These terms are an agreement between you and GreenTrees LLC (“Green Trees”) and govern your use of the service. The short version: your data is yours, your AI acts only with your permission, and nothing sends without your approval.
Green Trees is a headless CRM: a hosted system of record that AI assistants operate on your behalf over MCP. There is no application UI to speak of, by design. Features include records and pipeline, sequences, migration from other CRMs, approvals, notifications, and reporting, as described at greentrees.ai/docs. We may improve or change features over time; we won’t materially degrade the core service without notice.
You sign in with an email one-time code. You are responsible for the security of that inbox and for the people and AI connections you authorize into your workspace. Workspace owners control connections, members, and settings.
Connections you approve allow an AI assistant to read your workspace and file changes as you, each with a receipt. You are responsible for the instructions you give your AI and for the actions you approve. Send-adjacent actions (emails, sequence steps) always create a pending item that a person must approve; approval links are for you and must not be shared or automated.
You own your workspace data. You grant us the limited rights needed to host, process, and back it up to provide the service, including the AI processing you consent to under our Privacy Policy. You can export it at any time and it leaves with you when you go.
Your AI seat (Claude, ChatGPT, and others) is a separate service under its own terms and fees. Mailbox, calendar, and CRM connections (Google, Microsoft, HubSpot, Salesforce) are governed by those providers’ terms, and their consent screens control what we can access.
Paid plans are billed as described at purchase. Prices may change with at least 30 days’ notice, effective on your next billing cycle. Fees are non-refundable except where the law requires otherwise.
The service is provided “as is.” AI systems make mistakes: drafts may be wrong, matches may be loose, and you should review what you approve. To the fullest extent permitted by law we disclaim implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential, or punitive damages, or lost profits or revenues. Our total liability under these terms is limited to the amounts you paid us in the twelve months before the claim. Nothing here limits liability that cannot be limited by law.
You may stop using the service and delete your workspace at any time. We may suspend or terminate accounts that violate these terms, with notice where practical. On termination we make your data available for export for 30 days, then delete it per the Privacy Policy.
These terms are governed by the laws of the State of Georgia, USA, excluding conflict-of-law rules, and disputes belong to the state or federal courts located in Georgia. If a provision is unenforceable, the rest stand. We may update these terms; material changes will be notified to workspace owners by email before they take effect, and continued use is acceptance.