Terms of service

These terms are an agreement between Mr. Site Visit (“we”, “us”) and the business that signs up for or uses the Mr. Site Visit CRM (“you”, “your company”). They cover the website mrsitevisit.com and the CRM, including its web app, Android app and integrations (together, the “Service”). By creating an account, paying for a plan or using the Service, you accept these terms. If you accept them for a company, you confirm you have authority to bind it.

Our Privacy policy and Refund policy are part of these terms.

The Service

Mr. Site Visit is a sales CRM for real-estate businesses: channel partner firms, developers and mandate companies. It captures leads, assigns them to your team, logs calls, schedules and records site visits, manages channel partner claims, and reports on your team’s work.

We keep improving the Service and may add, change or remove features. If we remove a feature that is central to your plan, we will tell you in advance. Anything we describe as planned for the future is not a promise.

Who can use it

• The Service is for business use by real-estate businesses and their staff. It is not for personal or household use.
• Each person using it must be at least 18 years old.
• Plans are for teams: every plan (Starter, Growth and Developer) starts at 3 users.

Accounts and users

• The person who creates your company’s account is its owner (Super Admin) and controls users, roles, permissions and exports.
• Each user needs their own login. Logins must not be shared. A user can be signed in on up to three devices at a time.
• You are responsible for everything done through your company’s account, and for removing access when someone leaves. You can sign out any user’s devices at once.
• Tell us immediately at [email protected] if you suspect someone has accessed your account without permission.

Plans, prices and payment

• Plans are prepaid and billed every 3, 6 or 12 months, per user. There are no monthly plans. Current prices, plan features and limits are on our pricing page.
• The price you pay is the full amount shown when you buy. If a tax becomes payable on our fees by law, we will tell you before your next renewal.
• You can add users or move up a plan during a period; we charge the difference for the rest of that period. Removing users or moving down a plan takes effect at the next renewal, and we do not refund the current period for them.
• Each plan has limits on lead records, pipelines, automations and assignment rules. You can buy add-on packs of lead records or assignment rules on any plan.
• We will remind you before your plan ends. Your plan continues when you pay for the next period. If a period ends unpaid, access stops; for 7 days new leads from your connected sources are held, then they are refused until you renew.
• We may change prices for future periods with at least 30 days’ notice. A price you have paid for a period does not change during that period.

Money-back and cancellation

New customers can ask for a full refund within 7 days of their first payment. After that, payments are not refundable, and if you stop renewing, your access continues until the end of the period you paid for. The details are in our Refund policy.

Your data

• You own your data. Everything your company puts into the CRM, including leads, contacts, notes, call logs, site visits and partner records, belongs to your company.
• What we do with it. You give us permission to store, copy, process and display your data only to provide, secure and support the Service for you. We do not sell it, and we never contact your leads or buyers.
• Our role. For the personal data in your CRM, your company is the Data Fiduciary and we are its Data Processor under the Digital Personal Data Protection Act, 2023. We process it only on your instructions, as these terms and our Privacy policy describe.
• Export. The account owner can export leads at any time. Exports need a one-time code sent to the owner, so no one exports without the owner knowing.
• When a plan ends. You have 90 days to export your data. After that we delete it from the Service; it leaves our backups as they are replaced. Ask us before then if you need help with a full export.

Your responsibilities for calls, messages and tracking

Your company decides whom it calls and messages, and how it uses the Service with its staff. You are responsible for doing this lawfully. In particular, you agree:

• Leads’ consent and notice. You have a lawful basis to collect and use each lead’s data, including leads from portals, ads and forms, and you give them any notice the law requires.
• Calls and SMS. You follow the Telecom Commercial Communications Customer Preference Regulations and other TRAI rules: you respect the Do Not Disturb (DND) registry and calling-hour rules for promotional calls, and you register where the rules require.
• WhatsApp. You follow WhatsApp’s terms and business policies and message only people who expect to hear from you. Messages are sent from your team’s own WhatsApp; we do not send broadcasts on your behalf.
• Your staff. Before you use automatic call logging, call recording (where offered) or site-visit location on your staff’s phones, you tell them what is recorded and why, and get their consent where the law requires.
• Call recording. Where you record calls, you comply with the laws that apply to recording, including telling the other person where required.
• Portals and partners. You follow the terms of the portals and ad platforms you connect, and your agreements with developers and channel partners. Visit records, partner tags and claim decisions in the Service are records of what your team entered and did; they do not decide brokerage. Your agreements do.

Acceptable use

You will not, and will not let anyone else:

• use the Service for anything unlawful, deceptive or harassing, or to send spam;
• upload data you have no right to use, or malicious code;
• try to access another company’s data, test or break our security, or overload the Service;
• copy, resell, rent or reverse-engineer the Service, or use it to build a competing product;
• scrape the Service or access it by automated means other than the integrations we provide.

Integrations and third-party services

The Service connects to services we do not run, such as 99acres, Housing.com, MagicBricks, Meta, WhatsApp, email and app stores. We are not affiliated with them, and their own terms apply. If a third party changes or stops its service, the related feature may change or stop working; we will try to tell you in advance.

AI features

Some features use AI to suggest which leads to work and what to say. Suggestions are generated automatically and can be wrong or incomplete. Use your own judgement; you are responsible for the decisions you make and the messages you send.

Availability and support

We work to keep the Service available and fast, but we do not promise it will be uninterrupted or free of errors. We may need short maintenance breaks; where we can, we schedule them outside business hours and tell you in advance. Support is available on WhatsApp and by email.

Suspension and ending the agreement

• You can stop at any time by not renewing. Your access continues until the end of the period you paid for.
• We may suspend or end your access if you seriously or repeatedly breach these terms, if payment is overdue, or if the law requires it. Except in an emergency (such as a security threat or illegal use), we will give you notice and a chance to fix the problem first.
• If we decide to stop offering the Service altogether, we will give you at least 90 days’ notice and refund any fees you prepaid for the time after it stops.
• After your access ends, the “When a plan ends” rules above apply to your data.

Intellectual property

We own the Service, including its software, design, brand and content. These terms give you a limited, non-exclusive, non-transferable right to use it for your business during your plan. You own your data. If you send us ideas or feedback, we may use them to improve the Service without owing you anything.

Confidentiality

Each of us will keep confidential the other’s non-public information that we receive under this agreement, use it only for this agreement, and protect it with reasonable care. This does not cover information that is public, already known, independently developed, or that the law requires us to disclose.

Disclaimer

Apart from the promises in these terms, the Service is provided “as is” and “as available”. To the extent the law allows, we make no other promises, for example that the Service will meet every requirement of your business or that it will increase your bookings.

Limitation of liability

To the extent the law allows:

• neither of us is liable for indirect or consequential losses, or for lost profits, revenue, bookings, brokerage or goodwill;
• our total liability for all claims under this agreement is limited to the fees you paid us in the 12 months before the event that caused the claim.

These limits do not apply to liability that cannot be limited by law, or to your payment obligations or your breach of “Acceptable use”.

Indemnity

You will protect us against claims, penalties and costs arising from your data, from your use of the Service in breach of these terms or the law (including calling, messaging, recording and tracking rules), or from your agreements with your staff, leads, developers and channel partners.

Events beyond control

Neither of us is responsible for a delay or failure caused by events beyond reasonable control, such as natural disasters, epidemics, war, government action, or failures of power, telecom networks or third-party services, other than the duty to pay.

Changes to these terms

We may update these terms. For changes that matter, we will tell the account owner by email or in the app at least 15 days before they take effect. If you do not agree, you can stop renewing; continuing to use the Service after that date means you accept the new terms.

Governing law and disputes

These terms are governed by the laws of India. If a dispute arises, we will first try to resolve it in good faith within 30 days of written notice. If it is not resolved, the courts at Mumbai, Maharashtra have exclusive jurisdiction.

General

• Notices to us go to [email protected]; notices to you go to the account owner’s email.
• You may not transfer this agreement without our written consent; we may transfer it to a buyer of our business.
• If any part of these terms cannot be enforced, the rest stays in force. Not enforcing a right is not a waiver of it.
• These terms, with our Privacy policy, Refund policy and any order you accept, are the whole agreement between us about the Service.

Contact and grievances

Mr. Site Visit, 404, Sai Darshan Rajesh CHS, Jogeshwari East, Mumbai, Maharashtra 400 060, India. Email [email protected], WhatsApp +91 95946 78500.

For complaints about the Service or your personal data, contact our Grievance Officer as set out in the Privacy policy. We acknowledge complaints within 48 hours and aim to resolve them within 30 days.

Also read: Privacy policy, Terms of service, Refund policy.