Terms of Service

You must be at least 18 years old and authorized to act on behalf of a legally formed business entity to use the Service. By creating an account, you represent that you meet these requirements.

When you create an account, you create an organization ("Organization") within the Service. The person who creates the Organization is the initial administrator. You are responsible for maintaining the accuracy of your account information and the security of your login credentials.

Organization administrators may invite additional users to their Organization. Each invited user must create their own account. The Organization administrator is responsible for managing team member access and permissions.

You are responsible for all activity that occurs under your account. You must immediately notify us at support@nextsurplus.com if you become aware of any unauthorized access to your account.

The Service is offered at a flat rate of $69 per month per Organization, billed monthly. This includes unlimited users within the Organization. Pricing is subject to change with 30 days written notice to active subscribers.

Payments are processed by Stripe, Inc. By subscribing, you agree to Stripe's terms of service. You authorize us to charge your payment method on file for the monthly subscription fee and any applicable metered usage charges.

Physical mail sent through the Service (letters and checks) is billed as metered usage at cost plus a 20% service fee. Metered charges accumulate during each billing period and appear as a separate line item on your monthly invoice. You can view your metered charges in the Stripe Customer Portal.

If a payment fails, we will attempt to charge your payment method up to three additional times over seven days. During this seven day grace period, you retain full access to the Service. After seven days of failed payment, your account enters a restricted state where you may view your data but cannot perform write actions (editing leads, sending mail, importing data). To restore full access, update your payment method through the Stripe Customer Portal.

You may cancel your subscription at any time through the Stripe Customer Portal accessible from Settings > Billing in the Service. Upon cancellation:

• Your subscription remains active until the end of the current billing period
• After the billing period ends, your account enters read only mode for 30 days
• After 30 days of read only access, your account and all associated data are deleted unless you resubscribe

We do not offer prorated refunds for partial months.

We may change pricing with at least 30 days notice via email to the account administrator. Price changes take effect at the start of the next billing cycle following the notice period. If you do not agree to a price change, you may cancel before it takes effect.

You retain full ownership of all data you enter into the Service ("Your Data"), including lead records, case notes, documents, templates, and email content. We claim no ownership rights over Your Data.

By using the Service, you grant us a limited, non exclusive license to store, process, display, and transmit Your Data solely to provide the Service to you. This license terminates when you delete your account.

You may export Your Data at any time using the export features within the Service. We will not hold your data hostage if you choose to leave.

The Service uses a multi tenant architecture with row level security. Your Data is logically isolated from other Organizations. No other Organization can access Your Data through the Service.

We maintain regular backups of the Service database. Backups are encrypted and retained for disaster recovery purposes. We do not guarantee restoration of individual records from backups.

When you send physical mail (letters or checks) through the Service, you are the sender. We provide the technology platform; you are responsible for the content, accuracy, and legal compliance of every piece of mail you send.

Checks sent through the Service are drawn from your verified bank account. You are responsible for ensuring sufficient funds are available. Next Surplus is not liable for bounced checks, incorrect amounts, or mailing to wrong addresses. You bear all risk of loss related to checks you send.

All mail sent through the Service is delivered via USPS. You are responsible for complying with all applicable USPS regulations, including address formatting and prohibited content rules.

The Service allows you to connect your Google Gmail account to sync and send email. Connecting your Gmail account is optional. When you connect, you authorize us to access your Gmail account through Google's OAuth system with the permissions described in our Privacy Policy.

Emails you send through the Service are sent from your Gmail account. You are the sender and are responsible for the content and legal compliance of all emails you send, including CAN SPAM Act compliance.

You may disconnect your Gmail account at any time through Settings. Disconnecting stops email syncing and deletes cached email data from the Service.

The Service, including its design, code, features, documentation, and branding, is owned by Moss Equity Partners, LLC (d/b/a Next Surplus) and protected by intellectual property laws. These Terms do not grant you any rights to our intellectual property except the limited right to use the Service as a subscriber.

If you provide suggestions, ideas, or feedback about the Service, you grant us a perpetual, irrevocable, non exclusive license to use that feedback for any purpose without compensation.

You may terminate your account at any time by cancelling your subscription and requesting account deletion at support@nextsurplus.com.

We may suspend or terminate your account if you violate these Terms, fail to pay subscription fees after the grace period, or if we are required to do so by law. Except for violations requiring immediate action, we will provide 14 days notice before termination and an opportunity to export your data.

Upon termination, your right to use the Service ceases immediately (or at end of billing period for cancellations). We will retain your data for 30 days to allow for export, after which it is permanently deleted per our Privacy Policy.