Terms of Service

Sarama CRM Platform
Provider: Angad Manik Beratung fur Strategie und Projekte, Rebgasse 53, 4058 Basel, Switzerland
Platform: sarama.angad.swiss
Effective Date: 12 June 2026

1. Scope

1.1 These Terms of Service ("Terms") govern the use of the Sarama CRM platform ("Platform"), operated by Angad Manik Beratung fur Strategie und Projekte ("Provider", "we", "us"), with registered address at Rebgasse 53, 4058 Basel, Switzerland.

1.2 By registering for or using the Platform, you agree to these Terms. If you do not agree, you may not use the Platform.

1.3 The Provider reserves the right to amend these Terms at any time. Material changes will be communicated via email at least 30 days before taking effect. Continued use after the effective date constitutes acceptance.

1.4 Individual agreements between the Provider and the customer take precedence over these Terms.

2. Description of Services

2.1 The Platform offers the following features:

• Contact and company management (CRM)
• Account hierarchy and assignments
• Deal pipeline and sales management
• Email integration (Gmail, Outlook, IMAP) with tracking
• Campaign and newsletter management
• Forms (lead capture, newsletter, waitlist, surveys, registration)
• Calendar integration and booking pages
• AI-powered agents, teams, and organisms
• Workflow automation
• Marketplace for AI agents and skills
• Landing pages and audience segmentation
• Social media publishing to connected accounts (Facebook, Instagram, LinkedIn, TikTok)
• Marketing analytics integrations (Google Analytics, Google Ads, Google Tag Manager, Meta Ads)
• Website / CMS features, chatbots, and consent management

2.2 The Provider delivers services to the best of its ability. There is no guarantee of uninterrupted availability (see Section 9).

2.3 The Provider may extend, restrict, or modify Platform functionality at any time, provided core functionality is maintained.

3. Contract Formation and Registration

3.1 Contracting parties may only be legal entities, sole proprietorships, or natural persons aged 16 or older using the Platform for business purposes.

3.2 Registration is completed via email with a one-time password (OTP). No passwords are stored.

3.3 The customer is responsible for the security of their access and all actions taken under their account.

3.4 Each organization ("Org") on the Platform has an owner and may invite additional members with different roles. The owner is liable for the actions of all members of their organization.

4. Pricing and Payment

4.1 The Platform is exclusively paid. There is no free version.

4.2 The following subscriptions are available (per user):

4.2b Founders Price guarantee: The Founders Price for the full Sarama plan (CHF 75.00/month or CHF 800.00/year) applies to all customers whose subscription begins on or before 31 December 2026. For these customers, the price is guaranteed for 3 years from the start of their subscription — no price increases apply during this period (Section 4.5 does not apply to the detriment of this guarantee). From 1 January 2027, the regular list price for new subscriptions is CHF 149.00/month or CHF 1’599.00/year.

4.2a Custom domains: Each organization may register up to 3 of its own (apex) domains at no additional cost. Each additional apex domain costs CHF 120.00 per year, billed annually via Stripe. Subdomains of a registered domain are free.

4.3 Billing occurs in advance (monthly or yearly according to the chosen plan) via the payment provider Stripe. Stripe's terms apply.

4.4 AI usage is billed in one of two ways, at the customer's choice:

• Own API keys (BYOK): If the customer deposits their own API key for an AI provider, AI calls to that provider run on the customer's account with that provider. The Provider does not charge for this usage.
• Credits: Without an own API key, AI usage is billed against prepaid credits. Credit packs (CHF 25 to CHF 500) are purchased via Stripe; consumption follows the published rates of the respective AI providers (internally accounted in USD; CHF purchases are converted at the current exchange rate at the time of purchase). Current balance and consumption are visible in the Platform at all times.

4.4a Marketplace fees: For paid Marketplace content, the creator sets the price. For one-time purchases, the Provider retains a platform fee of 20% of the sale price; 80% goes to the creator. For usage-based creator markups on Marketplace agents, the Provider likewise retains 20% of the markup; 80% goes to the creator. Markups are billed via the buyer’s credits. Creator payouts are processed via Stripe Connect on a weekly basis with a 14-day security hold; the minimum payout amount is USD 25.

4.5 Price changes will be communicated at least 30 days before taking effect. In the event of a price increase, the customer has a special right of termination at the end of the current billing period.

4.6 All prices are exclusive of value-added tax (VAT) unless otherwise stated.

4.7 In the event of payment default, the Provider is entitled to suspend access to the Platform after a reminder with a 14-day grace period.

5. Customer Obligations

5.1 The customer agrees to:

• Use the Platform only for lawful purposes;
• Not send unsolicited bulk emails (spam);
• Comply with applicable data protection laws (particularly GDPR, nDSG, CCPA) when processing contact data;
• Obtain appropriate consent for email tracking;
• Keep API keys and credentials confidential and rotate them regularly (recommended: every 90 days);
• Not circumvent or test the Platform's security measures;
• Comply with the terms of service of connected third-party platforms (Meta/Facebook/Instagram, LinkedIn, TikTok, Google, Microsoft) when publishing content or importing data through the Platform;
• Not create, publish, or distribute unlawful, deceptive, infringing, or harassing content via the Platform (including emails, social media posts, forms, websites, chatbots, and Marketplace content).

5.2 The customer is the Controller for personal data uploaded to the Platform. The Provider acts as Processor in this regard.

5.3 Responsibility for customer actions and content: The customer acts in their own name and on their own account. All content the customer creates, uploads, publishes, or distributes via the Platform — including emails and campaigns, social media posts, forms, websites, chatbot responses, and Marketplace content — is the customer’s sole responsibility. The Provider provides technical infrastructure only, does not review customer content before publication, has no general monitoring obligation (Art. 8 Regulation (EU) 2022/2065 — DSA), and is not responsible for the actions or omissions of customers or their organization members.

5.3a The customer indemnifies the Provider against all third-party claims arising from the customer’s use of the Platform or from content published or distributed by the customer via the Platform, including violations of data protection law, advertising and competition law, platform terms of third parties, personality rights, or intellectual property law, including reasonable legal defense costs.

5.4 The customer may optionally deposit their own API keys for third-party AI services (Anthropic, OpenAI, Google, etc.) (see Section 4.4). The Provider assumes no liability for misuse of these keys by third parties where the misuse is not attributable to the Provider.

6. API Keys and Security Responsibility

6.1 The Platform stores customer-provided API keys for third-party services in encrypted form (AES-256-GCM). Despite encryption, absolute security cannot be guaranteed.

6.2 Rotation: Customers are strongly advised to rotate API keys at least every 90 days. The Provider may send reminders but does not guarantee enforcement.

6.3 In the event of a security incident at the Provider or its sub-processors (particularly Supabase), the Provider will:

• Notify the customer immediately, no later than 72 hours;
• Request the customer to rotate affected API keys immediately;
• Invalidate affected keys server-side where technically possible.

6.4 The Provider is not liable for damages resulting from failure to follow rotation recommendations or from security breaches at third-party providers (Anthropic, OpenAI, Google, Stripe).

6.5 OAuth tokens for email and calendar integrations are stored encrypted via Supabase Vault. The customer may revoke authorization at any time through the respective third-party provider.

7. Intellectual Property

7.1 The Platform, including design, code, documentation, and trademarks, is the intellectual property of the Provider.

7.2 The customer receives a non-exclusive, non-transferable, revocable right of use for the duration of the contractual relationship.

7.3 Content entered by the customer on the Platform (contact data, emails, campaigns, etc.) remains the property of the customer. The Provider receives a right of use solely for contract performance.

7.4 Content published by the customer via the Marketplace (agents, skills, templates) is made available under the license chosen by the customer.

8. Data Protection and Processing

8.1 The processing of personal data is governed by our Privacy Policy, which forms an integral part of these Terms.

8.2 The Platform infrastructure is operated via Supabase in the Zurich (Switzerland) region.

8.3 The customer is responsible for:

• Obtaining consent from their contacts for email tracking;
• Providing unsubscribe options in emails;
• Complying with double opt-in requirements where legally required;
• Ensuring data protection compliance of their forms and landing pages.

8.4 Data Processing Agreement (Art. 28 GDPR / Art. 9 nDSG)

Where the Provider processes personal data on behalf of the customer (particularly contact data, form submissions, email content), the following provisions apply as a Data Processing Agreement (DPA):

(a) Subject matter and duration: The processing covers the storage, management, and provision of personal data uploaded by the customer for the duration of the contractual relationship.

(b) Nature and purpose: CRM functionality, email integration, campaign management, form processing, calendar integration, and AI-powered features as described in Section 2.

(c) Categories of data subjects: Contacts, leads, customers, and business partners of the customer.

(d) Categories of personal data: Name, email, phone, address, occupation, company, social media URLs, custom fields, email content, form submissions, calendar entries.

(e) Obligations of the Provider as Processor:

• Processing exclusively on documented instructions of the customer (these Terms serve as such instructions);
• Ensuring confidentiality by all persons with access to the data;
• Implementing technical and organizational measures pursuant to Art. 32 GDPR (see Security Policy);
• No engagement of further processors without prior information to the customer; current sub-processors are listed in the Privacy Policy;
• Assisting the customer in fulfilling data subject rights;
• Assisting with data protection impact assessments where required;
• Deletion or return of all data after contract termination (see Section 10.3);
• Providing all information necessary to demonstrate compliance; the customer has the right to conduct or commission audits (with reasonable notice and confidentiality obligations).

(f) Data breach notification: The Provider will notify the customer immediately, no later than 48 hours, upon becoming aware of a personal data breach.

(g) Sub-processors: The current list of sub-processors is available in the Privacy Policy. The customer will be informed of changes at least 14 days in advance and has a right of objection.

9. Availability and Disclaimer

9.1 No availability guarantee: The Platform is provided "as is" and "as available". The Provider makes no guarantee of uninterrupted, error-free, or secure availability.

9.2 Scheduled maintenance will be announced in advance where possible.

9.3 The Provider is not liable for outages caused by third-party services (Supabase, Stripe, AI providers), force majeure, cyberattacks, or circumstances beyond its control.

9.4 Exclusion of indirect damages: The Provider is in no case liable for indirect damages, consequential damages, lost profits, data loss, business interruption, or reputational damage, regardless of whether it was informed of the possibility of such damages.

9.5 Limitation of liability: The Provider's total liability arising from or in connection with this agreement is in any case limited to the amount actually paid by the customer to the Provider in the 12 months preceding the event giving rise to liability.

9.6 The above limitations of liability do not apply in cases of intent or gross negligence by the Provider, or where Swiss law does not permit exclusion of liability.

9a. Right of Withdrawal for EU Consumers

9a.1 Consumers resident in the European Union have the right to withdraw from the contract within 14 days without giving reasons (Directive 2011/83/EU, Art. 9).

9a.2 The withdrawal period begins on the day of contract formation (registration).

9a.3 To exercise the right of withdrawal, send a clear statement (e.g., by email) to: impact@angad.swiss. No template is required; an informal statement is sufficient.

9a.4 In the event of an effective withdrawal, we will refund all payments received without delay, no later than 14 days from receipt of the withdrawal declaration, using the same payment method.

9a.5 Expiry of the right of withdrawal: The right of withdrawal expires prematurely if the consumer has expressly agreed that the Provider begin performance before the withdrawal period expires, and the consumer has confirmed their knowledge that they lose their right of withdrawal upon commencement of performance (Art. 16(m) Directive 2011/83/EU). This consent is obtained during registration.

9a.6 This section applies exclusively to natural persons who use the Platform for purposes that are predominantly outside their commercial, business, trade, or professional activity.

10. Termination

10.1 Either party may terminate the contract at any time at the end of the current billing period.

10.2 The Provider may terminate the contract without notice in the event of:

• Serious contractual violations by the customer;
• Use of the Platform for illegal purposes;
• Payment default of more than 30 days despite a reminder;
• Attempts to circumvent the Platform's security measures.

10.3 After contract termination:

• Access to the Platform is suspended;
• The customer has 30 days to export their data (upon request via email);
• Customer data is permanently deleted after the 30-day grace period, unless legal retention obligations apply.

10.4 Fees already paid are not refunded unless the termination is initiated by the Provider without cause attributable to the customer. In this case, a pro-rata refund for the unused period will be issued.

11. Email Tracking and Campaigns

11.1 The Platform offers email open and click tracking via tracking pixels and link rewriting. This captures IP address, user agent, and timestamp of recipients.

11.2 The customer is solely responsible for informing their recipients about tracking and obtaining the required consents.

11.3 The Provider provides an unsubscribe function. The customer is required to include it in their emails.

11.4 The Provider is not liable for damages arising from email tracking for the customer or third parties, particularly in the absence of recipient consent.

11a. Social Media Publishing and Connected Accounts

11a.1 The Platform allows the customer to connect their own social media accounts (Facebook Pages, Instagram, LinkedIn, TikTok) and marketing accounts (Google Analytics, Google Ads, Google Tag Manager, Meta Ads) via OAuth, to publish content to them, and to retrieve performance data from them. Access tokens are stored encrypted and can be revoked by the customer at any time (in the Platform or with the respective provider).

11a.2 The customer warrants that they are authorized to operate the connected accounts and that connecting and using them does not violate the terms of the respective platform operator.

11a.3 Content published via the Platform to third-party platforms is published in the name of and on behalf of the customer. The customer is solely responsible for its legality (including labeling obligations for advertising, intellectual property, personality rights) and for compliance with the content guidelines of the respective platform.

11a.4 The Provider has no influence on the availability, functionality, or decisions of third-party platforms. The Provider is in particular not liable for rejected or deleted posts, restricted reach, account suspensions or terminations by platform operators, API changes, or inaccurate metrics provided by third-party platforms.

11a.5 Imported marketing data (e.g., from Google Analytics or Meta Ads) is retrieved exclusively from accounts connected by the customer and is presented without warranty as to accuracy or completeness; it originates from the respective provider.

12. AI Features

12.1 The Platform enables the use of third-party AI models (Anthropic, OpenAI, Google, etc.) — either via customer-provided API keys (BYOK) or via the Provider’s system keys with credit billing (see Section 4.4).

12.2 The Provider has no control over the outputs of AI models. AI-generated content may contain errors, inaccuracies, or inappropriate content.

12.3 No guarantee for AI outputs: The customer is solely responsible for reviewing and using AI-generated content. The Provider makes no warranty as to the accuracy, completeness, or suitability of AI outputs.

12.4 Chat conversations with AI agents are stored on the Platform and transmitted to the respective AI providers. The customer is responsible for not entering confidential or sensitive data into AI chats that should not be transmitted to third-party providers.

12.5 Marketplace content (agents, skills, templates) is created by third parties. The Provider does not review them for accuracy or security.

12.6 AI Transparency (Regulation (EU) 2024/1689 -- EU AI Act): All AI content generated or mediated by the Platform is machine-generated. The customer is required to inform recipients and third parties when AI-generated content is shared, particularly in emails, campaigns, and public forms. AI-generated content must not be presented as human-created where a labeling obligation exists.

13. Marketplace

13.1 The Provider operates a Marketplace where customers can publish and purchase AI agents, skills, teams, and bundles.

13.2 The Provider acts as an intermediary and is not a party to agreements concluded between creators and users.

13.3 The Provider makes no warranty for Marketplace content. Use is at the customer's own risk.

13.4 Pricing: The creator sets the price. The Platform retains 20% as a platform fee; 80% goes to the creator.

13.5 Reviews must be truthful and factual. The Provider reserves the right to remove abusive reviews.

13.6 Reporting illegal content (Regulation (EU) 2022/2065 -- Digital Services Act): Users may report illegal Marketplace content via email to impact@angad.swiss. Reports must include the contested content, the reason for the complaint, and the reporter's contact details. The Provider will review reports promptly and inform the reporter of the decision taken.

14. Forms and Public Endpoints

14.1 The Platform provides the ability to create publicly accessible forms and landing pages. These are accessible without authentication.

14.2 The customer is responsible for complying with all data protection requirements for their forms, particularly:

• Privacy policy and consent declarations;
• Double opt-in where legally required;
• Domain restrictions via the allowed domains configuration.

14.3 Form submissions are stored on behalf of the customer and are subject to the same data protection provisions.

15. Severability Clause

If any provision of these Terms is invalid or unenforceable, the remaining provisions shall remain unaffected. The invalid provision shall be replaced by a valid provision that most closely reflects the economic purpose of the invalid provision.

16. Governing Law and Jurisdiction

16.1 These Terms are governed exclusively by the laws of Switzerland, excluding the UN Convention on Contracts for the International Sale of Goods (CISG) and conflict of law provisions.

16.2 The exclusive place of jurisdiction for all disputes arising from or in connection with these Terms is Basel-Stadt, Switzerland.

16.3 Consumer protection jurisdiction rules of EU member states remain unaffected to the extent mandatorily applicable. Mandatory provisions of the law of the state in which a consumer has their habitual residence likewise remain unaffected.

16.3a These Terms are designed to satisfy both Swiss law (in particular the Swiss Code of Obligations and the revised Federal Act on Data Protection, FADP/nDSG) and mandatory EU law (in particular GDPR, Directive 2011/83/EU on consumer rights, the Digital Services Act, and the EU AI Act).

16.4 Online Dispute Resolution (ODR): The European Commission provides a platform for online dispute resolution: https://ec.europa.eu/consumers/odr. We are neither obligated nor willing to participate in dispute resolution proceedings before a consumer arbitration body.

17. Contact

For questions regarding these Terms, please contact:

Angad Manik Beratung fur Strategie und Projekte
Angad Bank (ehemals Manik)
Rebgasse 53, 4058 Basel, Switzerland
Email: impact@angad.swiss
Website: angad.swiss

Last updated: 12 June 2026