Customer Relationship Management

Customer relationship management (CRM) is a technology for managing business relationships and interactions with customers and potential customers.

Are you tired of scrolling through emails to communicate with your customers?
Do you want an easier way to send communication and files to your customers?
Are you looking for a more efficient way to track your clients and/or projects?

If the answer is yes to any of the following questions, a CRM platform is great for you. We have experience with setting up the following platforms:

Honeybook

It's an easy-to-use software built to help small business owners streamline their business processes from inquiry to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and accept payments. They offer a mobile application to work and communicate with your clients on the go. Get 20% off your Honeybook plan.

Dubsado

Dubsado helps your business stay in motion. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish. Dubsado offers very detailed workflows to create automation in the business to client interactions. Get 20% off your Dubsado plan.

TERMS OF SALE Last updated: February 4, 2026 (Global-e Version: Markets_V27.1) As used in these Terms of Sale “Global-e”, “we”, "our" or "us" means Global-e US Inc. Global-e is the e-commerce partner of the brand or retailer operating this e-commerce web-store (“Store” and “Store Owner”, respectively), where the products or services were made available to you for purchase through the checkout ("Product"). The Store Owner has an agreement with Global-e allowing Global-e to act, as the merchant of record, in Global-e’s name and on behalf of the Store Owner. These Terms define your legal relationship regarding the placement of Orders for purchase of Product and the purchase thereof. By placing your order to purchase one or more Products (each, an “Order”) through the checkout, you confirm that you have read and understood these Terms of Sale and our Privacy Policy (which is available on the checkout) (together, “Terms”) in their entirety and you agree to be bound by them. If you do not agree to these Terms, please do not complete your order through the checkout. Orders placed via the checkout are solely reserved for purchases made exclusively for own consumption and personal use, and not for commercial activities (“Consumers”). By placing an Order, you confirm you are legally capable (in terms of age and mental capability) of entering into binding contracts per local legal requirements in the place where you reside. Please print or save these Terms for future use as there is no warranty that they will remain accessible in future. These Terms are entered into force in the English language and governed by it. You agree that any translation, if provided, is available for your convenience only. BROWSING, CHECKOUT AND ACCEPTANCE OF ORDERS Orders are placed through the checkout by clicking on the “PAY NOW” button (or similar button). The characteristics of the Products you buy, as well as the price, Delivery Costs and Import Charges (if available for pre-payment), shall be those displayed to you on the checkout at the time of placing the Order. Please make sure you review your Order carefully, identify and correct any input errors prior to placing such Order. There could be minor differences between the Products you eventually receive and their visual display on the Store or checkout (e.g. in relation to appearance / color / texture / finish). Please read the descriptions and details of the Products before placing the Order. The information contained in these Terms, and the data contained on the Store and checkout, do not constitute an offer to sell, but rather an invitation to contract. After you have placed your Order, it will be acknowledged via an order-completion email which will contain the relevant details of the Order. . ("Order Confirmation"). In certain circumstances your Order may be declined or cancelled (in full or in part), for example if the payment information you provided cannot be verified or if a Product is unavailable, in such event you will be refunded accordingly in accordance with these Terms (if the payment was processed successfully). Order Confirmation is subject to fraud checks and other mandated regulatory checks, and certain Orders may be declined for those reasons. Orders may also be rejected or canceled if they are considered to be abnormal or suspected to be placed in bad faith or orders which might have been placed for commercial purposes (at our sole discretion). You may also be required to provide additional verifications and information before, and as a condition to, the acceptance of any Order (mainly if there is suspicion that the identity, address, email address and/or payment information were used fraudulently or in an unauthorized manner). An Order may be cancelled (in full or in part) even after the Order Confirmation was sent, in case of actual or suspicious circumstances (related us, you or any third party) of a good faith, genuine or honest error, mistake or misunderstanding (an “Error”) where without such Error the Order would not have been accepted or sent and a contract to sell the Product(s) underlying the Order would not have been agreed to. In the event of such Error, your Order will be cancelled, and you will be refunded the amounts you actually paid, and there will be no obligation to honor such Order in such erroneous circumstances. Quantity limits (per order, per address or otherwise) may apply in relation to certain Product, and exceeding Order could be refused at any time, without notice. We are not required to provide a reason for declining to accept any Order, though we may do so in our sole discretion. PRICE The checkout displays the price of the Product, any applicable sales taxes (such as Value Added Tax, Goods and Services Tax, Consumption Tax), international delivery costs and fees (“Delivery Costs"), and, if available for pre-payment, import duties, tariffs and similar costs and fees that may be imposed by the delivery destination ("Import Charges"). In certain cases, the Product price may be inclusive of Delivery Costs and/or Import Charges (in full or in part) in the Product price. The Store or checkout will provide details about such offers, and will likely be indicated if the price is inclusive of Import Charges before you complete and place the Order. Such offers may change from time to time, and without any notice. TAXES AND IMPORT CHARGES You may be offered to pre-pay Import Charges on checkout. Not all Products and not all destinations support pre-pay of Import Charges, and there is no guarantee that your Order will be eligible for such pre-payment. Global-e may contract with customs brokers or a fiscal representatives to act on its or your behalf for the purposes of clearing the Order into the market. Your agreement to these Terms constitutes a consent and authorization for such customs broker or fiscal representative to act as your agent on your behalf to: (a) conduct transactions with the applicable authorities, (b) complete, submit and execute related documents on your behalf in connection with the import and clearance of Products, (c) facilitate payment of Import Charges; and (d) if applicable, return such Products (subject to these Terms). IF IMPORT CHARGES WERE NOT PAID WHEN YOU PLACED YOUR ORDER, EITHER BECAUSE YOU SO ELECTED OR BECAUSE PRE-PAYMENT IS NOT AVAILABLE IN THE DELIVERY DESTINATION (OR ANY OTHER REASON): (A) YOU ARE ADVISED THAT THE AMOUNT OF IMPORT CHARGES DISPLAYED UNDER THE PRE-PAY OPTION ON THE CHECKOUT IS ONLY AN ESTIMATE AND MAY NOT REFLECT THE AMOUNT OF IMPORT CHARGES ACTUALLY CHARGED TO YOU BY THE BROKER, CARRIER OR THE RELEVANT AUTHORITY, WHICH SUCH AMOUNT MIGHT BE HIGHER THAN THE ESTIMATE; AND (B) YOU WILL BE FULLY RESPONSIBLE FOR PAYING ALL APPLICABLE IMPORT CHARGES DIRECTLY TO THE RELEVANT AUTHORITY AS DETERMINED AND ASSESSED BY SUCH AUTHORITIES. GLOBAL-E WILL HAVE NO RESPONSIBILITY OR LIABILITY IN CONNECTION WITH THE FOREGOING. MOREOVER, IF YOU FAIL TO PAY IMPORT CHARGES WITHOUT REASONABLE REASON, CAUSING THE LIABILITY TO FALL ON US, THE CARRIER OR ANY THIRD PARTY (INCLUDING THE STORE OWNER OR OPERATOR), THE AMOUNT OF SUCH IMPORT CHARGES MAY BE DEDUCTED FROM ANY REFUND OR OTHER AMOUNTS YOU MAY CLAIM. YOU (AND NOT GLOBAL-E OR ANYONE ON ITS BEHALF) WILL BE FULLY RESPONSIBLE FOR CLAIMING BACK ANY IMPORT CHARGES FROM THE APPLICABLE AUTHORITY, NO MATTER WHAT THE PROCESS OF PAYMENT WAS THEREOF, TO THE EXTENT POSSIBLE, IN CASES OF A RETURNS OR ANY OTHER ELIGIBLE CIRCUMSTANCES. GLOBAL-E WILL HAVE NO RESPONSIBILITY OR LIABILITY IN CONNECTION WITH SUCH DRAWBACK CLAIM. If you elected not to pre-pay Import Charges, or failed to pay Import Charges, or refused to accept Product not in accordance with a due cancellation procedure under these Terms, in each case resulting with the Product being returned or need to be returned, then, in addition to the above, you may be liable for the return Delivery Costs and may not be reimbursed or refunded for Delivery Costs paid by you for making the delivery to you. You may also be charged with additional direct or indirect charges resulting from said failure or refusal. TITLE; RISK; IMPORTER OF RECORD The title to the Product ordered is transferred to you prior to import (in most cases, already in the dispatch country before export, where the contract for purchase of Products is concluded), provided we are satisfied that a full payment of the Order amount was made or can be made. Risk of damage or loss is transferred to you upon delivery to the delivery address specified in the Order (in case you have selected not to pre-pay Import Charges, such location will be deemed to be the port of entrance to the import destination). YOU WILL BE CONSIDERED AS THE ‘IMPORTER OF RECORD’ OF THE PRODUCT, AND WE (OR SOMEONE ON OUR BEHALF) WILL ONLY BE FACILITATING THE IMPORTATION ON YOUR BEHALF, AS YOUR AGENT. YOU ARE RESPONSIBLE FOR ASSURING THAT THE PRODUCT CAN BE LAWFULLY IMPORTED INTO THE DESTINATION, AND YOU THEREFORE NEED TO COMPLY WITH ALL APPLICABLE LAWS, REGULATIONS, CERTIFICATIONS AND RULES OF THE DESTINATION INTO WHICH YOU IMPORT THE PRODUCT. PLEASE NOTE THE STANDARD FOR USING THE PRODUCT IN THE IMPORT DESTINATION BEFORE ORDERING. PRODUCT ORDERED TO A DESTINATION WITH DIFFERENT STANDARDS CANNOT BE RETURNED FOR THIS REASON AND NO LIABILITY WILL BE ASSUMED IN ANY CIRCUMSTANCES WHICH MAY ARISE FROM PURCHASING PRODUCT WITHOUT THE CORRECT STANDARDS FOR YOUR DESTINATION. Please note that documentation such as packaging, user manuals, product care labels, handling instructions or safety warnings may not be in your language; you may not have available manufacturer’s or other service options for the Product or parts thereof; the Product (and accompanying materials) may not be designed in accordance with the standards, product regulations, specifications of the destination to which you import or labelled in accordance with the requirements applicable in your destination, or in yours or the destination’s language; if the Product is powered, it may not conform to the destination power parameters such as voltage or other electrical standards (for example you may need to use an adapter to charge your Product). FULFILMENT, HANDLING AND DELIVERY OF ORDERS The delivery and fulfilment of your Order could be carried out by various service providers, which will be selected and operated by us or by the Store Owner (a "Fulfillment Provider"). Some Products may not be delivered to certain locations or destinations (due to limitations imposed on the Product itself or by the destination). You will be informed of such limitation, either on the Store or checkout, and the checkout should not permit you to submit your Order if the Product cannot be delivered to your specified address. However, we reserve the right, at any time, to suspend or cancel the delivery of any Product that cannot be legally delivered as such. Delivery will be completed when the Product will be delivered to the address chosen by you as specified when placing your order (in case Import Charges were not paid, that may include the port of entrance to the country destination). Different parts of your order may be delivered on different dates. Unless otherwise stated, and subject to applicable laws, delivery dates are estimates only. The Order will be delivered by the delivery time set out on checkout, if such selection was available for your Order) or, if no delivery time is specified, within 30 days following the Order Confirmation date, unless exceptional circumstances exist (pre-order for example). Delivery timeframes are affected by your delivery address and the delivery method selected. Global-e is unable to specify an exact delivery date and time. Global-e has no liability for any loss arising from delay in delivery. For example, delays resulting from customs clearance procedures, lockdowns or other actions of the authorities are outside Global-e’s control, as well as any delay resulting directly from your actions or omissions. If you receive notification of an attempted delivery, it is your responsibility to use the details provided to contact the delivery company for re-delivery. Efforts will be made to deliver your Product according to the details in the Order. PAYMENT & PAYMENT METHODS You can only pay with the payment methods available and specified on the checkout. The availability of such payment methods is dependent on your geographical location and the offering of the Store Owner. When being charged, the transaction descriptor substantially looks like this: **Global-e//brand name**. Your Order will be processed for payment and you will be charged by a third party payment processors ("Payment Processor") using the payment method you have selected on checkout and such charge will be for all amounts payable under these Terms that may be due in connection with the Order as specified on checkout. You must provide valid and current information about yourself. depending on your geography, payment may be made to one of our intra-group affiliated companies, and such payment will constitute a payment to us and will discharge you from your payment obligations in connection with the Order and purchase of the underlying Products. ; Please be informed that you could be charged additional fees (such as foreign transaction fee or cross border fee) or surcharges by your own bank, card issuer or the payment method you selected, which such charges are outside of our control.. RETURNS POLICY (ALL CUSTOMERS, EXCLUDING FAULTY AND PERSONALIZED PRODUCT) Please refer to the Store’s returns policy for information regarding returns that applies to your order, which could prevail over the information stated below. This section does not apply to faulty or personalized products and such other exclusions, as further set forth below. Separate legal right of cancellation which could be available only to EEA Consumers in some circumstances is explained below. Usually, return requests must be made within 30 days from the date the Order was placed (unless otherwise specifically stated in the Store Owner’s policy, or required by applicable specifically prevailing consumer law). If you wish to return one or more Products your purchased pursuant to these Terms, the following instructions apply: You must inform of your decision to return the Product by a clear statement made to the Store Owner, to its returns portal, or other contact method, as further detailed in the Store Owner’s policy, following the instructions and providing the requested information, which may include providing proof of purchase (your Order identification number and the email address used for the Order), indicating the applicable items to be returned and the quantity thereof. If a returns portal link or other contact method for returns is not detailed in the Store Owner’s policy, then you must inform of your intent to return your Order through Store Owner’s customer support, which will guide you through the process. Unless otherwise specifically stated in Store Owner’s Policy, Items must be returned in a new and unused state, in perfect condition, with all protective or other materials in place and tags and stickers attached to them (if applicable), as well as with the original box / container, including all accessories and documents. All returns could be subject to strict quality control to ensure that the returned items satisfy these requirements Import Charges are normally non- refundable, for further information please review “Import Charges”. Title and risk to the returned items will not be taken back or assumed until such items physically arrive back to the returns facility, and therefore you are advised to use a courier service offering tracked service, and to take out adequate insurance to cover the cost of the goods in transit. Unless expressly agreed otherwise, reimbursement will be made using the same means of payment as you used for the initial transaction. Only the buyer will be entitled to receive a refund of the purchase price. In no event will a person who has received the Order as a gift be entitled to receive a refund. If you are a gift recipient and wish to return items, please contact Store Owner to discuss your options. CONSUMER CANCELLATION RIGHTS – EUROPEAN ECONOMIC AREA (EEA) ONLY If you are a “Consumer” and a resident of a member state of the European Union or Iceland, Liechtenstein, or Norway ("EEA"), you have a “cooling-off” right to cancel your Order subject to the provisions set out below. This right is not affected by any separate returns policy in these Terms. The “cooling-off” cancellation period will expire 14 days after the day of delivery. To exercise the right to cancel you must follow the same instructions as detailed in the refund policy above and the same terms will apply, provided however, that the following changes shall apply: Informing about your decision to cancel the order through the return portal or other methods as set forth above, must be done within 14 days as of the day of delivery of the Product to you (and not 30 days as of date Order was placed or as otherwise specifically stated in the Store Owner’s return policy). You must return the product in the condition mentioned in the return policy above, except you may use the product only for such use that is necessary to assess the nature, characteristics and functioning of the Product, as you would have used in a physical store. Deduction could be made from the reimbursement for loss in value of any item supplied, if the loss is the result of your handling beyond what is necessary to establish the nature, characteristics and functioning of the item. Refund will be made not later than: fourteen (14) days after the day we receive back from you any Product supplied; or if earlier, fourteen (14) days after the day you provide evidence that you have returned the Product; or if there was no Product supplied, fourteen (14) days after the day on which we are informed about your decision to cancel your contract. LIMITATION ON RETURNS POLICY AND CANCELLATION RIGHTS: TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW AND NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THESE TERMS, THERE IS NO RIGHT TO CANCEL OR TO RETURN PRODUCT WHICH WAS MADE TO YOUR SPECIFICATIONS OR WHICH IS CLEARLY PERSONALIZED. THERE ARE OTHER TYPES OF PRODUCTS THAT ARE NOT ELIGIBLE FOR CANCELLATION OR RETURN SUCH AS FRAGRANCES, SEALED GOODS (SUCH AS DVDS OR AUDIO DEVICES OR GOODS LIABLE TO DETERIORATE OR EXPIRE RAPIDLY) OR OTHER PRODUCT WHICH ARE NOT SUITABLE FOR RETURN DUE TO HEALTH PROTECTION OR HYGIENE REASONS, IF THEY WERE SEALED AND BECOME UNSEALED AFTER DELIVERY. LIMITED WARRANTY; RETURNS POLICY FOR FAULTY PRODUCT If any Product you order is damaged or faulty when delivered to you or has developed a fault, you may have one or more legal remedies available to you, depending on when you make Store Owner aware of the problem, in accordance with your legal rights. If you believe a Product was delivered damaged or faulty or has developed a fault, you should inform Store Owner as soon as possible, preferably in writing, giving your name, address and order reference. Nothing in this section affects your legal rights under applicable law. For Product shipped internationally, please note that the warranty may not be valid in the destination, or you may have only limited warranty valid in the destination. If warranty is valid and not limited and if you reside in the EEA and you purchased your Product in the EEA, the warranty period is two (2) years from the date of purchase. Consumers in some jurisdictions may have legal rights under applicable national legislation governing the sale of consumer goods, including, without limitation, national laws implementing EU directive 2019/771. These rights are not affected by this limited warranty. LIABILITY There are certain liabilities that cannot be excluded under applicable law. In particular, nothing in these Terms limits the liability for personal injury or death, or liability for fraud. You might have certain rights under applicable consumer legislation explicitly prevailing the governing law hereof, including legal rights relating to faulty product(s). Nothing in these Terms will affect these explicitly prevailing legal rights. SUBJECT TO THIS, IN NO EVENT WILL GLOBAL-E OR THE STORE OWNER HAVE ANY LIABILITY FOR ANY OF YOUR LOSSES, ANY CONSEQUENTIAL, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES WHETHER ARISING OUT OF BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE. ANY LIABILITY, IF SO EXISTS, SHALL NOT EXCEED THE PURCHASE PRICE OF THE RELEVANT PRODUCT AND IS STRICTLY LIMITED TO LOSSES THAT WERE REASONABLY FORESEEABLE. LOSSES ARE FORESEEABLE WHERE THEY COULD BE CONTEMPLATED BY YOU AND US AT THE TIME YOUR ORDER IS ACCEPTED. GLOBAL-E AND THE STORE OWNER WILL NOT BE RESPONSIBLE FOR ANY LOSS OR DAMAGES INCURRED BY UNAUTHORIZED USE OF YOUR PAYMENT CARD ON THE CHECKOUT, AND GLOBAL-E AND THE STORE OWNER ARE NOT RESPONSIBLE FOR NOTIFYING YOUR CARD ISSUER OR ANY LAW ENFORCEMENT AUTHORITY IN THESE INSTANCES. You must give Global-e and the Store Owner a reasonable opportunity to remedy any matter for which they are liable before you incur any costs remedying the matter yourself. It cannot be guaranteed that the Store or checkout will be uninterrupted or error-free. Global-e and the Store Owner are entitled without notice and without liability to suspend the Store or the checkout for repair, maintenance, improvement or other technical reason. To the maximum extent permitted by applicable law, Global-e shall not be held liable, if and in so far as it cannot fulfil its obligations as a result of circumstances beyond its reasonable control and where it could not have taken appropriate steps to avoid such effects including third party telecommunication failures. INTELLECTUAL PROPERTY RIGHTS Any access or use of the checkout for any reason other than your personal, non-commercial use, is prohibited. You further acknowledge that any other use of the material and content of the checkout is strictly prohibited and you agree not to (and agree not to assist or facilitate any third party to) copy, reproduce, transmit, publish, display, distribute, commercially exploit or create derivative works of such material and content. GOVERNING LAW AND DISPUTES These Terms are governed by the laws of the State of Delaware. When a specific applicable law (namely specific consumer laws in your own country), explicitly prevail the laws of the State of Delaware, then with respect to the matters to which such law prevail, the governing law of the matter will be such specific law. If any provision of these Terms shall be held to be invalid, illegal or unenforceable, pursuant to an explicit prevailing law, that provision shall be enforced to the fullest extent permitted by the applicable prevailing law, and the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. You hereby agree to the fullest extent permitted by applicable law, that you irrevocably waive all right to trial by jury as to any issue relating hereto in any action, proceeding, or counterclaim arising out of or relating to these Terms. If you are a resident of the United States, then you hereby agree that notwithstanding anything herein to the contrary, any controversy or claim arising out of or relating to this contract, or the breach thereof, shall be determined by arbitration administered by the International Centre for Dispute Resolution in accordance with its International Arbitration Rules. You are hereby informed that in the event of a dispute arising out of or relating to these Terms, you may have a right under applicable law to file a complaint with an alternative dispute resolution institute. Otherwise, to the fullest extent permitted by applicable law, any dispute arising out of or relating to these Terms shall be submitted to the exclusive jurisdiction of the courts in the State of Delaware. MISCELLANEOUS Communications will be made electronically by sending email or otherwise posting electronically. Any failure by either party to exercise or enforce any right or provision of these Terms does not mean this is a “waiver” (i.e. that it cannot be enforced later). Headings used in these Terms are for information and not binding. These Terms, or any part thereof, may be assigned by us to a third party, without your consent, but this will not affect your rights or obligations. A person who is not a party to these Terms shall have no rights to enforce any term of these Terms except insofar as expressly stated otherwise. Global-e and the Store Owner reserve the right to access, read, preserve, and disclose any information obtained in connection with the Order, and your use of the checkout, as Global-e reasonably believes is necessary to: (i) satisfy any applicable law, regulation, legal process, subpoena or governmental request, (ii) enforce these Terms, including to investigate potential violations of them, (iii) detect, prevent, or otherwise address fraud, security or technical issues, (iv) respond to your support requests, or (v) protect the rights, property or safety of Global-e, the Store Owner or the public. Any links to third party Stores or services are not owned or controlled by Global-e. Global-e is not affiliated with, has no control over, and assume no responsibility for the content, privacy policies, or practices of, any third-party Stores. You: (i) are solely responsible and liable for your use of and linking to third party Stores and any content that you may send or post to a third-party Store; and (ii) expressly release Global-e from any and all liability arising from your use of any third-party Store. Accordingly, you are encouraged to read the terms and conditions and privacy policy of each third-party Store that you may choose to visit. Global-e reserves the right to modify these Terms at any time by posting the changes on the checkout or the Store. Such change will take effect on the posting date of the revised Terms, and your use of the checkout after such changes have been posted means that you agree to be bound by the Terms as modified. However, no such change will affect any Order that you have already placed. These Terms constitute the entire agreement with respect to the subject matter of the Order. The contract in respect of any Orders is concluded between you and Global-e or our intra-group affiliate acting on behalf of Global-e and may be officially concluded in the English language only, and that no public filing requirements apply. if any provision of this agreement is determined by a court of competent jurisdiction to be invalid or unenforceable, such provision shall be enforced to the greatest extent permitted by law, and the remaining provisions of the agreement shall remain in full force and effect. If any provision is deemed unenforceable due to being too broad or for any other reason, the parties agree to substitute a lawful provision that gives effect to the original intent of the parties as closely as possible If you have any questions or complaints about Global-e, these Terms or the checkout, please contact us at service.managedmarkets@global-e.com or at our trading address stated in the preamble above. The Global-e Contracting Party under these Terms is Global-e US Inc., a company incorporated in Delaware, with offices located at 200 West 41st Street New York, New York 10036.

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