Terms and Conditions for First Up CRM Subscription

1. Subscription Overview

First Up CRM is a subscription-based service built on the HighLevel (third-party) platform. By subscribing, you agree to these Terms and Conditions.

2. Subscription Fees and Payment

The monthly subscription fee is billed/paid automatically each month. Payments are processed via the payment method on file. Failure to process payment may result in service suspension without notice.

3. Wallet System for Additional Services

A wallet must be funded using the payment method provided by the customer to access phone, SMS, and email services. The wallet is replenished automatically when funds fall below a minimum threshold.

4. Phone Services

All phone numbers are billed monthly based on the number types. Below is the list of (current as of 2/3/2025) pricing for different number types available in the
US/Canada:

LocalNumbers: $1.15 / month

Toll-FreeNumbers: $2.15 / month

Outbound Call: $0.0180/ minute (From local and toll-free numbers, includes charges for client minutes)

Inbound Call: $0.0085/ minute (To local numbers, $0.0220 to toll-free numbers)

The voice calls to Alaska and Yukon Territory will not be charged based on the above prices. For all the other countries, the pricing will also be based on Twilio's pricing.

Note: The outbound calls have 2 legs so the cost of an outbound call will be $0.0180 ($0.014 for Outbound call + $0.004 for the web App/Mobile App leg which dialer uses to initiate the call (Client Minutes))

5. SMS/MMS Services

The MMS pricing is based on the number of segments a message comprising of, the pricing for US/Canada is as follows:

Outbound SMS: $ 0.0200 / segment (From local and toll-free numbers)

Inbound SMS: $ 0.0100 / segment (To local numbers, $0.0200 to toll-free numbers)

6. Email Services

Emails are charged at $0.675 per 1,000 emails sent. High-volume email campaigns may incur additional charges.

7. Additional Charges

Email verification, dedicated IPs, AI, and premium features may incur extra costs. Users will be notified of any new or updated fees.

8. Refunds and Cancellations

Subscription fees are non-refundable. Users may cancel at any time; however, services will remain active through the end of the current billing cycle. Wallet funds are non-refundable but may be used until the balance is exhausted.

Upon cancellation, First Up Marketing will provide reasonable assistance in transferring the account to another HighLevel agency, with the exception of the Proprietary Workflows (as defined below). Client-Owned Workflows (as defined below) will be included in the transfer.

8.1 Proprietary Workflows

"Proprietary Workflows" means any workflow automations, templates, funnels, integrations, or related configurations that First Up Marketing has developed using its own tools, methods, or frameworks and made generally available or adapted for use across multiple clients, including as customized for the Client’s account. Proprietary Workflows remain the sole property of First Up Marketing at all times, are licensed to the Client for use only during the term of the applicable agreement, and are excluded from any account transfer, export, or handoff upon cancellation or termination.

8.2 Client-Owned Workflows

"Client-Owned Workflows" means any workflow automations specifically commissioned by the Client and paid for by the Client as a separately itemized, custom development fee (as opposed to work performed under a standard subscription or retainer). Client-Owned Workflows are the property of the Client and will be included in any account transfer upon cancellation, provided all associated fees have been paid in full.

8.3 Transfer Assistance

First Up Marketing will provide up to 1 hour of transfer assistance at no additional charge. Assistance beyond this scope will be billed at First Up Marketing’s then-current hourly rate. First Up Marketing does not guarantee that any specific workflow, automation, or integration will function identically once transferred to another agency or platform administrator, as third-party account configurations are outside First Up Marketing’s control. Please review HighLevel's documentation here.

9. Service Limitations and Liabilities

First Up CRM is provided "as-is" with no guarantees of uptime.

Users are responsible for compliance with marketing and data privacy laws.

First Up CRM is not liable for service disruptions or third-party provider failures.

10. Integrations Limitations

Access to Private Integrations is limited to Agency admins and users. All private integrations are subject to Agency approval and can be revoked at any time, without notice, upon suspected security risks.

10. Changes to Terms

These Terms may be updated at any time, with notice provided to subscribers. Continued use of the service constitutes agreement to revised terms.

For questions, please contact our support team at 888-294-9611.

Revised: August 12, 2026