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CRM Platform Terms

The terms that apply to organisations, administrators and users accessing the CAQA CRM platform.

These Platform Terms apply to users, administrators and organisations that access CAQA CRM software, portals, dashboards, online systems or hosted environments. Users must keep account details secure, use the platform lawfully, protect confidential information, avoid unauthorised access and comply with any administrator, subscription or acceptable-use requirements.

About CAQA CRM and these terms

CAQA CRM is a relationship management platform for education and service organisations, operated as part of CAQA Groups and Career Calling International Pty Ltd (ABN 53 162 651 238). These terms sit alongside each client's written subscription agreement, our Subscription Terms, Acceptable Use Policy and Data Processing and Security Notice. If a signed client agreement conflicts with these terms, the signed agreement prevails. This website provides information about the platform and takes no payments; access to the platform is provisioned only after a subscription has been established.

Accounts and access

Platform access is provided through named user accounts issued under a client subscription. Each user must keep credentials confidential, must not share logins, and must notify us promptly of any suspected unauthorised access. Clients are responsible for ensuring that only appropriate personnel hold accounts and for deactivating users who leave their organisation or change roles.

Contact-data import

Clients may import contact, lead, learner, employer and stakeholder records into the platform. By importing data, the client warrants that the records were collected lawfully, that any required privacy notices were given and consents obtained, and that the client has the right to store and use the records in the platform. We do not verify the provenance of imported data and we process it on the client's instructions.

Consent management and communications

The platform includes tools for recording consent status, managing subscription lists and processing opt-outs. Clients remain solely responsible for the messages they send through or with the assistance of the platform, including compliance with the Spam Act 2003 (Cth), the Privacy Act 1988 (Cth), the Do Not Call Register Act 2006 (Cth) and any sector-specific marketing rules. Opt-out requests must be honoured promptly and consent records kept current.

Automation

Automation features - such as triggered emails, task creation, lead routing and workflow rules - are configured by the client. The client is responsible for reviewing automation logic before activation, for the content and timing of automated communications, and for monitoring automated activity. We recommend testing every workflow with sample records before applying it to live contacts.

Administrator controls

Client administrators control user roles, permissions, data visibility, integration connections and configuration settings. Administrators are responsible for applying permissions appropriate to each user's duties, reviewing access periodically and keeping organisation settings accurate. We may rely on instructions given by a client's nominated administrators.

Third-party integrations

The platform can connect with third-party products such as email services, calendars, web forms, student management systems and finance tools. Integrations depend on the third party's own availability, terms and interfaces, which we do not control. A third party may change or withdraw an interface at any time, and we do not warrant uninterrupted operation of any integration. Clients are responsible for their own agreements with third-party providers.

Support

Support for platform users is provided as described on our Support and Service Levels page, through info@caqa.com.au, 1800 266 160 and our contact page.

Acceptable use, suspension and termination

Use of the platform must comply with our Acceptable Use Policy. We may suspend or restrict access where we reasonably believe an account is compromised, the platform is being misused, or continued access poses a security or legal risk, and we will work with the client to restore access as soon as practicable. Termination and cancellation are governed by the Subscription Terms and the client's agreement.

Intellectual property

The platform, its software, design, documentation and underlying systems remain the property of Career Calling International Pty Ltd and its licensors. Client data remains the property of the client. Nothing in these terms transfers ownership of either.

Limits of advice

Platform features, templates and documentation are provided as general tools. They are not legal, marketing-compliance or privacy advice, and clients should obtain their own professional advice about the lawfulness of their data practices and campaigns.

Contact

Questions about these Platform Terms can be sent to info@caqa.com.au, phoned through on 1800 266 160, or lodged via our contact page.

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