Terms and Conditions

These Terms of Use were last modified as of October 2024. Welcome to https://getoptimo.io (the “Website”). This Terms of Use Agreement (the “Agreement”) is made and entered into by and between you and Optimo Software Co (Vision Consulting Group (Global) Pty Ltd trading as Optimo Software Co) (the “Company”, “us”, “we”, or “our”). This Agreement sets forth the terms and conditions that govern your use of and access to the Website and any products, materials, and services provided by or on the Website (collectively, the “Services”).

Acceptance of this Agreement

By accessing or using the Services (or by clicking on “accept” or “agree” to this Agreement when prompted), you agree to be bound by the terms and conditions of this Agreement on behalf of yourself or the entity or organisation that you represent. If you do not agree to the terms and conditions of this Agreement, you may not use or access the Services and must exit the Website immediately.

Eligibility to Use the Services

To use the Website or any other Services, you must be
(i) at least 18 years old,
(ii) not a competitor of or using the Services for purposes competitive with the Company.

By accessing or using the Services, you represent and warrant that you meet these eligibility requirements and that you have the right and authority to enter into this Agreement.

Changes to this Agreement

The Company reserves the right to change this Agreement from time to time at its sole discretion. The changes will apply to your use of and access to the Services from the date the changes become effective. We will notify you of significant changes by email or on the Website. Your continued use of the Services after changes have been made constitutes your acceptance of those changes.

Access to the Services

We may modify or discontinue the Services, in whole or in part, at any time without notice to you. You agree that the Company will not be liable for any losses or damages caused by the modification or discontinuation of the Services.

Account Responsibilities

If you register for an account, you are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorised use of your account. We will not be liable for any loss or damage arising from your failure to comply with these responsibilities.

Billing and Payment Terms

All LC Phone, SMS, and email services, along with additional in-app billing, are charged in USD. The monthly subscription fee, VIP support, Setup, and Implementation services are billed in AUD. Fees for services may increase without notice due to several factors, including currency exchange rates, price increases passed on from HighLevel, and other market conditions. Please review our pricing page regularly for updates.

Non-Payment & Service Suspension Policy

As a subscription-based software platform, Optimo incurs ongoing operational costs regardless of client usage. To ensure fair and sustainable service delivery, all clients must maintain up-to-date payment of both subscription fees and wallet balances (used for SMS, email, and call functionality).

If payment for either the monthly subscription or wallet recharge fails:

The system will attempt to recover payment up to three (3) times within a 7-day period.

• If unsuccessful, the account will be automatically paused 7 days after the initial failed payment.

• If payment is not received within 14 days, any dedicated phone number associated with the account will be permanently cancelled and cannot be reinstated.

• If the account remains unpaid for 60 days, it will be permanently cancelled, and all data, integrations, and access will be permanently deleted.

Pausing or cancellation of an account will result in immediate loss of access to the Optimo platform, including CRM records, communication history, automation workflows, forms, and any integrated services.

Important Notice: Once an account is paused or cancelled, no records will be retrievable, and no access will be reinstated unless full payment is received prior to permanent cancellation. Clients are responsible for maintaining access and backing up any critical data before the account is closed.

Optimo is not liable for any loss of business, data, or service functionality resulting from paused or cancelled accounts due to non-payment.

Services Provided by Optimo Software Co and Vision Alliance

Optimo Software Co provides CRM configuration, onboarding, kickstart coaching and support services.

Vision Alliance, as the consulting partner, may provide strategic consulting, implementation, business advisory, and project management services.

Platform Usage Requirements

You must comply with proper platform use and legal obligations at all times:

-Adhere to anti-spam and data privacy regulations.
-Use email, SMS, phone, and messaging tools responsibly

-Do not use the platform for illegal, fraudulent, or unethical activities

-Respect unsubscribe requests, do-not-call registries, and privacy preferences

-Avoid misuse of automations or contact data

Violations may result in account suspension, termination, or platform-level restrictions.

Refund Policy

All subscriptions to Optimo CRM are billed in advance and are non-refundable. This includes, but is not limited to, monthly, annual, or promotional subscriptions. Once a payment has been processed, no refunds or credits will be issued for partial usage, change of mind, downgrades, unused time, or early cancellation.

By subscribing to Optimo CRM, you acknowledge and agree that all fees are non-refundable, regardless of usage.

During or after Free Trial period: If any automations, campaign builds, or paid setup services are implemented during or after the free trial, all such services are non-refundable. This applies to services provided by the Optimo Implementation team or Vision Alliance. You may cancel your subscription to Optimo Software at any time. You accept and acknowledge you will lose all access to all work built inside the software.

If you experience any issues with the platform, please contact our support team—we’re here to help.

Pricing Variables

There are three key factors impacting service pricing:

Currency Conversion: Services provided by LC Phone, SMS, and email are billed to us in USD, and fluctuations in the exchange rate may affect final pricing in AUD.Price Increases: HighLevel may increase prices for services, and these changes may be passed on to you.

Billing Currency: While all subscription fees, VIP support, Setup, and Implementation services are billed in AUD, all other in-app services and usage costs are billed in USD at the then current rate.

Termination

The Company reserves the right to pause, suspend or terminate your account for non payment and or violation of this Agreement . Upon termination, you will lose access to the Services, and any data associated with your account may be deleted.

HighLevel Platform Terms

Optimo CRM is built on the GoHighLevel platform. By using our services, you also agree to HighLevel’s Terms of Service, which govern the base infrastructure, functionality, and performance of the system. Optimo Software Co and Vision Alliance provide configuration, support, and customisation services, but are not responsible for core platform changes, limitations, or system-wide updates introduced by GoHighLevel.

Client Responsibilities

You agree to:

• -Provide accurate, up-to-date information during setup and onboarding

• -Ensure compliance with local laws when using email, SMS, AI, or automation features

• -Review and monitor platform usage and maintain required wallet funds

• -Backup critical business data stored in the system, where necessary

Limitation of Liability

We are not liable for:

-Data loss due to client error, system misuse, or account cancellation

-Downtime or interruptions caused by GoHighLevel or third-party providers

-Misuse of messaging, marketing, or automation features that result in legal or reputational damage

-Any indirect, incidental, or consequential damages

General Platform Disclaimers

-Platform usage is subject to internet availability and the reliability of third-party systems.

-Add-on tools, plugins, and marketplace extensions may be subject to separate licensing and pricing.

-AI tool outputs are not guaranteed and require human review.

-Any feature limitations or performance issues with GoHighLevel are outside the control of Optimo Software Co.

Intellectual Property & Usage Rights

All workflows, automation logic, campaigns, funnels, landing pages, system configurations, and AI agents or tools created or implemented by Vision Alliance and/or Optimo Software Co within the Optimo CRM platform remain the sole and exclusive intellectual property of Vision Alliance and/or Optimo Software Co.

Clients are granted a non-transferable, non-exclusive, revocable license to use these assets solely within their own active Optimo CRM account, for the duration their subscription remains current and in good standing.

Ownership of intellectual property will not transfer to the client under any circumstances, unless expressly agreed to in writing, and where a separate IP transfer agreement and payment is executed for single-use license. Any such transfer does not include resale rights, reuse across multiple brands, or redistribution.

In the event of account cancellation, suspension, or non-payment, access to the system and all associated workflows, assets, and automations will be revoked, and the client waives any claim to the ongoing use or ownership of those assets.

Business Succession & Change of Control
In the event of a change of ownership, sale of the business, merger, acquisition, or the passing of the founder or key personnel, all rights, responsibilities, and obligations under these terms may be assigned or transferred to a successor entity or authorised party without notice.

Clients will be notified in writing (where possible) of any material change. Continued use of the platform or services after a change of control constitutes acceptance of the new ownership or operating entity.

Vision Alliance and Optimo Software Co will take all reasonable steps to ensure service continuity, but we cannot guarantee identical delivery methods, personnel, or advisory structures under new ownership.

Confidentiality

All information shared between parties will remain confidential and will not be disclosed to third parties without written consent, unless required by law.

Contact Information For any questions or concerns regarding this Agreement, please contact us at: Optimo Software Co

Suite 302, 33 Lexington Drive

Bella Vista NSW 2153

Email: [email protected]