Terms of Service

1. Acceptance of Terms

By creating an account, installing the SideBlend Chrome extension, or otherwise accessing our services, you confirm that you are at least 18 years of age, have read and understood these Terms, have the authority to enter into a binding contract, and agree to be bound by these Terms and our Privacy Policy. If you are using SideBlend on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

2. Products and Services

SideBlend provides AI-powered Chrome browser extension software that integrates with third-party CRM platforms including HubSpot and Salesforce (“Services”). The Services allow users to interact with their CRM data via AI language models using user-supplied API keys.

We reserve the right to modify, suspend, or discontinue any feature of the Services at any time with reasonable notice. We will not be liable to you or any third party for any modification, suspension, or discontinuation of Services.

3. Accounts and Access

Access to SideBlend is authenticated through third-party OAuth providers (HubSpot, Google). You are responsible for maintaining the confidentiality of your CRM credentials and for all activities that occur under your account. You agree to notify us immediately at support@sideblend.com of any unauthorized use of your account.

We reserve the right to suspend or terminate any account that we reasonably believe violates these Terms, is engaged in fraudulent activity, or poses a security risk to our Services or other users.

4. Subscriptions and Billing

4.1 Subscription Plans

SideBlend offers monthly and annual subscription plans at the rates published on our Pricing page. Prices are in US dollars and are subject to change with 30 days’ written notice to active subscribers.

4.2 Billing and Payment

All payments are processed by Stripe, Inc. By providing payment information, you authorize Stripe to charge your payment method on a recurring basis. Subscriptions automatically renew unless cancelled before the renewal date.

4.3 Refund Policy

We offer a 14-day free trial with no charge. After your trial, if you are not satisfied with the Service within the first 7 days of your first paid period, contact us at billing@sideblend.com for a full refund. After 7 days of a paid period, refunds are issued at our discretion. Annual subscriptions cancelled after 30 days may receive a prorated refund for unused months at our discretion. To request a refund, email billing@sideblend.com with your account email and reason for cancellation.

4.4 Cancellation

You may cancel your subscription at any time through our billing portal at billing.consultantsinabox.com. Cancellation takes effect at the end of your current billing period. You will retain full access until that date.

4.5 Failed Payments

If a payment fails, we will attempt to charge the payment method on file up to three times over a 7-day period. If payment continues to fail, your account will be suspended until payment is received. We will notify you by email of payment failures.

5. Free Trial

New users receive a 14-day free trial with full access to all features. No credit card is required to start a trial. At the end of your trial period, you must subscribe to continue using SideBlend. If you do not subscribe, access to the Services will be suspended. We reserve the right to limit, modify, or discontinue free trial offers at any time.

6. Acceptable Use Policy

You agree to use SideBlend only for lawful purposes and in a manner consistent with these Terms. You agree NOT to:

• Use the Services to violate any applicable federal, state, or local law, including North Carolina law
• Reverse engineer, decompile, disassemble, or attempt to extract the source code of our software
• Use the Services to transmit spam, malware, or any harmful or fraudulent content
• Attempt to gain unauthorized access to any system, network, or data
• Use the Services in a way that infringes on the intellectual property rights of others
• Resell, sublicense, or redistribute access to the Services without our written consent
• Use automated bots or scrapers against our Services or the connected CRM platforms in violation of those platforms’ terms
• Impersonate any person or entity or misrepresent your affiliation with any person or entity
• Use the Services for any purpose that is unlawful, harmful, threatening, abusive, harassing, defamatory, or otherwise objectionable

Violation of this Acceptable Use Policy may result in immediate suspension or termination of your account without refund and may subject you to legal liability.

7. Intellectual Property

All content, software, trademarks, logos, and other materials comprising the SideBlend Services are owned by or licensed to Consultants in a Box, LLC and are protected by United States and international intellectual property laws. These Terms grant you a limited, non-exclusive, non-transferable, revocable license to use the Services for your internal business purposes only. You acquire no ownership rights in the Services by using them.

You retain all rights to the data you enter into or retrieve from your connected CRM accounts through the Services. You grant us no rights to your CRM data beyond what is necessary to provide the Services.

8. Disclaimers and AI Limitations

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT, TO THE FULLEST EXTENT PERMITTED BY NORTH CAROLINA LAW.

You acknowledge that AI language models integrated into the Services may produce inaccurate, incomplete, or misleading outputs. You are solely responsible for reviewing and verifying any AI-generated content before acting on it, including any changes made to your CRM records. We are not responsible for decisions made based on AI outputs from the Services.

We do not guarantee continuous, uninterrupted, or error-free access to the Services. We are not responsible for downtime caused by third-party services including HubSpot, Salesforce, Anthropic, OpenAI, or Google.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, INCLUDING NORTH CAROLINA LAW, IN NO EVENT SHALL CONSULTANTS IN A BOX, LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL LIABILITY TO YOU FOR ANY CLAIMS ARISING UNDER THESE TERMS SHALL NOT EXCEED THE GREATER OF: (A) THE TOTAL AMOUNT YOU PAID TO US IN THE 12 MONTHS PRECEDING THE CLAIM; OR (B) ONE HUNDRED DOLLARS ($100.00).

Some jurisdictions do not allow the exclusion of implied warranties or limitation of liability for incidental or consequential damages. If you are a North Carolina consumer, you may have additional rights under N.C.G.S. Chapter 75 that cannot be waived by contract.

10. Indemnification

You agree to defend, indemnify, and hold harmless Consultants in a Box, LLC and its officers, directors, employees, contractors, and agents from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to: (a) your violation of these Terms; (b) your use of the Services in violation of applicable law; (c) your infringement of any intellectual property or other rights of any third party; or (d) any content you submit through the Services.

11. Termination

Either party may terminate these Terms at any time. You may terminate by cancelling your subscription and uninstalling the extension. We may terminate or suspend your access immediately, without prior notice, if you breach these Terms. Upon termination, your license to use the Services ends immediately. Sections 7 (Intellectual Property), 8 (Disclaimers), 9 (Limitation of Liability), 10 (Indemnification), and 12 (Governing Law) survive termination.

12. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of law provisions. The United Nations Convention on Contracts for the International Sale of Goods does not apply to these Terms.

Any legal action or proceeding arising under these Terms shall be brought exclusively in the state or federal courts located in North Carolina, and you hereby consent to personal jurisdiction and venue in such courts. Nothing in this section limits our right to seek injunctive or other equitable relief in any court of competent jurisdiction.

13. Dispute Resolution

13.1 Informal Resolution

Before initiating any formal legal action, you agree to first contact us at legal@sideblend.com and provide a written description of the dispute. We will attempt in good faith to resolve the dispute within 30 days.

13.2 Binding Arbitration

If informal resolution fails, any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved by binding arbitration administered by a recognized arbitration body under its rules, except that either party may seek injunctive relief in any court for protection of intellectual property rights. The arbitration shall be conducted in North Carolina. The arbitrator’s decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

13.3 Class Action Waiver

YOU AND CONSULTANTS IN A BOX, LLC AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE ACTION. This waiver may be unenforceable if prohibited by applicable North Carolina or federal law.

13.4 North Carolina Consumer Rights

Nothing in these Terms limits any rights you may have as a consumer under North Carolina law, including rights under N.C.G.S. Chapter 75 (Unfair Trade Practices). If any provision of these Terms conflicts with mandatory consumer protection rights under North Carolina law, the North Carolina law provision shall prevail.

14. Changes to These Terms

We may update these Terms periodically. We will notify you of material changes by posting the updated Terms on this page with a revised effective date, sending email notice to active subscribers at least 14 days before changes take effect, and displaying a notice within the SideBlend extension. Your continued use of the Services after the effective date of any update constitutes your acceptance of the revised Terms. If you do not agree to updated Terms, you must cancel your subscription and cease using the Services.

15. Contact Information

For questions about these Terms, contact us at:

For complaints under North Carolina consumer protection law, you may also contact the NC Attorney General’s Consumer Protection Division at ncdoj.gov or 1-877-5-NO-SCAM (1-877-566-7226).