Agentgogo CRM Subscription Agreement and FCC Stir/Shaken Registration

This is a service agreement between Dovetail MKTG LLC [heretoafter referred to as Company] and the the Subscriber [identified below] in regards to the Agentgogo CRM subscription. This agreement outlines the terms of the subscription and service. The terms of service here apply to both the primary user (i.e. subscriber) and any and all sub-user (i.e. sub-subscribers) the primary user may have.

This also serves as a pre-registration for the FCC Stir Shaken phone number authentication process to verify and validate the CRM phone number and the user of that number. It is imperitive the most accurate information is provided by the Subscriber for this purpose.

You will be redirected to the signup page after completing this form.

Are you registering this software subscription with a business you own and also has an EIN number?*

YesNo

Please provide the 9-digit EIN number (i.e. Tax ID Number) for the business you are registering this software for:*

Subscriber's Legal FIRST Name*

Subscriber's Legal LAST Name*

Email Address The Subscriber Will Be Using As Their Login Email Address*

The signup email address and the send-from email address do NOT have to be the same email adddress.

Subscriber's Best Personal Phone Number (cell or landline this is NOT your virtual CRM phone number - this should be where you someone can reach you personally)*

Please enter a valid phone number.

Business Name (if owner or registered agent of the business). Use your Full Personal Name Otherwise*

Business Address (if you are the owner of a business with an EIN number). Use your personal address (if you do not own a business with an EIN number.) *

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

SUBSCRIPTIONS AND FEES:

Separation of Service: Agentgogo CRM is a software operated and billed by Company and is considered a standalone software apart from any other services or tools which a subscriber may also purchase from Company and cancelling other services with Company does NOT constitute cancellation of the Agentgogo CRM subscription.
Sign-up: During the trial sign-up process a credit card will be saved to file within the software and stored securely via the Stripe payment processing system. A credit or debit card is required to complete the sign-up process.
Subscription Fees: After the trial period is over, the card put on file will be charged according to the subscription price in accordance with the subscription selected.
1. Monthly Subscription = $75/per charge (every 30 days)
2. Annual Subscription = $720/year
3. Expected Price Change: In or around March 2025 a change in subscription price will occur increasing the cost from $75/per charger per user to $79/per charge
Future Price Changes: Company may need to increase the subscription costs of the CRM Software in addition to the dates mentioned above. Subscriber understands Company may do so at any time. Company will give reasonable notice to subscriber via a pop-up notification within the CRM Software and may potential notifiy the user through other communications methods.
Setup Fees: Additional setup fees may be required in some circumstances. The Subscriber will be invoiced separately from the software if setup fees are required. The Subscriber may already receive setup options provided at no additional costs (such as if using other service options from Service Provider where those are noted as already-included). No-cost setup options would be outlined in a separate agreement in such circumstances.
Subscription Names: The subscription level names are just naming conventions and do not guarantee or consitute the quantity of leads or contacts that may be used. There is no limit to the number of contacts that can be put in to the CRM on any subscription level. (The subscriptions have been given names according to the number of contacts an average user will be able to use phone-based communications without overage charges although each individual subscriber's useage and overage charges may vary.)
CRM Credits and Associated Fees: The CRM requires credits for texts, MMS messaging, ringless voicemail and voice calls as well as other features such as DNC checking, and phone and email validitaion features. New features that utilize credits may be added in the future as well. Some credits are required to register the CRM phone number for the TCR/TCPA/10DLC regulations. Subscribers are not required to utilize any feature that requires credits.
Included Credits: Each subscription level includes some credits for use on such fees, however the Subscriber may need to pay for additional credits if they deplete the credits issued at no cost from Company to continue using features that require credits and therefore monthly charges may be greater and/or more frequent than the standard cost of the subscription.
1. Credits are required for phone-based functionality and utilize the Twilio and Slybroadcast platforms to make this possible.
2. Current credit costs are available at by CLICKING HERE
3. Credits are a cost above and beyond the subscription fee and are influenced by the Subscriber's use of credit-charging features within the CRM. The ultimate and total cost of credits Subscriber will be charged is unknown as it's dictated by usage of the Subscriber and their sub-users.
Subscription Levels: The subscriber may change subscription levels at any time from within the software.
Subusers: A Subscriber may have unlimited sub-users under the primary account, each with their own paid subscription(s). S
1. The primary Subscriber is responsible for initiating subuser subscription and will be charged a pro-rated fee subscription fee per subuser at the time of creating the subuser and future recurring billing will be equaivalent the total of the primary Subscriber and any subusers subscriptions costs.
2. Subusers are not considered subscribers. The primary user is the responsible Subscriber for all subscriptions whether primary or subuser.
  Subscription fee for all subusers will be paid by the primary user. There is no separate billing option for primary and subusers. There is only one billing option for the primary user and their subusers.
CRM Virtual Phone Numbers: Each additional virtual CRM phone number will occur additional costs as dictated by Twilio billing. Costs for additonal numbers are listed within the CRM software and may change at any time.
A2P & 10DLC Phone Number Registration and Carrier Fees: Regulatory organizations that control the use of CPaaS phone numbers and phone systems such as Twilio and phone carriers charge fees for registration and some message types. These charges are outside of Software Provider's control and the amounts and instances in which these charges will occur is not always known to the Company. Any fees charged Company will be passed on to the user of the software. The most updated information we, the Software Provider have on these charges can be found by CLICKING HERE Any fees related to these charges may be charged to the credit card on file within the CRM software at any time.
A2P 10DLC Registration Timing: This 3rd-Party / Government based regulation is processed by the TCR manually. We are not responsible for how long it takes for the reviews to be processed before your CRM phone number is able to send SMS or MMS messages. No refunds or credits will be issued regardless of how long of a delay there is in successfully registering the phone number for the CRM.

EMAIL SYNCHRONIZATION UNDERSTANDING

Subscriber understands that the CRM's email functionality synchronizes to their own email system (e.g. Microsoft, Google Workspace, gmail and others) to provide read-functionality, meaning it has the ability to read both incoming and outgoing the emails. The purpose of this is so that emails to and from the Client and their contacts synchronize with the CRM itself to keep a history of all email communications with the CRM even if that email communication occured outside of the CRM.

Furthermore, this means any email communications will be synchronized and fully visible within the CRM potentially including sensitive information.

The CRM does NOT synchronize communications with contacts' whose emails are not in the CRM.

To prevent this from occurring, Subuser is recommended to delete the contact from the CRM prior to sending sensitive emails from their own email system, as the full synchronization only occurs when the contact exists in the CRM.

Additionally, the CRM has several ways to store documents of any type. The Subscriber may use these features to store any document they may choose but Company is not responsible for safekeeping of any senstive information.

The CRM is intended for marketing purposes only, not secure file storage.

I, the Subscriber, understand and agree to ALL of the following terms, conditions and possible fees listed below.

REFUNDS, PAYMENT TERMS & CANCELLATION

The Subscriber has access to all previous invoices and future billing information within the software.
The Subscriber may change subscription levels or payment methods at any time within the software.
If billing fails, Subscriber will be notified by the software system and Company via email. The subscriber will have on average, 72-hours to rectify the billing by changing the credit card on file or contacting their credit card provider. If billing is not rectified within the period, the account will automatically be deactivated. Subscriber may contact Company at vip@dovetailmktg.com in such circumstances to request a pause in billing to allow for time to resolve the billing issues.
The Subscriber waives their right to dispute or initiate credit card chargebacks with our payment processor [Stripe] or their credit card or bank provider.
The Subscriber may cancel their subscription at any time directly from within the CRM software itself.
Any and all cancellations of the Software must be done within the CRM by the Subscriber.
- Company is not at fault and will not be held liable for late cancellations.
- Company will not offer cancellations by email accept in circumstances where there are technical issues with the Subscriber cancelling on their own accord and in these cases, they must be documented and Company must be notified at vip@dovetailmktg.com no less than 5-days prior to the next billing cycle.
If cancellations are requested, the subscription will be terminated and all aspects of setup and contacts within the CRM will be permanently deleted.
- No refunds will be issued if cancellations are requested after a previous billing has occurred.
A subscription pause may be requested by emailing Company at vip@dovetailmktg.com. The company is not obligated to pause the subscription, but may grant one in certain circumstances to be deteremined on a case-by-case basis.

Subscriber Initials: By initialing below, Subscriber confirms they understand the requirements for cancellation and that refunds are NOT offered under any circumstances.*

SERVICE, MAINTENENCE AND SOFTWARE UPDATES

As with all software programs, technical issues may occur from time to time and Company will work diligently to repair and fix issues if they occur. Subscriber is encouraged to report issues to Company at vip@dovetailmktg.com if issues arise.

In most cases technical issues are minor and resolved within 48 business hours. If technical issues persist for a longer period, Company may provision some credits or partial refunds but is not required to do so. Such circumstances would be handled on a case-by-case basis.

Unlimited email support is available to active, paying subscribers at vip@dovetailmktg.com and the Company's typical hours of operation are 10am-8pm EST Mon-Fri with the exception of some holidays where truncated hours are observed.

Paying subcribers will have access to all available tools and features within the software as well as a growing library of import-ready campaigns and tutorial videos available at https://aggvid.com

Company will attempt to register each Subscriber and their subuser(s) (if any) via Twilio's A2P Stir Shaken registeration method but due to the fact that this is a 3rd party software that sets their own terms and coniditions, successful registeration is not guaranteed. Providing accurate information on this form will greater assist Company in achieving proper registration. Furthermore, Subscriber understands that A2P Stir Shaken registration is not possible for more than 1 phone numbers in total between the primary Subscriber.

SEVERABILITY

If any provision of this Agreement is held illegal or unenforceable in a judicial proceeding, such provision shall be severed and shall be inoperative, and the remainder of this Agreement shall remain operative and binding on the Parties.

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STOP!

TAKE THIS ACTION NOW BEFORE COMPLETING THE FORM

CLICK HERE now before submitting the current form you're working on to open up a 10DLC registration form in a new window.

Once you've completed this form (you are currently on) and you also fully finish signing up for the CRM (the next step after completing the form you're on), be sure to complete the other form so we can successfully register your virtual number for texting via the 10DLC registration process.

Make sure you get and pay for the CRM and select a virtual phone number once this form is complete.

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SMS & Telecommunication Consent*

By checking this box and submitting your phone number you consent to receive SMS messages, phone calls from Dovetail MKTG LLC regarding your subscription including a 1-time OTP message to confirm your subscription. You can opt out of text communications by replying STOP at any time.

LIMITATION OF LIABILITY

In no event and under no legal theory, whether in tort (including negligence), contract, or otherwise, unless required by applicable law (such as deliberate and grossly negligent acts) or agreed to in writing, shall any Contributor or Company be liable to Subscriber for damages, including any direct, indirect, special, incidental, or consequential damages of any character arising as a result of this user license or out of the use or inability to use the Work (including but not limited to damages for loss of goodwill, work stoppage, computer failure or malfunction, or any and all other commercial damages or losses), even if such Contributor has been advised of the possibility of such damages; that is unless the Company or its employee(s) or representative(s) cause the liability due to action or inaction. Nor is Company liable for any violation of communications laws the Subscriber may encounter with such organizations as, but not limited to, the FCC, DNC, TCPA or other state and federal governing bodies; that is unless the Company or its employee(s) or representative(s) cause the liability due to action or inaction.

Date Of Signing*

Date

Full legal name of signer.

First NameLast Name

Primary Subscriber Signature