Sapling

Terms of Use

Version 1.0 · Effective July 20, 2026

Applies to the websites operated by Sapling CRM, Inc. and Sapling Pay, Inc., subsidiaries of Silver Lion Technologies, Inc. (d/b/a The Sapling Group) (“we,” “us,” “our”).

Part One

Website Terms of Use

Applies to everyone using our sites.

1. Acceptance

These Terms of Use (“Terms”) govern your access to and use of our public websites (the “Sites”). By accessing or using the Sites, you agree to these Terms. If you do not agree, do not use the Sites.

2. Who We Are

The Sites are operated by Sapling CRM, Inc. and Sapling Pay, Inc., subsidiaries of Silver Lion Technologies, Inc. (d/b/a The Sapling Group), located at 7014 E Camelback Rd, Suite B100a, Scottsdale, AZ 85251.

3. Relationship to Our Other Agreements

These Terms govern general use of the Sites. They do not replace the agreements that govern our products and services. Depending on who you are, a separate agreement controls your use of Sapling CRM, Sapling Pay, or a payment you make — see Part Two. Where a separate agreement applies to a specific relationship, that agreement controls over these Terms as to its subject matter.

4. Eligibility

You must be at least 18 years old (or the age of majority in your jurisdiction) and able to form a binding contract to use the Sites. The Sites are not directed to children under 13.

5. Acceptable Use

You agree not to: (a) use the Sites in violation of any law; (b) attempt to gain unauthorized access to the Sites, accounts, or systems; (c) interfere with or disrupt the Sites, or introduce malware; (d) scrape, harvest, or collect data from the Sites except as expressly permitted; (e) copy, reproduce, or create derivative works from the Sites’ content except as permitted; (f) use the Sites to transmit unlawful, infringing, harassing, or deceptive content; or (g) misrepresent your identity or affiliation.

6. Intellectual Property

6.1 Ownership

The Sites and all content, materials, and features made available through them — including text, graphics, images, page layouts, user interfaces, designs, logos, icons, audio, video, software, code, and the selection, arrangement, and “look and feel” of the foregoing (collectively, “Site Content”) — are owned by us or our licensors and are protected by United States and international copyright, trademark, trade dress, patent, trade secret, and other intellectual property laws. All rights not expressly granted in these Terms are reserved by us and our licensors.

6.2 Limited License

We grant you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and view the Site Content for your own personal or internal business purpose of evaluating and using our products and services. This license does not permit any commercial use, resale, or redistribution of the Site Content.

6.3 Trademarks

“Sapling,” “Sapling CRM,” “Sapling Pay,” “Orchid,” “Orchid AI,” and our related names, logos, product names, and slogans are trademarks or trade dress of Sapling CRM, Inc., Sapling Pay, Inc., or Silver Lion Technologies, Inc. You may not use them, or any confusingly similar marks, without our prior written permission, and you may not use them in a manner that disparages us or implies our endorsement, sponsorship, or affiliation without authorization. Other names and marks on the Sites are the property of their respective owners.

6.4 Restrictions

Except as expressly permitted by these Terms or with our prior written consent, you may not, and may not permit any third party or automated means to: (a) copy, reproduce, republish, distribute, publicly display, or create derivative works from any Site Content; (b) frame, mirror, or inline-link the Sites or Site Content, or present them as your own; (c) scrape, crawl, harvest, index, or use any robot, spider, or automated means to access, collect, or extract data or content from the Sites, except that operators of public search engines may index the Sites in accordance with our robots.txt file; (d) remove, obscure, or alter any copyright, trademark, or other proprietary notice; (e) reverse engineer, decompile, or attempt to derive source code from any software made available through the Sites; or (f) use the Sites or Site Content to develop, train, or improve any competing product, service, dataset, or machine-learning model.

6.5 Reservation of Rights

No license or right is granted by implication, estoppel, or otherwise except as expressly set out in these Terms. We reserve all rights, title, and interest in and to the Sites and Site Content not expressly granted to you.

7. Submissions and Onboarding Information

7.1 General submissions

If you submit information through the Sites (for example, a contact or sales inquiry), you represent that it is accurate and that you have the right to submit it. We may use submissions to respond to you and operate our business, as described in our Privacy Policy (saplingcrm.org/privacy-policy).

7.2 Onboarding and eligibility information

Our self-guided onboarding may ask you to provide information about your organization, including its entity type, tax-exempt status, Employer Identification Number (EIN), IRS Form 990 information, and organizational classification. You represent and warrant that all such information is accurate, complete, and current, and that you are authorized to provide it on the organization’s behalf. You acknowledge that this information determines your organization’s eligibility, classification, feature access, and pricing, and that providing false or inaccurate information may result in reclassification, fee correction, suspension, or termination, and is a material breach of the applicable product agreement. How we handle this information is described in our Privacy Policy.

7.3 Feedback

If you provide us with suggestions, ideas, or other feedback about the Sites or our products, you grant us a perpetual, irrevocable, worldwide, royalty-free license to use, modify, and incorporate that feedback for any purpose, without restriction, attribution, or compensation to you.

7.4 Sensitive information

Do not submit payment card numbers, financial account credentials, health information, or other sensitive personal information through general Site forms, except through the secure fields we designate for a specific purpose.

8. Third-Party Links and Services

The Sites may link to third-party websites or services we do not control. We provide those links for convenience and are not responsible for third-party content, products, or practices. Your use of third-party services is governed by their terms.

9. Disclaimers

THE SITES AND THEIR CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that the Sites will be uninterrupted, error-free, or secure, or that information on the Sites is accurate or current.

10. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, WE WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THE SITES. OUR TOTAL LIABILITY ARISING FROM OR RELATED TO THE SITES WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS ($100). Nothing in these Terms limits liability that cannot be limited under applicable law. (This Section applies to use of the Sites; liability relating to our products is governed by the applicable product agreement.)

11. Indemnification

You agree to indemnify and hold us harmless from claims, damages, and expenses (including reasonable attorneys’ fees) arising from your misuse of the Sites or violation of these Terms.

12. Governing Law and Disputes

These Terms are governed by the laws of the State of Arizona, without regard to conflict-of-laws principles. Please contact us first at legal@saplingcrm.org to resolve any concern informally. Any dispute relating to the Sites that is not resolved informally will be subject to the exclusive jurisdiction of the state and federal courts located in Maricopa County, Arizona, and you consent to that jurisdiction and venue.

13. Electronic Communications

By using the Sites or providing us your contact information, you consent to receive communications from us electronically (such as email or notices posted on the Sites), and you agree that all agreements, notices, disclosures, and other communications we provide electronically satisfy any legal requirement that they be in writing.

14. General Provisions

14.1 Entire agreement

These Terms, together with our Privacy Policy and any other terms expressly incorporated by reference, are the entire agreement between you and us regarding your use of the Sites, and supersede prior understandings on that subject. For customers, donors, and sponsors, the applicable product agreement (see Part Two) is the entire agreement as to its subject matter.

14.2 Assignment

You may not assign or transfer these Terms without our prior written consent. We may assign these Terms to an affiliate or successor without restriction.

14.3 Severability

If any provision of these Terms is held unenforceable, that provision will be limited or severed to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

14.4 Waiver

Our failure to enforce any provision is not a waiver of our right to do so later.

14.5 Force majeure

We are not liable for any failure or delay caused by events beyond our reasonable control.

14.6 Suspension of access

We may suspend or terminate your access to the Sites at any time if you violate these Terms or misuse the Sites.

15. Changes

We may update these Terms from time to time. Material changes take effect when we post the updated Terms and update the effective date. Your continued use of the Sites after an update constitutes acceptance.

16. Contact

Questions about these Terms: legal@saplingcrm.org, or Silver Lion Technologies, Inc. (Attn: Legal), 7014 E Camelback Rd, Suite B100a, Scottsdale, AZ 85251.

Part Two

Which Terms Apply to You

These Terms of Use cover general use of our Sites. If you have a specific relationship with us, the agreement below governs that relationship and controls over Part One as to its subject matter.

Block A — Website Visitors

If you are simply browsing our Sites, reading our content, or submitting a general inquiry, Part One of these Terms governs your use. No separate agreement is required.

Block B — Customers and Their Users (Sapling CRM and Sapling Pay)

The organization’s agreement. If your organization uses our products, the commercial and contractual relationship is governed by the agreements the organization accepts at onboarding, which control over these Terms as to their subject matter:

  • Sapling CRM — the Sapling CRM Master Subscription Agreement and its addenda (including the CRM Data Processing Agreement and Billing Authorization).
  • Sapling Pay — the Sapling Pay Master Services Agreement and its addenda (Payment Processing Addendum, Data Processing Agreement, Eligibility Addendum, and — where applicable — the Sponsor Program Addendum), accepted through the Sapling Pay acceptance flow.

Those agreements are presented and accepted when the organization enables the products, and copies are available on request at legal@saplingcrm.org.

Individual users.Individual users access the products under their organization’s account and do not separately sign the organization’s agreement. By accessing or using Sapling CRM or Sapling Pay under an organization’s account, you (the individual user) agree to these Terms, which apply to you directly. As a condition of that access, you represent and agree that:

  • you are authorized by the organization to access and use the products on its behalf;
  • you will keep your account credentials confidential and are responsible for activity under your login;
  • you will use the products only for the organization’s lawful, intended purposes and in compliance with these Terms and the organization’s agreement;
  • you will comply with the acceptable-use requirements in Section 5 and will not misuse, probe, or attempt to circumvent the products or their security; and
  • your access may be suspended or terminated for violation of these Terms or the organization’s agreement.

The organization remains responsible for its users’ use of the products and for the commercial terms of its agreement. Where the organization’s agreement and these Terms both apply to your use, the organization’s agreement controls as to its subject matter, and these Terms govern your individual conduct as a user.

Block C — Donors

If you make a donation or payment through a Sapling Pay payment page, your payment is governed by the Sapling Pay Donor Terms of Service (saplingcrm.org/donor-terms), which you accept by completing your payment. Your gift is to the organization you are supporting, not to Sapling Pay.

Block D — Sponsors

If you participate in the Sapling Pay Sponsorships program, your participation is governed by your sponsorship agreement with Sapling Pay and the applicable program terms, in addition to these Terms for any use of our Sites.