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Terms of Service

Updated on: 19th March 2015.
Effective Date: 19th April 2015.

THIS IS AN AGREEMENT BETWEEN YOU OR THE ENTITY THAT YOU REPRESENT (hereinafter “You” or “Your”) AND CATALYSTK (hereinafter “Catalystk”) GOVERNING YOUR USE OF CATALYSTK ONLINE BUSINESS PRODUCTIVITY SOFTWARE.

Parts of this Agreement

This Agreement consists of the following terms and conditions (hereinafter the “General Terms”) and terms and conditions, if any, specific to use of individual Services (hereinafter the “Service Specific Terms”). The General Terms and Service Specific Terms are collectively referred to as the “Terms”. In the event of a conflict between the General Terms and Service Specific Terms, the Service Specific Terms shall prevail.

Acceptance of the Terms

You must be of legal age to enter into a binding agreement in order to accept the Terms. If you do not agree to the General Terms, do not use any of our Services. If you agree to the General Terms and do not agree to any Service Specific Terms, do not use the corresponding Service. You can accept the Terms by checking a checkbox or clicking on a button indicating your acceptance of the terms or by actually using the Services.

Description of Service

We provide an array of services for online collaboration and management including database application creator, email, chat client, organizer, customer relationship management application and project management application ("Service" or "Services"). You may use the Services for your personal and business use or for internal business purpose in the organization that you represent. You may connect to the Services using any Internet browser supported by the Services. You are responsible for obtaining access to the Internet and the equipment necessary to use the Services. You can create and edit content with your user account and if you choose to do so, you can publish and share such content.

Subscription to Beta Service

We may offer certain Services as closed or open beta services ("Beta Service" or “Beta Services”) for the purpose of testing and evaluation. You agree that we have the sole authority and discretion to determine the period of time for testing and evaluation of Beta Services. We will be the sole judge of the success of such testing and the decision, if any, to offer the Beta Services as commercial services. You will be under no obligation to acquire a subscription to use any paid Service as a result of your subscription to any Beta Service. We reserve the right to fully or partially discontinue, at any time and from time to time, temporarily or permanently, any of the Beta Services with or without notice to you. You agree that Catalystk will not be liable to you or to any third party for any harm related to, arising out of, or caused by the modification, suspension or discontinuance of any of the Beta Services for any reason.

Modification of Terms of Service

We may modify the Terms upon notice to you at any time through a service announcement or by sending email to your primary email address. If we make significant changes to the Terms that affect your rights, you will be provided with at least 30 days advance notice of the changes by email to your primary email address. You may terminate your use of the Services by providing Catalystk notice by email within 30 days of being notified of the availability of the modified Terms if the Terms are modified in a manner that substantially affects your rights in connection with use of the Services. In the event of such termination, you will not be entitled to prorated refund of the unused portion of any prepaid fees. Your continued use of the Service after the effective date of any change to the Terms will be deemed to be your agreement to the modified Terms.

User Sign up Obligations

You need to sign up for a user account by providing all the required information in order to access or use the Services. If you represent an organization and wish to use the Services for corporate internal use, we recommend that you, and all other users from your organization, sign up for user accounts by providing your corporate contact information. In particular, we recommend that you use your corporate email address. You agree to: a) provide true, accurate, current and complete information about yourself as prompted by the sign up process; and b) maintain and promptly update the information provided during sign up to keep it true, accurate, current, and complete. If you provide any information that is untrue, inaccurate, outdated, or incomplete, or if Catalystk has reasonable grounds to suspect that such information is untrue, inaccurate, outdated, or incomplete, Catalystk may terminate your user account and refuse current or future use of any or all of the Services.

Organization Accounts and Administrators

When you sign up for an account for your organization you may specify one or more administrators. The administrators will have the right to configure the Services based on your requirements and manage end users in your organization account. If your organization account is created and configured on your behalf by a third party, it is likely that such third party has assumed administrator role for your organization. Make sure that you enter into a suitable agreement with such third party specifying such party’s roles and restrictions as an administrator of your organization account.

You are responsible for i) ensuring confidentiality of your organization account password, ii) appointing competent individuals as administrators for managing your organization account, and iii) ensuring that all activities that occur in connection with your organization account comply with this Agreement. You understand that Catalystk is not responsible for account administration and internal management of the Services for you.

You are responsible for taking the necessary steps for ensuring that your organization does not lose control of the administrator accounts. You may specify a process to be followed for recovering control in the event of such loss of control of the administrator accounts by sending an email to This email address is being protected from spambots. You need JavaScript enabled to view it., provided that the process is acceptable to Catalystk. In the absence of any specified administrator account recovery process, Catalystk may provide control of an administrator account to an individual providing proof satisfactory to Catalystk demonstrating authorization to act on behalf of the organization. You agree not to hold Catalystk liable for the consequences of any action taken by Catalystk in good faith in this regard.

Personal Information and Privacy

Personal information you provide to Catalystk through the Service is governed by Catalystk Privacy Policy. Your election to use the Service indicates your acceptance of the terms of the Catalystk Privacy Policy. You are responsible for maintaining confidentiality of your username, password and other sensitive information. You are responsible for all activities that occur in your user account and you agree to inform us immediately of any unauthorized use of your user account by email to This email address is being protected from spambots. You need JavaScript enabled to view it. or by calling us on any of the numbers listed on https://www.catalystk.com/contactus. We are not responsible for any loss or damage to you or to any third party incurred as a result of any unauthorized access and/or use of your user account, or otherwise.

Communications from Catalystk

The Service may include certain communications from Catalystk, such as service announcements, administrative messages and newsletters. You understand that these communications shall be considered part of using the Services. As part of our policy to provide you total privacy, we also provide you the option of opting out from receiving newsletters from us. However, you will not be able to opt-out from receiving service announcements and administrative messages.

Complaints

If we receive a complaint from any person against you with respect to your activities as part of use of the Services, we will forward the complaint to the primary email address of your user account. You must respond to the complainant directly within 10 days of receiving the complaint forwarded by us and copy Catalystk in the communication. If you do not respond to the complainant within 10 days from the date of our email to you, we may disclose your name and contact information to the complainant for enabling the complainant to take legal action against you. You understand that your failure to respond to the forwarded complaint within the 10 days’ time limit will be construed as your consent to disclosure of your name and contact information by Catalystk to the complainant.

Fees and Payments

The Services are available under subscription plans of various durations. Payments for subscription plans of duration of less than a year can be made only by Credit Card. Your subscription will be automatically renewed at the end of each subscription period unless you downgrade your paid subscription plan to a free plan or inform us that you do not wish to renew the subscription. At the time of automatic renewal, the subscription fee will be charged to the Credit Card last used by you. We provide you the option of changing the details if you would like the payment for the renewal to be made through a different Credit Card. If you do not wish to renew the subscription, you must inform us at least seven days prior to the renewal date. All payments are non-refundable. If you have not downgraded to a free plan and if you have not informed us that you do not wish to renew the subscription, you will be presumed to have authorized Catalystk to charge the subscription fee to the Credit Card last used by you.

From time to time, we may change the price of any Service or charge for use of Services that are currently available free of charge. Any increase in charges will not apply until the expiry of your then current billing cycle. You will not be charged for using any Service unless you have opted for a paid subscription plan.

Restrictions on Use

In addition to all other terms and conditions of this Agreement, you shall not: (i) transfer the Services or otherwise make it available to any third party; (ii) provide any service based on the Services without prior written permission; (iii) use the third party links to sites without agreeing to their website terms & conditions; (iv) post links to third party sites or use their logo, company name, etc. without their prior written permission; (v) publish any personal or confidential information belonging to any person or entity without obtaining consent from such person or entity; (vi) use the Services in any manner that could damage, disable, overburden, impair or harm any server, network, computer system, resource of Catalystk; (vii) violate any applicable local, state, national or international law; and (viii) create a false identity to mislead any person as to the identity or origin of any communication.

Spamming and Illegal Activities

You agree to be solely responsible for the contents of your transmissions through the Services. You agree not to use the Services for illegal purposes or for the transmission of material that is unlawful, defamatory, harassing, libelous, invasive of another's privacy, abusive, threatening, harmful, vulgar, pornographic, obscene, or is otherwise objectionable, offends religious sentiments, promotes racism, contains viruses or malicious code, or that which infringes or may infringe intellectual property or other rights of another. You agree not to use the Services for the transmission of "junk mail", "spam", "chain letters", “phishing” or unsolicited mass distribution of email. We reserve the right to terminate your access to the Services if there are reasonable grounds to believe that you have used the Services for any illegal or unauthorized activity.

Inactive User Accounts Policy

We reserve the right to terminate unpaid user accounts that are inactive for a continuous period of 120 days. In the event of such termination, all data associated with such user account will be deleted. We will provide you prior notice of such termination and option to back-up your data. The data deletion policy may be implemented with respect to any or all of the Services. Each Service will be considered an independent and separate service for the purpose of calculating the period of inactivity. In other words, activity in one of the Services is not sufficient to keep your user account in another Service active. In case of accounts with more than one user, if at least one of the users is active, the account will not be considered inactive.

Data Ownership

We respect your right to ownership of content created or stored by you. You own the content created or stored by you. Unless specifically permitted by you, your use of the Services does not grant Catalystk the license to use, reproduce, adapt, modify, publish or distribute the content created by you or stored in your user account for Catalystk's commercial, marketing or any similar purpose. But you grant Catalystk permission to access, copy, distribute, store, transmit, reformat, publicly display and publicly perform the content of your user account solely as required for the purpose of providing the Services to you.

User Generated Content

You may transmit or publish content created by you using any of the Services or otherwise. However, you shall be solely responsible for such content and the consequences of its transmission or publication. Any content made public will be publicly accessible through the internet and may be crawled and indexed by search engines. You are responsible for ensuring that you do not accidentally make any private content publicly available. Any content that you may receive from other users of the Services, is provided to you AS IS for your information and personal use only and you agree not to use, copy, reproduce, distribute, transmit, broadcast, display, sell, license or otherwise exploit such content for any purpose, without the express written consent of the person who owns the rights to such content. In the course of using any of the Services, if you come across any content with copyright notice(s) or any copy protection feature(s), you agree not to remove such copyright notice(s) or disable such copy protection feature(s) as the case may be. By making any copyrighted/copyrightable content available on any of the Services you affirm that you have the consent, authorization or permission, as the case may be from every person who may claim any rights in such content to make such content available in such manner. Further, by making any content available in the manner aforementioned, you expressly agree that Catalystk will have the right to block access to or remove such content made available by you if Catalystk receives complaints concerning any illegality or infringement of third party rights in such content. By using any of the Services and transmitting or publishing any content using such Service, you expressly consent to determination of questions of illegality or infringement of third party rights in such content by the agent designated by Catalystk for this purpose.

For procedure relating to complaints of illegality or infringement of third party rights in content transmitted or published using the Services, email to This email address is being protected from spambots. You need JavaScript enabled to view it..

If you wish to protest any blocking or removal of content by Catalystk, you may do by email to This email address is being protected from spambots. You need JavaScript enabled to view it..

Sample files and Applications

Catalystk may provide sample files and applications for the purpose of demonstrating the possibility of using the Services effectively for specific purposes. The information contained in any such sample files and applications consists of random data. Catalystk makes no warranty, either express or implied, as to the accuracy, usefulness, completeness or reliability of the information or the sample files and applications.

Trademark

Catalystk, Catalystk logo, the names of individual Services and their logos are trademarks of Catalystk Corporation. You agree not to display or use, in any manner, the Catalystk trademarks, without Catalystk's prior permission.

Disclaimer of Warranties

YOU EXPRESSLY UNDERSTAND AND AGREE THAT THE USE OF THE SERVICES IS AT YOUR SOLE RISK. THE SERVICES ARE PROVIDED ON AN AS-IS-AND-AS-AVAILABLE BASIS. CATALYSTK EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. CATALYSTK MAKES NO WARRANTY THAT THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR FREE. USE OF ANY MATERIAL DOWNLOADED OR OBTAINED THROUGH THE USE OF THE SERVICES SHALL BE AT YOUR OWN DISCRETION AND RISK AND YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM, MOBILE TELEPHONE, WIRELESS DEVICE OR DATA THAT RESULTS FROM THE USE OF THE SERVICES OR THE DOWNLOAD OF ANY SUCH MATERIAL. NO ADVICE OR INFORMATION, WHETHER WRITTEN OR ORAL, OBTAINED BY YOU FROM CATALYSTK, ITS EMPLOYEES OR REPRESENTATIVES SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THE TERMS.

Limitation of Liability

YOU AGREE THAT CATALYSTK SHALL, IN NO EVENT, BE LIABLE FOR ANY CONSEQUENTIAL, INCIDENTAL, INDIRECT, SPECIAL, PUNITIVE, OR OTHER LOSS OR DAMAGE WHATSOEVER OR FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, COMPUTER FAILURE, LOSS OF BUSINESS INFORMATION, OR OTHER LOSS ARISING OUT OF OR CAUSED BY YOUR USE OF OR INABILITY TO USE THE SERVICE, EVEN IF CATALYSTK HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. IN NO EVENT SHALL CATALYSTK'S ENTIRE LIABILITY TO YOU IN RESPECT OF ANY SERVICE, WHETHER DIRECT OR INDIRECT, EXCEED THE FEES PAID BY YOU TOWARDS SUCH SERVICE.

Indemnification

You agree to indemnify and hold harmless Catalystk, its officers, directors, employees, suppliers, and affiliates, from and against any losses, damages, fines and expenses (including attorney's fees and costs) arising out of or relating to any claims that you have used the Services in violation of another party's rights, in violation of any law, in violations of any provisions of the Terms, or any other claim related to your use of the Services, except where such use is authorized by Catalystk.

Arbitration

Any controversy or claim arising out of or relating to the Terms shall be settled by binding arbitration in accordance with the commercial arbitration rules of the American Arbitration Association. Any such controversy or claim shall be arbitrated on an individual basis, and shall not be consolidated in any arbitration with any claim or controversy of any other party. The decision of the arbitrator shall be final and unappealable. The arbitration shall be conducted in California and judgment on the arbitration award may be entered into any court having jurisdiction thereof. Notwithstanding anything to the contrary, Catalystk may at any time seek injunctions or other forms of equitable relief from any court of competent jurisdiction.

Suspension and Termination

We may suspend your user account or temporarily disable access to whole or part of any Service in the event of any suspected illegal activity, extended periods of inactivity or requests by law enforcement or other government agencies. Objections to suspension or disabling of user accounts should be made to This email address is being protected from spambots. You need JavaScript enabled to view it. within thirty days of being notified about the suspension. We may terminate a suspended or disabled user account after thirty days. We will also terminate your user account on your request.

In addition, we reserve the right to terminate your user account and deny the Services upon reasonable belief that you have violated the Terms and to terminate your access to any Beta Service in case of unexpected technical issues or discontinuation of the Beta Service. You have the right to terminate your user account if Catalystk breaches its obligations under these Terms and in such event, you will be entitled to prorated refund of any prepaid fees. Termination of user account will include denial of access to all Services, deletion of information in your user account such as your email address and password and deletion of all data in your user account.

END OF TERMS OF SERVICE

If you have any questions or concerns regarding this Agreement, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Automatically add BCC to all emails

Many times we might miss sending cc or bcc about an email. This makes us difficult to follow up emails or keep a record. Catalystk provides options to automatically add bcc to all emails send from Catalystk CRM software. We need to specify bcc email in the setup, branches tab to email this feature. If we don't specify the email id in the corresponding box then the automatic bcc email option will be automatically disabled.

Benefits of adding automatic bcc to all emails

1. Record all emails sent from the CRM software
 
2. Verify the emails whenever it's required from the backup.
 
3. Follow all the emails sent by your sales team. 

  

Steps for adding automatic bcc to all emails

1. Click the "Setup" tab in the side menu options, select the "Branches" tab for entering "Sales Bcc Email", "Purchase Bcc Email", "Support Bcc Email".

2. Now enter the email id in the specified field and click "Save".

3. "Log out" and "Log in" to view the changes.

 
 
NOTE: For any clarifications Kindly contact the support team.

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High Selling Product can be identified and also Profit Margin can be viewed in Catalystk CRM

This is an option to know which product has been sold maximum in a company and also to know the profit gained for that particular product. It allows us to generate a company's total profit margin, and develop sales growth accordingly. This is calculated by the average selling price and the average purchase price of a product.

 

Benefits of a high selling product :

1. A company can view the total sale of a particular product and also know the profit margin for the same.
 
2. It also enables the company to buy that particular product as on priority.
 
3. The product can also be purchased in advance before the cost of that particular product increases.
 
4. This helps to improve the sales growth of the company. 
 
  

Steps to identify high selling Product:

 
1. Click the side menu option, and click the "Report" tab and then click "Sales Report" tab.
 
2. Click "Product Sale Report" tab, and then click "High Selling Report" option and select the required date,  month and year.
 
3. View the High selling product of a single product by selecting the drop-down option.
 
4. Click the "Profit Margin Report" and view the profit margin of all the products and "Download" the same.
 
5. View all the required data by downloading a report in the form of excel.
 

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Quotations can be printed on a letterhead in Catalystk CRM Software

Catalystk software provides Quotation on letterhead format which is an easy-to-use, feature-rich, and free quotation software tool that is specifically developed for small business owners to easily price quote the products or services offered by them. Letterhead Quotation contains the company's name, address, contact details, and logo as well, so the quotation can be easily be printed with the company details without having the need to enter the details every time. The letterhead option will allow you to generate a quotation without entering logo details so it fits on your letterhead. This enables you to submit hard copies to your customers. The software not only lets you prepare professional quotations but also helps you to record, track, and retrieve required reports on a daily basis. Catalystk Quotation on letterhead is integrated with Lifetime free GST billing softwarefree CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.

Benefits of quotation on the letterhead:

1. Submitting a quotation to tenders.

2. Giving hard copies of quotations professionally to customers.

  Quotation preparation software

Catalystk software allows you to create full-fledged quotes with images, notes, and edits, print and email quote options, and print it in letterhead format.

Catalystk printing quotation software allows you to prepare precise and professional quotations. Unlike other software the quotation maker lets you create full-fledged sales quotations with a complete description of the customer details, product details, images, additional notes, discount, terms, and conditions. The Letterhead for quotation software lets you print your quote in your own letterhead format. Catalystk software is designed to print your quotation in different types of formats. The application is embedded with many print templates, email and SMS options to easily send quotes for instant approval. It also provides additional features to make it easier to create quotes with the product image and description, title and footer image, and terms of payment. It is an easy-to-track software that helps to keep track of quotes and quote status with options to create quotes with custom quote number format, follow-up quotes, and quotation assign.

Quotation on letterhead software features:

  • Quotation with images
  • Quotation grouping products
  • Revised Quotation
  • Quotation without image
  • Email Quotation
  • SMS Quotation
  • Quotation Follow-ups
  • missed quotation follow-ups
  • Proforma Invoice
  • Sales Order
  • DC
  • Invoice
  • Sales Projections
  • Sales achievements
  • Deals management
  • Task management
  • Leads management
  • Return Received
  • HSN Code
  • GST Calculations
  • Finance management
  • General Ledger
  • Client Ledger
  • Supplier Ledger
  • Pending Payments
  • Balance Sheet
  • Profit and Loss
  • Sales management
  • Procurement Management
  • Purchase Enquiry
  • Vendor Identification
  • Purchase Order
  • Goods Received Note
  • Goods Return
  • Purchase Invoice Verification
  • Purchase Invoice
  • Pending Purchase
  • Sales Work Flow
  • Manufacturing
  • Bill of Materials
  • MRP(Planning)
  • Job Work / Job Order
  • Work Order
  • Manufacturing process
  • Grouping
  • Follow Up
  • Excel Uploads
  • Excel Download
  • Automated Sales Order, Invoice mailing system
  • Reports

 

Catalyst quotation on letterhead software to automate and regulate quote generation and efficiently convert quotes into sales orders.

Catalystk provides letterhead quotation integrated with sales tools and allows conversion of quotations into orders to simplify sales and distribution. It is embedded with CRM and inventory features to convert leads into potential customers, followup customers, fetch product/service, and customer data easily while creating quotations. An approved quote can be converted into a proforma invoice, sales order, and GST invoice. You can generate 500+ excel reports of day-to-day sales and business processes such as lead reports, quotation reports, invoice reports, finance reports, etc. Catalystk provides an all in one solution to manage the key business process efficiently.

Steps for printing Quotation on Letterhead:

1. Click the "Sales" tab and then click the "Quotation"  tab. Click "Save" to generate a quotation.

2. Click on the "Letterhead" option, to print quotations on letterhead.

 

Quotation preparation software free 

Quotation preparation software free download

 

 
 

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Editable Invoice template is available in Catalystk CRM Software (Invoice Editor).

In general, when we generate an invoice we make many mistakes in entering a wrong product name, quantity numbers, price values, etc. This makes it difficult to change the wrong entries immediately. Catalystk CRM now provides options to edit the invoice that has been generated wrongly by mistake. This option can be enabled according to the company's flow. If it is necessary it can be enabled or if it is not necessary it can be disabled.

Benefits of editable invoice template (Invoice Editor):

1. It enables us to create an invoice even faster than before.
 
2. It enables to change the invoice immediately if mistakes entries are done, which saves time.
 
3. It enables to regenerated and also edited an invoice n number of times, thereby becomes user-friendly.

  

Steps for enabling editable invoice template in Catalystk(Invoice Editor):

1. Click the "Set Up" tab, select the field of "Invoice Editable" and select "True" Click "Save"

2.  Click the Access_controls" tab, select the "User" and select the "Invoice Editable" enable for the user and click "Save".

3. "Log out" and "Log in" to view the changes.

 
 
NOTE: For any clarifications Kindly contact the support team.

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