Last updated: July 20, 2026
These Terms of Service ("Terms") govern your access to and use of the Laureo CRM platform available at app.laureo.io (the "Service"), operated by PennyTrail LLC, a Texas limited liability company doing business as Laureo ("Laureo," "we," "us," or "our"). By creating an account or using the Service, you agree to be bound by these Terms.
Laureo CRM is a customer relationship management platform that helps businesses manage contacts, companies, sales opportunities, activities, communications, and related business data. The Service includes integrations with third-party platforms to enhance your workflow, including Google Workspace services (Gmail, Google Calendar, Google Drive, and Google Meet), Microsoft 365 services (Outlook, Calendar, OneDrive, SharePoint, Teams, To Do), and Zoom.
To use the Service, you must create an account with accurate and complete information. You are responsible for:
Organization administrators are responsible for managing user access within their organization and ensuring that all users comply with these Terms.
You retain full ownership of all data you and your team members enter into the Service ("Your Data"). We do not claim any ownership rights over Your Data. We process Your Data solely to provide and improve the Service as described in our Privacy Policy.
You grant us a limited, non-exclusive license to host, store, transmit, and display Your Data solely as necessary to provide the Service to you. This license terminates when you delete Your Data or close your account.
You agree not to:
Sending email through the Service (including the seat inbox, marketing campaigns, follow-up sequences, and the Cold Outreach module) is additionally governed by our Acceptable Use Policy, which sets out permitted sending, banned conduct, the protections Laureo enforces on every send, and how we enforce them.
For email you send through the Service you are the sender and sole initiator. Where you disable optional compliance aids (opt-out text, the one-click unsubscribe header, the postal address line, automatic reply handling), you remain solely responsible for satisfying the anti-spam and data-protection laws that apply to you and your recipients, including giving recipients a lawful way to opt out and honoring it promptly.
The Service offers integrations with third-party platforms, including Google Workspace services. When you connect a third-party account, you authorize us to access and use data from that service as described in our Privacy Policy and in accordance with the third party's terms.
If you connect your Google account, the Service may access Gmail, Google Calendar, Google Drive, and Google Meet data to provide CRM features such as email sending, email logging, inbox management (mark as read/unread, archive, and move to trash), calendar syncing, document linking, and automatic meeting transcript and recording linking. The Service also provides CRM-only organizational features (starring, snoozing, and custom labels) that are stored within the CRM and do not modify your Google account data. Your use of Google Workspace integrations is also subject to Google's Terms of Service.
Email body storage. Email bodies are fetched from Gmail and stored in our database (sanitized) to power in-CRM reading, full-text search, and AI features. Stored bodies are subject to strict automatic retention windows (30 days after the email is moved to trash, 90 days after the email's receive date if the email is not matched to a CRM contact, and synchronous deletion on integration disconnect). Organization administrators have controls to reduce or eliminate database body storage for their organization, including a per-organization toggle, per-sender exclusion lists, sensitive-content detection, and an on-demand organization-wide purge. Full details are set out in the Privacy Policy, Sections 6 and 6.1.
Meet transcript and recording content. The Service links Google Meet transcripts and recordings to the corresponding CRM activity records. We always store file metadata (name, type, size, Drive reference URL, thumbnail); we may additionally fetch and store the content of transcripts and recordings to power AI-assisted features such as meeting summaries and action-item extraction. When transcript or recording content is stored, it is subject to the retention windows in the Privacy Policy and can be purged at any time from Settings → Integrations.
AI-derived data. When you use the Service's AI features, the Service may generate and store derivative data in your own organization's workspace, including a per-user writing-style profile derived from your outbound emails, short-lived caches of AI-generated outputs (maximum seven-day lifetime), and audit log entries for AI operations (metadata only, never prompt or completion content). These derivatives are used only to improve AI features for your own account, are never shared across users or organizations, and are never used to train any AI model that is distributed outside your organization. See the Privacy Policy, Sections 1.4 and 6, for full detail.
Laureo CRM's use and transfer of information received from Google Workspace APIs to any other app will adhere to the Google User Data Policy, including the Limited Use requirements.
When you connect Zoom, you authorize Laureo to (a) create meetings on your behalf using Zoom's API, (b) read cloud recording metadata from your Zoom account, (c) receive webhook events from Zoom about meetings you host, and (d) revoke your authorization at your request. Laureo's use of information received from Zoom APIs adheres to the Zoom Marketplace Developer Agreement. You can revoke our access at any time from your Zoom account or from inside Laureo. We do not transfer Zoom data to third parties except as required to provide the integration (e.g., the cloud infrastructure providers listed in the Privacy Policy).
Zoom-specific data deletion timeline. Upon receipt of a Zoom app_deauthorized event (sent when you remove the Laureo app from your Zoom account) or an in-app disconnect, Laureo deletes your Zoom OAuth tokens within seconds and recording metadata within ten (10) days, in accordance with the Zoom Marketplace Developer Agreement's data-handling clause. If you opted to retain CRM-linked recording metadata for historical context, the corresponding rows are kept but the tokens are still cleared.
Zoom recording content. Laureo stores Zoom recording metadata (file type, start time, duration, and the Zoom-hosted playback URL) but does not store the recording video, audio, or transcript content itself. When you click a recording inside Laureo, you stream from Zoom's hosted player and are subject to Zoom's own access controls.
The Service routes AI feature requests (email draft suggestions, smart replies, summaries, meeting-note extraction, auto-generated insights, writing-style analysis, and similar) through a third-party AI inference provider that operates under a Zero Data Retention agreement Laureo enforces on every request. The AI inference provider does not retain prompts or completions on its side, does not use customer data to train, fine-tune, or evaluate AI or machine-learning models that are distributed or used outside your organization, and does not permit human review of customer content. Downstream model providers accessed through this provider operate under the same no-retention, no-training, and no-human-review terms. Most AI features are user-initiated; a limited set of scheduled background jobs (such as a weekly writing-style profile refresh) also route through the same ZDR-enforced pipeline to keep personalization current. Sending requests through this pipeline is a necessary part of providing the AI functionality and falls within the sub-processor framework authorized by these Terms and our Privacy Policy. You may disable AI features at any time from your account settings.
Access to certain features of the Service requires a paid subscription. By subscribing, you agree to pay the applicable fees as described at the time of purchase. Subscription fees are billed in advance on a recurring basis (monthly or annually) and are non-refundable except as required by law. We reserve the right to change subscription pricing with at least 30 days' notice before the next billing cycle.
Every paid plan starts with a 14-day trial. A small trial deposit (currently $2.99) is charged when the trial starts. If you continue past the trial, the deposit is automatically credited against your first invoice. If you cancel before the trial ends, the subscription is never charged and the deposit is not returned. The exact deposit amount and current plan prices are shown at checkout and on our pricing page.
Subscriptions renew automatically at the end of each billing cycle (monthly or annual) at the plan price shown at checkout, until you cancel. You can cancel anytime from your billing settings, and cancellation takes effect at the end of the current billing cycle. If you upgrade your plan, the change takes effect immediately and your billing is prorated for the remainder of the cycle. If you downgrade your plan, the change takes effect at the end of the current cycle.
We strive to maintain high availability of the Service but do not guarantee uninterrupted or error-free access. We may perform scheduled or emergency maintenance that temporarily affects availability. We will make reasonable efforts to notify you of planned maintenance in advance.
The Service, including its design, features, code, documentation, and branding, is owned by Laureo and is protected by intellectual property laws. These Terms do not grant you any rights to our intellectual property except the limited right to use the Service as described herein.
If you believe content on the Service infringes your copyright, send a notice to privacy@laureo.io that identifies the copyrighted work, identifies the material you claim is infringing and where it is located, includes your contact details, and includes a good-faith statement that the use is not authorized along with a statement, under penalty of perjury, that your notice is accurate and you are authorized to act for the copyright owner.
To the maximum extent permitted by applicable law, Laureo shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or goodwill, arising out of or related to your use of the Service, even if we have been advised of the possibility of such damages.
Our total aggregate liability for any claims arising under these Terms shall not exceed the amount you paid to us for the Service in the twelve (12) months preceding the claim.
The Service is provided on an "as is" and "as available" basis without warranties of any kind, whether express, implied, or statutory, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will meet your requirements or that its operation will be uninterrupted or error-free.
You may terminate your account at any time by contacting us or through your account settings. We may suspend or terminate your access to the Service if:
You can export Your Data at any time before your account is deleted. When your account is deleted, Your Data is removed from our production systems promptly (within 30 days at most) and from our encrypted backups as they age out (within 90 days at most), in accordance with our Privacy Policy.
We may update these Terms from time to time. If we make material changes, we will notify you by email or by posting a notice within the Service at least 14 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms. If you do not agree with the changes, you may terminate your account before the effective date.
These Terms shall be governed by and construed in accordance with the laws of the State of California, United States, without regard to its conflict-of-law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in San Francisco County, California.
If you have questions about these Terms, please contact us at privacy@laureo.io.