Morning Desk CRM Terms of Use

Effective Sep 28, 2026

1. Agreement and who we are

These Terms of Use (the "Terms") govern your access to and use of Morning Desk CRM, including the web application at app.morningdeskcrm.com, our website, and related services (together, the "Service"). The Service is provided by Morning Desk CRM ("Morning Desk," "we," "us," or "our"), 1200 N Federal Hwy, Suite 300, Boca Raton, FL 33432. You can reach us at hello@morningdeskcrm.com.

By creating an account, starting a trial, or using the Service, you agree to these Terms and to our Privacy Policy. If you use the Service on behalf of a company or other organization, you confirm that you have authority to bind that organization, and "you" and "Customer" refer to that organization. If you do not agree, do not use the Service.

Eligibility and accounts

  • You must be at least 18 years old and able to form a binding contract. The Service is intended for business use, not for personal, family or household purposes.

  • You must give accurate account information and keep it current.

  • You are responsible for keeping your login credentials secure and for all activity under your account. Tell us promptly at hello@morningdeskcrm.com if you suspect unauthorized access.

  • A "Workspace" is the account your organization uses in the Service. Workspace owners and admins control membership, roles, billing and settings. Each person you add to your Workspace is a "Member" and must accept these Terms.

2. Subscription, trial and billing

Pricing and seats

The Service is billed per seat, per month, at the price shown on our website or in the app when you subscribe (currently $20 USD per seat per month). One seat is one Member of your Workspace. When Members are added or removed, your seat count and subscription update automatically, and Stripe calculates prorated charges or credits for the rest of the billing period.

Free trial

  • New Workspaces may start one 3-day free trial. A valid payment method is required to start it.

  • Unless you cancel before the trial ends, your payment method will be charged automatically for your first month when the trial ends, on day 4.

  • You can cancel at any time during the trial from the Team & billing page, and you will not be charged.

  • Each organization may use one free trial. We may refuse or end trials that we believe are being used to avoid payment.

Automatic renewal

Your subscription renews automatically each month, and you authorize us, through our payment processor, to charge your payment method for each renewal and for any seat changes, plus applicable taxes. Payments are processed by Stripe, Inc. We do not store your full card number.

Cancellation and refunds

You can cancel at any time from the Team & billing page. Cancellation takes effect at the end of your current paid period (or at the end of your trial), and you keep access until then. Fees already paid are non-refundable, and we do not give refunds or credits for partial months, unused seats or unused AI credits, except where the law requires otherwise.

Failed payments

If a payment fails, we and Stripe will retry the charge and notify you. During that period you may keep access while you update your payment method. If payment is not received after the retry period, we may suspend access to your Workspace until the balance is paid. Suspension does not delete your data (see section 5).

Taxes and price changes

Prices do not include taxes unless stated. You are responsible for applicable sales, use and similar taxes. We may change prices by giving at least 30 days' notice by email or in the app. New prices apply from your next billing period after the notice period. If you do not agree, you can cancel before they take effect.

3. Your data and connected services

Customer Data

"Customer Data" means the data you and your Members put into the Service or connect to it: contacts, companies, deals, emails, invoices, bills, files, notes and similar content. You own your Customer Data. You give us a limited, worldwide license to host, copy, process, transmit and display Customer Data only as needed to provide, secure and support the Service and as described in our Privacy Policy. We do not sell Customer Data.

You are responsible for your Customer Data and for having the rights, notices and consents needed to collect it and use it in the Service, including for the people whose details you store. You are responsible for any communications you send through the Service.

Gmail and Google integration

If you connect a Google account, you authorize the Service to access your Gmail data through Google's APIs so it can show your inbox, sync messages, and send email you compose from your account. Each Member's mailbox is visible only to that Member. You can disconnect at any time in the app or from your Google Account settings. Our use of information received from Google APIs follows the Google API Services User Data Policy, including the Limited Use requirements.

AI features

The Service includes AI features, such as drafted replies, summaries, research and a daily brief, that are powered by third-party AI model providers.

  • AI output may be inaccurate or incomplete. Review it before relying on it or sending it to anyone. You are responsible for how you use AI output.

  • AI usage is metered in credits. Each seat includes a monthly credit allowance shown in the app (currently 300 credits per seat). Credits reset each billing month, do not roll over, and have no cash value. We may apply daily limits to protect the Service.

  • We do not permit our AI providers to use your Customer Data to train their models.

Invoices and client links

You can create invoices and send them to your clients. Sent invoices can include a private link that lets anyone who has it view and download the invoice without logging in. Share these links only with the intended recipients. You are responsible for the accuracy of your invoices, and for your pricing, taxes and collections.

Stripe and third-party services

The Service works with third-party services such as Stripe, Google and others you choose to connect ("Third-Party Services"). Your use of a Third-Party Service is governed by that provider's own terms and privacy policy. We are not responsible for Third-Party Services, and features that depend on them may change or stop if a provider changes its service.

If you connect your own Stripe account to accept payments from your clients, those payments are made directly between your clients and you through Stripe. Morning Desk is not a party to those transactions, does not hold or transmit your funds, and is not a bank, money transmitter or payment processor. Stripe's fees, disputes, refunds and payouts are between you and Stripe.

4. Acceptable use, ownership and security

Acceptable use

You agree not to, and not to let anyone else:

  • use the Service to send spam, unsolicited bulk email, or messages that violate the CAN-SPAM Act, the TCPA or similar laws, or Google's policies

  • upload or send unlawful, infringing, defamatory, harassing or fraudulent content, or malware

  • store data you have no right to process, or use the Service in violation of privacy or consumer protection laws

  • store protected health information, payment card numbers, government ID numbers or other highly sensitive data, unless we have agreed in writing

  • try to gain unauthorized access to the Service, other accounts or our systems, or probe, scan or test their vulnerability without our permission

  • interfere with or overload the Service, or get around usage limits, seat counts or AI credit limits

  • copy, resell, sublicense or offer the Service to third parties, or use it to build a competing product

  • reverse engineer the Service, except where the law expressly allows it

  • scrape or run automated extraction of the Service other than through features we provide

We may investigate suspected violations and remove content or suspend access where reasonably needed to protect the Service, other customers or third parties.

Our intellectual property

The Service, including its software, design, text, logos and the Morning Desk name, belongs to Morning Desk and its licensors and is protected by law. Subject to these Terms and payment of fees, we give you a limited, non-exclusive, non-transferable right to use the Service for your internal business purposes during your subscription. We reserve all rights not expressly granted.

Feedback

If you send us ideas or suggestions, we may use them without restriction or payment to you.

Confidentiality

Each party will protect the other's non-public business information with reasonable care. Each party will use it only to perform under these Terms, and will disclose it only as needed for that purpose or as required by law.

Security

We use reasonable administrative, technical and physical safeguards to protect Customer Data, as described in our Privacy Policy. No system is completely secure. You are responsible for securing your devices and credentials and for managing who has access to your Workspace.

5. Termination, liability and legal terms

Suspension and termination

You may stop using the Service and cancel at any time. We may suspend or terminate your access if you materially breach these Terms, fail to pay, or use the Service in a way that creates legal or security risk. Where practical, we will give notice first and a chance to fix the problem.

Your data after cancellation

After your subscription ends or access is suspended, your Customer Data is kept for at least 30 days so you can resubscribe or ask us for an export. After that, we may delete it. You can ask us to delete your Workspace sooner by emailing hello@morningdeskcrm.com. Residual copies in backups are removed on our normal backup cycle.

Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE FULLEST EXTENT PERMITTED BY LAW, MORNING DESK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT AI OUTPUT, REPORTS, FORECASTS OR ACCOUNTING FIGURES WILL BE ACCURATE. THE SERVICE DOES NOT PROVIDE LEGAL, TAX OR ACCOUNTING ADVICE.

Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW: (A) NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, DATA OR GOODWILL; AND (B) MORNING DESK'S TOTAL LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. These limits do not apply to your payment obligations or your indemnity obligations.

Indemnity

You will defend and indemnify Morning Desk against third-party claims, and related losses and reasonable legal fees, that arise from your Customer Data, your communications sent through the Service, or your violation of these Terms or the law.

Governing law and disputes

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws rules. Any dispute will be brought exclusively in the state or federal courts in Palm Beach County, Florida, and each party consents to their jurisdiction. Before filing a claim, each party agrees to try to resolve the dispute informally for 30 days after written notice.

Changes to these Terms

We may update these Terms from time to time. If a change is material, we will notify you by email or in the app at least 30 days before it takes effect. By continuing to use the Service after changes take effect, you accept them.

General

These Terms, together with the Privacy Policy and any order or written agreement signed by both parties, are the entire agreement between you and Morning Desk about the Service.

  • You may not assign these Terms without our consent. We may assign them in connection with a merger, acquisition or sale of assets.

  • If any provision is found unenforceable, the rest remains in effect.

  • Not enforcing a provision is not a waiver.

  • Neither party is liable for delays caused by events beyond its reasonable control.

  • Notices to us go to hello@morningdeskcrm.com. Notices to you go to the email on your account.

Contact

Morning Desk CRM 1200 N Federal Hwy, Suite 300 Boca Raton, FL 33432 hello@morningdeskcrm.com