Terms of Service

Last updated: May 28, 2026

1. Acceptance of Terms

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

2. Description of Service

Trellis CRM is a real estate customer relationship management platform designed to help real estate professionals manage their transactions, contacts, and business operations. The Service includes features such as:

  • Transaction management and tracking
  • Contact and client management
  • Document storage and organization
  • Calendar and scheduling tools
  • AI-powered insights and assistance
  • Compliance monitoring tools

3. User Accounts

To use the Service, you must create an account. You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized use
  • Providing accurate and complete information

4. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Violate any applicable laws or regulations
  • Infringe upon the rights of others
  • Attempt to gain unauthorized access to any part of the Service
  • Interfere with or disrupt the Service
  • Upload malicious code or harmful content
  • Use the Service to send spam or unsolicited communications

5. Data and Content

You retain ownership of all data and content you upload to the Service. By using the Service, you grant us a limited license to store, process, and display your content as necessary to provide the Service.

You are solely responsible for the accuracy and legality of the data you enter, including client information and transaction details.

6. AI Features

The Service includes AI-powered features that provide suggestions, insights, and automated assistance. While we strive for accuracy:

  • AI-generated content is for informational purposes only
  • You should verify all AI suggestions before acting on them
  • AI features do not constitute legal, financial, or professional advice
  • We are not liable for decisions made based on AI recommendations

7. Compliance Features

The compliance monitoring features are provided as tools to assist with tracking deadlines and requirements. They do not guarantee regulatory compliance and should not replace professional legal counsel or your own due diligence.

8. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted access. The Service may be temporarily unavailable for maintenance, updates, or circumstances beyond our control.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THE SERVICE.

10. Termination

We reserve the right to suspend or terminate your access to the Service at any time for violation of these terms or for any other reason at our discretion. Upon termination, your right to use the Service will immediately cease.

11. Changes to Terms

We may modify these Terms at any time. Continued use of the Service after changes constitutes acceptance of the new terms. We will notify users of significant changes through the Service or via email.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law provisions.

13. Contact

For questions about these Terms of Service, please contact us through the application support channels.

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