Unladen CRM

Subscription Terms

Last updated 15 July 2026

These terms govern the use of Unladen CRM (the “Service”), provided by Unladen Software Pty Ltd, ABN 18 700 213 181 (“Unladen Software”, “we”, “us”). By subscribing to the Service, the subscribing business (“you”, the “Practice”) agrees to these terms. The Service is offered to businesses only, not to consumers.

1. The Service

Unladen CRM is cloud software for Australian financial advice practices: client records, portfolios, reviews, advice-document generation and related tools. We provide the Service with reasonable care and skill, and we work continuously to improve it; features may be added or changed over time.

2. Accounts and users

  • Subscriptions are per named user. Each account is for one person and must not be shared; an account may be reassigned when a staff member leaves.
  • Accounts are created by invitation. Every account requires multi-factor authentication; this is not optional.
  • You are responsible for the people you authorise: what your users do in the Service is done on your behalf.

3. Fees

  • The subscription fee is per user, per month, as published on our website or as otherwise agreed with you in writing. Fees are exclusive of GST, which is added where applicable.
  • Fees are invoiced monthly and payable within 14 days of invoice.
  • Users added during a month are charged pro-rata from the day they are added.
  • There are no setup, implementation or data-migration fees.

4. Price changes

We may change our pricing by giving you at least 60 days’ written notice. If you do not wish to continue at the new price, you may cancel before it takes effect, without penalty. There are no automatic annual increases.

5. Document storage

Each Practice’s subscription includes 20 GB of document storage, which we expect to be more than enough for ordinary use. If your storage grows beyond that, we may charge $0.25 + GST per additional GB per month, and will tell you before any storage charge starts.

6. Term and cancellation

  • Subscriptions are month to month. There is no fixed term, no auto-renewing lock-in, and no cancellation charge.
  • You may cancel at any time with 30 days’ written notice.
  • We may suspend or terminate your subscription if you materially breach these terms and do not remedy the breach within 14 days of written notice, or if invoices remain unpaid more than 30 days after a written reminder.

7. Your data

  • Your data belongs to you. This includes all client records, documents and other material you or your users put into the Service (“Practice Data”). We claim no ownership of it and use it only to provide the Service.
  • You can export your Practice Data at any time, in standard formats, at no charge. There is no extraction fee before, during or after cancellation.
  • After your subscription ends, your Practice Data remains available for export for 60 days. We then delete it from the live Service, and it leaves our backups in the ordinary backup cycle shortly after.
  • You are responsible for ensuring you are entitled to hold and use the personal information you store in the Service, and for your own obligations under the Privacy Act 1988 (Cth) and your licensee arrangements.

8. Privacy and security

How we handle personal information is described in our Privacy Policy, and how the Service is secured is described on our Security page. In short: Practice Data is hosted in Sydney, encrypted with a key specific to your Practice, and protected by mandatory multi-factor authentication. If a data breach affecting your Practice Data occurs, we will notify you promptly and comply with the Notifiable Data Breaches scheme.

9. Acceptable use

You and your users must not:

  • use the Service other than for your practice’s lawful business;
  • resell, sublicense or share access with anyone outside your Practice;
  • attempt to probe, disrupt or circumvent the Service’s security or access another practice’s data;
  • upload material that is unlawful or that infringes anyone’s rights;
  • use the Service to store or transmit malicious code, or place unreasonable load on it through automated access.

10. Availability and support

We aim to keep the Service available at all times and schedule maintenance outside Australian business hours where practicable. Support is provided by email during Australian business hours. We do not currently offer a contractual service-level agreement or service credits; if that matters for your practice, talk to us.

11. Intellectual property

We own the Service and everything in it other than your Practice Data. You receive a non-exclusive, non-transferable right to use the Service while subscribed. If you give us feedback or suggestions, we may use them without obligation.

12. Confidentiality

Each party will keep the other’s confidential information confidential and use it only for the purposes of this agreement, except where disclosure is required by law. Your Practice Data is your confidential information.

13. The advice is yours

Unladen Software is a technology provider. The Service supports the preparation of advice documents, but all financial advice, recommendations and regulatory compliance are solely your responsibility. Nothing in the Service constitutes financial, legal or compliance advice, and you must review every document the Service produces before it is used with a client.

14. Liability

  • Nothing in these terms excludes rights that cannot be excluded under Australian law, including the consumer guarantees in the Australian Consumer Law to the extent they apply. Where liability for breach of such a guarantee can be limited, it is limited to resupply of the Service.
  • Subject to the above, neither party is liable for indirect or consequential loss, loss of profits, or loss of data caused by events outside its reasonable control.
  • Subject to the above, our total aggregate liability arising out of or in connection with the Service is limited to the fees you paid in the 12 months before the event giving rise to the claim.

15. Changes to these terms

We may update these terms from time to time. For material changes we will give you at least 30 days’ written notice (60 days for price changes, per clause 4). If you do not accept a change, you may cancel before it takes effect, without penalty. Continued use after a change takes effect constitutes acceptance.

16. General

  • Notices may be given by email: to us at admin@unladencrm.com.au, and to you at your account’s administrative email address.
  • Neither party may assign this agreement without the other’s consent, except as part of a corporate restructure or sale of business.
  • These terms are governed by the laws of the Australian Capital Territory, and the parties submit to the courts with jurisdiction there.
  • If part of these terms is found unenforceable, the rest continues to apply.