Welcome to Close O Matic (“Company,” “we,” “our,” or “us”). These Terms and Conditions (“Terms”) govern your access to and use of our website, services, software, and AI-driven sales solutions (collectively, the “Services”). By accessing or using the Services, you agree to be bound by these Terms, together with our Privacy Policy, which is incorporated herein by reference. If you do not agree, you must immediately discontinue use of the Services.

1. Eligibility and Account Responsibilities

1.1 You must be at least 18 years old and legally capable of entering into binding contracts to use our Services.

1.2 You are responsible for maintaining the confidentiality of your account credentials and for all activities under your account.

1.3 You agree to provide accurate, current, and complete information and to promptly update such information as necessary.

2. Scope of Services

2.1 Close O Matic provides AI-driven appointment setting, live transfers, sales closing, and related automation services.

2.2 Standard service inclusions, configuration boundaries, and deployment scope for AI Sales Team services are defined in Skopeora, which serves as the authoritative scope reference for execution under applicable service agreements.

2.3 We reserve the right to modify, suspend, or discontinue any part of the Services at our sole discretion, without liability, except as required by law or expressly stated in a written agreement.

2.4 We do not guarantee specific outcomes or results. The Services are a tool to augment your sales process; ultimate performance depends on numerous factors beyond our control.

3. License and Use Restrictions

3.1 Subject to compliance with these Terms, we grant you a limited, revocable, non-exclusive, non-transferable license to access and use the Services solely for your internal business purposes.

3.2 You may not:

•       Reverse engineer, decompile, or otherwise attempt to derive the source code of the Services.
•       Use the Services for any unlawful, abusive, or fraudulent purpose.
•       Resell, sublicense, or make the Services available to third parties without express written consent.

4. Subscription Plans and Payment

4.1 Access to the Services requires an active subscription plan. Plans are billed in accordance with our published pricing schedules.

4.2 Payments are due upfront and are non-refundable, except as required by applicable law.

4.3 Overage minutes beyond your plan allocation will be billed at the rates set forth on our Pricing page.

4.4 We reserve the right to adjust pricing or plan features at any time, with reasonable advance notice.

5. Refund & Cancellation Policy

5.1 Setup Fees: Setup and onboarding fees are fully refundable within seven (7) calendar days of payment if setup work has not yet begun. Once setup or integration work has started, setup fees become non-refundable but may be credited toward future service packages at our discretion.

5.2 Subscription Plans: Monthly or recurring service plans (such as AI Sales Team or AI Sales Force tiers) can be canceled at any time before the next billing cycle to avoid future charges.

5.3 Refund Process: Approved refunds are issued to the original payment method within 5–7 business days after confirmation.

5.4 How to Request a Refund: Clients may contact us at support@close-o-matic.com to request a refund or cancellation.

6. Customer Service & Chargeback Mitigation

Close O Matic is committed to excellent client support and timely resolution of any billing or service concerns. Clients are encouraged to contact our support team at support@close-o-matic.com for assistance before disputing any charge. Most issues are resolved within 1–2 business days.

We provide clear communication before each charge, transparent billing statements, and written confirmation of all cancellations. In the rare event of a dispute, we cooperate fully with both the client and the payment processor to reach a fair and prompt outcome.

7. Term, Termination, and Suspension

7.1 These Terms remain in effect until terminated by either party.

7.2 You may terminate your subscription by following the cancellation instructions provided in your account.

7.3 We may suspend or terminate your account immediately, with or without notice, if you breach these Terms, misuse the Services, or if required by law.

7.4 Upon termination, all rights and licenses granted to you shall immediately cease.

8. Intellectual Property

8.1 All intellectual property rights in the Services—including but not limited to software, branding, logos, text, graphics, and underlying technology—are owned by Close O Matic or our licensors.

8.2 You agree not to use our trademarks, trade names, or branding without our prior written consent.

9. Confidentiality and Data

9.1 You may not disclose any non-public information about the Services, including system design, algorithms, or pricing structures, to any third party without our consent.

9.2 We handle data in accordance with our Privacy Policy. You retain ownership of your data, but grant us a license to process it solely for the purpose of delivering the Services.

10. Disclaimer of Warranties

10.1 The Services are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory.

10.2 We disclaim all implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

10.3 We make no guarantees regarding sales performance, lead quality, or specific business outcomes.

11. Limitation of Liability

11.1 To the maximum extent permitted by law, Close O Matic shall not be liable for any indirect, incidental, consequential, special, or exemplary damages, including loss of profits, revenues, or data.

11.2 Our aggregate liability to you for all claims arising from or related to the Services shall not exceed the total amount paid by you to us in the twelve (12) months preceding the claim.

12. Indemnification

You agree to indemnify, defend, and hold harmless Close O Matic, its officers, directors, employees, agents, and affiliates from and against any claims, damages, liabilities, costs, or expenses (including reasonable attorneys’ fees) arising out of or related to:

•       (a) your use of the Services;
•       (b) your violation of these Terms; or
•       (c) your infringement of any intellectual property or other rights.

13. Dispute Resolution; Governing Law

13.1 These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of laws or principles.

13.2 Any dispute arising under these Terms shall be resolved exclusively through binding arbitration conducted in SHeridan, Wyoming, administered by the American Arbitration Association, in accordance with its rules.

13.3 Class actions are expressly waived; claims must be brought on an individual basis.

14. Miscellaneous

14.1 Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between the parties.

14.2 Severability: If any provision is held invalid or unenforceable, the remaining provisions shall remain in effect.

14.3 Waiver: Our failure to enforce any provision shall not constitute a waiver of such provision or any other.

14.4 Assignment: You may not assign these Terms without our prior written consent; we may assign them freely.

By using Close O Matic, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.