Terms of Service

Clyzer is a SaaS sales management platform designed for high-performance sales teams. Our services include:

• Lead management and sales pipeline
• Appointment scheduling system with calendar integration
• Metrics and commission tracking
• Team management with roles and permissions
• Integrations with third-party services (WhatsApp, Google Calendar)
• Notifications and workflow automations
• VoIP telephony services (calls, phone numbers, recording)
• AI-powered WhatsApp chatbot
• Omnichannel messaging with Instagram Direct and Telegram, in addition to WhatsApp.
• Email marketing: campaigns, templates, audiences, unsubscribes, and delivery metrics.
• Embeddable public forms with lead capture and campaign attribution (UTM).
• Bulk lead import from CSV files or spreadsheets.
• AI assistant (Co-Pilot), transcription, and analysis of calls and meetings.
• Affiliate and referral program with subscription attribution.

Registration: Access to Clyzer is by invitation only. Only authorized users may create accounts.

Responsibility: You are responsible for maintaining the confidentiality of your credentials and for all activity under your account.

Accuracy: You must provide accurate and up-to-date information when registering.

Minimum age: You must be at least 18 years old to use Clyzer.

One account per person: Sharing credentials between multiple people is not permitted.

Clyzer operates as a CRM platform where users store and manage data about their own customers, leads, and contacts. It is essential to understand each party's role with respect to data protection:

You as Data Controller: When you use Clyzer to manage data about your leads, customers, and contacts, you (or your workspace/company) are the Data Controller for that data under the GDPR. This means that you determine the purposes and means of processing the personal data you enter into the platform.

Clyzer as Data Processor: Clyzer acts exclusively as a Data Processor with respect to your leads' and customers' data. We process this data solely on your instructions and to provide the contracted service.

As Data Controller, you agree to:

• Ensure that you have a valid legal basis (consent, legitimate interest, contract performance, etc.) for each item of personal data you enter into Clyzer
• Obtain all necessary consents before storing lead and contact data on the platform
• Adequately inform your leads and contacts about the processing of their data, including the use of Clyzer as a management tool
• Handle requests to exercise rights (access, rectification, erasure, portability, etc.) from data subjects whose data you store in Clyzer
• Notify Clyzer without undue delay if you become aware of a security breach affecting stored data
• Not enter special categories of personal data (health data, ethnic origin, political opinions, etc.) unless you have a reinforced legal basis to do so

Clyzer, as Data Processor, undertakes to:

• Process your leads' and customers' data solely on your documented instructions
• Implement appropriate technical and organizational measures to ensure the security of processing
• Not subcontract processing without your prior authorization (current sub-processors are detailed in the Privacy Policy)
• Assist you in complying with your obligations, including handling data subject rights and notifying security breaches
• Delete or return all personal data at the end of the service, at your choice

User warranty: By using Clyzer, you represent and warrant that you have the legal authority necessary to enter all the personal data you store on the platform and that you have complied with all applicable legal obligations prior to processing.

When using Clyzer you agree not to perform any of the following actions:

• Send unsolicited communications (spam) through any channel: WhatsApp, Instagram, Telegram, email, SMS, or phone calls.
• Upload, import, or use contact databases that were purchased, rented, or collected without valid consent.
• Post, transmit, or store illegal, defamatory, fraudulent, misleading, or offensive content.
• Harass, threaten, or impersonate individuals or organizations.
• Distribute malware, viruses, or any code designed to damage systems or intercept data.
• Reverse engineer, decompile, or attempt to extract the platform's source code.
• Share access credentials or allow a single license to be used by several people.
• Extract data through automated means (scraping) outside the documented APIs and limits.
• Circumvent usage limits, quotas, security controls, or billing mechanisms.
• Infringe intellectual property rights, trademarks, or third-party rights.
• Process data of minors or special categories of data without a valid legal basis.
• Use the platform for high-risk regulated activities (healthcare, financial, or legal) without the authorizations and safeguards required by applicable regulations.

VoIP telephony services are subject to the following specific conditions:

No emergency services: Clyzer's VoIP service does NOT allow calls to emergency numbers (112, 911, or others). You must always have an alternative means of contacting emergency services.

Prepaid balance: Calls and numbers are billed against the workspace's prepaid balance. If the balance is insufficient, outbound calls will be automatically blocked.

Rates: Calls are billed per minute based on destination, and phone numbers incur a recurring monthly fee while active. Rates may vary depending on carrier costs.

Call recording: If you enable recording, you are responsible for informing and, where applicable, obtaining the consent of all participants in accordance with the regulations applicable in each jurisdiction.

Numbering and regulatory documentation: Purchasing and maintaining phone numbers may require identity or address documentation. Failure to provide such documentation may result in the suspension or loss of the number by the carrier.

Prohibitions: The use of mass automatic dialers, unconsented prerecorded calls, caller ID spoofing, and any practice sanctioned by telecommunications regulations is prohibited.

Suspension: Clyzer may immediately suspend the voice service upon indications of fraud, abusive use, carrier complaints, or non-payment.

Clyzer enables sending and receiving messages through the WhatsApp Business API. The use of these services is subject to the following additional terms:

Compliance with Meta policies: The user is solely responsible for compliance with the WhatsApp Business Policy and Meta's Terms. Clyzer assumes no responsibility for restrictions, suspensions, or bans imposed by Meta/WhatsApp on the user's account.

Opt-in consent: The user must obtain prior, explicit consent (opt-in) from each recipient before sending messages via WhatsApp. Sending unsolicited messages constitutes a violation of these terms.

Message content: The content of all messages sent through Clyzer is the sole responsibility of the user. Clyzer does not review, approve, or control the content of messages.

Media retention: Media files (images, audio, videos, documents) sent and received via WhatsApp are kept for 90 days and automatically deleted thereafter.

AI chatbot: Responses generated by the AI-powered WhatsApp chatbot are indicative and do not constitute professional advice. The user is responsible for configuring, supervising, and verifying the accuracy of the chatbot's responses.

Instagram and Telegram: Connecting Instagram Direct accounts and Telegram bots is subject to Meta's and Telegram's policies. You may only message people who have initiated a conversation with you or who have given their consent, and you must respect each platform's messaging windows and frequency limits. Disconnection, expiration, or revocation of tokens by the provider may interrupt the service without liability for Clyzer.

Other messaging platforms: Clyzer may integrate additional messaging platforms beyond WhatsApp in the future. Use of such platforms will be subject to each provider's specific terms and the conditions Clyzer establishes at that time.

Clyzer allows you to create and send email campaigns through an external delivery provider. By using this module you agree to the following:

Consent: You may only send emails to contacts who have provided their address and for whom you have a valid legal basis. The use of purchased or third-party-collected lists is prohibited.

Mandatory unsubscribe: All campaigns include an unsubscribe link. Unsubscribes, spam complaints, and hard bounces are automatically added to the project's suppression list and cannot be bypassed.

Sender identification: You must clearly identify yourself and use verified domains (SPF, DKIM, and DMARC). Falsifying the sender or subject line is not permitted.

Reputation and limits: Clyzer may limit sending volume, pause campaigns, or suspend the module if bounce or complaint rates put the shared sending reputation at risk.

Consumption: Sends are deducted from the workspace's balance or quota according to current rates; open and click metrics are estimates subject to the privacy protections of email clients.

The platform can record phone calls and join video calls through a recording assistant to generate transcriptions and analysis:

Prior consent: You are responsible for informing all participants and obtaining their consent before recording, in accordance with the regulations applicable in their jurisdiction.

Meeting assistant: When enabled, an identifiable bot may join the video call to record it. Any participant may request its removal and the interruption of the recording.

Use of results: Transcriptions and quality analyses are internal support tools and should not be used as the sole basis for disciplinary or employment decisions.

Retention: Audio files are automatically deleted after 30 days; transcriptions and derived metrics are kept while the account is active or until manually deleted.

Plans and licenses: Access is contracted through a workspace subscription plus per-user licenses. The limits of each plan are detailed on the current pricing page.

Billing cycle: Subscriptions are billed in advance, monthly or annually, and renew automatically unless cancelled before the renewal date.

Taxes: Prices are shown without indirect taxes. Applicable taxes (VAT or equivalent) are added based on the country and the tax information provided.

Price changes: We may update prices by giving at least 30 days' notice. Changes apply in the next renewal period.

Refunds: Unless legally required, subscription fees already accrued are non-refundable. Cancellation stops future renewals, and access remains active until the end of the paid period.

Balance and consumables: Balance top-ups (voice, messaging, email, and AI) are non-refundable and non-redeemable for cash, and are consumed based on actual usage recorded on the platform.

Clyzer and all its software, design, trademarks, and content are owned by Clyzer or its licensors and are protected by intellectual property law.

You retain ownership of all data and content you upload to the platform. You grant us only the license necessary to provide you with the service.

Copying, decompiling, reselling, or creating derivative works of the platform without our prior written authorization is not permitted.

To the maximum extent permitted by law, Clyzer will not be liable for:

• Indirect, incidental, special, or consequential damages.
• Loss of profits, business opportunities, or reputation.
• Interruptions, errors, or policy changes of third-party services (Meta, Google, voice carriers, payment gateways, or AI providers).
• Loss or alteration of data resulting from actions of the user itself or its collaborators.

Our total liability is limited to the amount paid by you in the 12 months prior to the event giving rise to the claim.

Nothing in these terms limits liability that cannot be legally excluded, including liability arising from willful misconduct, gross negligence, or damage to life and personal integrity.

Backups: Clyzer performs periodic backups of its infrastructure, but the user is responsible for exporting and keeping their own copies of any data they consider critical.

You agree to indemnify and hold Clyzer harmless against any claim arising from:

• Use of the platform in breach of these terms or applicable regulations.
• The content and personal data you upload, import, or process through the platform.
• Communications sent to contacts without a legal basis or valid consent.
• Claims from data subjects, supervisory authorities, or carriers related to your activity.
• Infringement of third-party rights, including intellectual property rights.
• Misuse of credentials, API keys, or integrations connected to your workspace.

This obligation will survive the termination of your account.

Cancellation by you: You may cancel your subscription at any time from the workspace settings or by requesting it by email.

Cancellation by Clyzer: We may suspend or close accounts for non-payment, abusive use, security risk, or serious breach of these terms.

Effects: Upon termination of the relationship, access to the platform ceases and data is deleted in accordance with the retention policy, except for legal retention obligations.

Survival: Clauses relating to intellectual property, limitation of liability, indemnification, confidentiality, and governing law will survive termination.

Voice services: Upon cancellation, phone numbers are released and any remaining prepaid balance expires with no right to a refund.

We may update these terms as necessary. We will notify you of material changes at least 30 days in advance.

If you continue to use the service after the changes take effect, you will be deemed to have accepted them.

We will not be liable for failures caused by circumstances beyond our reasonable control, including:

• Outages or API changes by providers such as Meta, Google, voice carriers, or payment gateways.
• Infrastructure failures of cloud providers or internet connectivity.
• Cyberattacks, denial of service, or security incidents beyond our reasonable control.
• Regulatory changes, administrative or judicial decisions that prevent service delivery.
• Natural disasters, conflicts, strikes, or supply disruptions.

These terms are governed by Spanish law and applicable European Union regulations.

For consumer users residing in the EU, any dispute will be submitted to the competent courts of your place of residence, without prejudice to the possibility of resorting to alternative dispute resolution mechanisms.

International data transfers: Some of our sub-processors (detailed in Section 3.1) may be located outside the European Economic Area (EEA). All international data transfers are carried out under appropriate protection mechanisms, including Standard Contractual Clauses (SCCs) approved by the European Commission or adequacy decisions. Specific details of each sub-processor's transfer mechanisms are included in the DPA available upon request.

In the event of a dispute, we will follow this procedure:

1. Direct contact: Write to us first at legal@clyzer.com to try to reach an amicable solution within 30 days.
2. Mediation: If no agreement is reached, the parties may resort to mediation before initiating legal action.
3. European online dispute resolution platform: EU consumers may use https://ec.europa.eu/consumers/odr

Clyzer uses third-party artificial intelligence providers, which may include but are not limited to Google Gemini, OpenAI, Anthropic, or others, to provide advanced functionality. The use of AI on the platform is governed by the following terms:

AI functionalities: AI is used for: phone call transcription, call quality analysis, sentiment analysis, conversation summary generation, and automated WhatsApp chatbot responses.

Advisory nature: All AI-generated outputs (analyses, scores, transcriptions, chatbot responses) are support tools of an indicative nature. They do not constitute automated decisions with legal effects within the meaning of Article 22 of the GDPR.

User responsibility: The user, as Data Controller, is solely responsible for any actions taken based on the analyses or results generated by the AI. Clyzer does not guarantee the accuracy, completeness, or suitability of AI outputs.

Audio processing: Call recordings are sent to authorized AI providers (see Section 3.1) for transcription and analysis. The resulting text is stored in the database; audio files are automatically deleted after 30 days.

Transparency: In accordance with the European Artificial Intelligence Regulation (AI Act), we inform you that the WhatsApp chatbot is an AI system. End users interacting with the chatbot will be informed that they are communicating with an automated system when the user (Data Controller) activates this feature.

No automated decisions: Clyzer does not make fully automated decisions that produce legal effects or significantly affect data subjects. All final decisions (lead assignment, deal closing, contact qualification) require human intervention.

Third-party integrations: Clyzer may integrate with third-party platforms, APIs, and services to enhance platform functionality. The user acknowledges that the use of such integrations is subject to the respective terms and conditions of each third-party provider. Clyzer is not responsible for the operation, availability, or privacy policies of third-party services.

Clyzer may offer an affiliate program that allows you to recommend the platform and earn commissions on the subscriptions generated:

Attribution: Referrals are attributed through links with a referral identifier and campaign parameters, with an attribution window of up to 90 days.

Prohibited practices: Spam, misleading advertising, unauthorized use of the brand, bidding on brand terms, and self-referral are prohibited.

Commissions: Commissions are calculated on subscriptions actually paid and may be voided in the event of non-payment, refund, fraud, or breach of these terms.