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Terms of service

Last updated 2 October 2026

These terms are the agreement between Sales Base (“we”, “us”) and the business that creates a Sales Base account (“you”). By creating an account or using Sales Base you agree to them. Please read them with our privacy policy.

1. The service

Sales Base is web-based software that helps small businesses manage clients, jobs, invoices, payments, leads and reports (the “service”). It is provided for business use only, not to consumers. If you create an account for a company, you confirm that you have authority to bind it.

2. Your account

  • You must give accurate details and keep them up to date.
  • You are responsible for everything done through your account, including by the staff you add, and for keeping passwords secret. Tell us promptly if you think an account has been misused.
  • Give each person their own sign-in and choose their role with care, as the role decides what they can see and do.

3. Free trial, plans and fees

  • The service is offered in plans with the features and prices shown on our pricing page. Prices are per company, in pounds sterling, and exclude VAT, which is added at the rate that applies.
  • A new account starts with a 30-day free trial of Growth, no card needed. Nothing is charged during the trial, and we will not charge you unless you choose a plan.
  • If the trial ends and you have not chosen a plan, the account becomes read-only: you can still sign in, look at your data and download it, but cannot change anything until you choose a plan. We do not delete your data when a trial ends, and we will tell the owners before we delete the data of an account that has not come back.
  • Once you choose a plan, it is a subscription that renews monthly and is paid in advance by card, taken by our payment provider, Stripe, on its own secure page. We never see or store your card details.
  • You can change plan or cancel at any time from your Billing page. A change of plan is charged or credited for the part of the month it covers. A cancellation takes effect at the end of the month you have already paid for, and we do not refund part-months unless the law says we must.
  • If a payment fails we will try again. If it keeps failing the subscription ends, and the account becomes read-only in the same way as when a trial ends.
  • We may change prices or plans. We will give you at least 30 days’ notice by email, and a change will not apply to you until the end of that notice.

4. Your data

  • You own the data you put into the service, and you are responsible for having the right to use it, including a lawful basis for the personal data of your own clients, leads and staff, and for telling those people how you use it.
  • You give us permission to store and handle that data, and to send it to the providers that help us run the service, only so far as is needed to provide the service to you.
  • Where we handle personal data on your behalf, section 10 of our privacy policy sets out our data processing terms and forms part of this agreement.
  • You can export key records, such as invoices, payments and clients, as spreadsheets, and when your account ends we will return or delete it as set out in section 12.

5. Acceptable use

You must not: break the law using the service; send spam or unlawful content; try to access another company’s data or any part of the service you are not allowed to; probe, overload or disrupt the service; reverse engineer it; or resell it without our written agreement. We may suspend an account that does, and will tell you why where we can.

6. Payments and other services

You can connect your own Stripe, PayPal and GoCardless accounts and your own email service. Those are separate services, run under your own agreements with the providers. Money your clients pay goes to your accounts, and we do not hold it. We are not responsible for those providers’ services, fees or decisions, or for an outage on their side. You are responsible for the invoices and quotes you send, for charging the correct VAT, and for your own accounting and tax.

7. AI features

Some plans include AI features, such as drafting emails and answering questions. They are aids and can be wrong. You must check anything they produce before you rely on it or send it, and you remain responsible for it. They are not legal, tax or financial advice. Each plan has an allowance for their use, and we may limit use to keep the service fair for everyone.

8. Availability and support

We work to keep the service available and to fix faults quickly, but we do not promise it will be uninterrupted or error-free. We will give notice of planned maintenance where we can. We may improve and change the service over time, and will not remove a feature you rely on without reasonable notice. Support is by email through our contact form.

9. Our rights in the service

We and our licensors own the service, its software, design and the Sales Base name and logo. You get a right to use the service for your own business while this agreement lasts, and nothing more. Your data remains yours.

10. Our liability

  • Nothing in these terms limits or excludes liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for anything else that the law does not allow to be limited.
  • Subject to that, we are not liable for loss of profit, revenue, business, goodwill or anticipated savings, or for any indirect or consequential loss, however it arises.
  • Subject to the first point, our total liability to you for everything arising from or connected with the service in any 12-month period is limited to the fees you paid us in that period.
  • We are not liable for a failure or delay caused by something outside our reasonable control, including a failure of the internet, a power cut, or an outage at a provider of payment, email or hosting services.

11. Your responsibility

You are responsible for any loss we suffer because you broke section 5, or because you had no right to put data into the service.

12. Ending the agreement

  • You can stop using the service and close your account at any time by contacting us.
  • We may end or suspend your account if you seriously or repeatedly break these terms, or do not pay after a reminder. We may also end the service with at least 90 days’ notice.
  • When an account ends, we will make your data available to you for 30 days if you ask, and then delete it, except where the law requires us to keep something. Backups are removed as they are replaced.

13. Changes to these terms

We may change these terms. We will email the account owner at least 30 days before a change that matters to you takes effect. If you carry on using the service after that date, you accept the change. If you do not accept it, you can close your account before it takes effect.

14. General

  • These terms and the documents they refer to are the whole agreement between us about the service.
  • If a part of these terms is found unenforceable, the rest still applies.
  • A failure or delay in using a right is not a waiver of it.
  • You may not transfer your rights under these terms without our agreement. We may transfer ours to a successor of the business, and will tell you.
  • These terms are governed by the law of England and Wales, and its courts have exclusive jurisdiction, although nothing stops us enforcing a right in any other court where it is needed.

15. Contact

Sales Base Questions about these terms: hello@salesbase.co.uk.