Coastline
Get started

Terms of Service

Last updated: September 28, 2026

1. Agreement

These Terms of Service (the “Terms”) are a contract between Coastline CRM LLC (“Coastline,” “we,” “us”) and you. By creating an account, accessing, or using the Service, you agree to these Terms. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization, and “you” means both you and the organization.

If you do not agree to these Terms, do not use the Service.

2. Definitions

  • Service: the Coastline CRM application at coastlinecrm.com and related subdomains, and any features we make available through it.
  • Customer: the person or organization that creates an account and agrees to these Terms.
  • Workspace: the tenant created inside the Service that contains a Customer’s data and Authorized Users.
  • Authorized User: an individual the Customer invites to access the Workspace.
  • Customer Data: content a Customer or Authorized User submits, uploads, imports, or sends through the Service.
  • Property Information: information about real property and past weather that the Service compiles from public records and other public government sources, as described in Section 22.
  • Subscription: a paid plan giving access to the Service for a term.
  • Fees: the amounts payable for a Subscription or for optional add-ons.

3. Account

You agree to provide accurate information when you sign up and to keep it current. You are responsible for all activity under your account, for keeping your credentials confidential, and for the conduct of every Authorized User in your Workspace. Tell us promptly at support@coastlinecrm.com if you suspect unauthorized access.

You must be at least sixteen years old to use the Service.

4. Subscriptions, fees, and taxes

Paid plans, user counts, and prices are described in the Service or on an order we agree to in writing. Unless stated otherwise, Subscriptions renew automatically at the end of each billing cycle at the then-current rate. You can cancel renewal at any time from Settings → Billing; cancellation takes effect at the end of the current cycle.

Fees are stated exclusive of taxes. You are responsible for any sales, use, VAT, or similar taxes, other than taxes on our income.

We may change prices for future billing cycles. If we do, we will give you at least 30 days’ notice by email to the billing contact before the change takes effect. Your continued use of the Service after the effective date is acceptance of the new price.

Except where required by law, Fees are non-refundable. If we materially breach these Terms and do not cure the breach within 30 days of your written notice, you may terminate and we will refund any prepaid Fees for the unused remainder of the current term.

If Fees are not paid when due, we may suspend the Service after giving notice.

5. Trials, free features, beta features, and service changes

We may offer free trials or free plans. We may change, limit, or end them at any time. Nothing in these Terms commits us to keep a free tier available.

Some paid add-ons offer a free trial. When a free trial of a paid add-on ends, the add-on continues as a paid add-on at the price shown when the trial started, and its fee is added to your regular invoice, unless you turn the add-on off before the trial ends. The 30-day notice described below for features that begin to carry a charge does not apply to the end of a free trial. This paragraph applies to add-on trials that end on or after October 16, 2026.

Some promotional codes give new members a free trial of their seat. When a member’s seat trial ends, their seat is billed at your plan’s seat price and added to your regular invoice, unless you remove the member before the trial ends. An archived member keeps their seat and is billed when their trial ends. The 30-day notice described below for features that begin to carry a charge does not apply to the end of a seat trial. This paragraph applies to seat trials that end on or after October 16, 2026.

We may add, modify, restrict, or remove features of the Service at any time, including features that were previously included in your Subscription. We will use reasonable judgment about advance notice for material removals, but we are not obligated to maintain any particular feature, integration, or capability for the duration of your Subscription.

Features made available at no additional charge today may become paid features, paid add-ons, or restricted to higher-tier Subscriptions in the future. If we begin charging for a feature you previously used at no additional cost, we will give the billing contact at least 30 days’ notice by email before the change takes effect. Your continued use of the feature after the effective date is acceptance of the new pricing; if you do not accept it, you may stop using that feature before the change takes effect.

Features marked “beta,” “preview,” “experimental,” or otherwise designated as not generally available are provided for evaluation. We may change them, restrict access to them, or discontinue them at any time without notice, and they are not covered by any uptime, support response, or warranty commitments that apply to the generally available Service.

6. Acceptable use

You agree not to:

  • Use the Service in violation of any law.
  • Reverse engineer, decompile, or attempt to extract source code, except to the extent that applicable law expressly permits it.
  • Resell, sublicense, or offer the Service as a standalone service to third parties.
  • Circumvent rate limits, authentication, or other technical restrictions.
  • Upload malware, send spam, or use the Service to harass, defame, or infringe anyone’s rights.
  • Send email, SMS, or voice messages through the Service to recipients who have not consented to receive them, or in violation of TCPA, CAN-SPAM, GDPR, or similar laws.
  • Scrape the Service or use automated means to access it, except through interfaces we publicly document.

We may investigate suspected violations and suspend or terminate access for conduct we reasonably believe violates these Terms or creates risk to us or others.

7. Storage fair use

This section governs your use of storage features within the Service, including the per-Authorized-User personal file storage feature (currently branded as “My Drive”) (“Personal Drive”) and every other storage feature, including without limitation Company Documents, project documents, project photos, estimate attachments, invoice attachments, signed envelopes, work order attachments, and any successor or analogous feature, whether existing as of the Effective Date or introduced thereafter (collectively, “Workspace Storage”).

“Business Purpose” means your use of the Service for the operation of your bona fide business as a customer-relationship-management and project-management platform, including the storage, organization, and exchange of records, documents, photos, and communications related to identifiable customers, prospects, projects, employees, contractors, vendors, transactions, and operations of your business.

7.1 Personal Drive allowance

Each Workspace receives a pooled Personal Drive storage allowance equal to ten (10) gigabytes multiplied by the Workspace’s active paid seat count, as defined in our then-current pricing schedule. The pool is shared across all Authorized Users and is consumed on a first-come, first-served basis. We may, in our discretion, make additional Personal Drive storage available for purchase, subject to availability and our then-current pricing schedule.

7.2 Workspace Storage allowance

We do not charge a per-gigabyte fee for Workspace Storage as of the Effective Date of these Terms. Workspace Storage is provided as a feature of the Service in support of your Business Purpose, subject to the fair-use standards set forth in Section 7.3 and the prohibitions set forth in Section 7.4. We make no commitment, express or implied, that Workspace Storage is unlimited, and the absence of a per-gigabyte charge does not constitute a representation, warranty, or guarantee of unlimited capacity. Any marketing materials, sales communications, in-product copy, or other statements describing Workspace Storage as having “no per-GB charges,” “no per-gigabyte fees,” “included with your plan,” or similar phrasing are made subject to this Section 7.

We reserve the right to modify the Personal Drive allowance, the structure of Workspace Storage charges, and the availability of any storage feature at any time, subject to the notice provisions in Section 20 and applicable law.

7.3 Fair use standards

Your use of Workspace Storage is deemed to be within fair use if it is consistent with the patterns of use observed across comparable Workspaces, taking into account your industry, business size, number of active seats, and length of Subscription. We may, in our reasonable discretion, establish benchmarks for comparable Workspaces and update those benchmarks from time to time.

Without limiting the foregoing, the following thresholds are indicative (but not determinative) of use that may exceed fair use and may trigger review under Section 7.5:

  • total Workspace Storage consumption exceeding five hundred (500) gigabytes per active seat;
  • total Workspace Storage consumption exceeding three (3) times the median consumption of Workspaces in the same industry and seat-count tier;
  • more than fifty (50) gigabytes of a single Customer Data type (for example, video files) where that data type is not directly used in your customer-facing or operational workflows;
  • sustained monthly upload volume exceeding one hundred (100) gigabytes per active seat without a corresponding business explanation; or
  • any other usage pattern that we reasonably determine, in good faith, to be materially inconsistent with your Business Purpose.

The thresholds above are not storage caps. A Workspace exceeding any threshold is entitled to a good-faith review under Section 7.5 and is not subject to automatic suspension or charges.

7.4 Prohibited storage practices

Without limiting the general fair-use standards in Section 7.3, the following practices are expressly prohibited, regardless of available capacity:

  • Personal use of Workspace Storage. Using Workspace Storage to store Customer Data that is unrelated to your Business Purpose, including but not limited to personal photo libraries, personal video collections, personal music libraries, personal document archives, personal financial records of any Authorized User in their personal capacity, or any other content of an Authorized User that does not relate to identifiable customers, prospects, projects, employees, contractors, vendors, transactions, or operations of your business.
  • Circumvention of Personal Drive allowance. Storing Customer Data in Workspace Storage for the purpose, in whole or in part, of avoiding the Personal Drive allowance described in Section 7.1, including but not limited to creating projects, contacts, or other Workspace records primarily as containers for content that would otherwise belong in Personal Drive.
  • General-purpose cloud storage use. Using the Service as a substitute for a general-purpose consumer or business cloud storage service (such as, by way of example only, Google Drive, Dropbox, OneDrive, Box, or iCloud), or marketing, describing, or holding out the Service to third parties as such.
  • External distribution and hosting. Using the Service to host Customer Data for distribution to or download by persons who are not Authorized Users, customers, prospects, contractors, vendors, or other identifiable counterparties of your business, including but not limited to operating a content-distribution network, file-sharing service, software repository, or media-hosting service.
  • Backup of external systems. Using the Service as the primary or sole backup target for systems, databases, or storage volumes external to the Service, including but not limited to backups of personal computers, mobile devices, servers, or third-party software-as-a-service applications.
  • Bulk or automated misuse. Uploading Customer Data in bulk or by automated means with the purpose of consuming storage capacity, testing the limits of the Service, or otherwise stress-testing or load-testing Workspace Storage without our prior written consent.
  • Aggregation across Workspaces. Operating multiple Workspaces under common control with the intent of distributing Customer Data across them to avoid the standards set forth in this Section 7.

Nothing in this Section 7.4 limits our separate rights and remedies with respect to unlawful or infringing Customer Data under Section 6 or applicable law.

7.5 Review and enforcement

We may, from time to time, review your storage usage. If we reasonably determine that your usage exceeds fair use under Section 7.3 or constitutes a prohibited practice under Section 7.4, we will notify you in writing (a “Fair Use Notice”) at the email address you have designated as your billing or administrative contact within the Service. The Fair Use Notice will identify the Workspace and the storage feature at issue, describe in reasonable detail the usage pattern we have identified, state the remedy or remedies we propose, and set forth the cure period required below.

Except in the circumstances described in the next paragraph, we will provide you with not less than thirty (30) calendar days from delivery of the Fair Use Notice to (a) reduce your Workspace Storage usage to a level within the standards of Section 7.3 and the prohibitions of Section 7.4, (b) elect to purchase additional storage capacity or upgrade to a plan that accommodates your usage, if we offer such an option, (c) export and remove the Customer Data at issue using the Service’s built-in export tools, or (d) propose, in good faith, an alternative remedy for our reasonable consideration.

If, at the expiration of the cure period, you have not substantially complied with the Fair Use Notice, we may, in our reasonable discretion, exercise one or more of the following remedies: (a) impose a usage cap on the affected storage feature for the Workspace, with reasonable advance notice; (b) require you to pay reasonable overage charges based on our actual cost of storing and serving the excess Customer Data, calculated as of the date the cure period expires; (c) suspend your ability to upload further Customer Data to the affected storage feature, while preserving your ability to read, download, and delete existing Customer Data; (d) preserve and quarantine the Customer Data at issue, with read-only access for you, pending resolution; or (e) in the case of repeated, willful, or material violations following one or more Fair Use Notices, terminate your Subscription in accordance with Section 17.

Notwithstanding the foregoing, we may take immediate action without prior notice, including suspension of uploads or quarantine of Customer Data, if we reasonably determine that your usage (i) threatens the security, integrity, performance, or availability of the Service for other Customers, (ii) violates applicable law, (iii) involves Customer Data described in Section 6, or (iv) is the subject of a valid legal process directed to us. We will provide written notice of any action taken under this paragraph promptly after the action is taken.

Except in the case of Customer Data described in Section 6 or as required by applicable law, we will not delete your Customer Data as a remedy under this Section 7 without first providing you with at least thirty (30) calendar days from the imposition of the applicable remedy to export the Customer Data using the Service’s built-in export tools.

7.6 Right to dispute

You may respond in writing to a Fair Use Notice during the cure period to dispute our determination, propose an alternative interpretation of your usage, or provide context supporting your usage as consistent with your Business Purpose. We will review any timely response in good faith and will withdraw, modify, or maintain the Fair Use Notice based on our reasonable evaluation of the response. Our determination following review is final for purposes of this Section 7, subject to your rights under these Terms and applicable law.

7.7 Acknowledgments

You acknowledge that we have not represented, warranted, or guaranteed that Workspace Storage is unlimited. You acknowledge that several provisions of this Section 7 require us to exercise our reasonable discretion, including but not limited to the determination of comparable Workspaces under Section 7.3, the identification of usage materially inconsistent with the Business Purpose, and the selection of remedies under Section 7.5, and you agree that such determinations, when made in good faith and on a reasonable basis, are binding on you for purposes of this Section 7. Our failure to enforce any provision of this Section 7 on one or more occasions does not constitute a waiver of our right to enforce that provision on any subsequent occasion.

8. Permitted use

This section defines the boundaries of your right to use the Service. The licenses and access rights granted in these Terms are conditioned on your continued compliance with this Section 8.

8.1 Named seats; no shared logins

Each paid seat in a Subscription corresponds to one (1) named natural person who is an employee, contractor, or principal of your business. You may reassign a seat from one person to another (for example, when an employee leaves), but a single seat may not be used by two or more individuals concurrently, in rotation, or under a shared login. Each Authorized User must access the Service using their own credentials and must be uniquely identified to the Service by their own email address.

We may, in our reasonable discretion, treat patterns of use indicative of credential sharing, including without limitation concurrent sessions from materially different geographic locations or sustained activity outside any reasonable single-person work pattern, as a violation of this Section 8.1.

8.2 One business per Workspace

Each Workspace is intended to represent a single bona fide business operated by you. You may not use a single Workspace to operate, manage, or store records for multiple unrelated businesses, whether as a service provider, consultant, agency, franchisor, fractional executive, or otherwise. If you operate more than one bona fide business, you must maintain a separate Workspace and Subscription for each business.

Common ownership of related businesses is not itself a violation of this Section 8.2. By way of example only, a Customer that operates a roofing business and a related gutter-installation business serving the same customer base may maintain both in a single Workspace. The standard is whether the businesses share customers, projects, and operations as part of a unified commercial enterprise, or whether the Workspace is being used to serve materially distinct businesses with separate customer bases.

8.3 No reselling, white-labeling, or sublicensing

You may not white-label, rebrand, remove or obscure the Coastline name or trademarks, frame the Service inside another product or website, or otherwise hold the Service out to third parties as your own product or as any product other than Coastline CRM.

You may not resell, sublicense, lease, time-share, or offer the Service, or any part of it (including the underlying APIs, data model, workflows, or storage), to any third party, whether as a standalone product, embedded within another product, or as a service. This Section 8.3 supersedes any inconsistent statement in Section 6.

This Section 8.3 does not prohibit: (i) inviting your own employees, contractors, or principals as Authorized Users; (ii) sharing specific records (such as estimates, invoices, or signing envelopes) with your own end customers through the Service’s built-in customer-facing features; or (iii) granting limited Workspace access to a single third-party consultant, agency, or accountant retained by you in connection with your bona fide business, provided that the consultant occupies a paid seat in compliance with Section 8.1 and accesses only your Workspace.

8.4 Enforcement

A violation of any provision of this Section 8 is a material breach of these Terms. In addition to any remedy available under Section 17 (Term and termination) or applicable law, we may, in our reasonable discretion, exercise one or more of the following remedies: (a) require you to bring your usage into compliance with this Section 8 within thirty (30) calendar days of written notice; (b) require you to purchase additional seats or Subscriptions to reflect your actual usage, prorated to the then-current billing period; (c) suspend access to the Service pending compliance; or (d) in the case of repeated, willful, or material violations, terminate your Subscription in accordance with Section 17.

Except in cases where the violation poses an immediate risk to the security or integrity of the Service for other Customers, we will not exercise remedy (a), (b), or (c) without first delivering written notice to your billing or administrative contact describing the suspected violation and providing you with a reasonable opportunity to respond.

9. Customer Data

As between you and us, you own all Customer Data. You grant us a worldwide, non-exclusive, royalty-free license to host, copy, transmit, display, and process Customer Data solely as needed to provide and operate the Service, maintain backups, and comply with these Terms.

You represent and warrant that you have all rights, consents, and authorizations needed to upload, send, and process Customer Data through the Service. You are responsible for the legality of Customer Data, including the consent of anyone whose personal information you store or message.

10. Our intellectual property

Coastline and our licensors own the Service, the brand, the documentation, and all improvements. Nothing in these Terms transfers those rights to you. We grant you a limited, non-exclusive, non-transferable, revocable right to access and use the Service during your Subscription, solely for your internal business purposes and subject to these Terms.

If you give us feedback or suggestions, we may use them without obligation to you.

11. Third-party services and connected accounts

11.1 Integrations generally

The Service integrates with third-party services (for example, email providers, calendar providers, messaging carriers, and payment processors). When you enable an integration, you authorize us to exchange Customer Data with that service on your behalf. Those services are governed by their own terms; we are not responsible for their acts, availability, or pricing.

11.2 Connecting an email or calendar account

The Service lets an Authorized User connect a personal or business email and calendar account (for example, a Google or Microsoft account) through that provider’s secure authorization process. When you connect an account, you authorize us to access it in order to provide the features you enable, which may include reading, syncing, displaying, searching, organizing, sending, and replying to messages and calendar events, and reading folders, labels, and the addresses of the people you correspond with. You can disconnect a connected account at any time from within the Service; disconnecting stops the sync and revokes our access going forward.

How we access, store, cache, and retain information from a connected account is described in our Privacy Policy. In general, we store messages that are tied to a contact or project in your Workspace, read the rest of your mailbox live from the provider without storing it on our servers, and temporarily cache recently viewed messages on your device so the Service loads quickly.

11.3 Limited use of connected-account data

We use the data we access from a connected email or calendar account only to provide and improve the features you enabled. We do not sell it, we do not use it for advertising, and we do not use it to develop, train, or improve generalized or standalone artificial-intelligence models. Our access to and use of data from a connected Google account complies with the Google API Services User Data Policy, including its Limited Use requirements, and our access to and use of data from a connected Microsoft account complies with the applicable Microsoft terms. This Section 11.3 is a commitment by us; it does not limit your ownership of, or rights in, your Customer Data.

11.4 Your authority and consents

You represent and warrant that each Authorized User who connects an account is authorized to do so, and that you and your Authorized Users have all rights and consents necessary for us to access and process the messages, calendar events, attachments, and personal information in the connected account, including the personal information of the people you correspond with. This obligation is in addition to, and does not limit, your obligations under Section 9.

12. Confidentiality

Each party may receive non-public information from the other in connection with the Service. The receiving party will protect that information with the same care it uses for its own confidential information, and at least reasonable care, and will use it only to perform under these Terms. This section does not apply to information that is public through no fault of the receiving party, was already known to the receiving party, or was independently developed without use of the other’s information.

13. Privacy and security

Our handling of personal information is described in our Privacy Policy. We maintain a security program with technical and organizational measures appropriate to the nature of the data we process. Enterprise customers may request our Data Processing Addendum by emailing support@coastlinecrm.com.

14. Warranty disclaimer

Except as expressly stated in these Terms, the Service is provided “AS IS” and “AS AVAILABLE.” To the maximum extent permitted by law, we disclaim all warranties, express and implied, including merchantability, fitness for a particular purpose, title, non-infringement, and any warranty arising from course of dealing or trade usage. We do not warrant that the Service will be uninterrupted, error-free, or secure, or that it will meet your requirements. Any uptime or service-level commitment, if one applies to you, will be stated in a separate written agreement.

15. Limitation of liability

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost business, or loss of data, arising out of or relating to these Terms or the Service, even if advised of the possibility of such damages.

Each party’s total aggregate liability arising out of or relating to these Terms or the Service will not exceed the Fees you paid us in the twelve months immediately preceding the event giving rise to the claim. If you are on a free plan, that cap is one hundred U.S. dollars.

These limits do not apply to a party’s indemnification obligations, a party’s breach of its confidentiality obligations, your obligation to pay Fees, or any liability that cannot be excluded by law.

16. Indemnification

You will defend, indemnify, and hold harmless Coastline and our officers, directors, employees, and agents from and against any third-party claim, demand, or proceeding, and any resulting loss, damage, settlement, or award (including reasonable attorneys’ fees), arising out of or relating to:

  • Your or your Authorized Users’ use of the Service in violation of these Terms or applicable law.
  • Customer Data, including any claim that Customer Data infringes, misappropriates, or violates a third party’s rights.
  • Communications you send through the Service.
  • Your use of Property Information, including any use restricted by Section 22.2 and any claim brought by a person you identified or contacted using it.
  • Your use of Enrichment Data or the contact enrichment feature described in Section 23, including any claim brought by a person you looked up or contacted using it, and any contact made after a member lifted a do-not-call hold.

We will promptly notify you of the claim, give you control of the defense and settlement (provided any settlement that imposes obligations on us requires our prior written consent, not to be unreasonably withheld), and reasonably cooperate at your expense.

17. Term and termination

These Terms apply from the date you first accept them and continue while you use the Service. Either party may terminate these Terms if the other party materially breaches them and does not cure the breach within 30 days after written notice. We may suspend or terminate immediately if you violate Section 6 (Acceptable use) or Section 8 (Permitted use), fail to pay Fees, or create a security risk.

On termination, your right to use the Service ends. We will make Customer Data available for export for 30 days after termination. After that window, we will delete Customer Data from production systems in line with the retention schedule in our Privacy Policy.

Sections that by their nature should survive termination do survive: fees owed, disclaimers, liability limits, indemnity, confidentiality, governing law, and dispute resolution.

18. Governing law and venue

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply. Subject to Section 19, each party consents to the exclusive jurisdiction and venue of the state and federal courts located in Collin County, Texas for any dispute that is not subject to arbitration.

19. Dispute resolution: arbitration and class-action waiver

Please read this section carefully. It affects your legal rights.

Any dispute, claim, or controversy arising out of or relating to these Terms or the Service (a “Dispute”) will be resolved by binding arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules. The seat of arbitration is Collin County, Texas. The arbitration will be conducted by a single arbitrator. The arbitrator’s decision is final and may be entered as a judgment in any court of competent jurisdiction.

Each party bears its own attorneys’ fees and costs, except as the arbitrator may award under applicable law. Filing fees will be allocated under the AAA’s rules.

Class-action waiver. Disputes will be resolved only on an individual basis. You and Coastline each waive the right to participate in a class action, collective action, or representative proceeding, and the arbitrator may not consolidate claims or preside over a representative proceeding. If this waiver is held unenforceable, the Dispute will proceed in court, not in arbitration.

Jury-trial waiver. To the extent a Dispute is heard in court rather than arbitration, each party waives any right to a jury trial.

Carve-outs. Either party may bring an individual claim in small-claims court where it qualifies, and either party may seek injunctive or equitable relief in court to protect its intellectual property or confidential information.

Opt-out. You may opt out of this Section 19 by emailing support@coastlinecrm.comwith the subject line “Arbitration opt-out” within 30 days after you first accept these Terms. Include your name, the email address on your account, and a clear statement that you are opting out. Opting out does not affect any other part of these Terms.

20. Changes to these Terms

We may update these Terms from time to time. If a change is material, we will provide notice to the account owner by email or a notice inside the Service at least 30 days before the change takes effect. Your continued use of the Service after the effective date is acceptance of the updated Terms. If you do not accept a material change, you may terminate these Terms and stop using the Service before the change takes effect.

21. Text messaging

The Service includes an optional text-messaging feature that lets your Workspace send and receive text messages with your own contacts from a dedicated number we assign to the Workspace. This Section 21 applies whenever you enable that feature, and is in addition to Section 6 (Acceptable use) and your obligations for Customer Data in Section 9.

21.1 Rates, frequency, and delivery

Message and data rates may apply to messages sent and received through the feature, depending on each person’s mobile plan. Message frequency varies and depends on how you use the feature. Recipients can reply STOP at any time to stop receiving messages, or HELP to request help. The Service honors STOP and similar opt-out keywords automatically and blocks further messages to any number that has opted out.

Text delivery depends on mobile carriers and other networks that we do not control. Carriers are not liable for delayed or undelivered messages, and neither the carriers nor Coastline guarantee that any message will be delivered, delivered on time, or delivered to the intended recipient.

21.2 Registration and your responsibilities

U.S. carriers require every business that sends text messages to register its identity before messages can be delivered. When you enable the feature, you provide the information needed for that registration (such as your legal business name, contact details, and sample messages), and we submit it to the carriers and their registration partners on your behalf. Whether a registration is approved, and how long approval takes, is decided by the carriers and their registration partners, not by Coastline, and is outside our control. Our role is to submit your registration information and to transmit the messages you send.

As between you and us, you are the sender of every message your Workspace sends, and you are responsible for it. You must obtain the consent required by applicable law from each recipient before you text them, honor opt-out requests, and comply with every law and carrier requirement that applies to your messages, including the Telephone Consumer Protection Act (TCPA) and applicable state law. You are responsible for the content of your messages and for the accuracy of the registration information you provide. This Section 21.2 does not limit your representations and obligations in Sections 6 and 9.

21.3 Your texting program’s own privacy notice and terms

Each Workspace that enables text messaging has its own texting privacy notice and texting terms, which describe how that Workspace’s messaging program works for the people it texts. We host these pages for your Workspace by default, or you may provide your own. Those pages govern the relationship between your Workspace and its recipients; these Terms govern the relationship between you and Coastline.

22. Property and storm information

Parts of the Service display information about real property and about past weather. That includes the name of a record owner, an owner’s mailing address, a parcel boundary, an appraised or assessed value, a year built, and similar attributes, together with estimated hail size, storm footprints, and related weather history. We call all of it “Property Information.” This Section 22 applies whenever Property Information is available to your Workspace, and is in addition to Section 6 (Acceptable use), Section 9 (Customer Data), and Section 14 (Warranty disclaimer).

This Section 22 takes effect on October 5, 2026.

22.1 Where it comes from

Property Information is compiled from public records and other publicly available government sources, including county appraisal districts, state geographic information programs, and federal weather agencies. We pass it through substantially as we receive it. We do not create it, audit it, or independently verify it, and we are not its system of record. The government body that publishes a record is the authoritative source for that record.

22.2 We are not a consumer reporting agency

Coastline is not a consumer reporting agency as defined by the federal Fair Credit Reporting Act, 15 U.S.C. § 1681 et seq. (the “FCRA”), and Property Information is not a consumer report or an investigative consumer report. We do not assemble or evaluate Property Information for the purpose of furnishing it as a factor in establishing any individual’s eligibility for anything, and we make no representation that it is accurate, complete, or fit for any such use.

You may not use Property Information, alone or together with other information, as a factor in establishing any individual’s eligibility for:

  • credit or insurance to be used primarily for personal, family, or household purposes;
  • employment, promotion, reassignment, or retention;
  • housing, tenancy, or tenant screening;
  • a government license or benefit; or
  • any other purpose regulated by the FCRA or by a comparable state law.

You are responsible for your own compliance with the FCRA and comparable state laws. Using Property Information for a purpose listed above is a material breach of these Terms and grounds for suspension or termination under Section 17.

22.3 Accuracy and currency

Public records are published on each government body’s own schedule and are frequently months or years behind current conditions. Coverage is uneven: some counties and some states are not represented at all, records for a given property may be missing or incomplete, and an owner of record may no longer own the property. An appraised or assessed value is a tax valuation. It is not a market value, an appraisal, or an opinion of what a property would sell for, and you must not present it to anyone as one.

Property Information is provided as is, without warranty of any kind, on the terms stated in Section 14. You are responsible for verifying anything you rely on or repeat to a third party.

22.4 Storm and weather information

Storm and weather information in the Service is modeled or estimated from radar data and public weather reports. It is an estimate of the conditions that occurred over an area, not an observation of any particular property. It is not an inspection, an engineering opinion, or a determination that a property was damaged, that any damage is covered by a policy, or that an insurance claim would be paid.

You must not represent to any person that Coastline, or any source of Property Information, has inspected a property, found damage at a property, or determined that a claim will be approved.

22.5 How you may use it

You may use Property Information for your own bona fide business purposes, subject to this Section 22 and to Section 8.3. You decide who to contact, how, and how often, and you are responsible for those decisions.

You must comply with every law and local requirement that applies to how you reach the people you identify, including do-not-knock and no-solicitation ordinances, canvasser registration and permit requirements, home-solicitation and door-to-door sales laws (including any cancellation right they give a buyer), the Telephone Consumer Protection Act and do-not-call rules, and Section 21 if you text them. You must not use Property Information to harass, threaten, or stalk any person, or to contact a person who has asked you to stop.

You must not scrape, bulk export, resell, sublicense, or redistribute Property Information as a data set, or use it to build or improve a competing product or data set. This does not restrict you from exporting your own records in the ordinary course of using the Service.

22.6 No professional advice

Property Information and the Service are not legal, insurance, tax, appraisal, or engineering advice. You are responsible for holding any license your work requires, including any license your state requires to adjust, negotiate, or settle an insurance claim on behalf of another person.

23. Contact enrichment (skip tracing)

The Service includes an optional feature, offered in the Marketplace as Skip Tracing and shown in the Service as “Enrich contact info,” that looks up the owner of a property from its address and returns contact details for that person, such as a name, phone numbers and their line type, an indicator of whether a number appears on a do-not-call list, email addresses, and a mailing address. We call all of it “Enrichment Data.” This Section 23 applies whenever the feature is enabled for your Workspace. It is in addition to Section 6 (Acceptable use), Section 9 (Customer Data), Section 14 (Warranty disclaimer), and Section 22 (Property and storm information).

This Section 23 takes effect on October 29, 2026.

23.1 Where it comes from

Enrichment Data is supplied by third-party data providers, which compile it from public records and other commercially available sources. We pass it through substantially as we receive it. We do not create it or independently verify it. A phone number or email address may be out of date, may belong to someone other than the property owner, or may be missing, and a match does not confirm that the person still owns the property.

Enrichment Data is provided as is, without warranty of any kind, on the terms stated in Section 14. You are responsible for verifying anything you rely on.

23.2 Restricted uses

The restrictions in Section 22.2 apply to Enrichment Data as they do to Property Information. In particular, Coastline is not a consumer reporting agency, Enrichment Data is not a consumer report, and you may not use it as a factor in establishing any individual’s eligibility for credit, insurance, employment, housing, a government license or benefit, or any other purpose regulated by the Fair Credit Reporting Act or a comparable state law.

You also agree that you will not use the feature or Enrichment Data:

  • to obtain information about a person’s accounts or relationship with a financial institution, or by any false or misleading pretense;
  • for any purpose not permitted by the federal Driver’s Privacy Protection Act, 18 U.S.C. § 2721, to the extent any Enrichment Data is derived from motor vehicle records;
  • to locate, stalk, surveil, harass, threaten, or intimidate any person, or to locate a person who has asked not to be contacted;
  • to locate or contact a person you know or should reasonably suspect is enrolled in a state address confidentiality program or is protected by a law that restricts the disclosure of a judge’s, law enforcement officer’s, or similar official’s home address or phone number;
  • to look up or contact a person you know to be under 18; or
  • for any purpose other than your own bona fide business purposes connected with the property you looked up.

23.3 Do-not-call indicators and your outreach

A do-not-call indicator reflects a check made when the lookup was performed. It can be incomplete, and it is not updated afterward. A result reused within the reuse window shown in the Service carries the date of the original check. The indicator does not cover internal do-not-call lists, state lists, or a person’s request to you to stop contacting them.

Enrichment Data is not consent. Receiving a phone number or email address through the feature does not give you permission to call, text, or email that person. As between you and us, you decide who to contact, how, and how often, and you are solely responsible for complying with every law that applies to that outreach, including the Telephone Consumer Protection Act, the Telemarketing Sales Rule, the National Do Not Call Registry and state do-not-call and telemarketing laws, and Section 21 if you text the person.

The Service holds numbers marked as do-not-call back from certain outreach, and lets an authorized member lift that hold for a number (“Contact anyway”). That hold is a convenience, not a compliance program, and it does not make any outreach lawful. When a member lifts a hold, you accept responsibility for any contact made to that number.

23.4 No resale or redistribution

You may use Enrichment Data only inside your Workspace, for your own business. You must not resell, sublicense, publish, or redistribute Enrichment Data as a data set, share it with another business for its own use, or use it to build or improve a data set or a competing product. This does not restrict you from exporting your own records in the ordinary course of using the Service.

23.5 Fees, balance, and no refunds

Lookups are paid from a prepaid skip tracing balance at the price per match shown in the Service when the lookup is made. You are charged for a lookup when it returns a match. You are also charged for a lookup that was submitted to our provider but whose result could not be retrieved; you may ask us to review such a charge, and any adjustment is at our discretion. A lookup that returns no match is not charged, and repeating a lookup on the same property within the reuse window shown in the Service returns the stored result without charge.

Amounts added to the skip tracing balance are non-refundable and are not redeemable for cash, including when you turn the feature off, when these Terms end, or when we suspend or terminate your access under Section 23.7 or Section 17. The balance may be used only for the feature. If you turn on automatic reloads, you authorize us to charge your payment method on file each time the balance falls below the reload point you set, up to the monthly limit you set, until you change or turn off those settings.

23.6 Storage

We store Enrichment Data on the contact it was added to, as Customer Data under Section 9, and keep a record of each lookup, including its result, to provide the reuse described in Section 23.5, to show your usage history, and to resolve questions about charges.

23.7 Availability, suspension, and cooperation

We may limit where the feature is available, including by declining lookups for properties, or for people, in certain states. We may suspend the feature for your Workspace, without notice, if we reasonably believe it is being used in violation of this Section 23 or applicable law, or if our provider requires it. On reasonable request, you will tell us the business purpose for which specific lookups were made. Violating this Section 23 is a material breach of these Terms and grounds for suspension or termination under Section 17.

24. General

Assignment. You may not assign these Terms without our prior written consent, except to a successor in connection with a merger or sale of substantially all assets. We may assign these Terms without restriction.

Force majeure. Neither party is liable for failure or delay in performance caused by events outside its reasonable control, such as acts of God, war, civil unrest, strikes, supplier failures, or internet outages.

Severability. If a provision of these Terms is held unenforceable, the rest remains in effect.

No waiver. Failure to enforce a provision is not a waiver of the right to do so later.

Entire agreement. These Terms, our Privacy Policy, and any order we both sign are the entire agreement between the parties about the Service and supersede prior agreements on the same subject.

Contact. Coastline CRM LLC support@coastlinecrm.com