Terms of Service
Last updated: May 2026
Acceptance
- By creating an account or using CloseNote, you agree to these Terms of Service.
- If you do not agree, do not use CloseNote.
What CloseNote provides
- CloseNote records calls via your browser microphone and/or tab audio, transcribes them using AI, generates structured sales notes, and allows you to push those notes to Salesforce.
- The service is provided as-is during beta. Features may change, be added, or removed.
Your responsibilities
- You must comply with all applicable laws regarding call recording in your jurisdiction.
- You must obtain consent from all parties before recording any call.
- You are responsible for the accuracy of notes pushed to your CRM.
- You must keep your account credentials secure.
- You may not use CloseNote for any illegal purpose.
Data and privacy
- Audio recordings are deleted immediately after transcription.
- Your notes and transcripts are encrypted at rest.
- We do not sell your data. See our Privacy Policy for full details.
Limitations of liability
- CloseNote is not liable for inaccuracies in AI-generated transcripts or notes.
- CloseNote is not liable for any legal consequences resulting from your use of call recording features.
- CloseNote is not responsible for data loss due to circumstances outside our control.
- In no event shall CloseNote's liability exceed the amount you paid in the prior 3 months.
Termination
- You may cancel your account at any time from Settings.
- We reserve the right to suspend accounts that violate these terms.
- Upon termination, your data will be deleted within 30 days.
Changes to terms
- We may update these terms. We will notify you by email if material changes are made.
- Continued use after notification constitutes acceptance of the new terms.
Contact
- Questions? Email us at [email protected]