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Terms & Conditions

Effective Date: September 7, 2026 · SG Lead Pro Real Estate CRM & Sales Automation Platform

Welcome to SG Lead Pro. These Terms & Conditions ("Terms", "Agreement") constitute a legally binding contract between SG Solutions ("we", "us", "our") and your registered business entity, real estate brokerage, builder, developer, or agency ("Subscriber", "Company", "you"). By creating an account, initiating a subscription, activating a recurring UPI Autopay mandate, purchasing a One-Time Lifetime License, or accessing any CRM module, you accept and agree to be bound by these Terms.

1. Service Overview & Platform License

SG Lead Pro is a cloud-based real estate Customer Relationship Management (CRM) and sales acceleration platform designed to capture prospect inquiries, distribute leads, manage buyer requirements, power AI-driven sales assistance, safeguard property inventory, and coordinate mobile sales forces. Under these Terms:

  • We grant your company a limited, non-exclusive, non-transferable, revocable software-as-a-service (SaaS) subscription license to access your designated multi-tenant CRM workspace.
  • Your subscription plan governs your permitted seat allocation (active user profiles across Super Admin, Company Admin, Sales Manager, and Sales Executive roles) and cloud storage limits.
  • All intellectual property, proprietary algorithms, source code, user interface designs, and platform enhancements remain the sole and exclusive property of SG Solutions.

2. Subscription Plans, Seat Tiers & One-Time Lifetime Licenses

Access to SG Lead Pro is offered under structured plan tiers, recurring billing cycles, and optional perpetual licenses:

Plan Tier Included User Seats Project Drive Storage Core Capabilities Included
Starter Pack 5 Team Seats 2 GB Cloud Storage Multi-channel Ingestion, Round-Robin Routing, WhatsApp Templates
Growth Pack 10 Team Seats 2 GB Cloud Storage SG AI Copilot, Inventory Lock, Demand Analytics, CSV Exports
Scale Pack 20 Team Seats 2 GB Cloud Storage Public File Links (`/d/{token}`), Geofencing Check-Ins, Call Tracker DLC
Enterprise Pack Custom Team Seats 2 GB Default (Custom / Add-on Expandable) Dedicated Database Instance, Custom Webhooks, Priority SLA Support
  • Billing Durations: Recurring subscription plans are offered across 1-Month, 3-Month, 6-Month, and 12-Month billing cycles.
  • One-Time Lifetime License: A Lifetime License grants perpetual software usage access to the subscribed tier for a single, upfront, non-recurring fee. Lifetime Licenses are subject to fair use server capacity policies, cover all future standard core CRM updates, and remain subject to the non-refundable terms outlined in Section 4.
  • Add-on Capacity Modules: Subscribers may expand workspace capacity at any time by purchasing add-ons, including Additional Team Seats, Cloud Storage Expansion Blocks, Telephony Call Tracker APK/DLC, and WhatsApp Business Cloud API integrations.

3. Razorpay Payment Processing, UPI Autopay & Cancellation Policy

Subscription payments and auto-renewals are executed through our authorized payment gateway partner, Razorpay:

  • Recurring Auto-Debit (UPI Autopay & Cards): When subscribing to a 1, 3, 6, or 12-month recurring plan, you authorize automated recurring charges to your registered UPI handle, debit/credit card, or net-banking e-mandate upon cycle expiration.
  • Autopay Cancellation at Any Time: Subscribers may cancel their recurring subscription or UPI Autopay mandate at any time directly through the CRM billing portal or within their UPI banking application (e.g., Google Pay, PhonePe, Paytm, BHIM).
  • Effect of Cancellation: Upon cancellation of auto-renewal, all future recurring auto-debits cease immediately. Your CRM workspace and team access remain 100% active and uninterrupted until the exact end of your currently paid billing term. Upon term expiry without renewal, workspace access transitions to read-only status in accordance with our grace period policies.

4. Strict Non-Refundable Policy — All Payments Are Final

SG Lead Pro operates on a prepaid, dedicated-resource infrastructure model. By initiating any transaction, the Subscriber unconditionally agrees to our non-refundable terms:

STRICT NON-REFUNDABLE POLICY — ALL TRANSACTIONS ARE FINAL

All subscription fees, renewal charges, UPI Autopay recurring debits, One-Time Lifetime License fees, seat expansions, setup costs, and add-on module charges are 100% strictly final and non-refundable under any circumstances, regardless of whether the Subscriber, company, or any sales personnel actually log in, configure, or use the CRM workspace during the subscribed period.

  • No Refunds for Non-Usage or Low Adoption: Subscription fees immediately compensate SG Solutions for reserving dedicated multi-tenant database capacity, cloud server compute, secure file storage quotas, and client support readiness. Failure to adopt the CRM internally, staff turnover, change of business strategy, lack of property sales, or voluntary non-usage does not entitle the Subscriber to any refund, credit, or rebate.
  • No Proration for Mid-Cycle Changes: We do not issue prorated or partial refunds for early account cancellations, unused days, mid-tenure seat reductions, or plan downgrades.
  • Strict Prohibition of Payment Disputes & Chargebacks: Because cloud workspace infrastructure and software licenses are provisioned instantaneously upon payment confirmation, the Subscriber warrants not to initiate any banking dispute, UPI chargeback, or payment grievance claiming "non-usage" or "unauthorized staff purchase". Any chargeback dispute initiated in bad faith will result in immediate termination of the company workspace, deletion of access credentials, and blacklisting of associated corporate domains.
  • Grace Period & Account Locking: If an auto-renewal fails, a 7-day grace period is provided. If payment is not resolved within 7 days, the workspace is locked. Inactive unpaid accounts are archived after 45 days.

5. User Accounts, Team Roles & Security Audit ("Login As")

Access controls are established to maintain accountability and protect proprietary sales data:

  • Individual User Credentials: User accounts are strictly for individual team members. Credential sharing between multiple sales executives is prohibited and may trigger automated security account locks.
  • Administrative "Login As" Supervision: Authorized Company Administrators can utilize the "Login As" feature to inspect sales rep pipelines and provide operational assistance. All impersonation sessions generate an immutable security audit entry.
  • Session Security & Termination: Users can inspect active device sessions on their profile page and remotely revoke unauthorized device logins.

6. Lead Integrations, Marketing Channels & Round-Robin Routing

SG Lead Pro automates lead capture from connected ad channels (Meta Lead Ads, Google Ads, property portals, webhooks, and CSV imports):

  • Legal Sourcing Warranty: The Subscriber guarantees that all customer contacts ingested into the CRM were obtained legally with express consent under applicable consumer communication and data privacy laws.
  • Round-Robin Assignment: Leads are distributed automatically and sequentially across active sales reps assigned to the corresponding project team.
  • Third-Party Outages: SG Solutions is not liable for lead capture delays or failures resulting from external platform outages (such as Meta Graph API downtime, Google service disruptions, or portal maintenance).

7. SG AI Copilot & Voice Search Assistant

The platform includes the SG AI Copilot, a natural language and voice-enabled assistant:

  • Informational & Advisory Only: AI Copilot query answers, demand summarizations, and message drafts are generated automatically for sales assistance. The Subscriber and its licensed representatives retain sole discretion and ultimate responsibility for all property representations, prices quoted, legal documentation, and client commitments.
  • Zero Model Training: All prompt queries, voice search inputs, and lead data processed by the AI Copilot are handled strictly in-transit and are never utilized to train public foundation AI models.
  • Fair Usage: Excessive automated scripting or abusive query volumes may result in temporary rate-limiting of AI search capabilities.

8. Project Drive Cloud Storage & Public File Sharing (`/d/{token}`)

Project Drive provides secure cloud file hosting for real estate sales collateral:

  • Storage Quotas: Every subscription plan (Starter, Growth, Scale, and Enterprise) includes a baseline quota of 2 GB Cloud Project Drive storage. Workspaces requiring additional storage capacity must purchase optional Storage Expansion Add-on packs (available in +5 GB, +10 GB, +25 GB, +50 GB, or custom GB blocks) at standard add-on rates, or request custom enterprise limits.
  • Public Share Links (`/d/{token}`): The platform generates tokenized public links allowing brokerages to share brochures and floor plans directly with prospective buyers via WhatsApp or email.
  • Strict Acceptable Use Policy: Project Drive storage is restricted strictly to legitimate real estate marketing materials, architectural layouts, price sheets, and customer KYC documentation. Hosting or sharing copyright-infringing, obscene, defamatory, illegal, fraudulent, or malicious files is strictly prohibited. SG Solutions reserves the right to immediately remove offending files and terminate offending accounts without notice or refund.

9. Telephony Call Tracker Add-on (DLC) & WhatsApp Automation

If your workspace activates the optional Call Tracker module or WhatsApp Business integration:

  • Telecommunication Compliance: The Subscriber is solely responsible for complying with local regulations regarding call logging, recording consent, and telecommunications privacy.
  • Call Tracker Companion App: The Android Call Tracker APK must be deployed only on authorized company-issued or consented devices. Call activity records are processed strictly for business analytics and team response reporting.
  • WhatsApp Messaging Policies: The Subscriber agrees to adhere to Meta's WhatsApp Business Messaging policies and refrain from unsolicited mass spamming.

10. Geofencing & Field Location Verification

If the Geofencing module is enabled for site visits and attendance:

  • Field sales personnel agree to allow momentary GPS location capture during deliberate "Check-In" or "Attendance" actions to confirm presence at designated project sites.
  • Geofencing is strictly transactional and is not used for passive, continuous background location tracking.

11. Property Inventory & Double-Booking Protection

When managing towers, floors, flats, plots, or commercial units:

  • Marking a unit as Reserved or Booked locks the unit exclusively to the selected prospect, preventing simultaneous bookings by other representatives.
  • While our double-booking engine prevents duplicate CRM reservations, the Subscriber remains solely responsible for verifying final booking deposits, agreements, and legal sales deeds.

12. Mobile Progressive Web App (PWA) & Offline Sync

SG Lead Pro can be installed on mobile devices as a PWA. Field updates logged while offline are stored securely on the local device and automatically synced to the cloud workspace upon network reconnection. The Subscriber is responsible for ensuring device security and preventing unauthorized physical access to mobile devices.

13. Data Ownership & Export Rights

The Subscriber retains full and unencumbered ownership of all lead records, sales data, customer inquiries, and uploaded collateral. Company Administrators can export complete lead records and call analytics to CSV / Excel spreadsheets at any time. Upon account cancellation and following the 45-day archiving retention period, tenant data will be permanently purged from active production servers.

14. Service Level, Disclaimer & Limitation of Liability

  • Uptime Target: We strive to maintain 99.9% platform availability, excluding scheduled maintenance.
  • "As-Is" Warranty: SG Lead Pro is provided on an "as-is" and "as-available" basis without warranties of any kind, express or implied. We do not guarantee specific real estate sales conversion rates or revenue outcomes.
  • Liability Cap: In no event shall SG Solutions, its directors, employees, or partners be liable for any indirect, consequential, punitive, or loss-of-profit damages. Our total aggregate liability arising out of or relating to this Agreement shall not exceed the total fees paid by the Subscriber in the three (3) months immediately preceding the event giving rise to liability.

15. Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the Republic of India. Any legal dispute, controversy, or claim arising out of or relating to these Terms shall be subject to the exclusive jurisdiction of the competent courts in Pune, Maharashtra, India.

16. Contact & Legal Inquiries

For questions concerning these Terms & Conditions or subscription agreements, please contact our legal desk at support@sgleadpro.com.

© 2026 SG Lead Pro. Developed & Operated by SG Solutions. All rights reserved.