These Terms of Service ("Terms") constitute a legally binding agreement between you ("you", "your", or "Customer") and Workably LLC, a Wyoming limited liability company ("Workably", "we", "us", or "our"), governing your access to and use of the Workably CRM platform, website, and all related services (collectively, the "Service").
By creating an account, clicking "Start free", completing registration, or otherwise accessing or using the Service, you confirm that you have read, understood, and agree to be bound by these Terms and our Privacy Policy, which is incorporated herein by reference. If you do not agree, you must not access or use the Service.
If you are agreeing to these Terms on behalf of a business, organisation, or other legal entity, you represent and warrant that you have the legal authority to bind that entity to these Terms. In that case, "you" refers to that entity.
To use the Service, you must:
The Service is intended for business use. It is not designed for or directed to consumers acting in a purely personal capacity unrelated to any trade, business, or profession.
You must register for an account to access the Service. During registration you must provide accurate, current, and complete information. You agree to update your account information promptly if it changes. Accounts registered using false or misleading information may be terminated without notice.
You are solely responsible for maintaining the confidentiality of your account credentials (email, password, and any two-factor authentication codes). You are responsible for all activity that occurs under your account, whether or not authorised by you. You must:
We are not liable for any loss or damage arising from your failure to maintain the security of your account credentials.
Each individual may maintain only one personal account. You may not create accounts using automated means, bots, scripts, or under false pretences. Organisation accounts (where multiple team members share access) are governed by the team and seat provisions in Section 5.
Workably is a cloud-based Customer Relationship Management (CRM) platform designed to help small businesses manage contacts, deals, tasks, calendar events, email communications, and related business activities. The Service includes web application access, AI-powered features (Auraly AI), optional integrations (Google Calendar, Google Contacts, inbound email), booking pages, web-to-lead forms, and related support services.
We reserve the right to modify, update, add, or remove features of the Service at any time. We will provide reasonable notice of material changes that negatively affect your use of the Service. We are not liable for any modification, suspension, or discontinuation of any feature.
We aim to provide high availability but do not guarantee uninterrupted, error-free access to the Service. Scheduled and unscheduled maintenance, infrastructure issues, third-party service provider outages, or events outside our control may result in downtime. We will endeavour to provide advance notice of planned maintenance where reasonably practicable. We are not liable for losses caused by downtime or service unavailability, except as required by applicable law.
You acknowledge that the internet and telecommunications providers' networks are inherently insecure. Workably has no liability for the interception, alteration, or loss of call audio, messages, or Customer Data while in transit over the internet or any telecommunications provider's network.
You may use the Service only for lawful business purposes in accordance with these Terms. You are responsible for ensuring that your use of the Service and the data you store in it complies with all applicable laws and regulations in your jurisdiction.
You agree not to:
Violation of this Section may result in immediate suspension or termination of your account, without refund, and may expose you to civil or criminal liability. We reserve the right to report illegal activity to appropriate law enforcement authorities.
You agree to indemnify, defend, and hold harmless Workably LLC and its members, managers, employees, and agents from and against any claims, damages, losses, and expenses (including reasonable legal fees) arising from your or your Users' failure to obtain required consent from any call or SMS participant, including consent to be recorded, to have their information transmitted to or processed by Workably's calling and messaging features, or to receive communications from you. This includes but is not limited to compliance with the Telephone Consumer Protection Act (TCPA), the Telemarketing Sales Rule and Do-Not-Call (DNC) regulations, CAN-SPAM, all applicable one-party and two-party call-recording consent laws, and any equivalent state, federal, or international laws. You acknowledge that you, and not Workably, are the initiator of all calls and messages you place or configure through the Service, and are solely legally and financially responsible for their compliance. Workably does not provide legal advice regarding consent requirements and does not monitor, verify, or enforce whether you or your Users have obtained required consent from any third party. You are solely responsible for honoring any request by a call or message recipient to revoke consent or opt out of future communications, and for maintaining records of consent as required by applicable law.
Workably may immediately suspend or terminate your access to calling and messaging features, in its sole discretion and without prior notice, if Workably reasonably believes you are using them in violation of the TCPA, DNC rules, CAN-SPAM, call-recording consent laws, or any applicable telecommunications regulation, or in a manner that exposes Workably to legal liability or carrier penalties. Suspension under this section does not entitle you to any refund.
The Service is offered under the following plans, subject to change with notice as described in Section 5.7:
Full plan features and current pricing are displayed at workably.app/#pricing.
New accounts on the Starter plan receive a 14-day trial of Pro-level AI features (Auraly AI). New subscribers to the Pro plan may be eligible for a 14-day free trial before their first charge. Free trials are available once per organisation. We reserve the right to modify or discontinue free trial offers at any time. At the end of a free trial, your account will automatically convert to the selected paid plan or revert to the Starter plan, depending on the trial type. You will not be charged without prior notice of the applicable fee.
Paid plans are billed in advance on a monthly or annual cycle, starting from the date you upgrade. Payment is processed by our payment processor, Paddle, acting as Merchant of Record. All fees are denominated in United States Dollars (USD). By providing payment details, you authorise us (through our payment processor) to charge the applicable fees on the applicable billing cycle.
Your subscription will automatically renew at the end of each billing period at the then-current rate unless you cancel before the renewal date. You will receive a receipt by email following each successful payment.
All fees are exclusive of taxes unless otherwise stated. As our payment processor acts as Merchant of Record, applicable sales tax, VAT, GST, or other taxes will be calculated and collected at checkout based on your billing address. You are responsible for any additional taxes applicable to your use of the Service that are not collected at checkout.
If a payment fails, we or our payment processor will attempt to retry the charge. If payment remains unsuccessful after retry attempts, we may suspend or downgrade your account to the Starter plan until payment is resolved. You remain responsible for all outstanding amounts. We are not liable for any loss resulting from a service interruption caused by a failed payment.
All fees are non-refundable except as required by applicable law or as follows:
Consumers in the European Union and United Kingdom may have statutory cancellation rights under applicable consumer protection law. Nothing in these Terms limits such statutory rights where they apply.
We reserve the right to change subscription pricing at any time. We will provide at least 30 days' advance notice of any price increase by email. Price changes will take effect at your next renewal after the notice period. Continued use of the Service after the effective date of a price change constitutes acceptance of the new pricing. If you do not accept the new pricing, you must cancel your subscription before the renewal date.
Growth and Pro plans are billed per seat, with no minimum seat count or bundled allowance — every seat, including the first, is billed at the per-seat rate displayed in your billing settings. Seats added mid-cycle are billed pro-rata for the remainder of the current billing period and then included at the full rate in your renewal.
You may cancel your paid subscription at any time from Settings → Billing. Cancellation takes effect at the end of your current billing period. You will retain full access to paid features until that date, after which your account will automatically revert to the Starter plan. Cancellation does not delete your account or data.
To delete your account entirely, go to Settings → Account → Delete Account. Account deletion is irreversible and will result in the permanent removal of your data within 30 days, subject to legal retention obligations described in our Privacy Policy.
You retain full ownership of all data, content, and information you enter into or upload to the Service ("Customer Data"). These Terms do not grant us any ownership rights in your Customer Data.
You grant us a limited, non-exclusive, royalty-free licence to access, store, process, and display your Customer Data solely as necessary to provide the Service, as described in our Privacy Policy. We do not use your Customer Data to develop, train, or improve our products or services beyond what is necessary to provide the Service to you. This licence terminates when you delete the relevant data or your account.
You are solely responsible for the accuracy, quality, integrity, and legality of your Customer Data, and for obtaining any necessary consents or legal bases to store and process personal data of third parties (such as your contacts and customers) within the Service. We are not responsible for the accuracy or completeness of Customer Data.
You may export your Customer Data at any time from Settings → Data. We encourage you to maintain your own backups of critical data. We are not liable for any loss of Customer Data resulting from your failure to export or back up your data.
You must not store in the Service any data categories prohibited under Section 4.2. We are not equipped to handle such data and accept no liability arising from your storage of prohibited data categories.
Auraly AI is an AI-powered assistant that provides suggestions, analysis, and generated content based on your CRM data and your inputs. AI Receptionist is an AI-powered feature that answers, routes, and responds to inbound calls on your behalf. AI Call Summary is an AI-powered feature that generates transcripts and summaries of your calls. Auraly AI, AI Receptionist, and AI Call Summary are powered by third-party large language models (including Anthropic Claude). The outputs generated by these features — including Auraly AI responses, AI Receptionist call handling, and AI Call Summary transcripts and summaries:
You are solely responsible for reviewing, evaluating, and deciding whether to act on any AI-generated output, including Auraly AI responses, AI Receptionist call handling, and AI Call Summary transcripts and summaries. We are not liable for any loss, damage, or harm arising from your reliance on AI-generated content without independent verification.
When you use Auraly AI features, selected CRM data and your messages are transmitted to Anthropic's API to generate responses. By using Auraly AI, you consent to this transmission as described in our Privacy Policy. You may opt out by not using Auraly AI features.
AI actions are subject to per-plan monthly limits as described in Section 5.1. Unused AI actions do not roll over to the following month. We may adjust AI usage limits with reasonable notice.
You must not use Auraly AI to generate content that is unlawful, deceptive, harmful, or that violates any applicable law or third-party rights. We may suspend access to AI features if we detect misuse.
The Workably name, logo, platform software, user interface, design, documentation, and all related intellectual property are owned by Workably LLC and are protected by copyright, trademark, and other applicable intellectual property laws. Nothing in these Terms grants you any right, title, or interest in our intellectual property, except the limited licence to use the Service as described herein.
If you provide us with feedback, suggestions, or ideas regarding the Service ("Feedback"), you grant us a perpetual, irrevocable, worldwide, royalty-free licence to use, incorporate, and exploit that Feedback in any way, without compensation or attribution to you.
You may not copy, reproduce, modify, create derivative works of, distribute, sell, sublicense, or otherwise exploit any part of the Service or our intellectual property without our prior written consent.
Each party agrees to keep confidential any non-public information disclosed by the other party in connection with these Terms that is designated as confidential or that reasonably should be understood to be confidential ("Confidential Information"). Neither party will disclose the other's Confidential Information to third parties or use it for any purpose other than performing its obligations or exercising its rights under these Terms, except as required by law. This obligation survives termination of these Terms for a period of three (3) years.
We do not proactively monitor Customer Data. However, we reserve the right (but not the obligation) to review, remove, or disable access to any Customer Data that we believe, in our sole discretion, violates these Terms, is unlawful, poses a security risk, or is harmful to us, other users, or third parties. We will provide notice where legally permissible and reasonably practicable.
Neither party will be liable to the other for any failure or delay in performance caused by circumstances beyond their reasonable control, including but not limited to acts of God, natural disasters, epidemic or pandemic, war, terrorism, civil unrest, government action or regulation, labour disputes, cyberattacks, internet or telecommunications outages, or failures of third-party infrastructure or service providers (including Supabase, Anthropic, or payment processors). The affected party must notify the other as soon as reasonably practicable and resume performance as soon as the force majeure event ceases.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.
To the maximum extent permitted by applicable law, we disclaim all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. We do not warrant that:
Some jurisdictions do not allow the exclusion of implied warranties. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL WORKABLY LLC, ITS MEMBERS, MANAGERS, EMPLOYEES, CONTRACTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR DAMAGES FOR LOSS OF PROFITS, REVENUE, GOODWILL, DATA, BUSINESS OPPORTUNITIES, OR ANTICIPATED SAVINGS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Our total aggregate liability to you for all claims arising out of or relating to these Terms or your use of the Service — whether in contract, tort (including negligence), statute, or otherwise — is limited to the greater of:
The limitations in this Section apply regardless of the legal theory on which the claim is based, and even if any limited remedy fails of its essential purpose. Some jurisdictions do not allow certain liability limitations. In such jurisdictions, our liability is limited to the maximum extent permitted by applicable law.
You agree to defend, indemnify, and hold harmless Workably LLC and its members, managers, employees, contractors, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable legal fees) arising out of or relating to:
We reserve the right, at our own expense, to assume exclusive defence and control of any matter subject to indemnification by you, in which case you agree to cooperate with our defence of that matter.
You may terminate these Terms at any time by cancelling your subscription (if applicable) and deleting your account. Termination does not entitle you to a refund except as provided in Section 5.6.
We may suspend or terminate your account and access to the Service immediately, without prior notice, if:
We will provide advance notice of termination where legally permissible and reasonably practicable. Where we terminate without cause, we will provide a pro-rated refund as described in Section 5.6.
Upon termination, your right to access and use the Service ceases immediately. We will retain and delete your Customer Data in accordance with our Privacy Policy. Sections 7, 9, 10, 13, 14, 15, 17, 18, and 19 survive termination of these Terms.
PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS YOUR LEGAL RIGHTS, INCLUDING YOUR RIGHT TO FILE A LAWSUIT IN COURT AND YOUR RIGHT TO A JURY TRIAL. THIS SECTION DOES NOT APPLY TO USERS IN THE EUROPEAN UNION OR UNITED KINGDOM WHERE SUCH CLAUSES ARE UNENFORCEABLE UNDER APPLICABLE LAW.
Before initiating any formal dispute resolution, you and Workably LLC agree to attempt to resolve any dispute, claim, or controversy arising out of or relating to these Terms or the Service ("Dispute") informally. The party asserting a Dispute must send the other a written notice describing the Dispute and the relief sought to legal@workably.app (if to us) or to your account email address (if to you). The parties will negotiate in good faith for at least sixty (60) calendar days from the date of the notice before initiating formal proceedings. This informal resolution requirement does not apply to claims for injunctive or emergency relief.
If a Dispute is not resolved informally within sixty (60) days, you and Workably LLC agree that the Dispute will be resolved exclusively by binding individual arbitration, rather than in court, except as specified in Section 17.5. This arbitration agreement is governed by the Federal Arbitration Act (9 U.S.C. § 1 et seq.) and evidences a transaction in interstate commerce.
The arbitration will be administered by the American Arbitration Association ("AAA") pursuant to its Consumer or Commercial Arbitration Rules (as applicable), which are available at adr.org. The arbitration may be conducted by telephone, video conference, written submissions, or in-person in Wyoming, at the election of the party seeking arbitration. The arbitrator will have authority to grant any remedy that a court of competent jurisdiction could grant. The arbitrator's decision will be final and binding on both parties and may be entered as a judgment in any court of competent jurisdiction.
The AAA filing fee and arbitrator's fees will be allocated in accordance with the applicable AAA rules. If you are an individual (not a business), and your claim does not exceed USD $10,000, we will pay all AAA fees.
YOU AND WORKABLY LLC AGREE THAT EACH PARTY MAY ONLY BRING CLAIMS AGAINST THE OTHER IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS ACTION, COLLECTIVE ACTION, OR REPRESENTATIVE PROCEEDING. The arbitrator may not consolidate more than one person's claims or preside over any class or representative proceeding. If this class action waiver is found unenforceable, the entirety of Section 17 shall be null and void.
Notwithstanding the above, either party may seek relief in a court of competent jurisdiction for:
You may opt out of this arbitration agreement within thirty (30) days of first accepting these Terms by sending written notice to legal@workably.app with your full name, account email address, and a clear statement that you wish to opt out of the arbitration agreement. Opting out will not affect any other provision of these Terms. After the 30-day period, you may not opt out.
If you are a consumer resident in the European Union or United Kingdom, the mandatory arbitration and class action waiver provisions in Sections 17.2 to 17.4 do not apply to you. You retain the right to bring claims before the courts of your country of residence. For information on out-of-court consumer dispute resolution bodies in your country, see consumer-redress.ec.europa.eu.
These Terms are governed by and construed in accordance with the laws of the State of Wyoming, United States, without regard to its conflict of law principles. Subject to the arbitration provisions in Section 17, any legal action or proceeding not subject to arbitration shall be brought exclusively in the state or federal courts located in the State of Wyoming, and you consent to the personal jurisdiction of those courts.
Notwithstanding the foregoing, if you are a consumer resident in the European Union or United Kingdom, you may also bring proceedings in the courts of your country of residence, and mandatory consumer protection laws of your country of residence may apply in addition to or in lieu of Wyoming law.
These Terms, together with the Privacy Policy and any additional terms applicable to specific features or Enterprise agreements, constitute the entire agreement between you and Workably LLC with respect to the Service and supersede all prior agreements, representations, and understandings.
If any provision of these Terms is found by a court or arbitrator of competent jurisdiction to be unenforceable or invalid, that provision will be modified to the minimum extent necessary to make it enforceable, or severed if modification is not possible, and the remaining provisions will continue in full force and effect.
Our failure to enforce any right or provision of these Terms will not be deemed a waiver of that right or provision. No waiver by us of any breach will constitute a waiver of any subsequent breach.
You may not assign or transfer your rights or obligations under these Terms without our prior written consent. We may assign our rights and obligations under these Terms without restriction, including in connection with a merger, acquisition, sale of assets, or by operation of law. These Terms will be binding on and inure to the benefit of the parties and their permitted assigns.
These Terms are for the benefit of you and Workably LLC only and do not create any third-party beneficiary rights.
We may provide notices to you by email at the address associated with your account, by in-app notification, or by posting on our website. Notices to us must be sent by email to legal@workably.app or hello@workably.app. Notices are effective upon sending (email) or upon posting (website).
We may update these Terms from time to time. Material changes will be communicated by email to your account address and/or by prominent in-app notice, with at least 14 days' advance notice before the changes take effect. For non-material changes (such as corrections, clarifications, or changes required by law), we may provide shorter notice. The "Last updated" date at the top of these Terms reflects the most recent revision. Continued use of the Service after the effective date of any change constitutes acceptance of the updated Terms. If you do not accept the updated Terms, you must stop using the Service and may cancel your subscription in accordance with Section 6.
The following Sections survive termination of these Terms: Section 7 (Your Data, as to our data deletion obligations), Section 9 (Intellectual Property), Section 10 (Confidentiality), Section 13 (Disclaimer of Warranties), Section 14 (Limitation of Liability), Section 15 (Indemnification), Section 17 (Dispute Resolution and Arbitration), Section 18 (Governing Law and Jurisdiction), and this Section 19.
For questions about these Terms, contact us at: