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© 2026 SMVue. All rights reserved.

Terms of Service

Last updated: March 2026

1. Acceptance of Terms

By accessing or using SMVUE ("Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, do not use the Service.

2. Description of Service

SMVUE is a Rep Relationship Management (RRM) platform designed for sales managers. Our Service helps you build stronger relationships with your sales representatives through:

  • Rep profiles with development areas, strengths, and performance tracking
  • 1:1 meeting notes and coaching session documentation
  • Deal tracking and pipeline management
  • Sales performance metrics and quota tracking
  • AI-powered coaching insights, meeting prep briefs, and recommendations
  • Calendar integrations for scheduling and meeting management
  • CRM integrations for data synchronization

3. Account Registration

To use our Service, you must create an account. When you create an account, you may also create or join an organization to collaborate with other managers. You agree to:

  • Provide accurate and complete information
  • Maintain the security of your password
  • Accept responsibility for all activities under your account
  • Notify us immediately of any unauthorized use

4. Subscription Plans and Payment

SMVUE offers subscription plans tailored to your organization. Plans and pricing are arranged through our sales team and managed by your account administrator.

Billing Terms

Subscriptions automatically renew at the end of each billing period unless cancelled. Payments are processed securely through Stripe. Plan changes are managed by your organization's administrator or through our sales team.

5. Free Trial

SMVue offers a 14-day free trial with no credit card required. During the trial period, the Customer has access to all platform features. At the end of the trial period, the Customer may subscribe to a paid plan to continue using the service. If the Customer does not subscribe, access to the platform will be restricted but data will be retained for 120 days to allow the Customer to subscribe or request data export.

6. Third-Party Integrations

Our Service integrates with third-party platforms to enhance functionality. When you connect an integration, you authorize us to access and sync data as described below:

  • Google Calendar / Microsoft Outlook: Access to your calendar events for 1:1 scheduling, meeting management, and attendee information.
  • HubSpot: Read-only sync of deals, contacts, companies, and activities from your HubSpot account.
  • Salesforce: Read-only sync of opportunities, contacts, accounts, and activities from your Salesforce org. SMVue also deploys a lightweight webhook notification rule to enable real-time sync updates. This rule does not modify your business data and is automatically removed if you disconnect.

Each integration requires your explicit authorization. You can disconnect integrations at any time through your account settings. Third-party services are subject to their own terms and privacy policies.

7. Artificial Intelligence Features

SMVUE uses artificial intelligence to enhance your coaching effectiveness. Our AI features include:

  • Meeting prep briefs and suggested agendas
  • Coaching insights based on rep data and meeting history
  • Performance analysis and development recommendations

To provide these features, your content (including meeting notes, rep profiles, and related data) is processed by our AI providers, including Anthropic and OpenAI. AI-generated suggestions are provided as guidance only and should not be relied upon as professional advice. You are responsible for reviewing and validating any AI-generated content before use.

8. User Content

You retain ownership of all content you create using the Service, including meeting notes, rep profiles, and coaching documentation. By using the Service, you grant us a license to:

  • Store and process your content to provide the Service
  • Transmit your content to AI providers for feature functionality
  • Sync your content with connected third-party integrations you have authorized

Content imported from connected services (such as HubSpot contacts or calendar events) remains subject to the terms and policies of those services.

9. Acceptable Use

You agree not to:

  • Violate any laws or regulations
  • Infringe on intellectual property rights
  • Transmit harmful, malicious, or inappropriate content
  • Attempt to gain unauthorized access to the Service or other accounts
  • Use the Service for competitive analysis or reverse engineering
  • Use AI features to generate misleading, harmful, or inappropriate content
  • Circumvent usage limits or abuse the Service in any way

10. Intellectual Property

The Service and its original content, features, and functionality are owned by SMVUE and are protected by intellectual property laws. This includes our software, designs, AI models and algorithms, and documentation.

11. Data and Privacy

Your privacy is important to us. Please review our Privacy Policy for detailed information about how we collect, use, and protect your data.

You have the right to:

  • Access and export your personal data
  • Request correction of inaccurate data
  • Request deletion of your account and associated data

Data export and account deletion can be initiated through your account settings or by contacting us at privacy@smvue.com.

12. Termination

We may terminate or suspend your account at any time for violations of these Terms. You may cancel your account at any time through the settings page. Upon termination:

  • Your access to the Service will be revoked
  • You may request an export of your data before account deletion
  • Connected integrations will be automatically disconnected

13. Disclaimer of Warranties

The Service is provided "as is" without warranties of any kind. We do not guarantee that the Service will be uninterrupted or error-free. Specifically:

  • AI-generated content is provided for informational purposes and may contain errors or inaccuracies
  • Data from third-party integrations depends on those services' availability and accuracy
  • We do not guarantee any specific business outcomes from using the Service

14. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SMVUE'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY THE CUSTOMER TO SMVUE DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

IN NO EVENT SHALL SMVUE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL, REGARDLESS OF WHETHER SUCH DAMAGES WERE FORESEEABLE AND WHETHER SMVUE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

These limitations apply to all causes of action in the aggregate, including breach of contract, negligence, strict liability, and other torts.

15. Indemnification

By SMVue

SMVue will defend, indemnify, and hold harmless the Customer from any third-party claims alleging that the Customer's authorized use of the SMVue platform infringes a third party's intellectual property rights, and will pay any damages finally awarded or settlement amounts agreed to, provided the Customer: (a) promptly notifies SMVue of the claim, (b) grants SMVue sole control of the defense, and (c) provides reasonable cooperation.

By Customer

The Customer will defend, indemnify, and hold harmless SMVue from any third-party claims arising from: (a) the Customer's breach of these Terms, (b) the Customer's use of the platform in violation of applicable law, or (c) data provided by the Customer that infringes third-party rights.

16. Governing Law and Dispute Resolution

These Terms shall be governed by the laws of the State of Delaware, without regard to conflict of law principles. Any disputes arising from these Terms or the Service shall first be addressed through good-faith negotiation. If a resolution cannot be reached within 30 days, the dispute shall be resolved through binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The arbitration shall take place in Delaware. Each party shall bear its own costs, and the arbitrator's decision shall be final and enforceable in any court of competent jurisdiction.

17. Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of significant changes via email or through the Service. Continued use of the Service after changes constitutes acceptance of the updated Terms.

18. Contact

For questions about these Terms, please contact us at legal@smvue.com.