Customer Relationship Management (CRM) Set-Up Contract

- Names of Parties to Agreement: Identifies you and your client to clarify who is entering into the contract.

- Outline of Payment: Details the cost of the CRM Set-Up services you’ll provide to your client.

- Scope of Work Clause: Outlines the workflow implementations, set-up, consultant services, and deliverables you will provide to your client.

- Project Schedule Clause: Details the CRM set-up project schedule that you and your client agree to, from the start date to the final CRM set-up completion date.

- Fees & Retainer Clause: Clarifies your payment terms (including retainers, installments, additional services, late fees, and more), and gives you two options to choose from depending on your business practices.

- Work Relationship Clause: Discusses your status as an independent contractor, and that no employer-employee relationship is created by this contract.

- Rush Fee Clause: Defines what constitutes “rush work” and details your rush services fees.

- Delays to Project Schedule Clause: Discusses missed deadlines and how you apply delay fees to the final project price, and gives you two options to choose from depending on your business practices.

- Client Responsibilities Clause: Lays out the client’s responsibilities including providing assets to you by certain deadlines, purchasing necessary domain registrations, and more.

- Company Responsibilities Clause: States your responsibilities under the contract, such as meeting all project deadlines, supporting the client through training related to the CRM after set up is complete, among others.

- Changes to Project Scope Clause: Lays out process for integrating client’s new ideas throughout the process of the CRM set-up and implementation of workflows, including possible additional fees associated.

- Editing Revisions Clause: Discusses the complimentary revision process and timeframes, as well as cost for additional revisions.

- Final Delivery Clause: Provides a timeframe for final delivery of CRM system and that you will provide a certain amount of training sessions regarding client’s use of the CRM after final delivery.

- Intellectual Property Rights Clause: Outlines what works created by you are considered “works made for hire,” and what works are your copyrighted intellectual property.

- Client-Supplied Assets Do Not Infringe Clause: Confirms that client owns assets provided to you for use with the CRM system, and that none infringe on anyone else’s intellectual property rights.

- Strategy Style Clause: Ensures that the client has adequately reviewed your portfolio of work and has reasonable expectations regarding what you will produce and deliver.

- No Guarantees Clause: States that you do not guarantee that the workflows created for your client will lead to desired results.

- Confidentiality Clause: Ensures that confidential information you learn about your client will not be disclosed or used other than for the purposes outlined in the contract.

- Non-Disparagement Clause: Confirms that neither you nor your client will ever make any false or disparaging statements about one another.

- Term & Termination Clause: States that the contract will terminate after you have completed the project and delivered all deliverables, and outlines other methods of terminating the contract.

- Communication Clause: Encourages clear and ongoing communication between you and client.

- Indemnification Clause: Ensures that the Parties mutually protect each other from third party claims.

- Force Majeure Clause: Covers unforeseeable, unpredictable events that make it impossible to perform under the contract, like natural disasters and war.

- Maximum Damages Clause: Limits claims to the cost of the agreement.

- Limitation of Liability Clause: Caps your liability in case of issues like breach of the agreement. Also limits the liability for exemplary damages.

- Sales Tax Clause: Clarifies any applicable sales tax applied to package price.

- Entire Agreement Clause: Confirms that this contract is the full and complete agreement between the parties.

- Venue & Jurisdiction Clause: Specifies the legal venue and interpretation of law for any disputes or claims.

- Arbitration Clause: Requires disputes go through arbitration first.

- Severability & No Waiver Clause: Ensures that the contract remains valid even if some parts are unenforceable or waived.

- Transfer Clause: Details that the contract cannot transfer to another party without consent.

- Headings Clause: States that headings are for organization, not legal interpretation.

- Notice Clause: Explains how you’ll handle official notifications to your client, and vice versa.

- Counterparts & Facsimile Signatures Clause: Allows for electronic signatures to deem the contract valid.

- Signature Lines: Provides space for you and your client to sign and make it official!

Every template is prepared by The Legal Paige, LLC, attorney-drafted and reviewed, and created specifically for your industry.

Every template is created with easy-to-use fill-in-the-blanks for your unique business. We make it simple to identify what information you need to input with highlighted, editable sections.

Once you’ve finished, you can quickly copy/paste into your client management software, Google Docs, or Microsoft Word to send to clients in a snap.

The language is reader-friendly. (We cut back on complicated legal mumbo-jumbo).

Plus, you'll get free access to future template updates from The Legal Paige.

DISCLAIMER: By purchasing a template contract and/or document from The Legal Paige, LLC, you are not given access to Paige, and no attorney-client relationship is created.

All template documents are drafted using general U.S. contract principles and are not state-specific. Our products are easy to use and have highlighted, editable sections with commentary on what to amend according to your business practices and local and state laws. You may modify the document on your own or find an attorney in your state to help you.

Some template documents are available in Canada, have been reviewed by a Canadian lawyer, and are drafted using general Canadian common law contract principles (not for use in Quebec due to civil law jurisdiction). Thus, if you purchase a Canadian template all language in the document will be applicable to your business operating in Canada. If you need assistance modifying the document, please find a lawyer in your territory/province to help you.