Omnify — AI-Powered CRM for Contractors

01Acceptance of Terms

By accessing, downloading, or using the Omnify platform, mobile applications, APIs, or any related services (collectively, the “Service”), you agree to be bound by these Terms & Conditions (“Terms”). If you do not agree, you must not use the Service. These Terms constitute a legally binding agreement between you (“User,” “you,” or “your”) and Omnify Inc. (“Omnify,” “we,” “us,” or “our”).

By creating an account, you represent that you are at least 18 years old and have the legal authority to enter into these Terms. If you are using the Service on behalf of a business entity, you represent that you have the authority to bind that entity to these Terms.

02Description of Service

Omnify is an AI-powered customer relationship management (CRM) platform designed for service-based businesses. The Service includes, but is not limited to:

AI-powered inbound and outbound phone call handling
Automated follow-up text messages and communications
Calendar synchronization and appointment scheduling (Google Calendar, Microsoft Outlook)
Lead capture and management from advertising platforms (Google Ads, Meta Ads)
Email integration for sending messages via connected accounts (Gmail)
CRM data management, lead tracking, and pipeline tools
AI-driven lead qualification, engagement, and nurturing

03Account Registration & Authentication

To use the Service, you must create an account using one of the following third-party authentication methods:

Sign In with Google

You may log in to the Omnify application using your Google account. By authenticating via Google, you authorize Omnify to access your basic profile information (name, email address, profile picture) for account creation and identification purposes. Additional Google service integrations (Gmail, Calendar, Google Ads) are described in Section 4.

Sign In with Apple

You may log in to the Omnify application using your Apple ID. By authenticating via Apple, you authorize Omnify to access your name and email address (or Apple’s private relay email, if you choose to hide your email) solely for account creation and identification. Apple Sign-In is used exclusively for authentication and does not grant Omnify access to any other Apple services or data.

Microsoft / Outlook OAuth

You may connect your Microsoft account to synchronize your Outlook calendar with Omnify. Microsoft OAuth is used exclusively for calendar integration and does not serve as a login method for the Omnify application. By connecting your Microsoft account, you authorize Omnify to read and write calendar events for scheduling purposes as described in Section 4.

You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You must immediately notify us of any unauthorized use of your account.

04Third-Party Integrations & Data Access

Omnify connects with several third-party platforms to deliver its features. By enabling each integration, you grant Omnify the specific permissions described below. You may revoke any integration at any time through your account settings or by revoking access in the respective third-party platform.

4.1 Google Services

By connecting your Google account, you authorize Omnify to access the following Google services:

Gmail (Send Messages): Omnify accesses your Gmail account to send emails on your behalf, such as follow-up messages, appointment confirmations, and lead communications. Omnify will only send messages that you authorize or that are triggered by automated workflows you configure. We do not read, scan, or store the contents of your inbox beyond what is strictly necessary to perform the send action.
Google Calendar (Sync Meetings): Omnify reads and writes events to your Google Calendar to schedule, reschedule, and cancel appointments on your behalf. This includes viewing your availability, creating new events with customer details, and updating existing bookings.
Google Ads (Lead Sync): Omnify accesses your Google Ads account to retrieve lead form submission data (e.g., name, email, phone number, form responses). These leads are synced into your Omnify CRM for follow-up, including AI-powered calling and messaging.

Google API Limited Use Disclosure: Omnify’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not use Google user data for advertising, do not sell Google user data, and do not allow humans to read your data unless required for security purposes, compliance with law, or with your explicit consent.

4.2 Apple Services

Apple Sign-In is used solely for authentication. Omnify does not access any Apple services beyond authentication (e.g., iCloud, Apple Mail, Apple Calendar). The only data received from Apple is your name and email address (or relay address), which is used for account identification.

4.3 Microsoft / Outlook Services

By connecting your Microsoft account, you authorize Omnify to access only your Outlook calendar. Omnify reads and writes calendar events to schedule, reschedule, and cancel appointments. This integration functions identically to the Google Calendar integration described above. Omnify does not access your Outlook email, contacts, files, or any other Microsoft services. Microsoft / Outlook OAuth is not used as a login method for the Omnify application.

4.4 Meta (Facebook / Instagram) Ads

By connecting your Meta Ads account, you authorize Omnify to retrieve lead form submissions from your Facebook and/or Instagram advertising campaigns. Lead data (e.g., name, email, phone number, form responses) is synced into your Omnify CRM for follow-up, including AI-powered outbound calling and messaging. Omnify does not post content to your social media accounts, manage your ad campaigns, or access your personal Facebook/Instagram profile data.

05AI-Powered Communications

Omnify uses artificial intelligence to handle phone calls, send text messages, and send emails on your behalf. By using the Service, you acknowledge and agree that:

AI-generated voice calls and text messages will be made to your leads and customers using your configured business phone number.
You are responsible for ensuring that all persons contacted have provided appropriate consent to receive communications, including calls and text messages, from your business.
AI-generated communications may be identified as being from your business. You authorize Omnify to act as your representative for these communications.
You must comply with all applicable laws regarding automated communications, including but not limited to the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and any applicable state or local regulations.
Call recordings and transcripts may be stored for quality assurance, training, and your future reference. You are responsible for notifying call recipients of recording in jurisdictions that require it.

06Text Messaging Compliance

Omnify enables your business to send text messages (SMS/MMS) to your leads and customers as part of its CRM and AI communication features. By using the messaging capabilities of the Service, you agree to the following terms and acknowledge your responsibilities under applicable telecommunications regulations.

6.1 End-User Consent & Opt-In

You must obtain proper consent from every individual before sending them text messages through the Service. Consent may be obtained through any of the following methods:

Verbal Opt-In: End-users may consent to receive messages from your business verbally — for example, by contacting the phone number listed on your website (e.g., omnifycrm.com). When an end-user calls your business, your team must explicitly inform them that by providing their phone number and discussing their inquiries, they agree to receive follow-up messages via SMS or other communication channels related to their request or services offered by your business. This verbal opt-in process ensures that end-users are aware they will receive communications and gives them the opportunity to decline if they do not wish to receive further messages.
Written / Digital Opt-In: End-users may consent by submitting a web form, filling out a lead form (e.g., via Google Ads or Meta Ads), or signing a physical or electronic document that clearly discloses they will receive text messages from your business.
Inquiry-Based Opt-In: When end-users initiate contact with your business (e.g., by requesting a quote, scheduling a consultation, or submitting an inquiry), and their phone number is provided in that context, they consent to receive follow-up communications related to their inquiry via SMS.

Regardless of the consent method, you must ensure the following disclosures are made to the end-user at or before the time of opt-in:

Clear disclosure that they are opting in to receive text messages from your business.
The types of messages they will receive (e.g., appointment reminders, follow-ups, promotional offers).
Approximate message frequency (e.g., “Message frequency varies” or “Up to 5 messages per week”).
That message and data rates may apply.
Clear instructions on how to opt out at any time (e.g., “Reply STOP to unsubscribe”).
Clear instructions on how to get help (e.g., “Reply HELP for assistance”).
A link to your terms of service and privacy policy.

All communication must align with TCPA (Telephone Consumer Protection Act) guidelines. You are solely responsible for obtaining and maintaining records of consent. Omnify is not responsible for messages sent to recipients who have not provided valid consent.

6.2 Opt-Out & STOP Handling

Omnify automatically processes opt-out requests to ensure full transparency and compliance. When a recipient replies with STOP, UNSUBSCRIBE, CANCEL, END, or QUIT, they will be immediately unsubscribed from all future messages. Upon opting out, the end-user will receive a confirmation message acknowledging their request (e.g., “You have been unsubscribed. You will no longer receive messages from [Business Name]. Reply HELP if you need assistance.”).

You agree not to send messages to any recipient who has opted out, and you must not attempt to circumvent the opt-out mechanism. Opt-out processing is handled at the platform level and cannot be overridden. End-users may re-subscribe at any time by texting START or by providing fresh consent through any of the methods described above.

6.3 HELP & Support Responses

When a recipient replies with HELP, they will receive an automated response with your business contact information and instructions on how to opt out. For example: “[Business Name]: For support, contact us at [phone/email]. To stop receiving messages, reply STOP. Msg & data rates may apply.”

6.4 Message Content Standards

All messages sent through the Service must comply with applicable telecommunications guidelines and carrier-acceptable use policies. The following content is strictly prohibited:

Unsolicited messages (spam) to individuals who have not opted in
Phishing, fraud, or deceptive messages
Messages that impersonate another entity or individual
Content that violates any applicable law or regulation
Misleading or false information
Sexually explicit, hateful, or violent content
Content promoting illegal substances or activities

6.5 Message Delivery

You acknowledge that mobile carriers may filter, block, or delay messages based on content, volume, or other factors. Omnify does not guarantee delivery of every message and is not liable for messages that are filtered or blocked by carriers. Message delivery rates may vary depending on carrier policies and network conditions.

6.6 Your Responsibilities

You are solely responsible for the content of messages sent through the Service and for ensuring compliance with all applicable laws and regulations, including but not limited to the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and any applicable state or local messaging laws. Omnify provides tools and guidance to help you comply, but compliance is ultimately your responsibility. Violation of messaging regulations may result in message delivery restrictions, number deactivation, or account termination.

Sample Opt-In Disclosure

“By providing your phone number, you consent to receive text messages from [Your Business Name] regarding your inquiry, appointment reminders, follow-ups, and service-related communications. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. View our Privacy Policy and Terms of Service. ”

07Acceptable Use Policy

You agree not to use the Service to:

Violate any applicable local, state, national, or international law or regulation.
Send unsolicited communications (spam) or messages to persons who have not consented to receiving them.
Harass, abuse, threaten, or intimidate any person or entity.
Transmit any malware, viruses, or other harmful code.
Attempt to gain unauthorized access to any part of the Service, other user accounts, or third-party systems.
Use the Service for any illegal, fraudulent, or deceptive purpose.
Interfere with or disrupt the integrity or performance of the Service.
Resell, redistribute, or sublicense access to the Service without prior written consent from Omnify.
Use the Service to make robocalls or send automated messages without proper consent as required by law.

We reserve the right to suspend or terminate your account immediately and without prior notice if we determine, in our sole discretion, that you have violated this Acceptable Use Policy.

08Data Ownership & Intellectual Property

You retain ownership of all data you input into or generate through the Service (“Your Data”). By using the Service, you grant Omnify a limited, non-exclusive, worldwide license to use, process, and store Your Data solely for the purpose of providing the Service to you.

All intellectual property rights in the Service, including software, design, trademarks, and AI models, are owned by Omnify or its licensors. Nothing in these Terms grants you any rights to Omnify’s intellectual property beyond the limited right to use the Service as described herein.

09Limitation of Liability & Disclaimer of Warranties

PLEASE READ THIS SECTION CAREFULLY.

THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

OMNIFY DOES NOT WARRANT THAT: (A) THE SERVICE WILL MEET YOUR REQUIREMENTS; (B) THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; (C) THE AI-GENERATED COMMUNICATIONS WILL BE ACCURATE, COMPLETE, OR FREE FROM ERRORS; (D) ANY MESSAGES WILL BE DELIVERED SUCCESSFULLY TO ALL RECIPIENTS; OR (E) THE RESULTS OBTAINED FROM THE USE OF THE SERVICE WILL BE ACCURATE OR RELIABLE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL OMNIFY, ITS DIRECTORS, EMPLOYEES, PARTNERS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE. OMNIFY’S TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID TO OMNIFY IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

10Termination

We may terminate or suspend your account and access to the Service immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use the Service will cease immediately. You may terminate your account at any time by contacting us at team@omnifycrm.com.

Upon termination, we will make reasonable efforts to allow you to export Your Data for a period of thirty (30) days. After this period, we may delete Your Data in accordance with our Privacy Policy. Any provisions of these Terms that by their nature should survive termination shall survive, including but not limited to ownership provisions, warranty disclaimers, and limitations of liability.

11Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions. Any disputes arising under or in connection with these Terms shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association (AAA). The arbitration shall take place in the State of Delaware, and the arbitrator’s decision shall be final and binding. You agree to waive any right to a jury trial or to participate in a class action.

12Changes to Terms

We reserve the right to modify or replace these Terms at any time. If we make material changes, we will provide at least thirty (30) days’ notice before the new terms take effect, by posting the updated Terms on our website and/or sending you a notification via email. Your continued use of the Service after the effective date of the revised Terms constitutes your acceptance of the changes. If you do not agree to the new terms, you must stop using the Service.

13Contact Information

If you have any questions about these Terms, please contact us:

Omnify Inc.

Email: team@omnifycrm.com

Website: omnifycrm.com