy warrants that the Services will perform materially in accordance with the Documentation.
Except as expressly stated:
THE SERVICES ARE PROVIDED “AS IS” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
Caddy will defend Customer against claims that the Services infringe a third party’s intellectual property rights and will pay resulting damages, provided Customer:
- promptly notifies Caddy;
- allows Caddy to control the defense;
- cooperates reasonably.
Customer will defend and indemnify Caddy from claims arising out of:
- Customer Data;
- Customer’s unlawful use of the Services;
- violations of these Terms.
NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES.
EACH PARTY’S TOTAL LIABILITY IS LIMITED TO THE AMOUNT PAID BY CUSTOMER TO CADDY IN THE 12 MONTHS BEFORE THE CLAIM AROSE.
These limitations apply to the fullest extent permitted by law.
Caddy may update these Terms from time to time.
Material changes will be communicated via email or in-app notice.
Continued use of the Services after changes become effective constitutes acceptance.
- Governing Law — Florida law applies (unless otherwise required by Customer’s jurisdiction).
- Assignment — Neither party may assign without consent except in a merger, acquisition, or sale of substantially all assets.
- Notices — May be delivered electronically.
- Severability — If any provision is invalid, the remainder remains in effect.
- No Waiver — Failure to enforce rights is not a waiver.
- Entire Agreement — These Terms + any Order constitute the complete agreement between the parties regarding the Services.
