Terms of Service

1. The Service

Plumely is a browser-based, multi-tenant SaaS platform. It provides a core CRM — companies, contacts, leads, opportunities, a sales pipeline, a product catalog, quotes, orders, invoices, a cross-entity document library, and workflow automation — used to manage an organization's customers, sales, and sales-related documents. It also offers a library of modular, industry-specific compliance tools — supplier and CoA qualification, deviation and CAPA tracking, stability studies, export documentation, protocol amendments, country dossier checklists, an RLD/Orange Book comparator, and a clinical trial lite manager — that an organization can activate individually alongside the CRM. The Service is available as a hosted cloud version and, by separate purchase, as a self-hosted deployment you run yourself — see Section 2. The Service is provided on an “as is” and “as available” basis.

2. Cloud trial and self-hosted license

The hosted, cloud-based version of the Service (available at plumely.online) is provided for evaluation purposes — to let you try the Service before deciding whether to purchase a license for full use. The cloud version is limited to one organization per account, up to 5 team members per organization, and up to 50 records per tool (for example, companies, contacts, quotes, orders, invoices, or a compliance tool's own records). Current limits are shown in the product and may change from time to time. The cloud version is not intended for full production use, and once a limit is reached we may restrict further use of the affected feature until you purchase a license or remove existing records.

To use the Service without these limits, you may purchase a Self-Hosted License. A Self-Hosted License is a one-time purchase that grants you a copy of the Service's source code, together with a setup package intended to let you deploy and run it on infrastructure you control — Windows, macOS, or Linux — with minimal manual configuration. A Self-Hosted License is a license to use the source code for your own organization's internal purposes; it does not transfer ownership of the source code and does not permit resale, sublicensing, or redistribution of the source code to any third party. Once delivered, a Self-Hosted License is non-refundable except where required by law. Once delivered, you are solely responsible for deploying, securing, operating, and maintaining your self-hosted instance, including any infrastructure, backups, and updates it requires. We may provide updates to Self-Hosted License holders at our discretion but, unless separately agreed in writing, are not obligated to provide ongoing support, maintenance, or updates.

3. Service capacity and concurrent use

The Service depends on shared computing infrastructure with finite capacity. Performance can vary with the number of users, organizations, or requests active at the same time, and during periods of high or concurrent use you may experience slower response times, delays, or temporary unavailability. We do not guarantee any specific level of concurrent capacity, response time, or uptime. If your organization plans a large-scale or time-sensitive activity (for example, a bulk import, a scheduled compliance deadline, or a companywide rollout), we recommend testing your expected usage in advance; we are not responsible for any loss, disruption, or missed deadline resulting from usage that exceeds the Service's practical capacity at a given time.

4. Accounts and organizations

An account belongs to one person; an organization is the workspace your compliance data lives in, with its own membership, roles, and per-tool permissions. Organization administrators control who is a member, what role they hold, and which tools are active. You are responsible for safeguarding your own credentials and for actions taken under your account, including actions your organization's administrators authorize you to take.

5. Your data

Your organization retains all rights to the CRM records (companies, contacts, leads, opportunities, quotes, orders, invoices), compliance records, documents, and other content it enters into the Service (“Customer Data”). We do not claim ownership of Customer Data. We process it solely to provide the Service, as described in the Privacy Policy, and we do not use it to train models or for any purpose unrelated to operating Plumely for your organization.

6. Compliance is a shared responsibility

Plumely provides tools that support common practices expected under frameworks such as 21 CFR Part 11 — an append-only, hash-chained audit trail, an electronic-signature mechanic on certain records, and a PHI-minimized data model for the Clinical Trial Lite tool. Using these tools does not, by itself, make your organization's processes compliant with any regulation. Your organization remains responsible for validating its own procedures and use of the Service against the regulations that apply to it (which may include 21 CFR Part 11, HIPAA, GDPR, CDSCO requirements, or others), and for putting any required agreements in place — for example, a Business Associate Agreement before entering real participant data into the Clinical Trial Lite tool.

7. Acceptable use

You agree not to use the Service to:

• ✓Store or process data you are not legally authorized to hold, or that violates the rights of others.
• ✓Circumvent, disable, or attempt to bypass any access control, permission check, row-level security policy, or usage limit in the Service.
• ✓Attempt to access another organization's data, or interfere with or disrupt the Service.
• ✓Reverse engineer the Service beyond what applicable law expressly permits, except to the extent you hold a Self-Hosted License to the source code itself.

8. Tool activation and paid plans

Tools may be activated for your organization on a trial or a paid basis within the cloud version. Pricing, billing terms, and the tools included will be described at the point of purchase or in your order form. We may suspend or deactivate a tool or account for non-payment or a material breach of these Terms, on notice where practical.

9. Platform administration

A small number of Plumely operators hold platform-wide administrative access, used only to operate, support, or secure the Service — for example, diagnosing an issue or, in limited cases, adjusting an organization's tool access directly. This access is not self-service, is not visible to or controllable by regular users, and any change it makes to an organization's tool access is logged to that organization's own audit trail.

10. Intellectual property

The Service itself — including its software, design, and branding — is owned by Plumely and its licensors and is protected by intellectual property laws. These Terms grant you only a limited, revocable, non-transferable license to use the Service in accordance with these Terms, except that a validly purchased Self-Hosted License is governed by Section 2 in addition to this Section.

11. Disclaimer of warranties

The Service is provided without warranties of any kind, whether express or implied, including fitness for a particular purpose and non-infringement. We do not warrant that the Service (in either its cloud or self-hosted form) will be uninterrupted or error-free. Your organization is responsible for reviewing and validating any output of the Service before relying on it for a regulatory submission, inspection, or other compliance purpose.

12. Limitation of liability

To the maximum extent permitted by law, Plumely will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of data, revenue, or profits, arising from your use of the Service.

13. Changes to the Service and Terms

We may modify the Service or these Terms at any time. Material changes to these Terms will be posted here with an updated date. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

14. Contact

Questions about these Terms? Email hello@plumely.online.