Terms of Service

MCRM is an AI-enabled customer relationship platform designed for owner-operated home service businesses. It provides ready-to-use features for managing clients, jobs, schedules, estimates, invoices, and payments, together with AI-generated insights, briefings, and automations that run on rules you configure.

MCRM is delivered as self-serve software-as-a-service: you sign up, start a trial where offered, and run your shop the same day. There are no onboarding consultants, no managed-service contracts, and no human advisory services — everything in your plan is software you operate yourself.

By creating an account, starting a trial, purchasing a subscription, or otherwise using the Services, you agree to these Terms. If you do not agree to these Terms, you must not use MCRM.

You must be at least 18 years old to create or use an MCRM account.

If you use MCRM on behalf of a business or organization, you represent that you have authority to accept these Terms on behalf of that business or organization.

MCRM is available to customers worldwide, subject to applicable laws and any restrictions that may apply to particular jurisdictions or services.

You must provide accurate and reasonably complete information when creating your account and keep that information up to date.

You are responsible for: maintaining the confidentiality of your account credentials; maintaining the security of your account; ensuring that information provided to MCRM is accurate; and all activity conducted through your account.

You must notify us promptly if you believe your account has been accessed without authorization.

Plans may include a trial period. Where a trial is offered, its length and terms are shown at signup before you pay anything.

A setup fee (where applicable) and the first billing period are collected when you subscribe, even when the plan has a trial. The trial delays only the first renewal charge — it does not defer the initial payment, and you receive full access during the trial.

A trial does not by itself create any payment obligation beyond what you agreed to at signup. To continue on a renewing plan after the trial, a valid payment method must remain on file.

MCRM offers subscription billing on a monthly or annual basis. Subscription prices and available plans may change from time to time and are displayed to you before you purchase or change a subscription. All prices are in USD.

By purchasing a subscription, you authorize us and our payment service providers to charge your saved payment method for: the initial subscription payment; each subsequent renewal; and any other amounts that you have agreed to pay, where applicable.

Your subscription automatically renews for the same billing period unless you cancel it before the next renewal date.

There are no long-term contracts or minimum commitments beyond the current paid subscription period.

Plan changes: upgrades apply immediately with prorated billing for the time left in your cycle; downgrades take effect from the next billing cycle.

We intend to notify account owners by electronic communication approximately 2 days before a scheduled subscription renewal payment.

Renewal notifications include the upcoming payment information and instructions for managing or cancelling the subscription.

You are responsible for ensuring that the email address associated with your account is current and capable of receiving these notifications.

You may cancel your subscription directly from billing in your account.

Cancellation stops the subscription from automatically renewing for the next billing period.

Unless otherwise required by applicable law or expressly agreed by us: cancellation does not terminate the already-paid subscription period immediately; you retain access to the paid Services until the end of your current paid billing period; and no prorated refund is provided for the unused portion of a paid subscription.

There are no long-term contracts, and you may cancel future renewals at any time through your account.

Payments for subscriptions are made in advance.

Paid subscription fees are non-refundable, except: where a refund is required by applicable law; or where a payment or billing error attributable to us results in an incorrect charge.

For example, cancellation of a subscription does not ordinarily create a right to a refund for the remaining portion of the already-paid billing period.

Where we approve a refund because of a qualifying billing error or other circumstance covered by this section, we will normally initiate the refund within 10 business days after approval. The time required for the refund to appear in your account may additionally depend on your payment provider or financial institution.

We may consider exceptional service-related circumstances on a case-by-case basis, but consideration of an exception does not create a general entitlement to a refund.

If a recurring payment cannot be successfully processed, we may automatically attempt to process the payment again using your saved payment methods, primary first and then backups in order.

If payment remains unsuccessful, your subscription may be marked past due and access to paid features may be suspended until the outstanding amount is paid. Your data is retained while past due. We will send reminders about the unpaid amount, including a failure notice and follow-ups until the invoice is paid.

You may log in at any time, update your payment method, and pay the outstanding amount to restore access.

Past-due subscriptions are not automatically cancelled: the subscription stays past due and suspended until the amount is paid or you cancel. Suspension or cancellation for failed payment does not automatically cancel amounts that were validly due beforehand.

We may modify, replace, add, or discontinue features of MCRM from time to time.

We may also change subscription plans or pricing. Where a change affects a future renewal, we will provide notice where required by applicable law or payment-network rules.

Changes to pricing or plans will not retroactively change a subscription period that you have already paid for, unless otherwise agreed with you or required by law.

You may use MCRM only for lawful purposes and in accordance with these Terms.

You must not: use MCRM to violate any applicable law or regulation; attempt to gain unauthorized access to MCRM or another user's account; interfere with or disrupt the operation or security of the Services; reverse engineer, decompile, or disassemble the Services except to the extent expressly permitted by applicable law; circumvent security, access-control, usage, or technical restrictions; use MCRM to transmit malicious code or harmful material; use the Services to infringe another person's intellectual-property, privacy, confidentiality, or other rights; use MCRM to collect or process information that you do not have the legal right to access or process; or use the Services in a manner that could damage, disable, overburden, or impair the Services or interfere with other users.

We may suspend or restrict access where reasonably necessary to protect the Services, users, third parties, or our legal rights.

MCRM may integrate with third-party platforms, such as payment processors, calendar, messaging, and accounting tools.

When you connect a third-party service, you authorize MCRM to access the information and functionality made available through that integration, subject to the permissions you grant. You may disconnect an integration at any time; disconnection ends its access immediately.

Your use of third-party services is also subject to the applicable third party's terms and privacy policies. We do not control third-party services and cannot guarantee their availability, accuracy, functionality, security, or continued compatibility with MCRM.

MCRM provides AI-generated insights, briefings, and suggested actions based on your own data, as well as automations (reminders, follow-ups, review requests) that run only on rules you configure.

AI-generated information may contain errors, omissions, or inaccuracies. MCRM is intended to support your business decision-making; it does not replace your own professional judgment, verification, or responsibility for business decisions.

Every automated message is logged on the relevant record, and any automation can be paused or edited at any time.

You retain your rights in the business and personal information that you submit to MCRM or make available through the Services.

You grant Optasoft a limited right to process such information solely as reasonably necessary to: provide and operate MCRM; provide integrations and requested functionality; maintain security; provide customer support; troubleshoot and improve the Services; comply with applicable law; and perform our obligations under these Terms.

You are responsible for ensuring that you have all necessary rights, permissions, notices, and lawful bases required to provide data to MCRM (including data about your own customers and employees) and to authorize us to process it.

MCRM processes payment methods through our payment service providers. We do not store your full payment-card number; only secure references needed to bill your subscription are retained.

You are responsible for ensuring that you are authorized to use each payment method and to connect each third-party account you link to MCRM.

You may remove a payment method or disconnect an integration where the functionality allows you to do so, subject to keeping a valid payment method on file while a renewing subscription is active. Removal or disconnection may affect features that depend on it.

MCRM, including its software, platform architecture, trademarks, branding, documentation, interfaces, designs, and other underlying technology, is owned by or licensed to Optasoft (Private) Limited and is protected by applicable intellectual-property laws.

Except for the limited right to use the Services during an active subscription or trial in accordance with these Terms, no ownership rights are transferred to you.

You may not copy, reproduce, distribute, resell, sublicense, lease, or commercially exploit MCRM except as expressly authorized by us.

"MCRM" is used as a trademark and brand identifier of Optasoft (Private) Limited.

MCRM provides CSV import and export across clients, jobs, and invoices, so you can bring your data in minutes and take it with you at any time.

You should nevertheless maintain appropriate copies of information that you independently require for your business operations.

We may provide assistance with data access in particular circumstances at our discretion and where technically and legally feasible.

We aim to provide reliable access to MCRM, but we do not guarantee that the Services will always be uninterrupted, available, secure, or error-free.

The Services may occasionally be unavailable because of maintenance, upgrades, technical failures, third-party service interruptions, internet or telecommunications problems, security incidents, or circumstances beyond our reasonable control.

To the maximum extent permitted by applicable law, MCRM is provided on an "as is" and "as available" basis.

We do not warrant that: the Services will meet every particular business requirement; the Services will always be available or uninterrupted; information produced through the Services, including AI-generated insights, will always be complete, accurate, or error-free; third-party integrations will remain available or compatible; the Services will be free from defects or security vulnerabilities; or particular business results or outcomes will result from using MCRM.

Nothing in these Terms excludes a warranty or consumer right that cannot lawfully be excluded.

To the maximum extent permitted by applicable law, Optasoft (Private) Limited will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for loss of profits, revenue, business opportunities, goodwill, or data arising from or relating to your use of the Services.

To the maximum extent permitted by applicable law, our aggregate liability arising out of or relating to the Services or these Terms will not exceed the amount you paid to Optasoft for the Services during the 12 months immediately preceding the event giving rise to the claim.

Nothing in these Terms limits liability to the extent such limitation is prohibited by applicable law.

To the maximum extent permitted by applicable law, you agree to indemnify and hold harmless Optasoft (Private) Limited and its officers, directors, employees, and service providers from claims, liabilities, damages, losses, and reasonable expenses arising from: your breach of these Terms; your unlawful use of the Services; your violation of another person's rights; your failure to obtain required permissions to process data or connect third-party accounts; or information or content you submit to or through the Services.

You may stop using MCRM at any time.

We may suspend or terminate an account where reasonably necessary because of: non-payment; a material breach of these Terms; unlawful or abusive use; security risks; fraud or suspected fraudulent activity; a legal or regulatory requirement; or circumstances where continued access could reasonably harm MCRM, our users, or third parties.

Where appropriate and reasonably practicable, we will provide notice and an opportunity to resolve the issue before termination.

Termination does not eliminate payment obligations that arose before termination.

Following cancellation or termination, we generally retain account and associated data for up to 12 months.

You may request deletion of your data by contacting us at support@mcrm.top.

We may retain information for longer where necessary to comply with legal, regulatory, tax, accounting, fraud-prevention, security, or dispute-resolution obligations.

Further information about data retention and deletion is provided in our Privacy Policy.

We want customers to have a straightforward way to raise concerns.

Complaints may be submitted through: Email: support@mcrm.top; Phone: +92-321-2260075; Business address: 38-C Street 7, Phase V Ext, DHA Karachi, Pakistan.

Please include your name, account email, a description of the issue, relevant transaction or subscription information where applicable, and the resolution you are seeking.

We will normally acknowledge a complaint within 2 business days and aim to provide a substantive response or resolution within 10 business days. More complex matters may require additional time. If additional time is required, we will communicate the expected timeframe.

Customers should contact us directly before initiating a payment dispute where reasonably possible so that we have an opportunity to investigate and resolve the issue.

Nothing in this section limits any rights you may have under applicable law.

By using MCRM, you consent to receiving electronic communications from us concerning your account and Services, including account notices, security communications, billing information, subscription notices, renewal reminders, service announcements, and support communications.

You may unsubscribe from promotional or marketing communications using the unsubscribe mechanism provided in those communications. Transactional, security, billing, and service-related communications may continue where necessary.

These Terms are governed by the laws applicable in Pakistan, without regard to conflict-of-law principles, except to the extent applicable law in your jurisdiction requires otherwise.

Any dispute that cannot be resolved through our complaints process will be subject to the jurisdiction of the competent courts of Pakistan, subject to any mandatory rights or jurisdictional protections that cannot lawfully be excluded.

We may update these Terms from time to time.

When changes are material, we will take reasonable steps to notify affected users, including by posting an updated version on the website or sending an electronic notification where appropriate.

Your continued use of MCRM after the effective date of updated Terms constitutes acceptance of the updated Terms to the extent permitted by law.

If any provision of these Terms is found to be unlawful, invalid, or unenforceable, that provision will be enforced to the maximum extent permitted by law, and the remaining provisions will remain in effect.

These Terms, together with the Privacy Policy and any additional terms expressly incorporated into the Services, constitute the agreement between you and Optasoft (Private) Limited concerning your use of MCRM.

Optasoft (Private) Limited, 38-C Street 7, Phase V Ext, DHA Karachi, Pakistan. Email: support@mcrm.top. Phone: +92-321-2260075. For complaints, cancellation questions, billing issues, or other support matters, please contact us using the information above.