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Legal & Contractual

Terms of Service

Please read the conditions, responsibilities, and guidelines governing the use of the ContatoCRM platform.

Last updated: August 2026

1. Acceptance of Terms

By creating an account, accessing, or subscribing to ContatoCRM, you ("User" or "Clinic") agree to be bound by these Terms of Service. If you do not agree with any provision, please do not use the platform.

2. Description of the Service

ContatoCRM provides cloud-based multi-tenant Software as a Service (SaaS) designed for clinic management, including patient databases, scheduling, team administration, automated notifications, and WhatsApp integration.

🚀 Free Trial: New accounts are granted a 14-day evaluation trial with feature and capacity limits (up to 50 clients and 1 staff member) with no initial credit card required.

3. Subscription Plans & Payments (Asaas Gateway)

  • Paid Plans (Pro & Premium): Unlock increased capacity, unlimited clients, multi-professional schedules, and automated WhatsApp AI messaging quotas.
  • Billing & Gateway: Payments and recurring subscriptions are processed securely via the Asaas platform (Pix, Credit Card, and Bank Slip).
  • Renewal & Cancellation: Subscriptions renew on a 30-day recurring cycle. You may cancel at any time through your dashboard; access remains active until the end of the paid billing period.

4. WhatsApp & Communication Usage Rules

When connecting a WhatsApp number to the system (via Evolution API), you agree to comply with WhatsApp's Business Policies and local anti-spam regulations:

  • You must only send appointment confirmations, reminders, and service follow-ups to contacts who have consented to be contacted.
  • Unsolicited bulk marketing, abusive content, and spam are strictly prohibited and may result in immediate suspension without refund.

5. User Responsibilities & Account Security

You are responsible for maintaining the confidentiality of your credentials, ensuring accurate patient records, and obtaining necessary patient consent for appointment communications.

6. Limitation of Liability & Availability

While we strive for 99.9% uptime and implement continuous backups, ContatoCRM is provided "as is". We are not liable for indirect losses, temporary third-party messaging delays (e.g., WhatsApp official server downtime), or user input errors.

7. Contact

For questions regarding these Terms, contact our legal and support team at suporte@contatocrm.com.br.

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