Legal

Terms of Service

Effective Date: March 12, 2026  ·  Forward Flow  ·  forward-flow.com

These Terms of Service (“Terms”) govern your access to and use of the free CRM audit tool and related services (“Service”) provided by Forward Flow (“Forward Flow,” “we,” “us,” or “our”) at forward-flow.com. By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

1. Description of the Service

Forward Flow provides a free, web-based CRM audit tool that allows real estate professionals to connect their CRM accounts (currently Follow Up Boss and Lofty) via read-only API access and receive an automated report analyzing CRM health metrics. These metrics may include, but are not limited to:

  • Speed-to-lead response times
  • Contact attempt rates and patterns
  • Lead pipeline age and stale lead identification
  • Estimated missed revenue (GCI) calculations
  • Overall CRM health grade

The Service is provided free of charge. There is no subscription fee or payment required to generate a CRM audit report.

2. Acceptance of Terms and Eligibility

By submitting your information through the Service, you represent and warrant that:

  • You are at least 18 years of age
  • You have the legal authority to agree to these Terms on behalf of yourself or the entity you represent
  • You are authorized to provide the CRM API key you submit and to grant Forward Flow read-only access to the associated CRM account
  • All information you provide is accurate, current, and complete

3. User Responsibilities

3.1 Accurate Information

You agree to provide accurate contact information (name, email, phone number) when using the Service. Providing false or misleading information is a violation of these Terms and may result in denial of access to the Service.

3.2 Valid API Keys

You are solely responsible for ensuring that any API key you submit belongs to a CRM account you own or have explicit authorization to connect. You must not:

  • Submit an API key for an account you do not own or are not authorized to access
  • Use the Service to access CRM data without the account owner's consent
  • Attempt to reverse-engineer, misuse, or circumvent any security measures of the Service or the connected CRM

3.3 Consent to Be Contacted

By submitting your phone number and/or email address, you expressly consent to be contacted by Forward Flow via email, phone call, and/or SMS/text message regarding your audit results and Forward Flow services. See Section 5 for full SMS terms.

3.4 Lawful Use Only

You agree to use the Service only for lawful purposes and in compliance with all applicable federal, state, and local laws and regulations. You may not use the Service for any fraudulent, abusive, or harmful purpose.

4. CRM API Access

4.1 Read-Only Access

The Service uses your CRM API key exclusively to perform read-only data requests (e.g., fetching contacts, lead records, and activity history). Forward Flow does not and will not use your API key to:

  • Create, modify, or delete contacts or records in your CRM
  • Change CRM settings or configurations
  • Perform any write operations on your CRM account

4.2 No Persistent Storage of API Keys

Your API key is not stored by Forward Flow. It is used only during the active report generation session, transmitted over an encrypted connection, and discarded immediately after use. You retain full control over your API key and may revoke it from within your CRM at any time.

4.3 CRM Provider Terms

Your use of your CRM API in connection with the Service remains subject to your CRM provider's terms of service and API usage policies. Forward Flow is not affiliated with, endorsed by, or a partner of Follow Up Boss, Lofty, or any other CRM provider unless expressly stated.

4.4 Service Availability

Report generation depends on the availability and responsiveness of third-party CRM APIs. Forward Flow is not responsible for delays, errors, or failures caused by downtime or changes to CRM provider APIs.

5. SMS / Text Message Terms

TCPA Consent: By providing your mobile phone number, you provide prior express written consent to receive recurring automated promotional and informational text messages (e.g., SMS and MMS) from Forward Flow at the number provided. Consent is not a condition of any purchase. Message and data rates may apply.

5.1 Opt-Out

You may opt out of text messages at any time by replying STOP. Following your opt-out request, you will receive one final confirmation message. No additional SMS messages will be sent to your number unless you re-opt in.

5.2 Help

For help, reply HELP or contact us at the information provided in Section 13. Supported carriers include all major US carriers; however, carrier availability is not guaranteed.

5.3 No Guarantee of Delivery

Forward Flow does not guarantee the delivery of SMS messages. Delays or failures in message delivery may occur due to factors outside our control, including carrier networks, device settings, and geographic coverage areas.

6. Report Accuracy and Disclaimers

Important: All calculations, scores, grades, and revenue estimates generated by the Service are estimates only. They are based on algorithmic analysis of your CRM data and industry benchmarks. They do not constitute financial, legal, or professional real estate advice.

  • Missed GCI (Gross Commission Income) estimates are illustrative projections based on assumptions about average transaction values and conversion rates, not guaranteed revenue figures
  • CRM health grades and scores reflect relative performance benchmarks and are not certifications of any kind
  • Report results are only as accurate as the underlying data in your CRM — incomplete or inaccurate CRM data will produce incomplete or inaccurate results
  • Forward Flow makes no representations or warranties regarding the accuracy, completeness, or fitness for a particular purpose of any report generated through the Service

7. Intellectual Property

7.1 Forward Flow IP

All content, software, algorithms, design elements, trademarks, and materials associated with the Service — including but not limited to the CRM audit methodology, grading system, report format, and website design — are the exclusive property of Forward Flow and are protected by applicable intellectual property laws. You may not copy, reproduce, modify, distribute, or create derivative works from any portion of the Service without our prior written consent.

7.2 Your Data

You retain ownership of your CRM data. By using the Service, you grant Forward Flow a limited, non-exclusive license to access and process your CRM data solely for the purpose of generating your audit report and as described in our Privacy Policy.

7.3 Feedback

Any feedback, suggestions, or ideas you submit regarding the Service may be used by Forward Flow without restriction or compensation to you.

8. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, FORWARD FLOW AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR:

  • Any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of or inability to use the Service
  • Any loss of profits, revenue, data, goodwill, or other intangible losses
  • Any damages resulting from reliance on report estimates or recommendations
  • Any unauthorized access to or alteration of your data
  • Any errors, inaccuracies, or omissions in the Service or any report generated thereby
  • Any interruption, suspension, or termination of the Service

IN NO EVENT SHALL FORWARD FLOW'S TOTAL CUMULATIVE LIABILITY TO YOU EXCEED ONE HUNDRED DOLLARS ($100.00), EVEN IF FORWARD FLOW HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU IN FULL.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR COURSE OF PERFORMANCE. FORWARD FLOW DOES NOT WARRANT THAT:

  • The Service will be uninterrupted, timely, secure, or error-free
  • Any results obtained from use of the Service will be accurate or reliable
  • Any errors in the Service will be corrected

10. Indemnification

You agree to indemnify, defend, and hold harmless Forward Flow and its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses — including reasonable attorneys' fees — arising out of or in any way connected with:

  • Your access to or use of the Service
  • Your violation of these Terms
  • Your violation of any third-party rights, including CRM provider terms of service
  • Any inaccurate or unauthorized data you provide to the Service

11. Termination

We reserve the right to suspend or terminate your access to the Service at any time, with or without notice, for any reason, including if we reasonably believe you have violated these Terms. You may stop using the Service at any time.

Sections 6 (Disclaimers), 7 (Intellectual Property), 8 (Limitation of Liability), 9 (Disclaimer of Warranties), 10 (Indemnification), and 12 (Governing Law) shall survive any termination of these Terms.

12. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the United States and the state in which Forward Flow is principally located, without regard to conflict of law principles.

Any dispute arising out of or relating to these Terms or the Service shall first be subject to good-faith informal negotiation. If the dispute cannot be resolved informally within 30 days, the parties agree to submit to binding arbitration in accordance with the rules of a mutually agreed-upon arbitration body. Class action lawsuits and class-wide arbitration are waived to the fullest extent permitted by law.

Nothing in this section shall prevent either party from seeking injunctive or other equitable relief from a court of competent jurisdiction where necessary to protect intellectual property rights or confidential information.

13. Modifications to These Terms

We reserve the right to update or modify these Terms at any time. When we make material changes, we will update the “Effective Date” at the top of this page. Your continued use of the Service after changes are posted constitutes your acceptance of the revised Terms. We encourage you to review these Terms periodically.

14. Miscellaneous

14.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Forward Flow with respect to the Service and supersede all prior agreements, understandings, and representations.

14.2 Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.

14.3 Waiver

Failure by Forward Flow to enforce any right or provision of these Terms shall not constitute a waiver of that right or provision in the future.

14.4 Assignment

You may not assign or transfer your rights under these Terms without our prior written consent. Forward Flow may assign its rights and obligations under these Terms without restriction.

15. Contact Us

If you have questions about these Terms or need to contact Forward Flow for any reason, please reach out:

Forward Flow

Website: forward-flow.com