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Terms & Conditions

Effective date: August 8, 2026

These Terms & Conditions govern your use of the Savvy Foundations platform. Please read them carefully. By subscribing, you agree to these Terms and to our Founding Member Terms, Cancellation & Billing Policy, and Privacy Policy.

1.Agreement to These Terms

These Terms & Conditions ("Terms") govern your access to and use of the Savvy Foundations platform and services ("Services"). By subscribing to or using the Services, you agree to be bound by these Terms. If you do not agree, do not use the Services.

Founding Member pricing and eligibility are additionally governed by our Founding Member Terms, which are incorporated into these Terms by reference.

2.Definitions

  • "Platform" — the all-in-one business software environment hosted and provided by Savvy Foundations.
  • "Account" — your hosting account within the Platform.
  • "Subscription" — your recurring paid access to the Platform under a selected plan.
  • "You" — the individual or business subscribing to the Services.

3.Subscription & Billing

Subscriptions are billed monthly in advance, beginning on the date of your first payment. Platform access requires an active subscription in good standing.

Standard subscription rates:

  • Starter — $88 per month
  • Growth — $148 per month
  • Pro — $198 per month

Activation fee.

A one-time, non-refundable account activation fee of $44 is required for all new accounts. This fee covers manual creation of your Account and delivery of setup instructions. It is charged once at signup, is separate from and not credited toward your subscription fee, and is not reduced by any promotional or founding coupon code.

Founding Member pricing.

Reduced founding rates are available to the first forty-four (44) subscribers across all plans combined, subject to the Founding Member Terms. Founding rates apply for the first twelve (12) monthly billing cycles from the date of account activation, after which the subscription automatically continues at the then-current standard rate for the applicable plan.

Subscription fees are non-refundable once billed. Partial-period refunds are not provided regardless of usage. Standard pricing is subject to change with reasonable notice.

4.Account Setup & Access

Accounts are provisioned manually. Following signup and payment, your Account is created and login details, along with setup instructions, are sent to the email on file within 1 business day. Accounts are provided unconfigured; you are responsible for setting up and customizing your Account. Optional paid setup assistance is available separately. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your Account.

5.Usage Limits

Contact and user limits are determined by your selected plan:

PlanContactsUsersPlatform Tools
Starter5005All tools
Growth1,00010All tools
Pro2,50020All tools

Each plan includes an email sending allowance of 10,000 emails per month. Messaging and calling services — including SMS, MMS, and voice — are not included in platform access and are billed separately based on carrier usage. You are responsible for carrier costs directly.

Contact and user add-ons are available for all plans without a full plan upgrade. Contact support for current add-on options.

5A.Automatic Plan Upgrade on Limit Breach

If your Account reaches the contact or user limit for your plan, we will notify you by email at the address on file. You will have five (5) business days from the date of that notice to either purchase an applicable add-on or upgrade your plan.

If no action is taken within that five (5) business day window, your Account will be automatically upgraded to the next plan tier, and your subscription will be billed at that tier's applicable rate beginning on your next billing date. You will not lose access to your Account or your data at any point during this process.

By subscribing, you expressly authorize Savvy Foundations to charge your payment method on file at the upgraded rate under the conditions described in this Section. You may cancel at any time prior to your next billing date in accordance with the Cancellation & Billing Policy.

Founding discount and upgrades. A founding coupon applies one time, to the plan on which it was first used. If your Account is upgraded to a higher tier — whether automatically under this Section or by your own request — the upgraded tier is billed at its standard rate. The founding discount does not transfer to the upgraded plan.

6.Payment Failure & Suspension

If a scheduled payment fails, we may attempt to re-charge your payment method. If payment cannot be collected, access to your Account may be restricted until the balance is resolved. Extended non-payment may result in suspension or cancellation of your Account in accordance with the Cancellation & Billing Policy.

7.Acceptable Use

You agree not to use the Services to send unlawful, deceptive, or unsolicited bulk communications, to violate any applicable law or third-party rights, or to compromise the security or integrity of the Platform. You are responsible for ensuring your use of email, SMS, and calling features complies with all applicable regulations, including consent and opt-out requirements.

8.Intellectual Property & Brand

Savvy Foundations retains all rights to the Platform, its underlying technology, and the Savvy Foundations brand. Content you create and upload within your Account remains yours. You are responsible for configuring and branding your Account with your own business identity, using the tools the Platform provides.

9.Data Ownership

You own the data you and your contacts enter into your Account. We process this data to provide the Services, as described in our Privacy Policy.

10.Disclaimers

The Services are provided "as is" and "as available." We do not warrant that the Services will be uninterrupted or error-free. To the fullest extent permitted by law, we disclaim all implied warranties, including merchantability and fitness for a particular purpose.

11.Limitation of Liability

To the fullest extent permitted by law, Savvy Foundations shall not be liable for any indirect, incidental, or consequential damages, or for lost profits or data, arising from your use of the Services. Our total liability for any claim shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.

12.Termination

You may cancel your subscription at any time in accordance with the Cancellation & Billing Policy. We may suspend or terminate your Account for violation of these Terms. Upon termination, access ends and data is handled as described in the Cancellation & Billing Policy.

13.Changes to These Terms

We may update these Terms from time to time. Material changes will be communicated with reasonable notice. Continued use of the Services after changes take effect constitutes acceptance of the updated Terms.

14.Governing Law

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-law principles.

15.Contact

Questions about these Terms may be submitted through our Support Center.

Questions about these terms? Contact us through the Support Center. Savvy Foundations · Founding Member Program.
Savvy Foundations

Hosted platform access to the Savvy Foundations CRM. Accounts are provisioned manually. Access is granted within 1 business day.

Messaging & calling: Messaging and calling services are billed separately based on usage and are not included in this plan. Client pays carrier costs.

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