VOLTZ CRM
Terms of Use
The service
Voltz CRM provides field CRM tools for trades: clients, jobs & schedule, quotes, invoices, cashbook, receipt filer, site photos, trader availability and customer booking links, optional AI helpers, and desk layouts (Classic, AI Voice Assistant, Command Centre). The product is operated in connection with SAM Marketing Intelligence. By creating an account you agree to these terms and our Privacy Policy.
Account creation & consent
You must actively agree to these Terms and the Privacy Policy before an account is created (email or Sign in with Apple / Google). Browsing a signed-out preview does not create an account or store your business CRM data on our servers.
Your responsibilities
- Provide accurate account information
- Keep login credentials and device unlock secure
- Use the service lawfully and only for your business operations
- Ensure you have rights to any photos, client data or content you upload
- Set availability accurately so customers only see slots you can honour
- Review AI suggestions before sending quotes, invoices or chase messages to customers
- Accept or decline booking requests promptly; accepting creates a diary job you are responsible for fulfilling
Availability & customer bookings
You can set weekly hours, closed dates, and date-specific hours in Schedule and Account settings. Customer booking links only offer free slots inside that availability and outside existing diary jobs. A customer slot pick creates a booking request for you to accept or decline — it does not automatically confirm a job until you accept.
Plans, credits & payments
Free and paid plans and AI credit packs are described in-app. On iOS, Pro subscriptions and credit top-ups are billed through Apple In-App Purchase (via RevenueCat). On Android/web, digital upgrades may use Stripe Checkout where offered. Optional Stripe Connect pay links let your customers pay you for jobs; Stripe’s fees apply to those payouts — Voltz does not hold customer card funds. Unused promotional credits may expire as shown in the app. Restore purchases is available on iOS where App Store rules require it.
AI features
AI actions (for example job extract, Smart Chaser, receipt read, voice assist) are optional, toggled in Account, and metered in credits. Outputs are suggestions — you remain responsible for quotes, invoices and advice you send to customers.
Biometric unlock
Optional Face ID / Touch ID / fingerprint unlock uses your device’s secure hardware. Voltz does not receive biometric images. Enabling it stores encrypted session tokens on-device only.
Account deletion
You may delete your account at any time in Account → Delete account. See also the Privacy Policy.
Contact
Support for Voltz CRM: contact@samarketingintelligence.com. Product page: www.samarketingintelligence.com/voltz.
Disclaimer
The service is provided “as is”. We aim for high availability but do not guarantee uninterrupted access. To the extent permitted by law, liability is limited to fees you paid us in the prior three months.