Last updated: September 27, 2026
1. Who we are and what these terms cover
1.1 Provider
The services are provided by:
Lars Eppendahl, trading as saasvisionary.com
Wasserstr. 496 (Bürocenter am Schlosspark)
44795 Bochum, Germany
Email: support@saasvisionary.com · Phone: +49 234 95313930
VAT ID: DE311436984
In these terms, “SaaSVisionary”, “we”, “us” and “our” refer to the provider named above. “Customer” or “you” means the business that registers for and uses the services.
1.2 Subject matter
SaaSVisionary provides cloud software for customer relationship management, business phone and messaging, email and marketing automation, and AI-assisted features, accessible at app.saasvisionary.com (the “Services”). The Services are provided as software-as-a-service: you receive access over the internet for the term of your subscription; no software is handed over for installation.
1.3 Scope
These terms apply to all contracts for the Services concluded between us and the Customer. Your own general terms and conditions do not become part of the contract, even if we do not expressly object to them or perform the contract without reservation. They apply only if we agree to them in writing.
2. Business customers only
2.1 No consumers
Our offers are directed exclusively at entrepreneurs within the meaning of § 14 of the German Civil Code (BGB), meaning natural or legal persons or partnerships with legal capacity that act in the exercise of their commercial or independent professional activity, and at equivalent business customers in other countries. We do not contract with consumers within the meaning of § 13 BGB.
2.2 Your declaration
When signing up, you must confirm by ticking the corresponding checkbox that you are acting in a commercial or independent professional capacity, and you must state your company or business name. We may ask for reasonable evidence of business status (for example a VAT ID or a trade registration) at any time and may refuse or terminate the contract if it is not provided.
2.3 False declaration
If you declare business status although you are acting as a consumer, you are responsible for that false declaration. To the extent permitted by law, you must compensate us for any damage and costs resulting from it, and we may terminate the contract without notice. Any mandatory consumer rights that apply regardless of your declaration remain unaffected.
2.4 Authority
The person completing the sign-up confirms that they are authorized to conclude the contract on behalf of the business named.
3. Conclusion of the contract
3.1 Sign-up and checkout
The presentation of plans on our website is not a binding offer but an invitation to submit an order. By completing the sign-up or checkout process and clicking the button that confirms your order, you submit a binding offer to conclude a contract for the selected plan (including a trial). The contract is concluded when we accept your offer, either by an express confirmation by email or by activating your account, whichever occurs first.
3.2 Correction of input errors
Before you submit your order, you can review your entries and correct them using the usual keyboard and mouse functions or the back buttons in the checkout.
3.3 Contract language and storage
The contract language is English. You can view the current version of these terms at any time at saasvisionary.com/legal/terms and save or print them. We store your order details; you can view your plan and invoices in your account.
4. Free trial
4.1 Scope of the trial
Every plan (Starter, Online, Pro, Team and Unlimited) can be tested free of charge for 14 days. The trial applies to the plan and billing period (monthly or yearly) you select at checkout. We offer only one trial per business and may refuse a trial if we suspect repeated or abusive use. A valid payment method is required to start the trial; it is not charged during the trial. Instead of starting a trial, you can also subscribe to a paid plan directly at checkout; in that case the paid subscription and billing start immediately.
4.2 Conversion into a paid subscription
Unless you cancel before the trial ends, the trial converts automatically into a paid subscription to the plan and billing period you selected at checkout, and the payment method on file will be charged the price shown at checkout. There is no automatic change to a different plan. We recommend setting a reminder. You can cancel at any time during the trial in your account settings or by emailing support@saasvisionary.com; if you cancel before the trial ends, you will not be charged. If you change your plan during the trial, the plan selected when the trial ends is billed from that point.
4.3 Trial limitations
During the trial, the Services are provided as they are, and we may limit certain usage volumes to prevent abuse. Costs charged directly by third-party providers you connect (see section 11) are not covered by the free trial.
5. Plans, prices and payment
5.1 Plans
We offer the plans Starter, Online, Pro, Team and Unlimited. The features and limits of each plan are described on our pricing page at the time of your order. You can choose monthly or yearly billing; the yearly price equals ten times the monthly price.
5.2 Prices and taxes
All prices are stated in US dollars (USD) and are net prices. Statutory value added tax (VAT) is added where applicable. For business customers in another EU member state who provide a valid VAT ID, the reverse-charge procedure applies and the customer accounts for the VAT. You are responsible for providing accurate billing and tax information and must inform us of changes without delay. Any bank, currency conversion or card fees charged to you by your own payment provider are borne by you.
5.3 Billing and payment
Fees are payable in advance at the beginning of each billing period. Payments are processed by our payment service provider Stripe (Stripe Payments Europe, Ltd., 1 Grand Canal Street Lower, Dublin 2, Ireland). By providing a payment method, you authorize us to charge it via Stripe for all fees due under the contract, including renewals. Invoices are issued electronically and made available in your account or by email; you agree to receive invoices electronically.
5.4 Late or failed payment
If a charge fails or an invoice remains unpaid when due, we will notify you and may retry the charge. You are in default without a further reminder if payment is not received within 14 days after the due date. During default we may charge default interest and the flat-rate fee for business transactions at the statutory rates (§ 288 (2) and (5) BGB); further claims remain unaffected. If payment is still outstanding after we have notified you by email and set a grace period of at least 7 days, we may suspend access to the Services until the outstanding amount is paid. Suspension does not release you from the obligation to pay. If you are in default with an amount equal to at least two monthly fees, we may terminate the contract for good cause (see section 7.3).
5.5 Set-off and retention
You may only set off claims or exercise a right of retention if your counterclaim is undisputed or has been finally established by a court, or if it arises from the same contractual relationship.
6. Price changes
We may adjust our prices with effect for future billing periods, for example to reflect changes in costs for infrastructure, licences, personnel or taxes. We will announce any price change by email at least 30 days before it takes effect. If you do not agree, you may cancel your subscription before the price change takes effect; your subscription will then end at the end of the current billing period at the previous price. If you do not cancel, the new price applies from the first billing period that begins after the change takes effect. We will point this out in the announcement. Price changes do not apply to a billing period that has already been paid.
7. Term, renewal and termination
7.1 Term and automatic renewal
Subscriptions run for the billing period you choose (one month or one year) and renew automatically for a further period of the same length unless cancelled before the end of the current period.
7.2 Cancellation by you
You may cancel at any time, either in your account settings or by email to support@saasvisionary.com. Cancellation takes effect at the end of the current billing period; until then, you retain access to the Services. We will confirm the cancellation in text form.
7.3 Termination for good cause
Each party’s right to terminate the contract for good cause without notice remains unaffected. Good cause for us exists in particular if:
- you are in default of payment as described in section 5.4;
- you seriously or repeatedly breach these terms or the Acceptable Use Policy, in particular by sending unsolicited messages, using the Services for unlawful purposes, or endangering the security or integrity of the Services, and in the case of a remediable breach do not remedy it within a reasonable period after being warned;
- you have falsely declared business status (section 2.3);
- a competent authority or a telecommunications carrier requires us to stop providing the Services to you.
A warning is not required where it would be futile or where immediate termination is justified in view of the circumstances, for example because of an ongoing risk to third parties or to our platform.
7.4 Suspension
Instead of terminating, we may temporarily suspend your account or individual functions (for example sending messages) where this is reasonably necessary to prevent or stop a serious breach, to protect third parties or the Services, or to comply with a legal obligation. We will limit a suspension to the extent and duration required, inform you without undue delay and lift it once the reason no longer applies.
7.5 Form
Terminations must be made in text form (for example email) or through the account settings.
8. No refunds
Fees paid are not refunded, in particular not for partial billing periods, for features or usage volumes you did not use, or when you downgrade or cancel. Plan changes take effect immediately. For the rest of the current billing period, the unused time on the previous plan is credited and the new plan is charged pro rata on your next invoice; such credits are not paid out. Switching between monthly and yearly billing starts a new billing period on the day of the switch. During a free trial, a plan change is free of charge and the new plan is billed from the end of the trial. This does not apply where a refund is required by mandatory law, or where you terminate the contract for good cause attributable to us; in that case we refund fees paid in advance for the period after termination. Details are set out in our Cancellation & Refund Policy.
9. Our services and availability
9.1 Scope of services
The functions of the Services are those described in the plan you booked at the time of your order. We continue to develop the Services and may change, replace or discontinue individual functions, provided that the essential functionality of your plan is maintained and the change is reasonable for you. We will inform you in good time of changes that materially reduce the functionality you use.
9.2 Availability
We aim for an availability of the Services of 99% per calendar month at the transfer point of our hosting infrastructure to the internet. This is a target, not a guaranteed service level. The following are not counted as downtime: scheduled maintenance, which we will try to perform at times of low usage and announce in advance where possible; urgent security maintenance; and outages caused by circumstances beyond our control, including failures of the internet, of third-party services connected by you, or of telecommunications carriers. We do not provide service credits.
9.3 Platform provider
The Services are technically operated with the help of a platform provider in the USA acting on our behalf. Our obligations toward you under this contract remain unaffected.
10. Your obligations and acceptable use
10.1 Account and access data
You must provide accurate information when registering and keep it up to date. You must keep passwords and access credentials confidential, protect them against unauthorized use and inform us without delay if you suspect misuse. You are responsible for all activity carried out under your account, including by users you invite, unless you are not responsible for the misuse.
10.2 Lawful use
You may use the Services only for lawful business purposes and in accordance with our Acceptable Use Policy, which forms part of these terms. You are solely responsible for the content you store, send or process with the Services (“Customer Content”) and for ensuring that you have the necessary rights and legal bases for it.
10.3 Technical requirements and backups
You are responsible for your own internet access and devices. The Services include an export function; you should regularly export data that is important to you.
11. Third-party services you connect
11.1 Your own contracts
Several features require you to connect accounts with third-party providers, for example Twilio (phone numbers, calls and SMS), Mailgun (email delivery), AI model providers (via your own API keys) and Stripe (payments to your own customers). These providers are not our subcontractors. You conclude your own contracts with them, their terms and data protection provisions apply between you and them, and they bill you directly. Usage fees charged by these providers are not included in our subscription prices.
11.2 No responsibility for third-party services
We are not responsible for the availability, performance, pricing, or policy changes of third-party services, or for the suspension of your third-party account by the provider. If a provider changes its interface or terms so that an integration can no longer be offered, we may adapt or discontinue the integration.
11.3 Telecommunications and messaging compliance
When you send SMS, make calls or send emails through the Services, you are the sender. You are solely responsible for complying with all applicable laws and carrier rules, in particular:
- obtaining and documenting any required prior consent from recipients, and honoring opt-out requests promptly;
- rules on unsolicited advertising, including § 7 of the German Act Against Unfair Competition (UWG), the ePrivacy rules of the EU member states, the US Telephone Consumer Protection Act (TCPA), the US CAN-SPAM Act, and state laws on telemarketing;
- carrier registration requirements, such as A2P 10DLC brand and campaign registration for US messaging, and sender identification rules;
- rules on caller ID, calling times and do-not-call lists.
We do not check whether your messages or calls are lawful. If a carrier, provider or authority imposes fines, fees or blocks due to your messaging practices, you bear them.
12. AI features
12.1 Nature of AI output
The Services include features that use artificial intelligence, for example to draft messages, summarize conversations, answer calls or chats, or transcribe recordings. AI output is generated automatically, may be inaccurate, incomplete or inappropriate, and does not reflect our views. You must review AI output before relying on it or sending it to third parties, particularly where it concerns legal, medical, financial or other significant decisions. You are responsible for how you configure AI assistants and for the content they send on your behalf.
12.2 Disclosure and recording
Where required by law, you must inform people that they are communicating with an AI system. If you enable call recording or transcription, you are responsible for obtaining any consent required under the applicable law. In Germany and in several US states, the consent of all participants is required before a call may be recorded.
12.3 AI providers
Where AI features are powered by a provider you connect with your own API key, section 11 applies accordingly.
13. Customer data and data protection
13.1 Your data remains yours
You retain all rights to your Customer Content. You grant us the non-exclusive right, limited to the term of the contract, to store, process, transmit and display Customer Content insofar as necessary to provide the Services to you.
13.2 Data processing on your behalf
To the extent we process personal data contained in Customer Content on your behalf, we act as your processor. The Data Processing Agreement applies and forms part of the contract. You are the controller and responsible for the lawfulness of the processing, including the information of the data subjects.
13.3 Our own processing
How we process personal data as a controller, for example your account and billing data, is described in our Privacy Policy.
13.4 Aggregated data
We may use technical and usage data in aggregated or anonymized form that does not identify you or any individual to operate, secure and improve the Services.
14. Rights of use and intellectual property
14.1 Licence
For the term of the contract, we grant you a non-exclusive, non-transferable, non-sublicensable right to access and use the Services for your own business purposes, within the limits of your plan. You may allow your employees and other persons working on your behalf to use the Services within the number of users included in your plan.
14.2 Restrictions
You may not copy, modify, decompile or reverse-engineer the Services, except where this is expressly permitted by mandatory law (§§ 69d, 69e of the German Copyright Act), resell or provide the Services to third parties as a service, or use them to build a competing product.
14.3 Our rights
All rights in the Services, our software, documentation, trademarks and content remain with us or our licensors. If you give us suggestions or feedback, we may use them freely without obligation to you.
15. Confidentiality
Each party will keep confidential all information from the other party that is marked as confidential or whose confidential nature is evident from the circumstances, and will use it only for the purposes of the contract. This does not apply to information that was already publicly known or lawfully known to the receiving party, that was independently developed, or that must be disclosed by law or by order of an authority or court; in the latter case, the other party should be informed in advance where legally permitted. The obligation continues for three years after the end of the contract.
16. Defects
16.1 Remedy of defects
We will remedy defects in the Services within a reasonable time after you notify us of them. Please report defects in text form with a description that allows us to reproduce them. A defect exists only if the Services deviate materially from the agreed functionality; an insignificant reduction in usability does not constitute a defect. We may remedy a defect by providing a workaround, provided this is reasonable for you.
16.2 Your rights
If we fail to remedy a defect within a reasonable period, you may reduce the fees for the period affected or terminate the contract for good cause in accordance with statutory law. Claims for damages and for reimbursement of expenses are subject to section 17.
16.3 Exclusion of strict liability
Strict liability for defects that already existed at the time the contract was concluded (§ 536a (1), first alternative, BGB) is excluded. Liability for fault remains unaffected.
16.4 Limitation period
Claims based on defects become time-barred one year after they arise, to the extent permitted by law. This shortened period does not apply to claims for damages under section 17.1 (intent, gross negligence, injury to life, body or health, Product Liability Act, guarantees), to fraudulently concealed defects, or where the law prescribes a longer mandatory period; in these cases, the statutory limitation periods apply.
17. Liability
17.1 Unlimited liability
We are liable without limitation for damage caused intentionally or through gross negligence, for damage resulting from injury to life, body or health, under the German Product Liability Act (Produkthaftungsgesetz), and to the extent we have given a guarantee.
17.2 Slight negligence
In cases of slight negligence, we are liable only for breach of an essential contractual obligation. Essential contractual obligations are those whose fulfilment makes the proper performance of the contract possible in the first place and on whose compliance you may regularly rely (cardinal obligations). In this case, our liability is limited to the damage that is foreseeable and typical for this type of contract. The total liability for all claims arising from slight negligence within a contract year is further limited to the fees you paid to us in the twelve months before the event giving rise to the damage.
17.3 Exclusion
Otherwise, our liability for slight negligence is excluded.
17.4 Loss of data
For the loss of data, we are liable under the above provisions only to the extent of the effort required to restore the data had you carried out regular data backups appropriate to the risk, including by using the export function.
17.5 Scope
The above limitations also apply in favour of our employees, representatives and vicarious agents, including our platform provider.
18. Indemnification
You will indemnify us against all claims that third parties (including recipients of your messages, carriers and authorities) assert against us because of your Customer Content or your unlawful use of the Services, in particular because of breaches of the rules referred to in sections 10 to 12 and the Acceptable Use Policy. This includes the reasonable costs of legal defence at statutory fee rates. The indemnity does not apply if you are not responsible for the breach. We will inform you of such claims without undue delay, and you will support us in our defence with the information available to you.
19. Changes to these terms
19.1 When we may change the terms
We may amend these terms for future periods if there is a valid reason, in particular to adapt to changes in the law or case law, to changes in the Services or third-party services, to close gaps in the terms, or to meet requirements of authorities or carriers. Changes to the main performance obligations and prices are governed by sections 6 and 9.1 and not by this section.
19.2 Notice and objection
We will inform you of the changes by email at least 30 days before they take effect, stating the changes. You may object to the changes within this period in text form. If you do not object before the changes take effect, the amended terms apply to the contract from that point on. We will point out the right to object, the period and the consequence of silence in the notice. If you object, the contract continues on the previous terms, and each party may terminate it with effect at the end of the current billing period.
20. End of the contract: export and deletion
20.1 Export
You can export your Customer Content at any time during the contract, and until the contract ends, using the export functions of the Services. Please export everything you need before the end of your last billing period, because access ends at that time.
20.2 Deletion
After the contract ends, we will delete or anonymise your Customer Content within 90 days, unless we are legally required to retain it. Backups are kept on a rolling basis with a recovery window of about 7 days, so deleted data disappears from them shortly afterwards. Invoices and accounting records are retained for the periods required by German commercial and tax law (§ 257 HGB, § 147 AO: generally six or ten years).
21. Final provisions
21.1 Governing law
The contract is governed by the laws of the Federal Republic of Germany, excluding the UN Convention on Contracts for the International Sale of Goods (CISG).
21.2 Place of jurisdiction
If you are a merchant, a legal entity under public law or a special fund under public law, or if you have no general place of jurisdiction in Germany, the exclusive place of jurisdiction for all disputes arising from or in connection with the contract is Bochum, Germany. We remain entitled to bring an action at your general place of jurisdiction.
21.3 Dispute resolution
We are neither obliged nor willing to participate in dispute resolution proceedings before a consumer arbitration board.
21.4 Form
Declarations under this contract may be made in text form (for example email), unless these terms provide otherwise. Individual agreements made with you take precedence over these terms; for their content, a written contract or our written confirmation is decisive, subject to proof to the contrary.
21.5 Assignment
You may assign rights and obligations under this contract to third parties only with our prior consent in text form. § 354a of the German Commercial Code (HGB) remains unaffected.
21.6 Severability
If any provision of these terms is or becomes invalid or unenforceable, the validity of the remaining provisions is not affected. The statutory provisions apply in place of the invalid provision.
21.7 Contact
Questions about these terms: support@saasvisionary.com.