Terms of Service

SOTA CRM Terms of Service & User Agreement

Terms of Service

1. Acceptance of Terms

The following “Terms of Service” governs your use of the software and services provided by SOTA CRM LLC (“SOTA CRM”) at sotacrm.com website (the “Site”).  This is a binding agreement between you and SOTA CRM and incorporates our Privacy Policy at sotacrm.com/privacy-policy.  By using any software or services provided by SOTA CRM (the “Services”), you are accepting to be bound to the terms of this Agreement.

We reserve the right to change these Terms from time to time. When we make any changes to our Terms, we will display a notification to inform you that our Terms have been changed or we plan to change our Terms. You acknowledge and agree that it is your responsibility to periodically review this Site and these Terms. Your continued use of this Site and Services after such modifications will constitute acknowledgement and acceptance of the modified Terms.

As used in these Terms, references to our “Affiliates” include our owners, licensees, assigns, subsidiaries, affiliated companies, officers, directors, suppliers, partners, sponsors, advertisers, and includes (without limitation) all parties involved in creating, producing, and/or delivering this Site and/or contents and Services available on this Site.

BY USING THIS SITE AND SERVICES ON THIS SITE, YOU AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT WISH TO BE BOUND BY THE THESE TERMS, PLEASE EXIT THE SITE. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THIS SITE, PRODUCTS, SERVICES OR SERVICES AVAILABLE ON THIS SITE, OR THESE TERMS IS TO CEASE USING THE SITE AND/OR THOSE PARTICULAR PRODUCTS, SERVICES OR SERVICES. THESE TERMS ARE EFFECTIVE ONCE YOU CLICK THE ‘I AGREE’ BUTTON BELOW.

2. Services

SOTA CRM provides a multitude of products integration and services for users on our Site, which you may subscribe through our Site.

a. No Guarantee

Although SOTA CRM works hard to provide quality Services, you understand and acknowledge that we cannot promise or guarantee specific results from using the Site or Services available on this site.

b. Temporary Interruptions

You understand and agree that temporary interruptions of the Site may occur. You also understand and agree that we have no control over the third-party networks or service(s) that we may use to provide you with Services. You agree that the Services available on this Site are provided “AS IS” and that we assume no responsibility for the timeliness, deletion, mis-delivery, interruption, or failure to store any user communications or personalization settings.

c. Right to Modify the Services

We reserve the right to implement new elements as part of the Services including changes that may affect the previous mode of operation of the Services. We believe that any such modifications will enhance the overall Services, but it is possible that your opinion may vary.  

d. No Contingency on Future Releases and Improvements. You understand that your purchase of the Services on our Site is not contingent on the delivery by us of any future release of any functionality or feature, including without limited to, the continuation of a certain service beyond its current subscription term or third party services or dependent on any public comments we make, regarding any future functionality or feature. 

3. Payment

a. Fees

If you choose to purchase one or more of the Services provided on our Site, you agree to pay all fees associated with the Services. Our monthly subscription provides tiered pricing for different levels of services and products based on the services you choose to use. In addition to our monthly subscription services, you may purchase add-in services for a one-time fee or recurring subscription fees. Fees may change from time to time. 

Any charges incurred by your purchase or use of the Services, will be billed to the credit card we have on file.  In the event you sign up for a Service that is ongoing and incurs reoccurring charges (such as a subscription), such charges will be billed in advance of service. You agree to provide us with accurate and complete billing information, including valid credit card information, your name, address and telephone number, and to provide us with any changes in such information within 10 days of the change.

b. Overdue Amounts

If, for any reason, your credit card SOTA CRM declines or otherwise refuses to pay the amount owed for the Services you have purchased, you agree that we may suspend or terminate performance of Services or delivery of products and may require you to pay any overdue amounts incurred (including any third-party chargeback fees or penalties) by other means acceptable to us.  In the event legal action is necessary to collect on balances due, you agree to reimburse us for all expenses incurred to recover sums due, including attorney fees and other legal expenses.

c. All Subscriptions Non-refundable

Except as described below, all fees paid for the Services provided on our Site are non-refundable, and no prorated refunds or credits will be offered for partially used subscriptions. However, if we issue a refund or credit in one instance, we are under no obligation to issue the same refund or credit in the future. 

We reserve the right to issue refunds or credits at our sole discretion in the following situations:

  1. Where we materially modify Terms of Service, Privacy Policy during a billing period and such modification adversely affects you, we may refund a portion of your subscription fee equal to the remaining unused term, as we determine appropriate or as may be required by applicable law. To be eligible for a refund, you must provide written notice which must (a) identify your account and (b) request cancellation of the specific Service. The cancellation will be effective upon our receipt of your notice and our determination that you are authorized to effect such cancellation. Please refer to the section, “How to Send Notices to SOTA CRM,” below on how to provide notice to us.
  2. As noted in the section, “Services,” where a modification or interruption adversely affects you and alternative remedies as specified in our Terms of Service are not available, we may refund a portion of your paid subscription fee equal to the remaining unused term of your subscription, as we determine appropriate or as may be required by applicable law. 

4. Site Conduct, Posting Policies & Third Party Websites

a. User-Created Content Guidelines

Your use of the Site is subject to all applicable laws and regulations, and you are solely responsible for any comments or posts you leave on the Site. By posting information on the Site, or by otherwise using any communications service, message board, newsgroup, or other interactive service available on the Site, you agree that you will not post comments, messages, links, code or other information that:

  1. is unlawful, threatening, abusive, harassing, defamatory, deceptive, fraudulent, tortious, invasive of another’s privacy, or includes graphic descriptions of sexual or violent content;
  2. victimizes, harasses, degrades, or intimidates an individual or group of individuals on the basis of religion, gender, sexual orientation, race, ethnicity, age, or disability;
  3. infringes any patent, trademark, trade secret, copyright, right of publicity, or other proprietary right of any party;
  4. consists of unsolicited advertising, junk or bulk email (also known as “spam”), chain letters, any other form of unauthorized solicitation, or any form of lottery or gambling;
  5. contains any form of malicious code, files, or programs that are designed or intended to disrupt, damage, or limit the functionality of any software, hardware, or telecommunications equipment or otherwise causes damage, or allows you to obtain unauthorized access to any data or other information of any third party;
  6. breaches the security of, compromises or otherwise allows access to secured, protected or inaccessible areas of this Site, or attempts to gain access to other network or server via your account on this Site;
  7. impersonates any person or entity, including any of our employees or representatives.


At our sole discretion, SOTA CRM may choose to unpublish or otherwise make not available for public viewing, any material we deem unnecessary for use of our Site.

b. User customization. SOTA CRM platform within our Site may be modified by users, incorporating the users’ name, logo, trademark, and color scheme into user’s individual access area within our Site, and/or by otherwise applying a user-built code on top of SOTA CRM platform. You are solely responsible for copyright, trademark or other intellectual property concerns connected with your customized look and feel of our Site. You acknowledge that you may not be able to customize our Site according to your unique branding to the extent that your customization would appear to be independently developed. 

c. No Endorsement

SOTA CRM neither endorses nor assumes any liability for any material uploaded or submitted by users on any part of the Site. Although we do not pre-screen, police or monitor comments posted on our Site, we and our agents reserve the right to remove any and all postings that we feel do not comply with these Terms and any other rules of user conduct for our Site, or are otherwise harmful, objectionable, or inaccurate. We are not responsible for any failure or delay in removing such postings.

SOTA CRM may publish content featuring testimonials of our users, and any views or opinions expressed in such posts are personal and do not constitute or imply any approval, sponsorship or endorsement of SOTA CRM.

d. Third-Party Sites and Information

This Site may redirect or link to other websites on the Internet, or may otherwise include references to information, products or services made available by unaffiliated third parties. While we make every effort to work with trusted, reputable providers, from time to time such sites may contain information, material or policies that some may find inappropriate or personally objectionable. You understand that we are not responsible for the accuracy, completeness, decency or legality of content hosted by third party websites, nor are we responsible for errors or omissions in any references made on those websites. The inclusion of such a link or reference is provided merely as a convenience and does not imply endorsement of, or association with the Site or party by us, or any warranty of any kind, either express or implied.

e. Promotions

From time to time, this Site may include advertisements offered by third parties. You may enter into correspondence with or participate in promotions of the advertisers showing their products on this site. Any such correspondence or promotions, including the delivery of and the payment for goods and services by those third parties, and any other terms, conditions, warranties or representations associated therewith, are solely between you and the advertiser. We assume no liability, obligation or responsibility for any part of any such correspondence or promotion.

f. Electronic Communication

When you enroll in the Online Service, you must designate a primary email address that will be used for receiving electronic communication. To the extent that SOTA CRM maintains an online message center now or in the future, such exchange of communications shall be considered an electronic communication and may be utilized by SOTA CRM for providing you notices pursuant to these Terms, as required by Applicable Law (as permitted) or generally regarding your Account(s) with SOTA CRM. We will NEVER send you email requesting confidential information such as Account numbers, usernames, or passwords and you should NEVER respond to any email requesting such information. If you receive such an email purportedly from SOTA CRM, do not respond to the email and notify SOTA CRM by emailing us at help@sotacrm.com

5. SOTA CRM Intellectual Property

a. Content

For purposes of these Terms, “content” is defined as any information, communications, software, published works, photos, video, graphics, music, sounds, or other material that can be viewed by users on our Site and is owned by SOTA CRM or its Affiliates.

b. Ownership of Content

By accepting these Terms, you agree that all content presented to you on this Site is protected by any and all intellectual property and/or other proprietary rights available within the United States and is the sole property of SOTA CRM or its Affiliates.

All custom graphics, icons, logos and service names are registered trademarks, trademarks or service marks of SOTA CRM or its Affiliates. All other trademarks or service marks are property of their respective owners. Nothing in these Terms of Use grants you any right to use any trademark, service mark, logo, and/or the name of SOTA CRM or its Affiliates.

A third party website may feature our logos or trademarks, with or without authorization. Our logs or trademarks featured in any third party website do not constitute or imply any approval, sponsorship or endorsement of SOTA CRM.

Certain of the ideas, software and processes incorporated into the Services available on this Site are protected by patent applications pending in the United States, and we intend to prepare and file additional patent applications in selected foreign jurisdictions.

c. Limitations on Use of Content

Except for a single copy made for personal use, you may not copy, reproduce, modify, republish, upload, post, transmit, or distribute any content from this Site in any form or by any means whatsoever without prior written permission from us. Any unauthorized use of Site content violates our intellectual property interests and could result in criminal or civil penalties.

d. No warranty for Third-Party Infringement

Neither we or our Affiliates warrant or represent that your use of materials displayed on, or obtained through, this Site will not infringe the rights of third parties.

6. Content You Create

a. Your Intellectual Property Rights

You own and retain all rights to your data and your code for customizing SOTA CRM platform. You grant us and our applicable third parties to use your data as necessary to provide the Services to you and as permitted by this Agreement and our Privacy Policy.  If you are using the Services on behalf of another party, then you represent and warrant that you have all sufficient and necessary rights and permissions to do so. Subject to the limited license granted, we acquire no right, title or interest from you or your licensors under this Agreement. 

We respect the intellectual property rights of others, and we ask you to do the same. In instances where we are notified of alleged infringement, SOTA CRM or User Content through our Designated Agent, a decision may be made to remove access or disable access to such materials, in compliance with the safe harbor provisions of the Digital Millennium Copyright Act,17 U.S.C. § 512(c). We may also make a good faith attempt to contact the person who submitted the affected material so that they may make a counter-notification.

If you believe that you or someone else’s copyright has been infringed by SOTA CRM or User Content provided on this Site, you (or the owner or rights holder, collectively, “Rights Holder”) should send notification to our Designated Agent immediately. Prior to sending us notice, the Rights Holder may wish to consult a lawyer to determine their rights and legal obligations under the DMCA and any other applicable laws. Nothing here or anywhere on this Site is intended as a substitute for qualified legal advice. To file a Notice of Infringing Material, we ask that the Rights Holder provide the following information:

  1. Reasonably sufficient details about the nature of the copyrighted work in question, or, in the case of multiple alleged infringements, a representative list of such works. This should include, title(s), author(s), any U.S. Copyright Registration number(s), URL(s) etc.;
  2. Reasonably sufficient details to enable us to identify and locate the material that is allegedly infringing the Rights Holders’ work(s) (for example, file name or URL of the page(s) that contain(s) the material);
  3. The Rights Holder’s contact information so that we can contact them (including for example, the Rights Holder’s address, telephone number, and email address);
  4. A statement that the Rights Holder has a good faith belief that the use of the material identified above in 2 is not authorized by the copyright owner, its agent, or the law;
  5. A statement, under penalty of perjury, that the information in the notification is accurate and that the Rights Holder is authorized to act on behalf of the copyright owner; and
  6. The Rights Holder’s electronic signature.

Notice may be sent to:

By e-mail: help@sotacrm.com

b. Counter-Notification

If material that you have posted to our Site has been taken down, you may file a counter-notification that contains the following details:

  1. Identification of the material that has been removed or to which access has been disabled and the location at which the material appeared before it was removed or access to it was disabled;
  2. A statement, under penalty of perjury, that you have a good faith belief that the material was removed or disabled as a result of mistake or misidentification of the material in question;
  3. Your name, address and telephone number;
  4. A statement that you consent to the jurisdiction of federal district court in the federal district court in the State of Texas and that you will accept service of process from the person who provided notification in compliance with section 512 (c)(1)(C) of the DMCA, or an agent of such person.
  5. Your physical or electronic signature.

c. Notice may be sent to:

By e-mail: help@sotacrm.com

You also acknowledge and agree that upon receipt of a notice of a claim of copyright infringement, we may temporarily or permanently remove the identified materials from our site without liability to you or any other party.

d. Submission of Ideas

Our Site may include a platform through which users may submit ideas to use for new products, services and/or related features (each, an “Idea”). By submitting an idea to SOTA CRM, you agree to the following unless we have mutually agreed in writing otherwise: 

  1. You are submitting your Idea to SOTA CRM on a voluntary, non-confidential and gratuitous basis;
  2. You grant SOTA CRM and its designees a perpetual, irrevocable, non-exclusive, fully-paid up and royalty-free license to use any Idea you submit to SOTA CRM without restrictions or payment or other consideration of any kind, or permission or notification to you or any third party. The license includes, without limitation, the irrevocable right to reproduce, prepare derivative works, combine with other works, alter, translate, distribute copies, display, perform, license the Idea, and all rights therein, in the name of SOTA CRM or its designees throughout the universe in perpetuity in any and all media now or hereafter known;
  3. SOTA CRM may already be working on the same or a similar Idea, that it may have received a similar or identical Idea from other sources;
  4. To the best of your knowledge, the Idea represents your own original work, you have all necessary rights to disclose the Idea to SOTA CRM, and neither your disclosure of the Idea nor SOTA CRM’s review and/or use of the Idea will infringe upon the rights of any other individual or entity;
  5. Disclosing your Idea to SOTA CRM does not establish a confidential relationship or obligate SOTA CRM to treat the Idea as confidential;
  6. SOTA CRM has no obligation to develop or use your Idea and does not owe you or anyone else any compensation for any use of your Idea or any Ideas that are related to or derived from your Idea;
  7. SOTA CRM assumes no obligation with respect to any Idea unless and until it enters into a written contract with you, and then only as expressed in such written contract;
  8. If your Idea is the subject of a patent that is pending or has been issued, you have or will disclose that fact to SOTA CRM. SOTA CRM acknowledges that to the extent you hold a patent in the Idea, no license under any patent is granted herein to SOTA CRM;
  9. Any license to use a patented Idea shall be in the form of a written contract, and SOTA CRM’s obligations shall be limited to only those in such written contract;
  10. SOTA CRM is not obligated to review your Idea, give reasons for rejecting your Idea, or disclose any activities that are related to the subject matter of your Idea;
  11. You will not construe SOTA CRM’s review of your Idea, or any discussion, negotiations or offer between yourself and SOTA CRM relating to the possible purchase or license of your Idea, as recognition of the novelty, originality, priority, other rights, or value of your Idea, and SOTA CRM’s discussions or negotiations with you will not in any way impair SOTA CRM’s right to contest the validity or infringement of your rights;
  12. You hereby irrevocably release and forever discharge SOTA CRM from any and all actions, causes of actions, claims, damages, liabilities and demands, whether absolute or contingent and of any nature whatsoever, which you now have or hereafter can, shall or may have against SOTA CRM or its respecting successors and assigns with respect to the Idea, including without limitation in respect of how SOTA CRM directly or indirectly uses the Idea, with the sole exception in respect of the foregoing release and discharge being your right to bring a claim of patent infringement; and
  13. You agree that you are responsible for the content of the Idea and further agree (at SOTA CRM’s option and at your sole expense) to defend, indemnify, and hold SOTA CRM harmless from any and all actions, claims, and liabilities, demands, whether absolute or contingent and of any nature whatsoever, damages, losses, costs, fees, fines or expenses, including reasonable attorneys’ fees, which SOTA CRM may incur as a result of, use of, or are related to your Idea and anything contained therein in accordance with these Terms of Service.

7. Data Stored on Our Servers

Subject to our Privacy Policy (https://www.sotacrm.com/privacy-policy), you agree that we have no responsibility or liability for the deletion or failure to store any content maintained or transmitted on or through this Site. You acknowledge that we reserve the right to remove or terminate accounts which have not paid a subscription fee, that remain inactive for longer than 1 year, or in cases where you have violated one or more terms of this Agreement.

8. Privacy & Security 

a. Login Required

In order to access some of the Services on this site, you may be asked to set up an account and password. Our account registration page requests certain personal information from you (“Registration Info”). You will have the ability to maintain and periodically update your Registration Info as you see fit. By registering, you agree that all information provided by you as Registration Info is true and accurate and that you will maintain and update this information as required in order to keep it current, complete and accurate.

b. Passwords & Security

If you register for an account on the Site, you agree that you are responsible for maintaining the security and confidentiality of your password, and that you are fully responsible for all activities or charges that are incurred under your account. Therefore, you must take reasonable steps to ensure that others do not gain access to your password and account. Our employees will never ask you for your password.

c. Disclosure to Third Party Affiliates

Subject to our Privacy Policy (https://www.sotacrm.com/privacy-policy), you hereby grant us the right to disclose to third parties certain Registration Info about you. [Optional: The information we obtain through your use of this site, including your Registration Info, is subject to our Privacy Policy, which is specifically incorporated by reference into these Terms of Use.]

d. Non-Transferability of User Account

User Accounts are non-transferable, and all users are obligated to take preventative measures to prohibit unauthorized users from accessing the Web Site with his or her password. You may not assign these Terms, in whole or in part, or delegate any of your responsibilities hereunder to any third party. Any such attempted assignment or delegation will not be recognized by SOTA CRM unless acknowledge by SOTA CRM in writing. SOTA CRM has no obligation to provide you with written acknowledgment. SOTA CRM may, at any time and in its sole discretion, assign these Terms, in whole or in part, or delegate any of our rights and responsibilities under these Terms to any third party or entity.

9. Disclaimer

ALL CONTENT AND SERVICES ON THIS SITE ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THE WARRANTY OF NON-INFRINGEMENT. 

WITHOUT LIMITING THE FOREGOING, WE MAKE NO WARRANTY THAT (A) THE CONTENT OR SERVICES WILL MEET YOUR REQUIREMENTS, (B) THE CONTENT, SERVICES OR SITE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE CONTENT OR SERVICES OFFERED WILL BE EFFECTIVE, ACCURATE OR RELIABLE, OR (D) THE QUALITY OF ANY CONTENT OR SERVICES PURCHASED OR OBTAINED BY YOU FROM THE SITE FROM US OR OUR AFFILIATES WILL MEET YOUR EXPECTATIONS OR BE FREE FROM MISTAKES, ERRORS OR DEFECTS.

THIS SITE COULD INCLUDE TECHNICAL OR OTHER MISTAKES, INACCURACIES OR TYPOGRAPHICAL ERRORS. WE MAY MAKE CHANGES TO THE CONTENT AND SERVICES AT THIS SITE, INCLUDING THE PRICES AND DESCRIPTIONS OF ANY PRODUCTS OR SERVICES LISTED HEREIN, AT ANY TIME WITHOUT NOTICE. THE CONTENT OR PRODUCTS AVAILABLE AT THIS SITE MAY BE OUT OF DATE, AND WE MAKE NO COMMITMENT TO UPDATE SUCH CONTENT OR PRODUCTS.

THE USE OF THE SERVICES OR THE DOWNLOADING OR OTHER ACQUISITION OF ANY PRODUCTS OR CONTENT THROUGH THIS SITE IS DONE AT YOUR OWN DISCRETION AND RISK AND WITH YOUR AGREEMENT THAT YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM SUCH ACTIVITIES.

Through your use of the Site, you may have the opportunities to engage in commercial transactions with other users and vendors. You acknowledge that all transactions relating to any products or services provided by any third party, including, but not limited to the purchase terms, payment terms, warranties, guarantees relating to such transactions, are solely between the seller of such merchandise and you.

WE MAKE NO WARRANTY REGARDING ANY TRANSACTIONS EXECUTED THROUGH A THIRD PARTY, OR IN CONNECTION WITH THIS SITE, AND YOU UNDERSTAND AND AGREE THAT SUCH TRANSACTIONS ARE CONDUCTED ENTIRELY AT YOUR OWN RISK. ANY WARRANTY THAT IS PROVIDED IN CONNECTION WITH ANY SERVICES OR CONTENT AVAILABLE ON OR THROUGH THIS SITE FROM A THIRD PARTY IS PROVIDED SOLELY BY SUCH THIRD PARTY, AND NOT BY US OR ANY OF OUR AFFILIATES.

WE RESERVE THE SOLE RIGHT TO EITHER MODIFY OR DISCONTINUE THE SITE, INCLUDING ANY SERVICES OR FEATURES THEREIN, AT ANY TIME WITH OR WITHOUT NOTICE TO YOU. WE SHALL NOT BE LIABLE TO YOU OR ANY THIRD PARTY SHOULD WE EXERCISE SUCH RIGHT. MODIFICATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO, CHANGES IN THE PRICING STRUCTURE, THE ADDITION OF FREE OR FEE-BASED SERVICES. ANY NEW FEATURES THAT AUGMENT OR ENHANCE THE THEN-CURRENT SERVICES ON THIS SITE SHALL ALSO BE SUBJECT TO THESE TERMS OF USE.

SOME STATES OR JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. PLEASE CONSULT THE LAWS IN YOUR JURISDICTION.

10. Limitation of Liability & Indemnification

Your exclusive remedy and our entire liability, if any, for any claims arising out of these Terms and your use of this Site shall be limited to the amount you paid us for Services purchased on the Site during the 3 month period before the act giving rise to the liability.

IN NO EVENT SHALL WE OR OUR AFFILIATES BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY SPECIAL, PUNITIVE, INCIDENTAL, INDIRECT OR CONSEQUENTIAL DAMAGES OF ANY KIND, OR ANY DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, THOSE RESULTING FROM LOSS OF USE, DATA OR PROFIT LOSS, WHETHER OR NOT WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND ON ANY THEORY OF LIABILITY, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS SITE OR OF ANY WEBSITE REFERENCED OR LINKED TO FROM THIS SITE.

FURTHER, WE SHALL NOT BE LIABLE IN ANY WAY FOR THIRD PARTY PROMISES REGARDING OUR SERVICES OR CONTENT OR FOR ASSISTANCE IN CONDUCTING COMMERCIAL TRANSACTIONS WITH THE THIRD PARTY THROUGH THIS SITE, INCLUDING WITHOUT LIMITATION THE PROCESSING OF ORDERS.

SOME JURISDICTIONS PROHIBIT THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. PLEASE CONSULT THE LAWS IN YOUR JURISDICTION.

You agree to defend, indemnify, and hold us and our Affiliates against all demands, claims, actions, proceedings, damages, liabilities, losses, fees, costs or expenses (including without limitation reasonable attorneys’ fees and the costs of any investigation) directly or indirectly arising from or in any way connected with:  (1) use of or reliance on information or data supplied or to be supplied by You; (2) any breach of or default under the terms or conditions of this Agreement by You; (3) the wrongful use or possession of any SOTA CRM Property by You; (4) any negligence, gross negligence or willful misconduct by You or your employees or agents; and/or (5) any disputes between (i) You and other Users (ii) You and your client(s) and/or (iii) your clients.

11. Termination of Use

a. Grounds for Termination

You agree that we may, at our sole discretion, terminate or suspend your access to all or part of the Site with or without notice and for any reason, including, without limitation, breach of these Terms. Any suspected fraudulent, abusive or illegal activity may be grounds for barring your access to this Site, and reporting you to the proper authorities, if necessary.

b. No Right to Services Upon Termination

Upon termination and regardless of the reason(s) motivating such termination, your right to use the Services available on this Site will immediately cease. We shall not be liable to you or any third party for any claims for damages arising out of any termination or suspension or any other actions taken by us in connection therewith. Sections 1 and 3-11 of these Terms, as well as your liability for any unpaid fees, shall survive any termination.

c. How to Terminate or Make Adjustments

If you, for any reason, would like to terminate your access to our Site or make adjustments, SOTA CRM require written notice at least 30 days before your next billing date.

d. No Termination by Third Party Users

SOTA CRM has limited access to subscriptions not directly purchased from us. Any user who has been given access to our Site by any party other than SOTA CRM, must contact the party who originally provided access to our Site for any inquiries related to termination.

12. Miscellaneous Provisions

a. Privacy

Personally identifiable information or aggregate information that you provide will be handled in accordance with SOTA CRM’s Privacy Policy (https://www.sotacrm.com/privacy-policy).

When you provide access to our Site to any other parties, i.e. your client(s), you must implement and enforce your own Privacy Policy, providing the level of protection at least equal to that provided to you by SOTA CRM. You must obtain consent from your client(s), affirmatively acknowledging that your client(s) agree(s) to be bound by your privacy policy.

b. International Use

Although this Site may be accessible worldwide, we make no representation that materials on this Site are appropriate or available for use in locations outside the United States. Those who choose to access this Site from other locations do so on their own initiative and at their own risk. If you choose to access this Site from outside the United States, you are responsible for compliance with local laws in your jurisdiction, including but not limited to, the taxation of products purchased over the Internet. Any offer for any product, Services, and/or information made in connection with this Site is void where prohibited.

c. Governing Law

This Site (excluding any Third Party websites) is controlled by us from our offices in Texas, and the statutes and laws of Texas shall be controlling, without regard to the conflicts of laws principles thereof. You agree and hereby submit to the exclusive personal jurisdiction and venue to Dallas, Texas or appropriate federal/state court of Texas with respect to such matters controlled by that court.

d. How to Send Notices to SOTA CRM

All notices to a party shall be in writing and shall be made via email. Notices to us must be sent to the attention of Customer Service at support@sotacrm.com. You agree to allow us to submit notices to you either through the email address provided, or to the address we have on record. Any notices or communication under these Terms will be deemed delivered to the party receiving such communication (1) on the delivery date if delivered personally to the party; (2) two business days after deposit with a commercial overnight carrier, with written verification of receipt; (3) five business days after the mailing date, if sent by U.S. mail, return receipt requested; or (4) on the delivery date if transmitted by confirmed email.

e. Force Majeure

In addition to any excuse provided by applicable law, we shall be excused from liability for non-delivery or delay in delivery of products and Services available through our Site arising from any event beyond our reasonable control, whether or not foreseeable by either party, including but not limited to: labor disturbance, war, fire, accident, adverse weather, inability to secure transportation, governmental act or regulation, and other causes or events beyond our reasonable control, whether or not similar to those which are enumerated above.

f. Savings Clause

If any part of these Terms is held invalid or unenforceable, that portion shall be construed in a manner consistent with applicable law to reflect, as nearly as possible, the original intentions of the parties, and the remaining portions shall remain in full force and effect.

g. No Waiver

Any failure by us to enforce or exercise any provision of these Terms or related rights shall not constitute a waiver of that right or provision.

h. Entire Agreement

These terms and conditions constitute the entire agreement and understanding between the parties concerning the subject matter hereof and supersedes all prior agreements and understandings of the parties with respect thereto. These Terms may NOT be altered, supplemented, or amended by the use of any other document(s). To the extent that anything in or associated with this Site is in conflict or inconsistent with these Terms, these Terms shall take precedence.

Give Us A Call

1(888) 421-2585

Send Us A Message

help@sotacrm.com

Office Location

9607 Business Center Dr., Ste. G Rancho Cucamonga, CA 91730

Copyright © SOTA CRM 2021. All Right Reserved.

Powered by Redefined Agency

[iframe src="https://signup.sotacrm.com/crmsubsciption-eliteplan" width="90%" height="850"]

WEB DESIGN & DEVELOPMENT

Overview

We are a leading web design agency with an award-winning design team that creates innovative, effective websites that capture your brand, improve your conversion rates, and maximize your revenue to help grow your business and achieve your goals.

Benefits

Web Design Services That Maximize Your RevenueIn today’s digital world, your website is the first interaction consumers have with your business. That’s why almost 95 percent of a user’s first impression relates to web design. It’s also why web design services can have an immense impact on your company’s bottom line.Invest in your site’s success with Redefined Agency website design service

When you invest in our professional website design services, you will receive a website that’s:

•Custom

•Responsive (sometimes called mobile-friendly)

•Optimized for search engine optimization (SEO)

•Secure (HTTPS)

•Professionally styled

You can also include additional features as a part of your professional website design. For example, you can request our developers to integrate a database into your design, enable e-commerce functionality, and more.

REDEFINED AGENCY WEB DEVELOPMENT TRAININGS

What do web design services from Redefined Agency include?Our team tailors our web design services to your company and its unique needs. That’s why you can customize every feature of our services to your company, products or services, and goals. The result is a website that your company — and your visitors — loves.

SEO OPTIMIZED

We maximize the results of your website design or redesign plan, as well as improve your digital marketing strategy, by ensuring your website follows best practices for search engine optimization (SEO). SEO refers to an umbrella of techniques that enhance your website’s ranking for relevant search results.A higher ranking in search results correlates to higher visibility among users in your target audience. With better visibility for relevant search results, your website can earn more clicks and traffic from high-value users — that can translate to more store visits, online purchases, quote requests, and more.As we feature a team of more than 225 digital marketing specialists, our designers can coordinate with our Internet marketing team. Their teamwork ensures your website not only looks good but also ranks well in search results.

Why Invest In Professional Web Design Services?

  1. INCREASE CONVERSION RATES
  2. OPTIMIZE YOUR USER EXPERIENCE
  3. MAXIMIZE YOUR COMPETITIVE EDGE
  4. IMPROVE YOUR SEARCH RANKING
  5. ENHANCE YOUR DIGITAL MARKETING STRATEGY

Packages

Landing Page Packages

Below you can find the one-off cost of our services.

Landing Page Basic

$ 499 One-Time
  • Ask for details

Landing Page Plus

$ 999 One-Time
  • Ask for details

One-Page Site

1499 One-Time
  • Ask for details

Website Packages

Below you can find the one-off cost of our services

Starter

$ 1997 One-Time
  • Ask for details

Pro

$ 799 One-Time
  • Ask for details

Premium

4497 One-Time
  • Ask for details
If you would like to join us and become a client then we’d be delighted to have you.
[iframe src="https://solarenergy.sotaforms.com/" width="90%" height="800"]

Solar SMS Support

Enter your question below and a Solar representative will text you back right away.

Contact our sales team

Fill out the form below to be contacted by a sales representative, or call 1(888)421-2585 to speak with a sales representative now.
[iframe src="https://signup.sotacrm.com/crmsubsciption-freeplan" width="90%" height="675"]
[iframe src="https://signup.sotacrm.com/crmsubsciption-pro" width="90%" height="900"]
[iframe src="https://prizm360.sotaforms.com/solar-energy-referrals-2" width="100%" height="800"]

Social Media
Paid Ads

SETUP AND MONTHLY MANAGEMENT​

You only have seconds to capture your lead’s interest to “stop the scroll’ and check out your ad. If your ad doesn’t shout CHECK ME OUT, you could be losing out on potential customers. Our Ads team can help you create interesting and informative ads to “stop the scroll”.

*stock images will be used unless original/personalized assets are provided

Includes:

  • Ad Copy Creatives*
  • Domain Verification
  • Targeting Setup (provided by the client)
  • Pixel Installation
  • One Platform
  • One Offer

Setup and Monthly Management

TGR Funnel System

Introduction

Straight To The Top!

Our objective is to increase the number of new leads coming to our clients while simultaneously growing their online presence. We’ll do this by using Think and Grow Rich The Legacy movie.

Just like any other business you need to find leads, and close deals to get paid. Having the right website combined with a Facebook Ads campaign will take our client’s business to the next level and help them build their online presence.

We will capture the audience’s attention by leveraging the popularity of the world-known brand, “Think And Grow Rich”.

Not all sales funnels are created equal. There is much more that can be done if they would like to grow their business down the line.

Please read through the information carefully and, if your client is a good fit, please submit their information through the Referral system.

TGR Movie Website

Having designed many websites and funnels in our 18 years we have discovered the components that lead to having HIGH conversions.

Site Structure

SITE HEADER

We will show an attention grabbing movie trailer getting visitor’s interest in registering for the movie.

FEATURES CELEBRITY CAST MEMBERS

This film features MEGA Entrepreneurs in the industry such as Grant Cardone, Barbara Corcoran, Lewis Howes, Darren Hardy, John Shin, Bob Proctor, Rob Dyrdek, and many more.

SPONSORED/BROUGHT TO YOU BY

In this section clients will get to display any content that will show their personality and who they are. Our goal is to build trust and credibility between them and their future clients.

RESERVE TICKETS

We’ll strategically place CTA links encouraging visitors to reserve their FREE tickets in which we capture basic contact information. If submitted, these registrants will now be a part of their email database that they will be able to market their product to.

SURVEY

Once a person has completed registering for the event they will be prompted to “Enter Our Survey” to win Exclusive TGR items.  In the survey, registrant will be asked if they would like to schedule a consultation, which will send the data to your CRM system.

Social Media Ads

Analysis

We have already done the hard work for your industry. We understand exactly who we’re trying to target, what they might be interested in and how they might respond to certain things.

We have built a campaign that zero-ins on your most profitable target audience(s). We use industry-leading tools to discover potential customer’s online activities, interests, and specific demographics. We track conversions closely to assess not only what works well, but also where there are opportunities for improvement.

Defining Goals

No brand, product, industry, or campaign are the same.

We will work with the client to define achievable goals and measure the effectiveness of our campaign against those goals with meaningful KPIs whether it be Cost per Click (CPC), or Cost per Acquisition (CPA).

We will work with them to keep improving their ads and landing pages to achieve optimal results for their campaigns.

As we go forward, results will be provided in monthly reporting.

Starting Ads

Based on your industry, we have pre-created an adset that has proven to generate results ad will be distributed across the best suited networks.

These ads will encompass snappy marketing copy and professionally created visuals to catch your customer’s eye. We will include trackable links to each ad to maximize ROI.

Before distribution, all advertising materials will be provided to client for approval before being launched.

Management

On a monthly, weekly, or daily basis, our PPC experts will access and optimize the campaign. This may include removing underperforming ads/audiences, testing new ads/audiences and adding negative keywords to reduce budget waste and improve quality score.

Every month we will email the client a snap-shot of where your campaign is, that months conversions and other metrics (vs the previous month) and a list of the optimizations we have made.

Time-scales

It will take around 1-2 weeks to get first set of ads live.

OUR PROCESS

Step 1 & 2: 

Select Package & Sign Agreement

Select from the packages below to begin.

Step 3: 

Client Onboarding

Once client has signed the proposal we will assign a dedicated account manager that will walk them through our Client Onboarding process.

Step 4: Funnel Buildout & Ads Setup

At this point we will assign client a dedicated TGR Movie site, setup and configure their CRM account, and setup their Facebook Ads account. Once it’s done, we’ll present it to Client and go through the details in accordance with the objectives originally set.

Any amends are made at this stage.

Step 5 Test Site and Systems

The testing process is a carefully considered one. We need to ensure email addresses don’t go down, the site doesn’t have any downtime, all systems and databases are properly connected, and several other things.

This is something we’ve done hundreds of times before.

We operate to a checklist which we’ve curated over the years and it’s not failed us once.

Client can sleep easy knowing we’ll be on-call over their launch weekend to ensure everything goes according to plan.

Step 6 Launch Facebook Ads Campaign

By week 2 we will have helped Client create a Facebook Ads account, setup their ad campaigns, create ad copy and designs, and integrate with TGR Legacy movie website.

Packages

Strategy

We don’t take on every client. We’ve become very good at assessing whether we can help companies.

Package Options

Below you can find the one-off cost of our services

This is paid upon signing of your proposal and allows us to get straight on with developing your dedicated site (in-line with aspects outlined in the Process and Timelines page) and getting our Client’s business the boost they are looking for.

Think Package

$399
$ 299 Monthly
  • Dedicate TGR Movie Site
  • Powerful CRM System
  • Lead Forms & Management
  • Power Dialer
  • Calendar w/ Auto Booking System
  • SMS/Email Automation
  • Includes 1 Assistant CRM Account​

Grow Package

$999
$ 799 Monthly
  • Everything in THINK Package Plus...
  • Ad Account Setup
  • Ad Management
  • Account Manager
  • Campaign Monitoring & Reports
  • Celebrity Ad Designs
  • Ad Design Updates

Marketplace

Add-ons Monthly
  • Additional TGR User License ($200)
  • Additional FB Ad Management ($300)
  • Personalized (Financial) Website ($30)

If you have any questions regarding our program please feel free to contact us at any time.

Solar & Smart home

Going Solar is easy with Sunplicity

Our experts do the legwork. From determining whether your home is a good candidate for solar to matching you with a local solar installer, we are known for our customer service.

In fact, we have the highest customer service score in the industry.  And our installers are carefully selected and highly trained to help ensure your installation goes smoothly.

Solar Benefits

Lower Electric Bill

Lock in your low solar energy rate. Start saving now by going with solar for your home. This means that over the life of your solar energy plan, you could save a lot.

Avoid Increasing Rates

Rates will continue to increase on your current electricity bill even if your usage doesn’t. Stop them now and go with solar energy. Take control.

Tax Credits

Receive 26% back in tax credits. This program will not last forever so act fast before the credits disappear!

Flexible financing, with $0 down options

Financing home solar doesn’t have to be complicated. Sunplicity offers three flexible payment options, so you can choose what’s right for you—cash, lease or loan.

With $0 down solar financing, you can start saving with little to no upfront costs.  And take advantage of federal tax credits* with a cash purchase or our popular loans.

How Solar Works?

What Is Solar?

Solar energy is, simply, energy provided by the sun. This energy is in the form of solar radiation, which makes the production of solar electricity possible.

Your referrals are in good hands. Start helping them save today!

Enter your question below and a Marketing representative will text you back right away.

Health Insurance information

what we offer

We connect people with brand-name health insurance. Working with us allows our clients to receive more Savings. We verify to see if our clients qualify for government discounts. We make this process very simple and effortless for our clients.

We work with Top Plan Providers (Kaiser, Anthem, BlueShield, HealthNet, etc.) We offer a variety of Health Insurance plans to fit everyones needs.

Let us review: health coverage choices, ways to save, and plan benefits. We do same day enrollments!

Our agency only offers health insurance plans that meet:

The 10 Essential Health Benefits: The Affordable Care Act (ACA) requires all health insurance plans in the individual and small group markets to offer a certain set of Essential Health Benefits. This requirement would apply to all new plans.

  • Ambulatory patient services
  • Emergency services
  • Hospitalization
  • Maternity and newborn care
  • Mental health and substance use disorder services
  • Prescription drugs
  • Rehabilitative and habilitation services and devices
  • Laboratory services
  • Preventive and wellness services and chronic disease management
  • Pediatric services


Bringing peace of mind to the coverage benefits you receive

Setup and Monthly Management

Ask A Question

Enter your question below and a Health Insurance Specialist will get back to you.

Thank you for your interest in learning more about our products and services

Our Product Learning Center is located in the Prizm Partner Portal.

[iframe src="https://prizm360.sotaforms.com/mkt-referral" width="100%" height="800"]
[iframe src="https://prizm360.sotaforms.com/health-ins-referrals" width="100%" height="800"]

Ask A Question

How to Request A Proposal

Step 1: Locate contact

Step 2: Add “Solar Proposal” Tag.

Step 3: Client will be sent a text asking to complete “Solar Proposal Request” form.

Step 4: “Solar Proposal Request” form data will be sent to Solar Proposal team.

Step 5: Once proposal is complete. You will receive an email containing the proposal to present to your client.