CallToSale

Terms of Service

Effective date: 10/13/2026

These Terms of Service ("Terms") govern your use of the CallToSale marketing analytics service provided by Call to Sell ("CallToSale," "we," "us"). By signing an order form, subscribing online or using the service, you ("Client") agree to these Terms.

1. The service

CallToSale is business-to-business marketing analytics software. It connects a Client's advertising, website, call and form data to sales recorded in Shopify and Shopify POS, and reports revenue by marketing source. The features included depend on the plan the Client selects.

2. Eligibility and requirements

Connect requires the Client to already have active, paid subscriptions to both CallRail and HighLevel and keep paying those providers directly. The $399 monthly fee does not include either subscription. Connect does not create a new HighLevel workspace.

Connect Plus, Insights and Multi-Store include a dedicated HighLevel workspace. A successful purchase starts account provisioning; CallRail and the store integrations are configured during onboarding.

  • The service is for businesses only, not for personal or household use.
  • The Client must maintain an active Shopify website and Shopify POS account for the duration of the subscription.
  • The Client must give CallToSale the account access needed to set up and run the service.

3. Plans, fees and billing

  • Plans and prices are listed on calltosale.com or in the Client's order form. The order form controls if the two differ.
  • All prices are in U.S. dollars (USD). Connect is $399/month, Connect Plus is $599/month, Insights is $899/month, and Multi-Store starts at $1,299/month with additional locations and setup confirmed in a written quote. Subscriptions are billed monthly in advance: the first monthly fee is charged at checkout, and the subscription automatically renews each month on its billing anniversary until cancellation takes effect. Applicable taxes, if any, are shown before payment.
  • A one-time setup fee is charged at the kickoff call: $199 for Connect, $299 for Connect Plus and Insights, and from $399 for Multi-Store, depending on the number of stores.
  • On the Connect plan, the Client keeps and pays for its own CallRail and HighLevel accounts. On all other plans, CallRail and HighLevel are included.
  • Connect Plus includes up to 300 calls a month. Insights includes up to 1,000 calls a month, and Multi-Store includes up to 1,000 calls a month per store. Calls over the limit are billed at $0.25 each, on the next monthly invoice.
  • Fees do not include advertising spend or other third-party tools the Client pays for directly, such as Shopify and ad platforms.
  • Payments are processed by Stripe. By providing a payment method, the Client authorizes CallToSale to charge it for the fees described in the order form.

4. Term and cancellation

  • All plans are month to month. There is no long-term contract.
  • Plans renew each month until cancelled. Send cancellation requests to [email protected] with your business name and subscription email. Give at least 30 days' written notice. We confirm the effective cancellation date in writing; monthly renewal charges falling within the notice period may still apply. Access continues through the paid service period, and no further recurring charges are made after cancellation takes effect. Cancellation does not refund fees for service already provided or usage already incurred.
  • CallToSale will email the Client at least 30 days before any price change.
  • Refunds are handled under the CallToSale Refund and Cancellation Policy.

Service delivery and activation

We schedule your kickoff within 3 business days after purchase. Setup is usually completed within 10 business days after you provide all required account access and accurate store information. Business days are Monday through Friday, excluding U.S. public holidays. Third-party approval or access delays can extend setup; we will tell you about material delays. This is a digital software and managed service; nothing is physically shipped. Monthly billing begins at purchase, rather than after setup. Setup fees are billed separately at kickoff. If you cannot provide the required subscriptions or access, contact us promptly to discuss cancellation before setup begins.

Payment security

Stripe processes payments through encrypted HTTPS checkout and secure payment fields. CallToSale does not receive or store your complete card number or security code. Completing checkout authorizes the recurring monthly charge shown, plus separately disclosed setup and incurred usage fees under these Terms. You can contact us to update your billing details.

5. Client responsibilities

  • Provide accurate information and keep account access current.
  • Attach customer phone numbers or emails to Shopify POS orders where possible. Sales cannot be matched to marketing without this step.
  • Use the service in compliance with applicable laws, including laws on call recording, consent and marketing communications.
  • Have its customers' consent before CallToSale sends text messages on the Client's behalf, including missed-call text-back, review requests and win-back texts.
  • Not use the service for telemarketing, spam or any unlawful purpose.

6. Data and ownership

  • The Client owns its data and the configuration inside its own accounts.
  • CallToSale processes Client data only to provide the service, as described in the Privacy Policy.
  • CallToSale owns its software, methods, templates and report formats, and may reuse general know-how that contains no Client data.

7. No guarantee of results

CallToSale provides reporting and analysis. It does not guarantee any level of sales, revenue, leads or advertising performance. Attribution depends on data quality and on platforms outside CallToSale's control.

8. Limitation of liability

To the extent permitted by law, CallToSale's total liability under these Terms is limited to the fees paid by the Client in the 3 months before the claim. CallToSale is not liable for indirect, incidental or consequential damages, including lost profits.

9. Suspension and termination

CallToSale may suspend the service if fees are more than 15 days past due or if the Client breaches these Terms. Either party may terminate for material breach not cured within 30 days of written notice.

10. Changes to these Terms

CallToSale may update these Terms. Material changes will be emailed to the Client at least 30 days before they take effect.

11. Governing law

These Terms are governed by the laws of the State of Texas. Disputes will be handled in the courts of Harris County, Texas.

12. Contact

Call to Sell, 7604 Jacquelyn Grove Ln, Houston, TX 77055, [email protected], 832-340-4953