Effective Date: 3/1/2026
Version: 1.1

These Business CRM & Automation Service Terms & Conditions (the “Terms”) govern the services provided by Electronic Payments Northeast (“EPI Northeast,” “we,” “us,” or “our”) to the customer identified in the applicable Service Order, proposal, signup form, or other agreement (“Client,” “you,” or “your”).

These Terms are incorporated by reference into any signed Business CRM & Automation Service Order, proposal, or other service agreement between EPI Northeast and Client. By signing a Service Order, using the services, or authorizing EPI Northeast to begin work, Client agrees to these Terms.

1. Services

EPI Northeast provides business CRM, website, automation, communication, lead capture, reporting, and related services using GoHighLevel and other third-party tools, platforms, vendors, and integrations.

The specific services, plan, add-ons, pricing, and setup fees selected by Client are described in the applicable Service Order, proposal, signup form, invoice, or other written service summary approved by EPI Northeast.

2. Monthly Plans and Add-Ons

Client may select one of the following monthly plans, as reflected in the applicable Service Order:

Starter:
Includes CRM / pipeline, online forms, form embedding into Client’s current website, calendar booking, missed-call text back, basic text and email follow-up, basic reporting, and no website pages included in build.

Growth:
Includes everything in Starter, plus up to 5 website pages included in build, lead nurture workflows, appointment reminders, review requests, Workflow Pro, and Ad Tracking.

Pro:
Includes everything in Growth, plus up to 8 website pages included in build, unlimited pages managed, more advanced automation capacity, funnel / landing page support, stronger reporting and campaign setup, and Listings.

Optional add-ons may include, as selected by Client:

Additional Website Page — $299 one time per page

Prospecting — $79/month

AI Employee — $129/month

Branded Client Portal App — $99/month

Listings — $50/month

Listings — $248 / 6 months

Listings — $495 / year

Ad Tracking (standalone) — $100/month

Other approved services and fees as listed in the applicable Service Order or invoice

All selected plans, add-ons, and pricing are subject to these Terms.

3. Term and Cancellation

Unless otherwise stated in writing, services are provided on a month-to-month basis beginning on the effective date of the applicable Service Order.

Either party may cancel the services by giving the other party 30 days’ written notice.

There is no early termination fee. However, Client remains responsible for:

all fees incurred before the effective cancellation date,

all usage-based charges incurred before the effective cancellation date,

all third-party pass-through charges incurred before the effective cancellation date,

and all unpaid balances then due.

If Client cancels service and later returns to EPI Northeast for services, a new setup fee will apply based on the plan and services selected at that time.

4. Fees and Billing

Client agrees to pay all fees associated with the selected services, including:

monthly plan fees,

monthly add-on fees,

one-time setup fees,

one-time page fees,

usage-based platform and service charges,

pass-through third-party charges,

out-of-scope fees,

remediation or correction fees,

and any other authorized charges under these Terms or the Service Order.

Client authorizes EPI Northeast to automatically charge the payment method on file for all such amounts when due.

If Client’s payment method fails, expires, is declined, is disputed, or is reversed, Client remains fully responsible for all unpaid amounts.

5. Setup Fees

All setup fees are due at signing unless otherwise stated in writing.

Setup fees compensate EPI Northeast for onboarding, configuration, setup, implementation, and related administrative and technical work.

Unless otherwise stated in writing, setup fees are non-refundable once work has started.

6. Usage-Based and Third-Party Charges

EPI Northeast uses GoHighLevel and may also use connected or integrated third-party tools and services. Certain charges are billed separately based on actual use or provider pricing.

These may include, without limitation:

email sending,

text messaging,

phone usage,

AI usage,

automation-related usage,

listing fees,

app fees,

carrier or delivery fees,

third-party subscriptions,

and other charges billed to EPI Northeast or incurred on Client’s behalf in connection with the services.

Client agrees that EPI Northeast may automatically bill Client for any such charges as incurred, as billed to EPI Northeast, or as otherwise passed through by the applicable provider.

If GoHighLevel or any third-party provider changes pricing, adds fees, changes usage rules, or changes billing structure, EPI Northeast may pass those charges through to Client.

7. Suspension for Nonpayment

If Client fails to make payment when due, EPI Northeast may, without waiving any other rights or remedies:

suspend services,

pause campaigns,

pause website work,

disable access,

stop sending communications,

limit platform use,

or terminate services.

Client remains responsible for all fees incurred before and during any suspension period, including any third-party or usage-based charges that continue to accrue.

8. Scope of Services

EPI Northeast will provide the selected services in a commercially reasonable manner based on the selected plan and add-ons.

Unless specifically included in writing, the following are not included:

major redesigns,

custom coding,

custom development,

advanced integrations,

custom copywriting,

emergency remediation,

third-party vendor troubleshooting unrelated to EPI Northeast’s setup,

manual data cleanup,

migration work,

or other work outside the selected plan and add-ons.

Any out-of-scope work may be declined, quoted separately, or billed separately by EPI Northeast.

9. Website Pages

For plans that include website pages, the included page count applies to the initial build only.

For the Pro plan, “unlimited pages managed” means EPI Northeast may manage Client’s active website pages within the platform after the initial build, but this does not include unlimited new page creation, unlimited redesigns, unlimited custom development, unlimited custom copywriting, or unlimited integration work.

Additional website pages are billed at $299 per page unless otherwise agreed in writing.

10. Client Responsibilities

Client is solely responsible for:

providing timely and accurate business information,supplying requested logos, branding, content, approvals, credentials, and access, reviewing and approving pages, forms, workflows, automations, campaigns, messaging, and settings, ensuring the legality, accuracy, and truthfulness of all claims, offers, promotions, content, and communications, obtaining all necessary consents, permissions, and authorizations from leads, customers, contacts, and website visitors, maintaining current payment and contact information, and complying with all laws, rules, regulations, and platform requirements applicable to Client’s business.

Client represents and warrants that all content, materials, business information, and instructions provided to EPI Northeast are lawful, accurate, and non-infringing.

11. Unauthorized Client Changes

Client acknowledges that changes made by Client, Client’s staff, contractors, vendors, or any other third party may affect the performance, functionality, compliance, deliverability, stability, reporting, tracking, automation logic, forms, funnels, or integrations associated with the services.

If Client or any third party makes changes without EPI Northeast’s prior approval, and EPI Northeast is asked to investigate, correct, restore, rebuild, or troubleshoot resulting issues, that work will be treated as out-of-scope billable work.

EPI Northeast may bill for all time and effort required to correct, restore, rebuild, or otherwise address issues caused by unapproved changes.

12. Payment Processing Requirement

If Client accepts payments in connection with any website, funnel, form, invoice, checkout page, subscription, payment link, automation, or related service connected to EPI Northeast’s work, Client agrees to use payment processing solutions recommended or approved by EPI Northeast.

Client acknowledges that EPI Northeast may require the use of EPI Northeast-approved payment services for payments associated with Client’s business where such approval is part of EPI Northeast’s service structure, support model, risk management, integration requirements, or platform setup.

If Client chooses not to process payments through an EPI Northeast-approved payment solution where required by EPI Northeast, or uses a non-approved payment provider, gateway, processor, or payment setup in a manner that conflicts with EPI Northeast’s services, EPI Northeast shall have the right to terminate the services upon written notice.

EPI Northeast is not responsible for any issues, interruptions, compliance problems, failed integrations, failed automations, chargebacks, losses, reporting errors, or other problems resulting from Client’s use of non-approved payment setups.

13. Software Ownership and License

Client acknowledges that the services are provided through software, systems, configurations, templates, workflows, automation structures, methodologies, and other service frameworks managed by EPI Northeast.

Unless otherwise agreed in writing:

EPI Northeast retains ownership of its software environment, service framework, systems, templates, workflows, configurations, processes, and methodologies, Client receives only a limited, non-exclusive right to use the services during the active service term, and no ownership or transfer of EPI Northeast’s underlying service infrastructure is granted to Client.

Client’s rights are limited to the services expressly provided under the applicable Service Order and these Terms.

14. Client Content and Data

As between the parties, Client retains ownership of Client’s original branding, logos, original copy, business information, customer information, and other materials supplied by Client, subject to the rights necessary for EPI Northeast to use such materials to perform the services.

Client grants EPI Northeast a non-exclusive right to use Client’s name, brand, content, trademarks, and materials solely as needed to perform the services.

Unless otherwise prohibited in writing by Client, EPI Northeast may identify Client in a general customer list or general marketing materials, provided no confidential information is disclosed.

15. Compliance and Legal Responsibility

Client is solely responsible for:

its business operations,

its products and services,

all advertising claims and representations,

all website content and communications,

privacy compliance,

data collection and consent practices,

SMS compliance,

email compliance,

telemarketing compliance,

disclosures,

terms of use,

privacy policies,

opt-ins and opt-outs,

and all other legal and regulatory obligations applicable to Client’s business.

EPI Northeast does not provide legal, tax, accounting, or regulatory advice.

Client should consult its own attorney or other advisors regarding legal compliance and business requirements.

16. No Guarantee of Results

EPI Northeast does not guarantee any specific result or business outcome, including but not limited to: lead volume, lead quality, sales, revenue, response rates, rankings, traffic, deliverability, ad performance, customer retention, or return on investment.

Any examples, suggestions, projections, or recommendations are estimates only and are not guarantees.

17. Third-Party Services Disclaimer

Client understands that the services rely in whole or in part on third-party software, vendors, carriers, integrations, and platforms, including GoHighLevel.

EPI Northeast is not liable for: outages, service interruptions, delivery failures, message filtering, policy changes, pricing changes, feature changes, provider suspensions, provider account actions, data loss caused by third parties, or any act or omission of any third-party provider.

18. Disclaimer of Warranties

To the fullest extent permitted by law, the services are provided “as is” and “as available.”

EPI Northeast disclaims all warranties, express or implied, including any implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, and uninterrupted or error-free performance.

19. Limitation of Liability

To the fullest extent permitted by law:

EPI Northeast will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, EPI Northeast will not be liable for any lost profits, lost revenue, lost data, loss of goodwill, loss of opportunity, or business interruption, and EPI Northeast’s total aggregate liability arising out of or related to the services or these Terms will not exceed the total amount actually paid by Client to EPI Northeast during the three (3) months immediately preceding the event giving rise to the claim.

20. Indemnification

Client agrees to defend, indemnify, and hold harmless EPI Northeast and its owners, employees, contractors, agents, affiliates, successors, and assigns from and against any claims, demands, actions, losses, damages, judgments, liabilities, fines, penalties, settlements, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to:

Client’s business,

Client’s products or services,

Client content,

Client claims, promotions, or marketing,

Client’s failure to obtain any required consent or authorization,

Client’s legal or regulatory noncompliance,

Client’s use of non-approved payment processing,

Client’s breach of these Terms,

or Client’s acts or omissions.

21. Confidentiality

Each party agrees to use reasonable care to protect the other party’s non-public business information and to use such information only as needed to perform or receive services under these Terms.

This section does not apply to information that is publicly available, already lawfully known, independently developed, or required to be disclosed by law.

22. Electronic Records and Signatures

Client agrees that these Terms, any Service Order, approvals, notices, disclosures, and related records may be provided electronically.

Client agrees that electronic signatures, electronic acknowledgments, electronic approvals, and electronic records shall have the same force and effect as handwritten signatures and paper records, to the extent permitted by applicable law.

Client agrees that EPI Northeast may retain contracts, approvals, records, and related materials in electronic form.

23. Notices

Any notice under these Terms must be in writing and delivered by email to the contact information provided by the receiving party, unless updated in writing.

EPI Northeast notice email: [email protected]

24. Governing Law and Venue

These Terms and any dispute arising from them shall be governed by the laws of the State of New Hampshire, without regard to conflict-of-law principles.

Any legal action arising out of or relating to these Terms or the services shall be brought in a court of competent jurisdiction located in New Hampshire, unless the parties agree otherwise in writing.

25. Changes to Terms

EPI Northeast may update these Terms from time to time for future transactions or renewals by posting an updated version on its website.

For any signed Service Order, the version of the Terms incorporated at the time of signing will continue to apply unless Client agrees in writing to a newer version.

26. Entire Agreement

These Terms, together with the applicable Service Order, proposal, signup form, approved add-ons, and any written amendments signed or approved by EPI Northeast, constitute the complete agreement between the parties regarding the services.

If any provision is found unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law.