Terms of Use

Last Updated: July 9, 2026


Welcome to Close-Rate, a product of PathFinder Ventures ("Company," "we," "us," or "our"). By accessing or using Close-Rate at close-rate.com (the "Service"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree, do not use the Service.

1. Description of Service

Close-Rate is an AI-powered sales coaching platform that analyzes recorded sales conversations to generate coaching reports, objection analysis, and performance insights. The Service integrates with telephony and video platforms (such as Zoom) to import call recordings, transcribes them using AI, and provides actionable feedback to sales teams.

2. Eligibility and Accounts

You must be at least 18 years old and have the legal authority to bind your organization to these Terms. You are responsible for maintaining the confidentiality of your account credentials and for all activities under your account.

3. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable laws or regulations

  • Upload content that you do not have the right to share or that infringes on third-party rights

  • Attempt to gain unauthorized access to the Service, other accounts, or related systems

  • Reverse-engineer, decompile, or disassemble any part of the Service

  • Use the Service to store or transmit malicious code

  • Interfere with or disrupt the integrity or performance of the Service

4. Your Data

You retain ownership of all content you upload to the Service, including call recordings, transcripts, and associated metadata ("Your Data"). By using the Service, you grant us a limited license to process Your Data solely for the purpose of providing the Service to you.

We process Your Data in accordance with our Privacy Policy. You are responsible for ensuring you have all necessary consents and permissions to upload and process call recordings, including compliance with applicable call recording laws.

5. Third-Party Integrations

The Service integrates with third-party platforms including Zoom. When you connect a third-party account, you authorize us to access data from that platform in accordance with the permissions (scopes) you grant. Your use of third-party services is subject to those providers' own terms of service and privacy policies.

You may disconnect third-party integrations at any time from the Settings page. Disconnecting immediately revokes our access to that platform. Previously imported data remains in Close-Rate so you keep your coaching history, unless you delete it. However, if you uninstall the Close-Rate app from your Zoom account, we will automatically and permanently delete all data we imported from that Zoom account (recordings, transcripts, and their derived search data), in accordance with Zoom's data-compliance requirements.

6. SMS Communications

By providing your mobile phone number and opting in to SMS communications, you consent to receive service-related text messages from Close-Rate, such as account notifications and coaching report alerts. Consent to receive SMS is not a condition of purchasing or using the Service. Message frequency varies, and message and data rates may apply.

You may opt out at any time by replying STOP to any message, or reply HELP for assistance. SMS consent is not shared with third parties or affiliates. For details on how we handle your phone number and messaging data, see our Privacy Policy.

7. Intellectual Property

The Service, including its design, features, and underlying technology, is owned by PathFinder Ventures and protected by intellectual property laws. These Terms do not grant you any rights to our trademarks, logos, or brand assets.

8. AI-Generated Content

Close-Rate uses artificial intelligence to generate coaching reports, insights, and analysis. AI-generated content is provided for informational purposes and should not be considered a substitute for professional judgment. We do not guarantee the accuracy, completeness, or reliability of AI-generated outputs.

9. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted access to the Service. We may temporarily suspend the Service for maintenance, updates, or circumstances beyond our control. We will make reasonable efforts to provide advance notice of planned downtime.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PATHFINDER VENTURES AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNTS PAID BY YOU TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

11. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

12. Termination

You may stop using the Service at any time. We may suspend or terminate your access if you violate these Terms or if we discontinue the Service. Upon termination, your right to use the Service ceases. You may request deletion of Your Data by contacting us.

13. Changes to Terms

We may update these Terms from time to time. If we make material changes, we will notify you via email or through the Service. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

14. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles. Any disputes shall be resolved in the courts located in Texas.

15. Contact

If you have questions about these Terms, contact us at client-services@close-rate.com.


Questions about this policy? Contact us at client-services@close-rate.com

Closerate, LLC
777 N Jefferson St
Suite 408
Milwaukee, WI 53202

© 2026 PathFinder Ventures. All rights reserved. Close-Rate is a product of PathFinder Ventures.