Terms of service

Effective September 26, 2026.

LevelUp CRM is an internal tool that LevelUp Economy runs for its own team. By signing in, you agree to these terms. Questions go to lana@levelupeconomy.com.

Who may use it

Employees and contractors of LevelUp Economy who have an authorized levelupeconomy.com Google account. Nobody else may use it, and nobody may use someone else's account.

Using it well

• Business contacts only. Keep the CRM to people and organizations the team works with or wants to work with. It is not a place for personal contacts.
• Respect the people in it. Write about people as if they could read it. Keep to facts that help the work. When someone asks to be removed, remove them and tell Lana.
• Keep the data inside the team. Do not export or copy records for personal use, or take them with you when you leave.
• Use the ways in that are provided. Reach the CRM through the app, the documented connection for your own AI tool, and the laptop runner. Do not scrape it or pull data out of it with any other tool.
• Follow the other services' rules. Gmail, Google Calendar, LinkedIn, Slack and the AI tools you connect each have their own terms, and you are bound by them when you use them with the CRM.

Accounts and tokens

Your personal API tokens act as you. Keep them secret, do not share them, and do not put them in files other people can see. If a token may have been lost or seen by someone else, revoke it in Settings right away and make a new one. The same goes for your Google account: if you think it has been compromised, tell Lana.

No promises about the service

LevelUp Economy provides the CRM as it is, for its own team. There is no warranty of any kind. It may be unavailable, slow or wrong at times, and it may change or stop without notice. Check anything that matters, such as an AI research brief or an email address marked unverified, before acting on it.

The data belongs to LevelUp Economy

Everything in the CRM, including what you add, belongs to LevelUp Economy. How it is handled is described in the privacy policy.

When your work ends

Your access ends when your employment or contract with LevelUp Economy ends, or earlier if LevelUp Economy decides to remove it. What you added stays in the CRM.

Governing law

These terms are governed by the laws of the State of Washington, USA.

Changes and contact

When these terms change, the new version is posted on this page with a new effective date. Using the CRM after that means you accept the new version. Questions go to lana@levelupeconomy.com.