Legal
Effective Date: June 7, 2026
Welcome to Lead OS. These Terms of Service ("Terms") are a binding agreement between you ("you," "your," or "Customer") and CFC Partners LLC d/b/a Lead OS ("Lead OS," "we," "us," or "our"). By accessing or using the Lead OS platform, website, or any related services (collectively, the "Service"), you agree to these Terms. If you do not agree, do not use the Service.
Please read carefully. These Terms include a binding arbitration clause and class action waiver (Section 16) that affect your legal rights.
You must be at least 18 years old and legally authorized to enter into a binding contract on behalf of yourself or the entity you represent. By creating an account or making a payment, you represent that you meet these requirements and agree to be bound by these Terms and our Privacy Policy.
Lead OS is a software-as-a-service ("SaaS") customer relationship management ("CRM") platform built on and powered in part by leading third-party CRM and communications infrastructure. The Service is configured for real estate professionals — including wholesalers, agents, brokers, investors, lenders, title companies, and related operators — and provides features that may include AI-assisted lead management, an AI voice agent, a power dialer, automated multi-channel follow-up sequences (SMS, email, ringless voicemail), pipeline tracking, and related tooling.
We may modify, add, or remove features at any time without prior notice, provided that material reductions in core functionality during a paid term will be communicated to you in advance.
You are responsible for all activity that occurs under your account, including activity by your employees, contractors, or anyone you authorize. You must:
We are not liable for any loss or damage arising from your failure to safeguard your credentials.
The Service is offered under recurring subscription plans (currently "Growth" and "Operator"), available as monthly or annual billing cycles. Current pricing is displayed on our pricing page.
Certain plans require a one-time setup fee in addition to the recurring subscription fee. All setup fees are non-refundable once setup work has commenced, including but not limited to onboarding configuration, website integration, sub-account provisioning, automation builds, or any deliverable initiated by our team.
Payments are processed through our third-party payment provider, Stripe. By submitting payment, you also agree to the Stripe terms of service and authorize them to process your payment. We do not store full payment card information on our systems.
Unless you cancel before the end of your current billing period, your subscription will automatically renew at the then-current rate for the same plan length (monthly subscriptions renew monthly; annual subscriptions renew annually). You authorize us to charge the payment method on file for each renewal.
If a payment fails, we may retry the charge and will notify you. If payment is not received within seven (7) days of the original due date, we may suspend or terminate your access to the Service. Reinstatement may require payment of past-due amounts plus any applicable reactivation fee.
Certain features incur usage-based charges separate from your subscription fee, including but not limited to outbound and inbound calls (per minute), SMS messages (per segment), email sends, AI voice minutes, and ringless voicemail deliveries. These are billed at the rates listed on the pricing page (or, where applicable, as posted within the platform) and are non-refundable.
We may change our prices, fees, or billing structure at any time. For existing subscribers, we will provide at least thirty (30) days' notice via email before any price change takes effect. Continued use of the Service after the change constitutes acceptance.
Fees are exclusive of any sales, use, value-added, or similar taxes. You are responsible for paying all such taxes associated with your subscription, except for taxes based on our net income.
You may cancel your subscription at any time by contacting support@crmleados.com or through your account portal where available.
Except as expressly stated in these Terms or required by applicable law, all payments are final and non-refundable.
You agree not to use the Service to:
We may suspend or terminate your account immediately and without refund if we determine, in our sole discretion, that you have violated this section.
The Service includes features capable of placing outbound calls, sending SMS messages, leaving ringless voicemails, and operating an AI voice agent. You acknowledge and agree that:
You agree to indemnify, defend, and hold us harmless from any claim, fine, penalty, judgment, settlement, or attorneys' fees arising from your alleged or actual non-compliance with this Section 7.
The Service includes artificial-intelligence-powered features, including an AI voice agent and AI chat / lead-qualification bots. AI outputs are generated based on probabilistic models and may be inaccurate, incomplete, or unsuitable for any particular purpose. You are responsible for reviewing AI outputs before relying on them in your business.
Several jurisdictions require disclosure when a person is interacting with an automated system (e.g., California's Bolstering Online Transparency Act — "B.O.T. Act," SB 1001). You are solely responsible for configuring, scripting, and operating AI features in compliance with all such disclosure obligations applicable to your business and your recipients' locations.
As between you and us, you own all data, content, and information you or your users upload to or generate within the Service, including contact records, call recordings, transcripts, SMS/email content, and pipeline data ("Customer Data").
You grant us a worldwide, non-exclusive, royalty-free license to access, store, process, and transmit Customer Data solely as necessary to (a) provide and improve the Service, (b) prevent or address technical or security issues, and (c) comply with law or enforce these Terms.
You represent and warrant that you have all rights, consents, and authorizations necessary to provide Customer Data to us and to permit our processing as described in these Terms and our Privacy Policy.
The Service, including all software, designs, text, graphics, logos, trademarks, configurations, automation templates, scripts, training materials, and SOPs we provide, is and remains the exclusive property of Lead OS and its licensors. Nothing in these Terms transfers ownership of any such intellectual property to you.
Subject to your continued compliance with these Terms and payment of all fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable license to access and use the Service during your subscription term, solely for your internal business purposes.
The Service is built on or integrates with third-party platforms and providers, including but not limited to our CRM platform infrastructure, communications and telephony providers, our payment processor (Stripe), and various carrier and email infrastructure providers. Your use of those services may be subject to separate terms imposed by those providers. We are not responsible for, and disclaim all liability arising from, the acts, omissions, downtime, data practices, or pricing of any third-party service.
We will use commercially reasonable efforts to keep the Service available. However, we do not guarantee uninterrupted, error-free, or timely access. The Service may be temporarily unavailable due to scheduled maintenance, upstream provider outages, or events beyond our reasonable control (force majeure).
We may modify, suspend, or discontinue the Service or any feature at any time. Where commercially reasonable, we will provide advance notice of material discontinuations.
Lead OS is a software tool. We make no guarantee, representation, or warranty of any specific business result, including but not limited to lead volume, appointment-set rate, close rate, revenue, return on investment, or deal flow. Any case studies, testimonials, or example outcomes shown in our marketing reflect the experience of specific operators and are not a promise of future performance for you or your business.
TO THE FULLEST EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, OR ACCURACY. WE DO NOT WARRANT THAT THE SERVICE WILL MEET YOUR REQUIREMENTS, OPERATE WITHOUT INTERRUPTION, BE SECURE, OR BE FREE OF ERRORS, VIRUSES, OR HARMFUL COMPONENTS.
TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT WILL LEAD OS, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOST PROFITS, LOST REVENUE, LOST DATA, LOST GOODWILL, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL CUMULATIVE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE WILL NOT EXCEED THE AMOUNT YOU ACTUALLY PAID US FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
Some jurisdictions do not allow the exclusion or limitation of certain damages, so portions of this section may not apply to you.
PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR RIGHTS.
Any dispute, claim, or controversy arising out of or relating to these Terms or the Service (a "Dispute") will be resolved exclusively through final and binding arbitration, rather than in court, except that either party may bring an individual action in small-claims court.
Arbitration will be administered by JAMS under its Streamlined Arbitration Rules then in effect. The arbitration will be conducted in Sheridan County, Wyoming, in the English language, by a single arbitrator. Judgment on the award may be entered in any court of competent jurisdiction.
Class Action Waiver. You and we agree that each may bring claims against the other only in your or its individual capacity, and not as a plaintiff or class member in any purported class, consolidated, or representative proceeding. The arbitrator may not consolidate more than one person's claims and may not preside over any form of representative or class proceeding.
Opt-Out. You may opt out of this arbitration agreement by sending written notice to support@crmleados.com within thirty (30) days of first accepting these Terms. Your notice must include your name, account email, and a clear statement that you wish to opt out. Opting out will not affect any other provision of these Terms.
You agree to indemnify, defend, and hold harmless Lead OS, its affiliates, and their respective officers, directors, employees, agents, and licensors from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) your Customer Data; (c) your violation of these Terms; (d) your violation of any applicable law, including the TCPA and other telemarketing or consumer protection laws; (e) your violation of any third-party right, including intellectual property or privacy rights; or (f) any dispute between you and any third party.
These Terms remain in effect for as long as you use the Service. We may suspend or terminate your access to the Service at any time, with or without cause and with or without notice, including (without limitation) for non-payment, breach of these Terms, or risk to our platform or other users.
Upon termination, your right to access the Service ends immediately. You may request an export of your Customer Data within thirty (30) days of termination; after that period, we may delete your Customer Data in the ordinary course, subject to legal retention obligations.
Sections that by their nature should survive termination — including Sections 9, 10, 14, 15, 16, 17, and 20 — will survive.
These Terms are governed by the laws of the State of Wyoming, without regard to its conflict-of-laws principles. Subject to the arbitration provisions of Section 16, the state and federal courts located in Sheridan County, Wyoming will have exclusive jurisdiction over any non-arbitrable dispute.
Entire Agreement. These Terms, together with our Privacy Policy and any order form or written agreement signed between us, constitute the entire agreement between you and us regarding the Service.
Modifications. We may revise these Terms from time to time. The most current version will always be posted at this URL. Material changes will be communicated to you by email or in-product notice at least thirty (30) days before they take effect. Your continued use of the Service after the effective date constitutes acceptance.
Severability. If any provision of these Terms is held invalid or unenforceable, the remaining provisions will remain in full force.
No Waiver. Our failure to enforce any right or provision will not be a waiver of that right or provision.
Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of substantially all of our assets.
Notices to Us. Notices must be sent to support@crmleados.com and, if required by law, by mail to the address below.
Independent Contractors. The parties are independent contractors. Nothing in these Terms creates a partnership, joint venture, agency, franchise, or employment relationship.
If you have questions about these Terms, contact us at:
CFC Partners LLC d/b/a Lead OS
30 N Gould St, Ste R, Sheridan, WY 82801
Email: support@crmleados.com
These Terms were last updated on June 7, 2026.