Terms of Service

1 Acceptance of Terms

By registering an account, accessing, browsing, or using the PlatformYB CRM application at https://calling.yellowbuddy.in/ (operated under YellowBuddy), you ("Customer", "Administrator", "Agent", or "User") agree to be bound by these Terms of Service ("Terms").

If you are entering into these Terms on behalf of a company or other legal entity, you represent and warrant that you have full legal authority to bind such entity. If you do not agree to these Terms, you must not access or use PlatformYB CRM.

2 Description of Service

PlatformYB is a multi-tenant business software suite providing Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), and Human Resource Management System (HRMS) functionalities.

The platform enables commercial organizations to perform business operations including:

• Lead Management & Tracking: Importing, organizing, filtering, updating, and auditing sales leads and prospect pipelines.
• Automated & Fair Lead Assignment: Distributing leads across sales agents via administrator-configured rules (equal round-robin or selected agent pools).
• Google Sheets Integration: Authorizing read-only sync from Google Sheets directly into CRM lead tables.
• Notification Infrastructure: Generating in-app notifications, browser notifications (`NotificationEngine`), and email alerts (`MailService`) for newly assigned leads and follow-ups.
• ERP & HRMS Modules: Inventory management, sales orders, product stock controls, employee attendance, targets, and payroll slips.

3 Account Registration & Security

To utilize PlatformYB, administrators and agents must maintain valid user accounts. You agree to:

• Provide accurate, current, and complete registration information.
• Maintain the security and confidentiality of login credentials and session tokens.
• Promptly notify PlatformYB administrators of any unauthorized account access or security breach.
• Accept responsibility for all activities, data updates, and lead assignments executed under your account credentials.

4 Business & CRM Data Ownership

Customers retain full, exclusive ownership rights to all business databases, customer contact lists, lead details, notes, and custom field data uploaded or imported into PlatformYB.

5 Acceptable Use Policy

You agree not to misuse PlatformYB or assist any third party in doing so. You specifically agree NOT to:

• Use PlatformYB for any unlawful, fraudulent, deceptive, or unauthorized commercial purposes.
• Upload or distribute malicious code, viruses, trojans, SQL injection payloads, or harmful scripts.
• Attempt to gain unauthorized access to other tenant accounts, parent-admin datasets, or server backend files (`/config/`, `/core/`).
• Probe, scan, or test the vulnerability of our application infrastructure without prior explicit written permission.
• Use automated scrapers, bots, or excessive API requests that disrupt system performance or exceed rate limits.
• Import stolen lead lists, spam lists, or contact data acquired in violation of privacy regulations.

6 Google Sheets Integration

PlatformYB provides an optional feature allowing Administrators to connect their Google Account via OAuth 2.0 to import lead rows from Google Sheets into the CRM.

• OAuth Authorization: Authorization is granted directly through Google's consent screen for authorized scopes (`spreadsheets.readonly`, `drive.readonly`, `userinfo.email`).
• Encrypted Tokens: OAuth access & refresh tokens are encrypted at rest using AES-256-CBC encryption (`SheetEncryption.php`).
• Data Ownership: Google Sheets connected remain the property of the customer. PlatformYB accesses connected sheets solely to execute user-initiated synchronization.
• Disconnection: Administrators can disconnect Google Sheets at any time via `/administrator/sheet-integration-disconnect`, which immediately revokes stored connection tokens.

7 Lead Assignment & Agent Workflows

PlatformYB CRM executes lead distribution based on administrator settings:

• Option 1 (All Active Agents): Distributes newly imported leads equally across all active agents belonging to the administrator (`parent_admin_id = $admin_id`).
• Option 2 (Selected Agents Only): Distributes newly imported leads equally among a specific multi-selected agent pool.
• Option 3 (Unassigned): Imports leads directly into the CRM without agent assignment for manual distribution later.

8 Notifications System

PlatformYB incorporates a multi-channel notification engine (`NotificationEngine`) that generates:

• In-app database notifications visible in the agent notification drawer.
• Real-time browser push alerts for assigned leads and urgent follow-ups.
• System logs tracking delivery status (`notification_logs`).

9 Email Communications

PlatformYB dispatches automated transactional emails via SMTP (`MailService`) for core operational functions including:

• Lead assignment summaries dispatched to agents.
• Account security notices and password resets.
• Scheduled follow-up and task reminders.

Operational emails are non-marketing system messages essential to CRM workflow execution.

10 User & Administrator Responsibilities

Administrators are responsible for managing agent permissions, monitoring team lead interactions, enforcing compliance with local marketing/calling laws, and maintaining updated contact information.

11 Intellectual Property Rights

PlatformYB, its software source code, database structures, UI components, Neo-Brutalist design language, logos, trade names, and documentation are the exclusive intellectual property of YellowBuddy.

These Terms do not grant you any rights to use PlatformYB logos, domain names, or brand assets except as required to utilize the CRM service.

12 Third-Party Services & APIs

PlatformYB integrates with third-party APIs (including Google Cloud Services). Use of third-party integrations is subject to the respective third party's terms of service and availability. PlatformYB is not responsible for outages or policy changes enforced by third-party API providers.

13 Service Availability & Maintenance

We employ commercially reasonable efforts to maintain high platform availability. However, PlatformYB does not warrant 100% uninterrupted uptime. The service may occasionally experience scheduled maintenance, updates, hardware upgrades, or unexpected network disruptions.

14 Suspension & Termination

PlatformYB reserves the right to suspend or terminate account access immediately, without prior notice, if:

• You breach any provision of these Terms or the Acceptable Use Policy.
• Your account is engaged in illegal activities, spamming, or security exploits.
• Required subscription payments or service fees are past due.

15 Data Status After Termination

Upon account termination, access to the CRM dashboard will be revoked. Customers are strongly advised to export all lead records and CRM data prior to requesting account closure. Retained backup records are purged in accordance with data retention schedules.

16 Disclaimer of Warranties

PLATFORMYB CRM IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. PLATFORMYB SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

17 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, PLATFORMYB AND YELLOWBUDDY SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA LOSS, BUSINESS INTERRUPTION, OR GOODWILL, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE PLATFORM.

18 Modifications to Terms

We reserve the right to modify these Terms at any time. Updated versions will be published on this page with a revised "Last Updated" timestamp. Continued use of PlatformYB following notice of changes constitutes your acceptance of the revised Terms.

19 Governing Law & Jurisdiction

These Terms will be governed by applicable law, subject to the jurisdiction and legal requirements applicable to the relationship between PlatformYB CRM / YellowBuddy and the customer.

20 Contact & Support

If you have any questions or require support regarding these Terms of Service, please contact us: