Terms of Service

Effective 4 August 2026 · Contact: support@casly.app

These terms are written in plain English on purpose. They are the agreement between you and Border and Bridges Ltd, a company registered in England and Wales (company number 13922535, registered office: The Accountancy Partnership, 70 Grange Road East, Wirral, CH41 5FE, United Kingdom), trading as Casly ("Casly", "we", "us") whenever you use the Casly website at casly.app or the Casly application at app.casly.app (together, the "Service"). By creating an account or using the Service, you agree to them.

1. What Casly is

Casly is a cloud-based CRM for education and immigration consultancies: lead management, an omnichannel inbox, case processing, invoicing, accounting and related modules, delivered as a subscription over the internet.

2. Your account

You must give accurate information when you sign up and keep it up to date.
You are responsible for keeping your password safe and for everything done under your company's accounts, including your team members' use.
You must be at least 18 and using Casly for business purposes.

3. Subscriptions and billing

All prices are in US dollars. Current pricing is shown on casly.app. Your plan includes a set number of user seats; extra seats are billed per user.
Subscriptions renew automatically — monthly or annually, whichever you chose — until you cancel.
Payments are processed by our payment partner acting as merchant of record. Their checkout terms apply to the payment transaction itself.
Founding-member pricing, where offered, is locked to your account for as long as your subscription remains active without interruption.
We may change standard pricing with at least 30 days' notice; changes never apply retroactively to a period you have already paid for.

4. Free trial

New accounts get a free trial so you can evaluate everything before paying — every module, no card required. When the trial ends and no subscription is active, your workspace switches to read-only: you can still sign in, view and export your data, but not add to it. We do not delete your data when a trial ends.

5. No refunds

All payments are final and non-refundable. We offer a full free trial precisely so you can test Casly thoroughly before paying anything. We do not give refunds or credits for partial billing periods, unused time, unused seats, or accounts you forgot to cancel. If you cancel, you keep access until the end of the period you already paid for, and you simply are not billed again. Nothing in this section takes away any refund right that applicable law says cannot be excluded.

6. Cancelling

You can cancel your subscription at any time — no notice period, no cancellation fee.
After your paid period ends, your workspace becomes read-only, exactly like an ended trial. Your data stays intact and exportable.
If you want your data permanently deleted instead, email support@casly.app and we will delete it.

7. Your data belongs to you

Everything your team puts into Casly — leads, clients, conversations, documents, financial records — is yours. We claim no ownership of it.
You can export your data at any time, during and after your subscription.
We never sell your data, never use it for advertising, and never use it to train AI models. See the Privacy Policy for the full details.
You are responsible for having the right to store the client information you put into Casly, and for using it lawfully.

8. Our software belongs to us

Just as your data is yours, the Casly platform is ours. The software, source code, design, interface, workflows, text, graphics and everything else that makes up the Service are the intellectual property of Border and Bridges Ltd and are protected by copyright and other intellectual-property laws worldwide. Your subscription gives you a limited, non-exclusive, non-transferable licence to use the Service for your own business while your account is active — it does not transfer any ownership of the Service to you. You must not:

copy, reproduce, modify or create derivative works of the Service or any part of it, including its design and interface;
reverse engineer, decompile, disassemble or otherwise try to extract the source code of the Service;
scrape, crawl or systematically extract content or code from the Service by any automated means;
use access to the Service to build, or help someone else build, a competing product or service;
remove or alter any copyright, trademark or other proprietary notices;
use the Casly name or logo without our prior written permission.

We may suspend or terminate accounts involved in any of the above, and we reserve all rights and remedies available in law. These obligations survive the end of your subscription.

9. Acceptable use

Use Casly only for lawful business. In particular, you must not:

send spam or unsolicited bulk messages through connected channels;
break the terms of services you connect to Casly (for example WhatsApp/Meta or your email provider) — those connections run under your own accounts and their rules apply to you;
attempt to access another company's workspace, probe or overload the Service, or resell it without our written agreement;
upload anything unlawful or malicious.

We may suspend accounts that break these rules, after warning you where reasonable.

10. Availability and support

We work hard to keep Casly fast and available, with encrypted connections, per-company data isolation and daily backups — but no online service can promise 100% uptime, and we don't. Support is provided by email at support@casly.app and through the in-app bug reporter.

11. Liability

Casly is provided "as is". To the fullest extent the law allows: we are not liable for indirect losses (lost profits, lost business, lost data caused by things outside our control), and our total liability for any claim is capped at the amount you paid us in the 12 months before the claim. Nothing in these terms excludes liability that cannot legally be excluded, such as for fraud.

12. Changes to these terms

We may update these terms as Casly evolves. If a change is material, we will tell you by email or inside the app at least 14 days before it takes effect. Continuing to use Casly after that means you accept the updated terms.

13. Governing law

These terms are governed by the laws of England and Wales, and disputes belong to the courts of England and Wales — though we would much rather you just email us first so we can sort it out.

Questions about anything here? Write to support@casly.app — a human reads it.