IVCRM
Pricing
CRM Module Ad Center WhatsApp API Automation
CRM Modules
Dashboard

A user-friendly central overview interface providing powerful tools to manage and control your integrated sales and marketing operations.

Leads

Store and manage all known information on potential customers or prospects, including contact profiles and their current position in the sales funnel.

Quotes

Generate formal proposals or estimates for potential customers outlining your offered products or services alongside their associated prices.

Mail

A centralized electronic email system designed for exchanging digital messages and maintaining communication histories directly within the platform.

Activities

Log and monitor interactions, meetings, or events associated with your accounts to engage customers and successfully nurture prospects.

Contacts

Maintain a clean directory of individuals or entities with whom your business has a relationship, including existing customers, partners, and suppliers.

Products

Access core functionalities designed to effectively manage your customer relationship tools, sales automation features, and service catalogs.

Settings

Easily categorize or segment your records based on specific criteria while seamlessly managing your overall administrative panel.

Configuration

Access system-level configurations to adjust foundational platform details and update your localization or language preferences.

Ad Center
Ads Terminal / Test Ad Manager

Create safe, self-contained dummy campaigns to try the advertising flow, test creatives, and learn the layout completely risk-free before launching live ads.

Meta Ads Integration

Connect your Meta Marketing API to build, launch, and manage independent Facebook and Instagram ad campaigns directly from your dashboard.

Google Ads Integration

Seamlessly sync your Google Ads Manager account to create targeted search and display campaigns using your active plan allowance.

TikTok Ads Integration

Link your TikTok for Business account to deploy and track video ad campaigns with full support for production and sandbox environments.

WhatsApp Automation
WhatsApp Live Chat & Widget

Embed a responsive live chat widget onto your website to engage visitors instantly, capture lead details, and centralize your conversation threads.

AI Chat Assistant & Smart Hand-off

Let AI automatically reply to incoming customer queries using your configured business settings, with an instant pause the moment a human agent steps in.

Bulk Messaging & Campaigns

Import lead databases via CSV to launch high-volume messaging campaigns using pre-approved Meta WhatsApp Business API templates.

Meta Business API Setup

A step-by-step native wizard to securely connect your Meta Developer credentials, verify your business, configure webhooks, and manage message templates.

Real Estate

Manage listings and buyer leads effortlessly.

SaaS & Tech

Scale your sales team with automated workflows.

Professional Services

Track client relationships and project pipelines.

Financial Services

Secure management for high-value portfolios.

Login Sign Up
Pricing Login
Contact Us
CRM Module Ad Center WhatsApp API Automation
Real Estate SaaS & Tech Professional Services Financial Services
Dashboard Leads Quotes Mail Activities Contacts Products Settings Configuration
Ads Terminal / Test Ad Manager Meta Ads Integration Google Ads Integration TikTok Ads Integration
WhatsApp Live Chat & Widget AI Chat Assistant & Smart Hand-off Bulk Messaging & Campaigns Meta Business API Setup
Legal

Terms & Conditions

Please read these Terms and Conditions carefully before using IVCRM. They govern your access to and use of the platform, its web application, API endpoints, WhatsApp automation engines, and subdomains.

Effective Date: August 20, 2026 Last Updated: August 20, 2026 Email: legal@ivcrm.com Website: https://ivcrm.com

On this page

  • 1 Acceptance of Terms
  • 2 Description of Services
  • 3 Account Registration & Security
  • 4 Acceptable Use & Compliance Rules
  • 5 Third-Party API Integrations & Messaging Fees
  • 6 Subscription Fees, Billing & Wallet Balances
  • 7 Intellectual Property Rights
  • 8 Multi-Tenancy & Data Segregation
  • 9 Disclaimer of Warranties
  • 10 Limitation of Liability
  • 11 Indemnification
  • 12 Termination
  • 13 Governing Law and Jurisdiction
  • 14 Changes to Terms
  • 15 Legal Inquiries & Notices

1. Acceptance of Terms

By creating an account, accessing, or using IVCRM (including its web application, API endpoints, WhatsApp automation engines, and subdomains), you ("Tenant", "User", or "Customer") agree to be bound by these Terms and Conditions. If you are entering into this agreement on behalf of a company, you warrant that you have full legal authority to bind that entity.

2. Description of Services

IVCRM provides a cloud-based multi-tenant Customer Relationship Management (CRM) platform offering lead management, WhatsApp Business API messaging integrations, AI-generated marketing suites, SEO analytics gateway access, and referral tracking modules.

3. Account Registration & Security

  • Eligibility: You must be at least 18 years old or the legal age of majority in your jurisdiction to register.
  • Credentials: You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account.
  • Unauthorized Access: You must notify IVCRM immediately at legal@ivcrm.com upon discovering any unauthorized use or security breach involving your account.

4. Acceptable Use & Compliance Rules

You agree NOT to use IVCRM to:

  1. 1 Spam & Unsolicited Messaging: Send unsolicited messages or harvest contact lists in violation of POPIA, the US CAN-SPAM Act, European ePrivacy Directives, or Meta’s WhatsApp Business Messaging Policies.
  2. 2 Illegal Content: Upload, store, or transmit content that is defamatory, fraudulent, obscene, infringing on intellectual property, or promotes illegal activities.
  3. 3 System Abuse: Attempt to bypass multi-tenancy isolation filters, perform vulnerability scans, execute reverse-engineering, or launch denial-of-service attacks against IVCRM infrastructure.
  4. 4 Third-Party API Abuse: Violate terms of service imposed by connected APIs (including Meta/WhatsApp, Google, TikTok, or OpenRouter/OpenAI).

Violation of Acceptable Use policies warrants immediate account suspension or termination without refund.

5. Third-Party API Integrations & Messaging Fees

  • API Providers: IVCRM integrates with third-party software providers (e.g., Meta WhatsApp API, DataForSEO, AI providers). You acknowledge that service availability depends on these third parties.
  • Direct Costs: Tenants are solely responsible for any usage-based API charges incurred through connected accounts (e.g., Meta conversation charges, AI token usage, SMS gateways).

6. Subscription Fees, Billing & Wallet Balances

  • Fees: Subscriptions are billed on a recurring monthly or annual basis as specified during account registration.
  • Wallet System: Credits purchased for credit-based features (e.g., AI Creative Suite, SEO credits, ad center features) are non-refundable and expire according to platform terms.
  • Non-Payment: Failure to process subscription payments may result in account suspension and restricted access to CRM tenant data.

7. Intellectual Property Rights

  • IVCRM Property: Insight Venture (Pty) Ltd retains all rights, title, and interest in IVCRM software, backend source code, brand assets, databases, and platform interfaces.
  • Tenant Data: You retain full ownership of all business data, customer lists, and content uploaded into your CRM instance. You grant IVCRM a limited license to host, process, and display this data solely as necessary to operate the platform on your behalf.

8. Multi-Tenancy & Data Segregation

IVCRM provides strict database-level multi-tenancy logical isolation. While IVCRM maintains stringent technical safety measures, tenants are prohibited from attempting to exploit application endpoints or access cross-tenant records. Any detected attempt to query outside authorized tenant scopes will result in immediate termination and potential legal referral.

9. Disclaimer of Warranties

IVCRM IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. INSIGHT VENTURE (PTY) LTD DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, UPTIME GUARANTEES, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR ENTIRELY IMMUNE TO SECURITY INTRUSIONS.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW (INCLUDING SOUTH AFRICAN CONSUMER PROTECTION LAWS, GDPR, AND US STATE LAWS), INSIGHT VENTURE (PTY) LTD SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, LOSS OF PROFITS, LOSS OF DATA, OR BUSINESS INTERRUPTION. OUR TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY YOU TO IVCRM IN THE THREE (3) MONTHS PRECEDING THE CLAIM.

11. Indemnification

You agree to indemnify, defend, and hold harmless Insight Venture (Pty) Ltd, its directors, employees, and agents from any claims, liabilities, damages, or costs (including legal fees) arising from your breach of these Terms, misuse of the platform, or violation of third-party rights (such as data privacy laws or spam regulations).

12. Termination

  • By Tenant: You may cancel your subscription at any time via your account settings.
  • By IVCRM: We reserve the right to suspend or terminate accounts immediately for breach of these Terms, non-payment, or security risks.
  • Post-Termination: Upon termination, access to your tenant dashboard will cease. Tenants are responsible for exporting their data prior to account cancellation.

13. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the Republic of South Africa, without regard to conflict-of-law principles. Any legal proceedings arising out of or in connection with IVCRM shall be subject to the exclusive jurisdiction of the South African courts.

14. Changes to Terms

We reserve the right to modify these Terms at any time. Material changes will be communicated via email or platform notification. Continued use of IVCRM after such updates constitutes acceptance of the modified Terms.

15. Legal Inquiries & Notices

All formal legal correspondence, compliance requests, or notices must be submitted in writing to:

  • Entity: Insight Venture (Pty) Ltd t/a IVCRM
  • Attn: Legal Department
  • Email: legal@ivcrm.com
  • Website: https://ivcrm.com
IVCRM

IVCRM is an evolving business solutions platform connecting customer management, advertising, communication, and intelligent tools in one ecosystem.

Platform

  • Dashboard
  • Core CRM
  • Analytics SOON
  • Industries
  • Pricing
  • Security SOON

Solutions

  • CRM
  • AD Center
  • WhatsApp API

Resources

  • Help Center SOON
  • FAQs SOON
  • Getting Started SOON
  • Product Updates SOON
  • Contact Support

Company

  • About Us
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
  • Contact Us
Meta Business Partner TikTok Marketing Partner Google Partner

2026 IVCRM. All rights reserved.

GDPR Compliant ISO 27001 Compliant