Terms of Service

By creating an account or using the Service, you agree to these Terms and acknowledge our Privacy Policy. You must be at least 18 and legally able to enter into this agreement. If you do not agree, do not create or use an account.

You are responsible for accurate account information, safeguarding credentials, and activity under your account. Do not share individual credentials between users. Tell us promptly at security@referenceos.app if you believe an account or workspace has been compromised.

ReferenceOS is a trust operating system. Depending on your plan, it can organize connections, customers, references, project history, notes, photos, permissions, matching information, generated Reference Pages, Trust Pages, customer portals, referrals, invitations, team seats, reporting, and related activity. It is not intended to replace your CRM, legal compliance program, or professional judgment.

As between you and ReferenceOS, you or your organization retain ownership of content and data submitted to the Service ("Customer Data"). You grant ReferenceOS a non-exclusive license to host, store, process, transmit, display, back up, and make technical derivatives of Customer Data only as needed to provide, secure, support, and improve the Service, follow your instructions, or comply with law.

ReferenceOS is designed to be permission-first, but the person or organization using the Service remains responsible for having lawful authority to collect, store, contact, publish, or share information about customers, prospects, references, employees, and other people. This includes contact details, notes, photos, testimonials, stories, project information, and communications.

You must honor opt-outs, removal requests, communication preferences, and restrictions on reference calls, texts, emails, public stories, and photo sharing. A person being stored as a connection or customer does not by itself mean they agreed to act as a reference or receive promotional messaging.

If messaging or campaign features are enabled, you are responsible for using them only with recipients you are permitted to contact and for complying with applicable telemarketing, email, SMS, consent, identification, and opt-out requirements. ReferenceOS may impose suppression, rate, or safety controls and may block activity that appears abusive.

A Personal/Pro workspace is controlled by its individual owner. A Team/Enterprise workspace is controlled by the subscribing organization and uses role-based access for owners, admins, managers, sales reps, viewers, and other roles we may add. The organization is responsible for deciding who should have access and for promptly deactivating people who no longer need it.

Team access does not make every employee entitled to every record. ReferenceOS may enforce narrower visibility based on role, assignment, customer ownership, reference-development responsibility, and other permission rules.

Trust Pages, Reference Pages, invitation links, and customer portal links are intentionally shareable. Anyone who receives a valid link may be able to view the information exposed by that surface and may forward the link. Only publish information you are authorized to share. Permission changes may remove content from future requests, but cannot make a recipient forget or delete information they already saw or copied.

You will not use the Service to:

• break the law, violate privacy rights, or infringe intellectual property;
• create fabricated references, reviews, testimonials, endorsements, or identities;
• harass people, send unlawful unsolicited bulk messages, or ignore opt-outs;
• upload malware or intentionally harmful files;
• probe, bypass, disrupt, or obtain unauthorized access to another workspace or the Service;
• sell, scrape, or broker another person's contact data without lawful authority.

When paid plans are enabled, pricing, included seats, billing cadence, trials, and plan-specific limits will be shown before purchase or stated in an order form. You authorize recurring charges you expressly approve. Team seat additions may change the subscription price when the product clearly discloses that effect before the change is confirmed.

Unless an order form says otherwise, subscriptions renew until canceled, cancellation takes effect at the end of the paid term, and fees are non-refundable except where required by law. Pilot accounts for which billing is explicitly disabled are not charged merely because a seat or subscription record exists in the product.

ReferenceOS relies on service providers for infrastructure, authentication, storage, hosting, payments, communications, analytics, and support. Your use of third-party services you connect may also be governed by their own terms. We are not responsible for third-party products we do not control.

The Service, software, product design, templates, brand, and documentation are owned by ReferenceOS or its licensors. Your subscription gives you a limited right to use the Service, not ownership of the software. If you voluntarily provide product feedback, you permit us to use it without restriction or compensation.

We may improve, change, or discontinue features and perform maintenance. We do not promise uninterrupted availability unless a separate signed agreement says otherwise. We may suspend access for material breach, non-payment when billing is active, suspected unlawful activity, or risk to users or the Service.

To the maximum extent permitted by law, the Service is provided "as is" and "as available" and we disclaim implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. ReferenceOS does not independently verify every reference, testimonial, photo, or user-entered fact and does not guarantee a sale or business outcome.

To the maximum extent permitted by law, ReferenceOS will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages or lost profits, revenue, goodwill, or data. Our aggregate liability arising from the Service will not exceed the greater of the fees paid for the Service in the 12 months before the event giving rise to the claim or $100, except where applicable law does not permit that limitation.

A signed pilot agreement, order form, data-processing addendum, enterprise agreement, or other written agreement may add to or override these Terms for that organization. If there is a conflict, the signed agreement controls to the extent of the conflict.

We may update these Terms and will provide reasonable notice of material changes. General support: support@referenceos.app. Legal notices: legal@referenceos.app. Privacy matters: privacy@referenceos.app. Security reports: security@referenceos.app.