1. Our Commitment to Privacy

This notice describes the privacy policy for Sales Clipboard CRM. This Policy is designed to advise you about how Sales Clipboard CRM collects, uses and protects the personal information you provide. By visiting this site, you are accepting the practices described in this Privacy Policy.

We are committed to respecting your privacy and protecting your information.Sales Clipboard CRM will never sell or otherwise transfer your Personal Information to any third parties for monetary gain. Please take the time to review this Policy and, if our Policy or procedures change, we will immediately post those changes to our website and any such changes will be effective immediately upon being posted, unless otherwise stated in the change. Any changes that may be made to this Policy will comply with Sales Clipboard CRM's commitment to respect your privacy and protect your information.

2. What Information is Collected

(a) Information You Provide to Us. We collect any information you enter on Sales Clipboard CRM's site, or that you give Sales Clipboard CRM in any other way. To set up an account, you may be required to provide personal information., such as a login name, a password, your name and billing address.. We, or a third party capture your credit card information that you provide to Sales Clipboard CRM so that you can open an account, but Sales Clipboard CRM does not store that information. You can choose not to provide certain personally identifiable information, but you may not be able to take advantage of Sales Clipboard CRM's services and features. Any information that you, or any person with access to your login and password, uploads into Sales Clipboard CRM remains your sole and exclusive property including, without limitation, any files, contact information, industry knowledge, or financial information.

(b) Automatic Information. When you visit a website, you disclose certain information, such as your Internet Protocol (IP) address and the time of your visit. This site, like many other sites, records this basic information about visits to our site as part of our site analytics. In order to ensure we can increase your user experience, we may also record the manner in which you access information on the site.

(c) Cookies. Cookies are pieces of information that are transferred to your computer from a web server. Most browsers are set up to accept cookies, but you can change your settings to have your browser notify you when you receive a new cookie or to refuse to accept cookies. Sales Clipboard CRM may use cookies to identify you and allow you to access the website without having to login again.

3. How and When Information is Used

The information Sales Clipboard CRM collects is used for administering our business activities. Sales Clipboard CRM employees must adhere to this Policy if they access your Personal Information. Primarily, the Personal Information is used to provide customer service and to increase your user experience. In addition, Sales Clipboard CRM may occasionally use the Personal Information to notify you about changes to our website, new services or special offers.

In the event Sales Clipboard CRM needs to disclose Personal Information to any independent contractors or vendors in order to provide our services, any such independent contractor or vendor is required to follow this Policy and keep all of your Personal Information confidential.

4. How We Protect Your Information

(a) Third Party Access. The privacy and protection of your information is important to Sales Clipboard CRM. Unless otherwise authorized in this Policy, Sales Clipboard CRM will not make any Personal Information available to third parties without your permission.

(b) Password Protection. Your access to some services and content is password protected. We advise that you do not disclose your password to anyone. In addition, we recommend that you sign out of password-protected services at the end of your session. It is your responsibility to keep your login name and password confidential.Consider using a unique password for your Sales Cipboard CRM, protecting your information in case of password theft from other sites you may visit.

(c) Secure Connection. Sales Clipboard CRM uses a secure, encrypted connection with a current certificate ("SSL Connection") for all pages where you transmit personal data including, without limitation, the Personal Information. All data that is uploaded or downloaded from the website will be done over the SSL Connection.

(d) Servers. Sales Clipboard CRM stores your data in its servers. Your data is replicated in real-time, which ensures that your data is constantly backed up and protected.

(e) Internal Protections. In addition to our security software and secure data centers used to protect the confidentiality of your information, our business practices are reviewed periodically for compliance with policies and procedures governing the security and confidentiality of our information. Our business practices limit employee access to confidential information (including the Personal Information), and limit the use and disclosure of such information to authorized persons. In the event you contact any Sales Clipboard CRM employee and you are asked to disclose Personal Information, such Personal Information will only be used to address your inquiry and will not be recorded or used for any other purpose without your permission. Please note, Sales Clipboard CRM will never contact you through an unsolicited phone call, email or letter to request any personally identifiable information. Please contact Sales Clipboard CRM immediately if you receive any such inquiry.

5. How You Can Access Your Information

You can request access to all of your personally identifiable information by sending an email to: support@Sales Clipboard Please keep in mind, it is your responsibility to ensure that all of your Personal Information is kept up todate with Sales Clipboard CRM.

6. Email Policies

(a) Spamming. Sales Clipboard CRM does not permit spamming by our users. Please contact us if you would like to report any incident of spamming and, in its discretion, Sales Clipboard CRM will investigate the matter. Please keep in mind that Sales Clipboard CRM has limited influence over the online or offline activities of our account holders or other third parties, particularly with respect to their use of newsgroups or forums. While you should report any complaints to give Sales Clipboard CRM the opportunity to investigate, we will not provide information to third parties about our account holders (unless we receive their permission or we are required to do so by law) and we encourage people to resolve disputes with each other directly.

(b) Advertisements. Occasionally, Sales Clipboard CRM may advertise its services, special offers, or changes to the website through email. In addition, you will be notified of any scheduled maintenance that may result in an interruption of the service. On every email you receive from Sales Clipboard CRM, you will have the opportunity to "unsubscribe" from Sales Clipboard CRM mailing list.

7. Consent

By using Sales Clipboard CRM's website, you consent to the collection and use of your information, including the Personal Information, as described in this Policy. It is your choice whether to be an account holder of Sales Clipboard CRM and you are free to remove yourself at any time, subject to the Sales Clipboard CRM Terms of Service.

8. Effective Date

This Privacy Policy is effective as of March 1, 2021. Please continue to check this Policy and, if our Policy or procedures change, we will immediately post those changes to our website. Any such changes will be effective immediately upon being posted, unless otherwise stated in the change.

You can email Sales Clipboard at

You can write to Sales Clipboard at

JL Williams
1641 70 Hwy. Business
Garner, NC 27529

Sales Clipboard CRM - Terms of Service

SALES CLIPBOARD CRM, A customer relationship management database service is provided to you or the entity that you represent (You or Your hereafter) by Sales Clipboard CRM, a privately owned entity.

Use of Sales Clipboard CRM signifies Your acceptance of the terms & conditions set forth below. If You do not accept these terms, do not proceed or use the CRM in any manner.

Users of Sales Clipboard CRM system

While You may be representing Yourself, or a company/organization, You must be a human. Accounts registered by “bots” or other automated methods are not permitted and those accounts will be removed promptly.

You must provide Your legal full name, a valid email address, and any other information requested in order to complete the signup process.

You are responsible for maintaining the security of Your account and password. Sales Clipboard CRM cannot and will not be liable for any loss or damage from Your failure to comply with this security obligation.


You are responsible for all Content posted and activity that occurs within Your account, even when Content is posted by others who have access to Your account. Your Service may cause the loss of Content, features, or capacity of Your Account. Sales Clipboard CRM does not accept any liability for such loss.

Sales Clipboard CRM maintains the right to determine what is considered improper content for its service. Content that we determine in our sole discretion are unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these Terms of Service will not be allowed, and will result in termination of service.

You must not upload, post, host, or transmit unsolicited email, SMSs, or “spam” messages.

You must not transmit any worms or viruses or any code of a destructive nature.

You understand that the technical processing and transmission of the service, including Your content, may be transferred over various networks; and may involve changes to conform and adapt to technical requirements of connecting networks or devices.

While Sales Clipboard CRM prohibits misuse and improper content on the Service, You understand and agree that Sales Clipboard cannot be held responsible for the content posted on the CRM Service and You nonetheless may be exposed to such materials. You agree to use the Service at Your own risk.

Email Policy

We advocate genuine use of email. If Your email bounce rate exceeds a permissible range, Your account will be prevented from sending further emails. Use of the CRM for spamming will not be allowed.

We are responsible to keep our system free from illegal activities. To ensure better deliverability for our customers and to maintain our reputation, emails sent via Sales Clipboard CRM will be monitored using automated tools. In case of violation of our terms, we may block emails from Your account or even terminate Your service.

Usage Limits for Sales Clipboard CRM

Sales Clipboard may prescribe usage limits based on the subscription plan chosen by You. You must make sure that Your usage is within the usage limits prescribed by Sales Clipboard in order to avail uninterrupted service. You understand that Sales Clipboard may restrict an activity if You reach the usage limit corresponding to such activity.

Use of Sales Clipboard CRM Application

Integration of Sales Clipboard CRM with Third Party Applications using Sales Clipboard requires technical skill. You understand that errors or defects in the integration may cause loss and corruption of data. You must make sure that You use the services of technically skilled persons for the integration. You agree that Sales Clipboard is not liable for any loss and corruption of data caused due to errors or defects in the integration.

You must not try to access any functionality that is not exposed in the documentation for the CRM application. You understand and agree that Sales Clipboard will not be liable for the consequences of accessing or using any unexposed functionality of the CRM program.

Free trial

Sales Clipboard, in its discretion, may cease providing the current version of the application either as a result of discontinuation of the application or upgradeof the application to a newer version. In both cases, the current version of the application will stand deprecated and become the trial version of the application (hereinafter "Trial version"). When Sales Clipboard decides to deprecate the current version of the application, You will be informed about such deprecation through a service announcement. For a period of six months following announcement of deprecation (hereinafter the "Deprecation Period"), Sales Clipboard will use commercially reasonable efforts to support the Trial version. You understand that Sales Clipboard is not obliged to provide all features of the updated version in the free trial Version.


The payment plan is a pre-payment a month in advance for the Sales Clipboard service. Users are charged their Current Subscription Price and can cancel at any time. Customers may opt to pay on a yearly basis for convenience. Refunds for yearly plans will be prorated based on the amount of time elapsed before notification of cancellation.

Application Usage Limits

Sales Clipboard may prescribe usage limits, including limits on the number of calls, number of records per call, bandwidth usage and frequency of calls based on the plan You have chosen as well as what could be considered excessive. You are required to adhere to the usage limits prescribed by Sales Clipboard in order to avail uninterrupted service. You understand that Sales Clipboard may restrict an activity if You reach the usage limit corresponding to such activity and that an application call may either fail or be partially executed if the usage limits are reached before or during an application call.


All efforts have been made to assure that Sales Clipboard CRM will meet the business needs claimed on our website. Sales Clipboard CRM does not warrant that the service will meet Your specific requirements, the service will be uninterrupted, timely, secure, or error-free, the results that may be obtained from the use of the service will be accurate or reliable or that the service will meet Your specific expectations. If You find it does not meet Your needs, You will be offered a refund.

You expressly understand and agree that Sales Clipboard CRM shall not be liable for any direct, indirect, incidental, special, consequential or exemplary damages, including but not limited to, damages for loss of profits, goodwill, use, data or other intangible losses resulting from: use of the system. This includes messages received or transactions entered into through or from the service, unauthorized access to or alteration of Your transmissions or data; or any other matter relating to the service.

The foregoing limitation will regardless of the theory of liability, but will not limit Your and Your affiliates’ payment obligations to method for products and services provided.

You will defend and indemnify Sales Clipboard CRM against any claim, demand, suit or proceeding made or brought against Sales Clipboard by a third party alleging that any of Your Data infringes or misappropriates such third party’s intellectual property rights, or arising from Your use of the Services or Content in violation of the Terms of Service. You will indemnify Sales Clipboard CRM from any damages, attorney fees and costs finally awarded against Sales Clipboard CRM as a result of, or for any amounts paid by Sales Clipboard. Sales Clipboard will promptly give to You written notice of the Claim Against Us, (b) give You sole control of the defense and settlement of the Claim Against Us (except that You may not settle any Claim Against Us unless it unconditionally releases Us of all liability), and (c) give You all reasonable assistance, at Your expense.

Modification of Terms of Use

Sales Clipboard reserves the right, at its discretion, to modify Sales Clipboard CRM Terms of Use. Modifications to the Terms of Use are effective upon upon the date of publication of modified terms.

Suspension and Termination

We may suspend Your user account or temporarily disable access to whole or part of any Service in the event of any suspected illegal activity, extended periods of inactivity or requests by law enforcement or other government agencies. Objections to suspension or disabling of user accounts should be made to within thirty days of being notified about the suspension. We may terminate a suspended or disabled user account after thirty days. We will also terminate Your user account on Your request.

Verbal, physical, written or other abuse (including threats of abuse or retribution) of any Method Integration Inc. customer, employee, member, or officer will result in immediate account termination.

In addition, we reserve the right to terminate Your user account and deny the Services upon reasonable belief that You have violated the Terms and to terminate Your access to any Sales Clipboard service. You have the right to terminate Your user account if Sales Clipboard breaches its obligations under these Terms and in such event, You will be entitled to prorated refund of any prepaid fees. Termination of user account will include denial of access to all Services, deletion of information in Your user account such as Your email address and password and deletion of all data in Your user account.

End of Terms of Service

If You have any questions or concerns regarding this Agreement, please contact us at info @

Updated on: August 10, 2021

Account Cancellation & Refund Policy