Terms of use and sale

Version 1.4, effective 2 November 2026

Courtesy translation. This English version is provided for convenience only. The French version is the only legally binding one and prevails in case of any difference.

1. Purpose

These terms govern the use of Bao CRM and subscriptions to its Pro plan. Bao CRM lets you manage prospects, a catalogue and quotes from a browser and, if you wish, in a Notion workspace. Using the service or subscribing to the Pro plan means you accept these terms. The version that applies to an order is the one online on the day of that order.

2. Publisher and seller

Maxence Hoarau, sole trader (micro-entreprise), trading name SOBARY, 229 rue Saint-Honoré, 75001 Paris, France. SIRET 539 613 158 00069. VAT not applicable, article 293 B of the French General Tax Code. Contact: contact@baocrm.com.

3. Intended users

Bao CRM is intended for professionals, in the course of their business. By subscribing to the Pro plan, you declare that you are acting for professional purposes.

4. Account

Bao CRM can be used without an account: your data is then saved on your device, and backing it up is your responsibility. Connecting Notion is optional on the free plan and required for the Pro plan. An account is created the first time you connect, and your use of Notion remains subject to its own terms. You are responsible for access to your account and for its use.

5. Plans and prices

Prices are shown in euros. VAT not applicable, article 293 B of the French General Tax Code. The applicable price is the one displayed when you order. The content of the plans may change; any significant reduction of the Pro plan is announced to you in advance.

6. Order and payment

You subscribe from the app, on a secure Stripe payment page (Stripe Payments Europe, Ltd.). The accepted payment methods are those offered on that page. The publisher neither receives nor keeps your bank details.

The contract is formed as soon as Stripe confirms the payment, and the Pro plan is activated on your account. If the payment is declined, the order is cancelled. Your invoices are available from Manage my subscription, in Settings.

7. Term, renewal and cancellation

The Pro subscription has no commitment beyond the paid period, of one month or one year. It renews automatically at each due date, at the price then in force, until it is cancelled.

You can cancel at any time from Manage my subscription, in Settings. Cancellation takes effect at the end of the paid period: the Pro plan stays active until that date and no further payment is taken. Unless the law provides otherwise, a period that has started is not refunded.

If a payment fails, Stripe retries it and the Pro plan stays active in the meantime. If all attempts fail, the subscription is cancelled.

When the subscription ends, the account returns to the free plan. Your data and templates are kept and your quotes can still be viewed and downloaded, but the free plan’s limits apply to anything new you add.

Deleting your account cancels your subscription immediately, with no refund of the current period.

8. Price changes

Any price change is announced to you at least 30 days before it applies. It takes effect at the next renewal, and you can cancel before that date.

9. Withdrawal and refund

As Bao CRM is intended for professionals, the consumer right of withdrawal does not apply. You nevertheless have 14 days after your first payment to ask for a full refund, without giving a reason, at contact@baocrm.com. The refund is made within 14 days of your request, using the payment method you used, and the Pro plan then ends.

10. Quotes and compliance

Bao CRM helps you prepare quotes and checks that notices customary under French law are present. This check is not legal advice and does not cover every situation, in particular regulated sectors. You alone remain responsible for the content, accuracy and compliance of the documents you issue.

11. Your data

You remain the owner of the data saved on your device or in your Notion workspace. You authorize us only to process the data the service accesses, in order to provide it. You undertake to collect and use that data lawfully. The details are in the privacy policy.

12. Processing data on your behalf

If you connect Notion, you are the controller of your contacts’ personal data and the publisher acts as a processor, within the meaning of article 28 of the GDPR. The publisher undertakes to:

• process this data only on your instructions, through your use of the service, in order to provide it;
• keep it confidential and implement appropriate security measures;
• inform you without undue delay of any data breach it becomes aware of;
• help you respond to requests from data subjects and meet your obligations;
• inform you before any change of sub-processor;
• make available to you the information needed to demonstrate compliance with these commitments.

Sub-processor: O2switch, for hosting. The data stays stored in your Notion workspace, and you can end the processing at any time by deleting your account and removing access from Notion.

13. Prohibited uses

You must not circumvent the service’s protections or limits, disrupt its operation, access a third party’s data, or use it for unlawful purposes.

14. Availability

We use reasonable means to keep the service available, without guaranteeing continuous availability. The service depends on the hosting provider, on Stripe and, if you connect it, on Notion. It may be interrupted for maintenance or change over time.

15. Liability

The publisher has an obligation of means. It is not liable for outages of third-party services, use that does not comply with these terms, force majeure (article 1218 of the French Civil Code) or indirect damage such as loss of business. It has no access to the data saved on your device and cannot recover it if it is erased.

The publisher’s total liability is limited to the amounts you paid during the 12 months before the event giving rise to the claim. This limit does not apply to gross negligence or wilful misconduct, nor to rights the law does not allow to be excluded.

16. Account suspension

The publisher may suspend an account in the event of a breach of these terms, an abusive payment dispute or fraud. Except in cases of obvious fraud or urgency, you are informed by email beforehand and may submit your observations within 7 days.

17. Support and complaints

Support answers at contact@baocrm.com, normally within 5 working days. If you have a problem, send a written complaint there: we will look for an amicable solution with you.

18. Changes

These terms may change. Any significant change is announced before it takes effect.

19. Governing law

These terms are governed by French law. Failing an amicable agreement, any dispute will be brought before the competent French courts.