Terms of service

1. About these terms

These terms are an agreement between Lumina ERP, LLC (“we” or “us”) and the business that uses Lumina Leads (“you”). They cover the Lumina Leads service at luminaleads.app and this website.

Lumina Leads is for businesses only. You may use it only for your business, not for personal, family or household purposes.

By creating a workspace or using the service, you agree to these terms. If you accept them for a company, you confirm that you are allowed to bind it. People your company invites use Lumina Leads under your agreement with us.

If your company has signed an order form or another agreement with us for Lumina Leads, that agreement wins where it differs from these terms. Our privacy notice explains how we handle personal information.

2. The service

Lumina Leads is a CRM and sales workspace for businesses. What your workspace can do depends on its plan and on the features your admins turn on.

We improve Lumina Leads over time, so features change. If we remove a feature your plan depends on, we will tell admins first.

3. Accounts and your team

• Admins invite people, choose their roles and can deactivate them at any time.
• Each seat is for one person. Do not share an account.
• You are responsible for the people you invite, for keeping sign-in methods secure and for what happens in your workspace.
• Tell us right away at support@lumina-erp.com if you think someone has gotten into your workspace without permission.
• Everyone who uses Lumina Leads must be at least 18.

4. Plans and fees

Some workspaces may use Lumina Leads free of charge, for example during a trial or an early access period. If your workspace is on a paid plan, these terms apply:

• The price, billing period and number of seats are those in your order or shown when an admin chooses the plan.
• Our payment processor, Stripe, handles payments. You authorize us to charge the payment method your admin provides.
• Fees are in U.S. dollars and do not include taxes, which you pay unless you give us a valid exemption.
• Plans renew for another billing period until an admin cancels.
• We will tell admins about a price increase at least 30 days before it applies. It takes effect at your next renewal.
• Fees are not refundable, except where the law or your order says otherwise. If you cancel, you keep access until the end of the period you paid for.
• If fees are overdue, we may suspend the workspace after telling admins.

We will not start charging a workspace that uses Lumina Leads for free without first telling its admins and getting their agreement to a paid plan.

5. Trials and early access

We may offer free trials or early access to features. They have the limits and length shown when they start, and may end or change. They come as is, without any promise of availability or support.

6. Your data

• Your company owns the data it puts into Lumina Leads, such as records, emails, call notes, recordings and documents (“your data”).
• You allow us to host, copy, process and display your data only as needed to provide, secure and support the service for you, and as the law requires.
• You are responsible for having the right to use the data you bring, including contacts you add or import, and for giving any notices and getting any consents the law requires.
• Admins can export the whole workspace at any time, on every plan.
• We do not sell your data, and we do not use it to train AI models.

7. Personal data we process for you

When your data includes personal information, you are the controller and we are your processor or service provider. We will:

• process it only to provide, secure and support the service, on your documented instructions, which are these terms and how your team uses the service
• not sell or share it, not use it for targeted advertising, and not keep, use or disclose it outside our direct business relationship with you
• not combine it with personal information we get from other sources, except as the law allows a service provider to do
• make sure our staff and providers who handle it are bound to protect it, and use only the providers listed in our privacy notice, which we will update before we add one
• protect it with reasonable security measures, and tell you without undue delay if a breach affects it
• help you answer requests from people about their data, and with any required assessments
• delete it when your workspace is closed, as described in Ending, unless the law requires us to keep it
• give you the information you reasonably need to show that we meet these duties

If we cannot meet these duties, we will tell you. If you need a separate data processing agreement or Standard Contractual Clauses, contact us.

8. AI features and output

Lumina Leads can write drafts, suggested replies and call notes with AI. Admins decide whether their workspace uses these features.

• AI output can be wrong, incomplete or out of date. Check it before you rely on it or send it.
• Every AI-drafted email waits for a person in your workspace to review and approve it before it is sent.
• You are responsible for what your team approves and sends.
• As between you and us, you own the output Lumina Leads writes for you.
• Do not use AI features for anything the Anthropic Usage Policy prohibits.

9. Calling, texting, email and the law

You are responsible for following the laws and industry rules that apply to how your team calls, texts and emails people. These include the Telephone Consumer Protection Act and the FCC’s rules, the National Do Not Call Registry and state telemarketing laws, the CAN-SPAM Act, call recording laws, the CTIA Messaging Principles and Best Practices, and carrier and Twilio rules for business texting.

• Get the consent the law requires before you call or text a mobile number, especially with automated or prerecorded messages, and before you send marketing texts.
• Call and text only at times the law allows, and keep your own do-not-call list.
• In commercial email, use accurate headers and subject lines, identify the message as an ad where required, include your valid postal address and a working way to opt out, and honor opt-outs within 10 business days.
• In texts, identify your business, honor STOP and other opt-out requests right away, answer HELP requests, and register your texting use as carriers require.
• Give any notice and get any consent the law requires before you record or transcribe a call. Some states require every person on the call to agree.
• Honor requests not to be contacted. Lumina Leads checks its do-not-contact list before calls and emails, but that check supports your compliance and does not replace it.
• Identify yourself and your company honestly, and do not use Lumina Leads to deceive or impersonate anyone.

Lumina Leads gives you tools to help, such as recording notices, capture policies, unsubscribe links and the do-not-contact list. You decide how to use them, and you are responsible for the result.

10. Acceptable use

You and your team must not:

• break the law, or help anyone else break it
• send spam, or make calls or send texts the law does not allow, including to people who asked not to be contacted
• send texts or make calls that carriers or Twilio prohibit, such as content about illegal drugs, hate, or high-risk financial offers, or use shared or purchased consent lists
• record or transcribe calls without the notice or consent the law requires
• upload data you have no right to use, or content that is unlawful, harmful or infringes anyone’s rights
• collect or use data from Google, Microsoft or Zoom in a way their terms prohibit, or connect an account that is not yours
• try to get around security, access controls or plan limits, or reach data in a workspace that is not yours
• overload, disrupt or scrape the service, or reverse engineer it except where the law allows
• use Lumina Leads to build a competing product
• resell Lumina Leads, or give access to people outside your company, without our written permission

We may remove content, block messages or suspend access that breaks these rules. Where we can, we will tell admins first.

11. Services you connect

Some features work with services you already use, such as Google (sign-in, Gmail and Google Calendar), Microsoft calendars, Zoom, HubSpot and Cal.com. Each person may connect only their own account, or an account your company is allowed to connect.

• When you connect a service, you allow us to exchange data with it to run the feature, as our privacy notice describes.
• That service’s own terms apply to your use of it, and we are not responsible for it.
• You can disconnect at any time in Settings or at the provider. Our support page explains how.
• If a provider changes or ends its service or our access to it, features that depend on it may change or stop.

12. Availability and support

We work to keep Lumina Leads available and to fix problems quickly. The service may still be unavailable at times, for maintenance or for reasons outside our control. Unless your order includes a service level, we do not promise it will always be available.

For help, see our support page or email support@lumina-erp.com.

13. Our property and your feedback

We own Lumina Leads, including its software, design and documentation. These terms let you use the service while your account is active and do not give you any other rights in it. If you send us feedback or ideas, we may use them without owing you anything.

Lumina, Lumina ERP, Lumina Leads and the Lumina “L” emblem are trademarks of Lumina ERP, LLC. Use of the Lumina names, logos and related marks is governed by the Lumina Brand and Trademark Standard at brand.lumina-erp.com.

14. Confidentiality

Each of us will keep the other’s non-public information confidential, use it only for this agreement and share it only with people who need it and are bound to protect it. This does not cover information that is public, that the receiver already had or developed on its own, or that the law requires the receiver to disclose, after notice to the other where allowed.

15. Suspension, cancellation and ending

• Admins can cancel at any time. For a paid plan, cancellation takes effect at the end of the current paid period.
• We may suspend access if you breach these terms, if fees stay unpaid after notice, or when we need to protect the service, other customers or the public. Where we can, we will tell admins first and give you a chance to fix the problem. We will lift a suspension once the reason for it is resolved.
• We may end these terms if you seriously breach them and do not fix the breach within 30 days after we tell you, or right away if the breach cannot be fixed or the law requires it. We may also stop offering Lumina Leads, after telling admins at least 30 days ahead.
• When a workspace is closed, it stays in a closing period for 30 days. During that time admins can still export the workspace, and they can ask to reopen it. After that, we permanently delete the workspace and its data, except what the law requires us to keep.
• Export files are available for 7 days after they are created, so download them before they expire.
• Parts of these terms that by their nature should last, such as fees owed, confidentiality, limits on liability, indemnity and governing law, continue after they end.

16. Disclaimers

We provide Lumina Leads “as is” and “as available.” To the extent the law allows, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title and non-infringement.

We do not promise that the service will be uninterrupted or error free, that AI output is correct or fit for any purpose, or that using Lumina Leads will make your calls, texts or emails lawful.

17. Limits on liability

To the extent the law allows, neither of us is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or data, even if told they were possible.

To the extent the law allows, our total liability for all claims about Lumina Leads is limited to the greater of the fees you paid us for it in the 12 months before the claim arose and one hundred U.S. dollars.

These limits do not apply to your duty to pay fees, to your indemnity duties, to a breach of Acceptable use, or where the law does not allow them.

18. Indemnity

You will defend us, and cover our losses and reasonable legal fees, against claims by others that arise from your data, your team’s calls, texts and emails, a failure to give notice or get consent the law requires, or your breach of these terms.

We will tell you promptly about the claim, let you control the defense and settlement, and cooperate at your expense. You may not settle a claim in a way that admits fault for us or binds us without our consent.

19. Governing law and disputes

The laws of the State of Texas govern these terms, without regard to conflict of law rules.

If a dispute comes up, we will both first try to resolve it by talking in good faith. If it is not resolved within 30 days, either of us may take it to the state or federal courts in Harris County, Texas, and each of us agrees to those courts’ jurisdiction. Either of us may ask any court for urgent relief to protect its property or confidential information.

20. Export and sanctions

You may not use Lumina Leads in a country under a comprehensive U.S. embargo, or let anyone on a U.S. sanctions or restricted-party list use it.

21. General

• These terms, any order form and our privacy notice are the whole agreement about Lumina Leads.
• If part of these terms cannot be enforced, the rest still applies.
• If we do not enforce a right straight away, we have not given it up.
• You may not transfer these terms without our written consent. We may transfer them as part of a merger or sale of our business.
• Neither of us is responsible for delays caused by events outside our reasonable control.
• We are independent businesses. These terms do not create a partnership or agency, and no one else has rights under them.

22. Notices

We send notices to your admins by email or in the service. Send formal legal notices to us at documents@lumina-erp.com, or by mail to the address below. Notices by email take effect when sent, unless the sender learns they were not delivered.

23. Changes to these terms

We may update these terms. If a change matters, we will email admins at least 30 days before it takes effect, unless the change is required by law sooner. If you keep using Lumina Leads after that, the new terms apply. If you do not agree, you can cancel before the change takes effect.

24. Contact us

For questions about these terms, email support@lumina-erp.com. For formal legal notices, use documents@lumina-erp.com.