Catch CRM

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Acceptable Use and Messaging Policy

Trinity CRM LLC d/b/a CatchCRM | Effective date: August 4, 2026

1. About This Policy

This Acceptable Use and Messaging Policy (the "Policy" or "AUP") governs how you may use the CatchCRM platform (the "Service"). It is part of, and incorporated by reference into, the CatchCRM Terms of Service, and capitalized terms not defined here have the meaning given in the Terms.

This Policy applies to you and to everyone you allow to access your account, including your employees, contractors, and end users. Violating this Policy is a breach of the Terms and is grounds for the actions described in Section 11, up to and including suspension or termination.

Because messaging and calling rules change frequently, we maintain this Policy as a standalone document so we can keep it current. We may update it from time to time as described in Section 13.

2. You Are Responsible for Compliance

You are solely responsible for ensuring that your use of the Service complies with all laws, regulations, carrier requirements, and industry rules that apply to you and to the people you contact, in every jurisdiction where you operate or where your recipients are located.

CatchCRM is a software provider only. Features such as opt-out keyword handling, unsubscribe links, suppression lists, quiet-hours settings, and recording notices are tools to support your compliance efforts. They depend on how you configure and use them, they are not a guarantee of compliance, and you must not rely on the Service as your compliance program. Nothing in the Service or our support is legal advice; obtain your own counsel for the rules that apply to your business.

3. Prohibited Platform Uses

You may not use the Service to:

  • Violate any law, regulation, court order, or the rights of any person, including intellectual-property, privacy, and publicity rights.
  • Send, host, or link to malware, spyware, or any malicious or destructive code.
  • Engage in phishing, spoofing, pretexting, identity theft, or any fraudulent, deceptive, or misleading activity.
  • Gain or attempt to gain unauthorized access to the Service, other accounts, or any system or data; probe, scan, or test the vulnerability of our infrastructure; or defeat authentication or rate limits.
  • Scrape, harvest, or collect data from the Service except through features we provide for that purpose, or resell, sublicense, or provide the Service to third parties except as expressly permitted.
  • Interfere with or disrupt the Service or the experience of other customers, including by overloading, flooding, or "snowshoeing" traffic across numbers or accounts to evade filtering.
  • Misrepresent your identity, your affiliation, or the origin of any message or call.
  • Upload contact data you do not have the lawful right to use, or import purchased, rented, scraped, or otherwise non-consented lists.

4. Prohibited & Restricted Content

You may not use the Service to send content that is unlawful, and you may not send the categories below through messaging channels except where you are fully licensed and the content is expressly permitted by applicable law and by every carrier and aggregator in the delivery path. Carriers block or filter much of this content regardless of consent.

Always prohibited

  • Content that is illegal in the sender's or recipient's jurisdiction.
  • Hate speech, harassment, threats, or content promoting violence or discrimination.
  • Sexually explicit or adult content.
  • Fraud, scams, deceptive or misleading claims, pyramid or "get-rich-quick" schemes, and deceptive lead generation or affiliate marketing.
  • Phishing, malware distribution, or content designed to deceive recipients into revealing information or sending money.

Restricted (heavily regulated / commonly carrier-blocked)

  • S.H.A.F.T.: Sex, Hate, Alcohol, Firearms, and Tobacco or vaping content.
  • Cannabis, CBD, and controlled or illegal substances, including paraphernalia — generally blocked on U.S. messaging channels even where locally legal.
  • High-risk financial services, including payday and short-term loans, debt collection, debt consolidation or reduction, credit repair, and gambling or sweepstakes.
  • Cryptocurrency and related offerings.
  • Prescription medication and other regulated health products where prohibited.

Sending restricted content without the required licensing and carrier approval is one of the fastest ways to get numbers and campaigns blocked. When in doubt, do not send it through the Service.

5. SMS & MMS Messaging Rules

When you send text messages through the Service you must, at a minimum:

  • Get consent first. Obtain and keep records of the required level of prior express consent from each recipient before messaging them, and prior express written consent where the message is marketing or promotional. Consent is specific to you; you may not message contacts on purchased, rented, shared, or scraped lists, and you may not treat consent given to another business as consent to you.
  • Identify yourself. Clearly identify your business in your messages so recipients know who is contacting them.
  • Honor opt-outs immediately. Process STOP, UNSUBSCRIBE, END, QUIT, and equivalent requests (in any reasonable form) right away, and do not message a recipient again after they opt out except to confirm the opt-out. Maintain and respect your suppression lists.
  • Support opt-out in every program. Tell recipients how to opt out in your initial and recurring messages, consistent with CTIA messaging principles.
  • Respect timing and frequency. Send only during permitted hours for the recipient's location and at a reasonable frequency; do not send unsolicited bulk or repetitive messages.
  • Use numbers as registered. Send only traffic that matches your registered brand and campaign use case (see Section 10). Do not cycle numbers, snowshoe, or otherwise distribute traffic to evade carrier filtering, and do not use shared or one-to-many numbers for application-to-person messaging.
  • Links and formatting. Do not use public/shared URL shorteners that carriers block; use clear, branded links. Do not obscure content to evade filtering.
  • No spoofed, misleading, or grey-route message origination.

6. Calling & Dialer Rules

Outbound calling, power/auto dialing, voicemail drops, call recording, and AI-assisted voice features carry heightened legal requirements. When you use them you must:

  • Obtain and document the level of consent required by the TCPA and applicable state law before placing autodialed, prerecorded, artificial, or AI-generated voice calls — including ringless voicemail, which may be regulated even when the phone does not ring.
  • Transmit accurate caller ID that identifies you or your business; never transmit misleading or spoofed caller ID.
  • Scrub against the federal Do-Not-Call registry, applicable state registries, and your own internal do-not-call list, and honor in-call do-not-call requests.
  • Call only during permitted hours and comply with abandoned-call limits, identification requirements, and other Telemarketing Sales Rule and state requirements.
  • Provide any legally required notice and obtain the consents needed before recording a call, including all-party-consent states such as Florida.
  • Register, obtain licenses, and post bonds where a state's telemarketing laws require it before calling into that state.
  • Disclose that a caller is automated where the law requires it, and never rely on the Service for emergency (911) calling.

7. Email Rules

When you send email through the Service you must comply with the CAN-SPAM Act, CASL, and other applicable email laws, including:

  • Use accurate "From," "To," routing, and subject lines that are not deceptive.
  • Identify the message as an advertisement where applicable and include a valid physical postal address.
  • Provide a working unsubscribe mechanism and honor opt-outs promptly.
  • Do not send to harvested, purchased, or non-consented lists, and maintain sender reputation and authentication (SPF/DKIM/DMARC) for the domains you send from.

8. AI Features

You are responsible for everything your configured AI agents say and do and for all AI-generated content you send, to the same extent as if you had written or said it yourself. You must review AI output before relying on or sending it, ensure your use of AI Features is lawful, and provide any disclosure that a person is interacting with an automated system where the law requires it. AI output is not legal, financial, medical, or other professional advice.

9. Consent & Recordkeeping

For every contact you message or call, you must be able to show what consent you obtained, when and how you obtained it, and the scope of that consent. You are responsible for maintaining these records, honoring every opt-out and revocation across all channels, and keeping your contact data accurate and lawful. If you cannot demonstrate valid consent for a contact, do not contact them through the Service.

10. Carrier & A2P Registration

Messaging through U.S. carriers requires registration, and you must:

  • Complete A2P 10DLC brand and campaign registration (or toll-free verification) with accurate, truthful information about your business, your use case, and your opt-in process before sending.
  • Send only traffic that matches your approved use case, and update your registration when your use changes.
  • Comply with STIR/SHAKEN, robocall-mitigation, and applicable CTIA and carrier requirements.
  • Understand that carriers and aggregators may filter, block, throttle, suspend, or reject traffic, numbers, or campaigns at their discretion. Fees, penalties, or fines a carrier, aggregator, registry, or regulator imposes because of your activity are your responsibility, and you agree to reimburse us for any such amounts charged to us because of your use.

11. Enforcement

If we believe, in our reasonable discretion, that your use violates this Policy, the Terms, applicable law, or carrier requirements, or that it creates risk for us, our infrastructure, or other customers, we may — with or without prior notice where the risk is significant — take any of the following actions:

  • Warn you or require changes to your campaigns, content, or configuration;
  • Throttle, block, or filter your messages or calls;
  • Suspend affected features, numbers, or your account; and
  • Terminate your account and remove offending content.

We may also cooperate with, and disclose information to, carriers, aggregators, and regulators in connection with abuse investigations as permitted by our Privacy Policy and applicable law. We are not obligated to monitor your use, and our decision not to act in one instance does not waive our right to act later.

12. Reporting Abuse

If you believe someone is using CatchCRM in violation of this Policy — for example, sending spam or content you did not consent to receive — report it to office@catchcrm.ai with as much detail as you can, including the message or number involved. To stop receiving messages from a business that uses CatchCRM, reply STOP to that business's messages or contact the business directly.

13. Changes & Contact

We may update this Policy from time to time to reflect changes in law, carrier requirements, or our Service. When we make changes, we will post the updated Policy with a new effective date, and your continued use of the Service after it takes effect constitutes acceptance. Material changes will be communicated as described in the Terms.

Questions about this Policy or to report abuse:
Trinity CRM LLC (d/b/a CatchCRM)
Email: office@catchcrm.ai
2303 N Andrews Ave, Wilton Manors, FL 33311