Last updated: April 2026
By accessing or using SMVue ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, do not use the Service. These Terms constitute a binding agreement between you and SMVue, Inc. ("SMVue," "we," "our," or "us"), a Delaware corporation.
SMVue is a Rep Relationship Management (RRM) platform designed for sales managers. The Service helps you build stronger relationships with your sales representatives through:
To use the Service, you must create an account and an organization. You agree to:
Each organization has one Owner who controls billing, user management, and settings. Organizations may have the following roles:
Only the Owner can transfer ownership, change subscription plans, or delete the organization.
SMVue offers three subscription tiers:
| Starter | Pro | Team | |
|---|---|---|---|
| Price | $50/month | $150/month | Custom (contact sales) |
| Manager Seats | 1 | 1 | Multiple |
| Rep Seats (free) | Up to 3 | Unlimited | Unlimited |
| Sales Coach | 10 messages/day | Unlimited | Unlimited |
| Templates | Default 1:1 only | Custom | Custom |
| Skill Assessments | No | Yes | Yes |
| Executive Seats | No | No | Yes |
Starter and Pro tiers are self-serve via Stripe. Team tier pricing is arranged through our sales team.
SMVue offers a 14-day free trial with no credit card required. During the trial, you have access to all platform features. At the end of the trial:
You may cancel at any time. Access continues through the end of the current billing period. No refund is issued for the current period.
If your payment method fails, the following timeline applies:
| Day | Action |
|---|---|
| 0–7 | Automatic payment retries. No impact to access. |
| 7 | Email notification sent to the Owner to update payment method. |
| 14 | Read-only mode. You can view data but cannot create coaching sessions, run AI features, or sync CRM. |
| 30 | Account suspended. All access revoked. Data retained for 90 days. |
| 120 | Data permanently and irreversibly deleted. |
Seat type determines what a user can see and do within the Service:
An organization without Manager seats has no data to display. Executive and Rep seats consume data generated by Manager seats.
The Service integrates with third-party platforms to enhance functionality. When you connect an integration, you authorize us to access and sync data as described below:
SMVue never writes business data back to any connected CRM.
Each integration requires your explicit authorization via OAuth. You can disconnect integrations at any time through your account settings. Third-party services are subject to their own terms and privacy policies.
SMVue uses artificial intelligence to enhance your coaching effectiveness. AI features include:
To provide these features, your content (including CRM data, meeting notes, coaching notes, rep profiles, and conversation history) is processed by our AI providers, including Anthropic (Claude) and OpenAI. See our Privacy Policy for details on AI data processing and retention.
Important: AI-generated content is provided as guidance only and may contain errors or inaccuracies. You are responsible for reviewing and validating any AI-generated content before use. AI suggestions do not constitute professional advice.
You retain ownership of all content you create using the Service, including meeting notes, coaching notes, action items, skill assessments, and other documentation. By using the Service, you grant us a limited license to:
AI-generated content (Daily Briefs, Meeting Prep, coaching insights) is created for your use and stored in your account. This derived content is subject to the same data protection and deletion policies as your directly provided content.
Content imported from connected services (such as CRM contacts or calendar events) remains subject to the terms and policies of those services.
You agree not to:
The Service and its original content, features, and functionality are owned by SMVue, Inc. and are protected by intellectual property laws. This includes our software, designs, AI prompts and systems, user interface, and documentation.
Your privacy is important to us. Please review our Privacy Policy for detailed information about how we collect, use, and protect your data, including:
You have the right to access, export, correct, and delete your personal data. These actions can be initiated through your account settings or by contacting us at privacy@smvue.com.
We strive to maintain high availability of the Service. Current system status and uptime history are available at https://status.smvue.com.
We do not guarantee uninterrupted availability. Scheduled maintenance will be communicated in advance when possible. In the event of unplanned downtime, we will communicate status updates through our status page.
You may cancel your account at any time through the settings page. Upon cancellation:
We may terminate or suspend your account immediately if you violate these Terms, including but not limited to: abuse of the Service, non-payment, or harmful conduct. We will provide notice and an opportunity to export data when reasonably possible.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. WE SPECIFICALLY DISCLAIM ALL IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WITHOUT LIMITING THE FOREGOING:
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, SMVUE'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE TOTAL FEES PAID BY YOU TO SMVUE DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
IN NO EVENT SHALL SMVUE BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL, REGARDLESS OF WHETHER SUCH DAMAGES WERE FORESEEABLE AND WHETHER SMVUE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
These limitations apply to all causes of action in the aggregate, including breach of contract, negligence, strict liability, and other torts.
SMVue will defend, indemnify, and hold harmless you from any third-party claims alleging that your authorized use of the Service infringes a third party's intellectual property rights, and will pay any damages finally awarded or settlement amounts agreed to, provided you: (a) promptly notify SMVue of the claim, (b) grant SMVue sole control of the defense, and (c) provide reasonable cooperation.
You will defend, indemnify, and hold harmless SMVue from any third-party claims arising from: (a) your breach of these Terms, (b) your use of the Service in violation of applicable law, or (c) data provided by you that infringes third-party rights.
These Terms shall be governed by the laws of the State of Delaware, without regard to conflict of law principles. Any disputes arising from these Terms or the Service shall first be addressed through good-faith negotiation. If a resolution cannot be reached within 30 days, the dispute shall be resolved through binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. The arbitration shall take place in Delaware. Each party shall bear its own costs, and the arbitrator's decision shall be final and enforceable in any court of competent jurisdiction.
We reserve the right to modify these Terms at any time. We will notify you of significant changes via email at least 30 days before they take effect. Continued use of the Service after the effective date constitutes acceptance of the updated Terms. If you do not agree to the updated Terms, you may cancel your account before the effective date.
For questions about these Terms, please contact us at legal@smvue.com.
SMVue, Inc. Delaware, United States