Terms Of Service for Sumo Investments CRM


Effective Date: April 24, 2026

These Terms of Service ("Terms") govern the use of the Customer Relationship Management system ("CRM") operated by Sumo Investments LLC and its affiliated businesses, brands, representatives, and authorized users ("Company," "we," "our," or "us").

By submitting your information, communicating with us, using forms connected to our CRM, or engaging with our businesses, you agree to these Terms.


1. Purpose of CRM

This CRM is used solely for lawful business purposes related to the operations of the Company, including but not limited to:

Real estate investing and acquisitions

Lead management

Customer communication

Appointment scheduling

Marketing campaigns

Transaction coordination

Internal organization

Client services


2. Eligibility (18+ Requirement)

You must be at least 18 years of age to use our services, submit your information, or engage with our business.

By interacting with our CRM, you represent and warrant that:

You are at least 18 years old

You have the legal capacity to enter into agreements

We do not knowingly collect or engage with individuals under 18 years of age.


3. No Guarantee of Services or Results

Submitting your information into our CRM does not guarantee:

Acceptance as a client

Purchase of your property

Approval for any offer or service

Business opportunity approval

Specific financial results

Immediate response times

All decisions remain at the sole discretion of the Company.


4. Accuracy of Information

You agree that any information you submit is truthful, accurate, and current. Providing false, misleading, or incomplete information may result in refusal of service or termination of communication.


5. Communication Consent

By providing your contact information, you authorize the Company to contact you through:

Phone calls

Text messages (SMS/MMS)

Email

Voicemail

Automated reminders

Marketing or follow-up communication

Message frequency may vary. Message and data rates may apply depending on your carrier.

You may opt out of marketing text messages at any time by replying STOP, UNSUBSCRIBE, CANCEL, or QUIT. For assistance, reply HELP or contact us directly.


6. Carrier Liability Disclaimer

Wireless carriers and service providers are not liable for delayed or undelivered messages.

The Company does not guarantee that messages will be delivered without delay, interruption, or error. Delivery is subject to effective transmission by your mobile carrier and network availability.


7. Intellectual Property

All branding, content, systems, workflows, marketing materials, processes, documents, and materials associated with the Company remain the intellectual property of Sumo Investments LLC unless otherwise stated.

No material may be copied, distributed, or reproduced without written permission.


8. Limitation of Liability

To the maximum extent permitted by law, the Company shall not be liable for:

Indirect or incidental damages

Loss of profits

Missed opportunities

Delays in communication

Technology interruptions

Third-party software failures

Errors caused by user-submitted information

Use of our systems and services is at your own discretion.


9. Third-Party Services

Our CRM may integrate with third-party platforms such as:

Email providers

SMS providers

Payment processors

Calendar tools

Automation software

We are not responsible for outages, failures, or policies of third-party services.


10. Right to Refuse or Terminate Service

We reserve the right to deny, limit, or terminate communication or services at any time for any lawful reason, including abuse, fraud, harassment, nonpayment, or misuse of our systems.


11. No Professional Advice

Information shared through our CRM, emails, messages, or communications does not constitute legal, tax, financial, or investment advice unless explicitly stated in a signed agreement.

Users should seek licensed professionals where appropriate.


12. Governing Law

These Terms shall be governed by the laws of the State of Michigan, without regard to conflict of law principles.


13. Changes to Terms

We may update these Terms at any time. Continued interaction with our business after updates constitutes acceptance of revised Terms.


14. Contact

For questions regarding these Terms, contact:

Sumo Investments LLC
Official business communication channels only.

All Right Reserved. Copyright 2026