Platform Agreement
Terms of Service
This is a binding agreement between you and Operelio Limited. By creating an account, accessing, or using the service, you agree to these terms. If you do not agree, do not use Operelio.
Written in plain language, with legal detail where it counts.
Last updated April 2026
At a glance
The short version
These summaries are for convenience only. The full sections below are the binding terms.
Your data stays yours: You keep ownership of everything you upload. We process it to run the tools you choose, and for nothing else.
Cancel any time: Cancellation takes effect at the end of your current billing cycle. No exit fees. UK and EU consumers may also have a 14-day cooling-off right.
Files are temporary: Free plan files are deleted after 24 hours. Pro and Team give you 30 days. Agency gives you 90 days.
Payments go through Stripe: Card details never touch our servers. Stripe handles all payment processing.
We can update these terms: Material changes come with 30 days notice by email. You can cancel if you disagree.
English and Welsh law applies: This agreement is governed by the laws of England and Wales.
Consumer rights preserved: If you are a UK or EU consumer, your statutory rights (including remedies under the Consumer Rights Act 2015) are not limited by these terms.
Inactive accounts: Accounts with no login for 12 months may be closed after 30 days notice.
Questions: Email hello@operelio.com. We respond within two business days.
The service
What Operelio does
Operelio is a web application that processes spreadsheet files (.xlsx, .xls, .csv) containing business contact data. You upload a file, choose from a toolkit of transformation, validation, and formatting tools, and get a clean output file ready for your CRM. Direct integrations with HubSpot, Salesforce, and Pipedrive allow you to push data without downloading it first.
We work to keep processing accurate and reliable, but we cannot guarantee compatibility with every data format or that every transformation will produce the result you expect. You should review your output before importing it.
We may offer beta, preview, or early-access features that are clearly labeled as such. These features are provided "as is" without warranty of any kind, may change or be withdrawn at any time without notice, and should not be relied upon for production workflows. Participation in beta programs is voluntary and may be subject to additional terms.
Your account
You need to be at least 16 years old (or the minimum age of digital consent in your jurisdiction) to create an account. You are responsible for keeping your login credentials secure and for all activity under your account, including anything that happens through a CRM integration you authorize.
By creating an account, you consent to receive all service-related communications (billing receipts, term change notices, security alerts) by email to the address on your account. These electronic communications satisfy any legal requirement for written notice.
Account information must be accurate and up to date. If you suspect unauthorized access, contact security@operelio.com immediately. We may suspend or close accounts that violate these terms, show signs of fraud, or pose a security risk to the service or other users. Where circumstances permit, we will notify you before taking action. You can request a review of any suspension by emailing support@operelio.com.
If your account has no login activity for 12 consecutive months, we may classify it as dormant. We will email you at least 30 days before taking any action on a dormant account. If you do not respond, we may close the account and delete associated data in accordance with our retention policy. You can reactivate a dormant account at any time before closure by logging in or contacting support.
Plans and billing
How billing works
Operelio has four plans: Free (with usage limits), Pro at $39/month, Team at $99/month, and Agency at $299/month. Published prices are exclusive of VAT or sales tax, which we add where applicable.
Paid subscriptions auto-renew on a monthly, quarterly, or annual basis, depending on what you selected at signup. Billing starts on the date your subscription is activated and recurs on the same date each cycle.
Stripe processes all payments. You enter card details directly into Stripe's PCI Level 1 certified forms. We receive only limited payment metadata from Stripe (such as card type, last four digits, expiry date, and billing country) but never your full card number or CVV.
If a payment fails, we will retry your payment method up to three times over a 14-day period. If the charge still does not go through, we may suspend your account until the balance is settled.
We can change subscription pricing with 30 days written notice to the email address on your account. Price changes take effect at your next renewal date, not mid-cycle. If you disagree with a price change, cancel before it takes effect.
Before each renewal of an annual subscription, we will send you a reminder email at least 14 days in advance confirming the renewal date, the amount to be charged, and how to cancel. You can cancel your subscription at any time through your account settings in two clicks or fewer, or by emailing support@operelio.com. We do not impose exit fees, mandatory notice periods beyond the current billing cycle, or other barriers to cancellation.
Cancellation and refunds
You can cancel at any time from your account settings or by emailing support@operelio.com. Cancellation takes effect at the end of your current billing cycle. You keep full access until then.
We do not issue refunds for partial months or years, except where required by applicable law (including any statutory cooling-off period that may apply to you as a consumer).
If you are a consumer in the UK or EU, you may have a statutory right to cancel within 14 days of your initial purchase under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 or equivalent local law. If you request that the service begins before the cooling-off period expires, you acknowledge that you will lose the right to cancel once the service has been fully performed. If you cancel during this period before full performance, you may be charged a proportionate amount for the service already provided. To exercise your right to cancel, email support@operelio.com with a clear statement of your decision.
How your billing cycle works
Your monthly allowance for jobs and credits resets on the day of the month you started your subscription. If you signed up on the 15th, your cycle resets on the 15th of each month. We call this your billing anniversary.
If your anniversary day is the 29th, 30th, or 31st and a given month is shorter, your cycle rolls over on the last day of that month. For example, an anniversary of the 31st rolls over on February 28 in a non-leap year, and on April 30.
Credit packs and refunds
One-shot credit packs (for example, the 10,000 verify pack) are added to your prepaid balance immediately on purchase. Packs never expire while your workspace is active.
Credits you have already consumed are not refundable. Unused credits from a pack are eligible for a refund within 14 days of purchase if your workspace has not consumed any credits from that pack. To request a refund, email support@operelio.com with the pack purchase date.
Recurring credit add-on subscriptions follow the same rule as plan subscriptions. You can cancel a recurring add-on at any time and it stops at the end of the current cycle. We do not prorate or refund partial months on cancellation.
Daily caps on credit consumption
Each paid plan includes a daily cap on credit spend that limits how many verify credits your workspace can consume in a single day. The cap exists to prevent a runaway script or a misconfigured job from draining your monthly allowance in one burst. Daily caps are hard limits and cannot be lifted mid-day, including by purchasing additional packs. Because a verify run can never bill past the cap, a file with more rows than your daily cap is rejected when you submit it, with a prompt to verify fewer rows or split the file first.
Current daily caps: Pro is 2,500 verify credits per day, Team is 8,000, and Agency is 25,000. Job processing has a monthly cap only, with no daily cap.
If several verify jobs fail in a row, we pause verification for the workspace and ask you to contact support. This protects your credits and our provider accounts while we find the cause.
New-account purchase limits
To protect against payment fraud, a new workspace can buy up to 10,000 verify credits per billing cycle. That total counts one-off packs and any recurring credit add-on together, so a workspace that buys the 10,000 pack has reached the limit for that cycle.
The limit lifts once your workspace is at least 30 days old and has at least one settled payment on record. After that, every pack size is available on demand. Card purchases of credit packs are additionally verified with 3D Secure.
Data ownership
Your data stays yours
You retain all ownership and intellectual property rights to the files and data you upload. Operelio does not claim ownership of your data at any point.
By uploading files, you grant us a limited, revocable, non-exclusive, non-transferable license to process your data as instructed by you, display it to you through the service interface, store it temporarily for the duration of your plan's retention period, and maintain encrypted backups for service continuity and disaster recovery.
We do not use your data for any other purpose. We do not train machine learning models on it, sell it, or share it with marketing partners.
Retention depends on your plan: 24 hours on Free, 30 days on Pro and Team, 90 days on Agency. After the retention period, files are permanently deleted. Encrypted backup copies are purged within 30 days of the retention deadline. We may retain anonymised processing metadata (job counts, file sizes, error rates) for analytics and compliance.
Backups and data loss
You are responsible for keeping your own copies of any files you upload. Operelio stores files temporarily and does not provide permanent archival or backup services.
We maintain redundant backups for disaster recovery, but we cannot guarantee recovery of individual files in every scenario. Download your processed output as soon as it is ready.
Acceptable use
What you agree not to do
Use of the service must be lawful. You may not use Operelio for any purpose that is illegal, fraudulent, defamatory, or harmful under applicable law.
Unauthorized access attempts, interference with the service's operation, and security probing without written permission are all prohibited. The same applies to uploading malware, viruses, or any code designed to compromise the service or its users.
Bots, scrapers, and crawlers require explicit written consent before accessing the service. Reverse-engineering, decompiling, or extracting the source code or proprietary methods behind the service is prohibited.
Any data you upload, including data about third parties, must be data you have the legal right to process. That includes compliance with data protection regulations, intellectual property laws, and confidentiality obligations.
Content restrictions apply. You must not upload data containing personal information about minors (without verifiable parental or guardian consent where required by law), non-consensual intimate images, hate speech, harassment material, or content promoting illegal activity.
You must comply with all applicable export control laws, trade sanctions, and embargo regulations. You represent that you are not located in, or a national or resident of, any country subject to comprehensive trade sanctions, and that you are not listed on any restricted party list maintained by the UK, US, or EU.
Deliberately overloading the service or exceeding published usage limits can result in immediate suspension without refund.
Third-party integrations
CRM connections
Integrations with HubSpot, Salesforce, and Pipedrive require you to authorize the connection through OAuth. You initiate the connection and you can revoke it at any time.
Operelio operates on a push-only model. We send data you explicitly select to your CRM. We do not read, modify, or delete existing data in your CRM account unless you take a direct action through the service.
We encrypt OAuth tokens and API credentials using AWS KMS and store them separately from your account data. We delete them promptly when you disconnect or close your account.
Operelio is not responsible for the availability, security, or compliance of third-party CRM platforms. Service interruptions, data loss, or security incidents originating from a CRM provider are governed by that provider's terms, not ours. CRM integrations carry no warranty of compatibility or continued availability.
Liability and warranties
Our responsibilities and limits
Warranties
To the maximum extent permitted by applicable law, the service is provided "as is" and "as available" without warranties of any kind, whether express or implied. This includes implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement. Nothing in these terms excludes warranties that cannot be excluded under the laws of your jurisdiction.
We do not warrant that the service will be uninterrupted, error-free, or free of harmful components, that defects will be corrected, or that your data will be processed correctly in every case. We aim for 99.9% uptime but do not guarantee it. Scheduled maintenance may interrupt access, and circumstances outside our control can cause downtime.
If you are a consumer in the UK, you have statutory rights under the Consumer Rights Act 2015 relating to digital content. Where the service does not meet the statutory standard of satisfactory quality, fitness for purpose, or conformity with description, you are entitled to a remedy including repair, replacement, or a price reduction as appropriate. Nothing in these terms limits or excludes those statutory rights.
Intellectual property
Operelio owns all intellectual property rights in the service itself: the software, interface, algorithms, documentation, and branding. Your right to use the service is a limited, non-exclusive, non-transferable, revocable license for personal or internal business purposes under these terms. You may not reproduce, modify, distribute, or sell any part of the service, or create derivative works based on it.
Operelio represents and warrants that it has the right to provide the service and that the service, as provided by us, does not knowingly infringe any third-party intellectual property rights. If any part of the service becomes the subject of an infringement claim, we will, at our option and expense, either obtain the right for you to continue using it, modify it to be non-infringing, or terminate the affected functionality and refund any pre-paid fees for the unused portion of your subscription.
If you send us feedback or feature suggestions, you grant Operelio a perpetual, irrevocable, worldwide, royalty-free, sublicensable license to use, modify, and incorporate that feedback into the service without compensation or attribution. This license applies only to the feedback itself. We will not claim ownership of any data you upload.
Nothing in these terms excludes or limits liability for (a) death or personal injury caused by negligence, (b) fraud or fraudulent misrepresentation, or (c) any other liability that cannot be excluded or limited under applicable law.
Liability cap
To the maximum extent permitted by applicable law, Operelio's total liability for any claims arising from these terms or the service is limited to the lesser of (a) the total fees you paid to Operelio in the 12 months before the claim, or (b) $100 USD.
To the maximum extent permitted by applicable law, we are not liable for indirect, incidental, special, consequential, or punitive damages, including loss of profits, revenue, data, business interruption, or the cost of substitute services, even if we have been advised of the possibility of those damages.
Except in cases of gross negligence or wilful misconduct, Operelio is not liable for loss or corruption of your data, or for issues caused by third-party services and integrations. Some jurisdictions do not allow these exclusions. In those jurisdictions, our liability is limited to the maximum extent permitted by applicable law.
If you are a consumer, these limitations apply only to the extent permitted by the consumer protection laws of your jurisdiction (including the Consumer Rights Act 2015 in the UK). Your statutory rights are not affected.
Indemnification
To the extent permitted by applicable law, you agree to indemnify and hold harmless Operelio, its officers, directors, employees, and affiliates from any claims, damages, losses, costs, and expenses (including reasonable legal fees) arising from your use of the service, your violation of these terms, your infringement of third-party rights, or any data you upload or transmit through the service. This indemnity does not apply to the extent that a claim results from Operelio's own negligence or breach of these terms.
Legal details
Everything else
Data processing and GDPR
When you upload spreadsheets containing personal data about third parties, you are the data controller and Operelio is the data processor under GDPR and UK GDPR. You are responsible for ensuring you have a lawful basis to process the data you upload. For your account data (name, email, usage analytics), Operelio acts as an independent data controller, as described in our Privacy Policy.
Operelio processes your data only as instructed by you. Any processing beyond your explicit instructions is unauthorized. We engage sub-processors (AWS, Clerk, Stripe, the EU-based email verification providers MillionVerifier and Bouncer, and the CRM platforms you connect) to deliver the service. Each sub-processor is bound by confidentiality and security obligations equivalent to those in this agreement. We will notify you by email at least 30 days before adding or replacing a sub-processor, giving you the opportunity to object before the change takes effect.
If we become aware of a personal data breach affecting your data, we will notify you without undue delay (and within 72 hours where feasible), with enough detail for you to meet your own reporting obligations under GDPR Article 33.
We have a formal Data Processing Agreement incorporating Standard Contractual Clauses for international transfers. Email hello@operelio.com to request a copy.
If you receive a data subject rights request (access, deletion, portability) relating to data processed through Operelio, we will assist you without undue delay. You are responsible for validating the identity of the requestor.
As a data processor, we will make available to you all information reasonably necessary to demonstrate our compliance with GDPR Article 28, and we will allow and contribute to audits and inspections conducted by you or an independent auditor you appoint. Audit requests must be made with reasonable written notice, conducted during normal business hours, and must not unreasonably disrupt our operations or compromise the security or confidentiality of other customers' data.
If you are a California resident, the California Consumer Privacy Act (CCPA/CPRA) gives you additional rights regarding your personal information. These rights and how to exercise them are detailed in our Privacy Policy.
Your data is processed and stored in the United States (AWS US-East region) by default. EU-based storage is available on request. For details on international transfers and safeguards, see our Privacy Policy.
If we receive a request from a government or law enforcement body for access to your data, we will notify you before disclosing anything unless we are legally prohibited from doing so. Where disclosure is compelled, we will limit it to the minimum required by the request and challenge overly broad requests where commercially reasonable.
Termination
You can close your account at any time through your account settings or by emailing support@operelio.com. Termination is effective immediately unless you have an active paid subscription, in which case access continues until the end of your billing cycle.
We may terminate or suspend your account if you violate these terms, fail to pay amounts owed after the retry period described above, engage in fraud, or pose a security risk. Where possible, we will give you notice and an opportunity to resolve the issue before terminating. You can request a review of any termination decision by emailing support@operelio.com. You have 30 days from termination to export your data. We delete everything after that window, per our retention policy.
Termination does not relieve you of payment obligations for services already consumed. Provisions intended to survive termination (including data ownership, intellectual property, the feedback license, confidentiality, liability, indemnification, governing law, and dispute resolution) remain in effect.
Changes to these terms
We may update these terms to reflect changes in our practices, legal requirements, or the service. For material changes, we provide at least 30 days notice by email before the changes take effect. In narrowly defined urgent circumstances (active security threats, court orders, or regulatory deadlines imposed on us), shorter notice may be necessary, and we will explain why.
Continued use of the service after the notice period constitutes acceptance of the updated terms. If you disagree with a change, cancel your account before it takes effect.
Governing law
This agreement is governed by the laws of England and Wales. Both parties submit to the exclusive jurisdiction of the courts of England and Wales for any proceedings arising from these terms. If you are a consumer in the European Economic Area, you retain any mandatory right to bring proceedings in the courts of your country of residence. If a dispute arises, we encourage you to contact hello@operelio.com to resolve it before pursuing legal action.
Force majeure
Operelio is not liable for failure or delay in performing obligations under these terms caused by circumstances beyond reasonable control, including natural disasters, war, terrorism, pandemics, cyberattacks, government actions, sanctions, strikes, utility failures, or internet infrastructure failures. In these events, we will use commercially reasonable efforts to resume normal operation and minimize the impact on users. If a force majeure event continues for more than 90 days, either party may terminate this agreement by written notice.
Other provisions
Severability: If a court finds any part of these terms unenforceable, that part is modified to the minimum extent necessary or removed. The rest of the agreement continues in full.
Entire agreement: These terms, together with our Privacy Policy, any Data Processing Agreement, and any other policies referenced in these terms, form the complete agreement between you and Operelio. They replace all prior agreements and understandings on this subject.
Assignment: You may not transfer this agreement without our written consent. Operelio may assign it to a successor in a merger, acquisition, or asset sale, with notice to you.
No waiver: If we do not enforce a provision of these terms on one occasion, that does not waive our right to enforce it in the future.
No third-party beneficiaries: These terms do not create rights for anyone other than you and Operelio. No third party may enforce any provision of these terms under the Contracts (Rights of Third Parties) Act 1999 or otherwise.
Relationship: Nothing in these terms creates a partnership, joint venture, employment, or agency relationship between you and Operelio.
Time limit for claims: Any claim arising from these terms or the service must be brought within 12 months of the event giving rise to the claim, except where applicable law requires a longer period.
Confidentiality: Each party agrees to keep confidential any non-public information received from the other party in connection with the service, including account data, security configurations, and business processes. This obligation does not apply to information that is publicly available, independently developed, or required to be disclosed by law or court order.
Notices: Notices from Operelio to you are sent by email to the address on your account and are deemed received 24 hours after sending. Notices from you to Operelio must be sent to the relevant email address listed in the Contact section below and are deemed received when we confirm receipt. Either party may update their notice address by written notice to the other.
Headings: Section headings are for navigation only and do not affect the interpretation of these terms.
Contact
Questions about these terms?
We respond within two business days. Legal requests may take a little longer.
General inquiries: hello@operelio.com
Support and billing: support@operelio.com
Security issues: security@operelio.com
This agreement describes the terms under which Operelio Limited provides its service and is not legal advice. For questions about your specific rights or obligations, consult a qualified legal professional.