Platform Agreement
Terms of Service
This is a binding agreement between you and Operelio Ltd. By creating an account, accessing, or using the service, you agree to these terms. If you do not agree, do not use Operelio.
Last updated 6 August 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 we never sell it or train AI models on it.
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. Starter and Pro give you 30 days. Agency gives you 90 days. Starred files are kept until you delete them.
Payments go through Stripe: Card details never touch our servers. Stripe handles all payment processing.
We may name you as a customer: If you use Operelio for an organization, we may use its name and logo to say that you are a customer. You can opt out at any time by emailing us. We will not quote you or claim you endorse us without asking first.
Our liability is capped: Our total liability is limited to what you paid us in the 12 months before the claim ($100 if you have paid nothing), claims must be brought within 12 months, and business customers indemnify us for claims arising from their use. The Liability section has the detail. Consumer statutory rights are never affected.
We can update these terms: Material changes come with 30 days notice by email. You can cancel your plan free of charge 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.
Questions: Email hello@operelio.com. We aim to respond within two business days.
The service
What Operelio does
Operelio is a web application for getting spreadsheet data clean, accurate and into your CRM. You upload a spreadsheet (.xlsx, .xls or .csv) and run the tools you need: cleaning and restructuring files, removing duplicates, verifying and finding email addresses, checking the health of a list, comparing and merging files, and formatting data to your CRM's import rules, among others. Tools can be chained into repeatable workflows, and Bridgeant, the built-in assistant on paid plans, can plan the work from a plain request. When a file is ready, you download it or push it directly to HubSpot, Salesforce or Pipedrive.
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.
Features labeled beta, preview or early access may change or be withdrawn at any time, and should not be relied on for production workflows.
Your account
By creating an account you confirm that you are at least 16 years old, or the minimum age of digital consent where you live if that is higher. 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. If you suspect unauthorized access, contact security@operelio.com immediately.
By creating an account, you consent to receive service 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.
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.
Plans and billing
How billing works
Operelio has four self-serve plans: Free (with usage limits), Starter at $39/month, Pro at $99/month, and Agency at $299/month. Larger arrangements are agreed with us directly. All prices are in US dollars.
Prices are shown without tax. Where we are required to collect VAT or sales tax, it is calculated at checkout and shown before you pay.
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 the card type, last four digits and expiry date, and never your full card number or CVV.
If a payment fails, Stripe automatically retries your payment method over roughly the following two weeks. While a payment is outstanding we may pause credit spend on your workspace. If the charge still does not go through, we may suspend the 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.
Cancellation and refunds
You can cancel at any time from your billing settings, or by emailing support@operelio.com. Cancellation takes effect at the end of your current billing cycle and you keep full access until then. There are no exit fees and no notice period beyond the cycle you are in. Only a workspace admin can change or cancel a plan.
One thing to plan for when downgrading: Free and Starter include a single seat. If your workspace has more members than the plan you are moving to includes, you choose which members to remove before the downgrade goes through. We never remove anyone's access for you. Pro and Agency have no such step, because extra members are simply billed as additional seats.
Recurring credit add-ons are separate subscriptions that bill on their own dates. Moving to a different paid plan leaves them running, so cancel them separately if you no longer want them. Canceling your plan outright ends them alongside your subscription at the end of the current cycle. Canceling an add-on never cancels your plan.
We do not refund partial months or years. There are two kinds of exception: refunds the law requires, and refunds these terms or our Data Processing Agreement promise, such as an untouched credit pack within 14 days (below) or the sub-processor objection right in the DPA.
If you are a consumer in the UK or EU, you can also change your mind within 14 days of your first purchase. Because the service starts straight away, we can charge a fair share for what you use during those 14 days, and once a purchase has been fully delivered the cancellation right for it ends. To use this right, email support@operelio.com and say you are canceling.
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. 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.
Credit packs and refunds
One-shot credit packs 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. If you are a consumer using your 14-day cooling-off right, the cooling-off rule above applies instead: a refund less a fair charge for what you have already used.
Recurring credit add-on subscriptions follow the same rule as plan subscriptions: cancel any time, the add-on stops at the end of the current cycle, and we do not prorate or refund partial months.
Daily caps on credit consumption
Each paid plan includes a daily cap on verify credit spend, so a runaway script or a misconfigured job cannot drain your monthly allowance in one burst. Caps are hard limits and cannot be lifted mid-day, including by purchasing additional packs. 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: Starter is 2,500 verify credits per day, Pro is 8,000, and Agency is 25,000. On an Agency plan the cap is shared across your own workspace and all of your client workspaces. 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, counting one-off packs and any recurring credit add-on together. The cycle limit lifts once your workspace is at least 30 days old and has a payment on record. The largest pack has an additional condition: your workspace must be at least 7 days old and have completed at least one job. 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 license to process your data as instructed by you, display it to you through the service, and store it for your plan's retention period.
We never train machine learning models on your data, sell it, or share it with marketing partners. Beyond running the tools you choose, the only things we do with anything derived from your data are stated openly: the anonymized processing metadata below, and the email verification result cache described in our Data Processing Agreement.
Retention depends on your plan: 24 hours on Free, 30 days on Starter and Pro, 90 days on Agency. After the retention period, files are permanently deleted. If you star a file in your library it is kept until you delete it yourself. We may retain anonymized processing metadata (job counts, file sizes, error rates) for analytics and service monitoring.
Where your files are stored and processed, and who else touches them, is set out in our Privacy Policy and on our sub-processor page.
Keep your own copies
You are responsible for keeping your own copies of any files you upload. Operelio stores files temporarily and is not an archive or a backup service. Download your processed output as soon as it is ready. Once a file passes its retention window it is gone, and we cannot recover it for you.
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.
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.
Operelio is built for business contact data. You must not upload special category data (information about health, racial or ethnic origin, religious or philosophical beliefs, political opinions, trade union membership, sex life or sexual orientation, or genetic or biometric data) or data about criminal convictions. The product is not designed to process it.
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.
Unauthorized access attempts, interference with the service's operation, and security probing without written permission are prohibited, as is uploading malware or any code designed to compromise the service or its users. Bots, scrapers and crawlers require our written consent, and reverse-engineering or extracting the source code or proprietary methods behind the service is prohibited.
You must comply with applicable export control laws, trade sanctions and embargo regulations, and you confirm you are not located in a country under comprehensive sanctions or named on a UK, US or EU restricted party list.
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 disconnect at any time.
Operelio only acts on your CRM when you start a push. Before anything is sent, you see a preview of exactly what will happen: how many records will be created, updated or skipped under the duplicate settings you chose. By default we never overwrite a populated CRM field, only fill in blanks; overwriting existing values is a setting you have to switch on deliberately. To do this we read from your CRM only what the push needs, your field list and the records used for duplicate matching, and we never delete records in your CRM.
We encrypt OAuth tokens before storing them, using a key held separately from the database, and API keys are hashed so we cannot read them back at all. When you disconnect, we delete our copy immediately. Revoking Operelio's access inside your CRM is a separate step that only you can take, and we recommend it if you want the connection closed at both ends.
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.
Customer references
Naming you as a customer
While you have an account, and for 12 months after it closes, Operelio may identify you as a customer. We may use your organization's name and logo on our website, in sales and investor material, and in customer lists, for the sole purpose of stating that you use Operelio. You grant us a non-exclusive, royalty-free, worldwide license to use your name and logo for that purpose, and we will follow any brand guidelines you send us.
Without your separate written agreement, we will not:
- state or imply that you endorse or recommend Operelio
- quote you, or attribute any statement to you or to anyone at your organization
- describe what you use Operelio for, what you spend, or anything about your data
This section applies to business customers. If you use Operelio as an individual rather than on behalf of an organization, we will not use your name in marketing.
You can opt out at any time by emailing hello@operelio.com. We will remove your name and logo from material we control within 30 days, and from printed material at the next reprint.
Liability and warranties
Our responsibilities and limits
We will provide the service with reasonable care and skill. Nothing in these terms removes that obligation, and nothing in these terms excludes or limits liability for death or personal injury caused by negligence, for fraud or fraudulent misrepresentation, or for anything else that cannot be excluded or limited under applicable law.
Beyond that commitment, the service is provided as is. We do not promise that it will be uninterrupted or error-free, that defects will be corrected, or that every transformation will produce the result you expect. Scheduled maintenance may interrupt access, and circumstances outside our control can cause downtime. Implied warranties of merchantability, fitness for a particular purpose and non-infringement are excluded to the extent the law allows.
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, 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 warrants that it has the right to provide the service. 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, royalty-free license to use and incorporate that feedback into the service without compensation or attribution. This license applies only to the feedback itself, never to data you upload.
Liability cap
To the maximum extent permitted by applicable law, Operelio's total liability for all claims arising from these terms or the service is limited to the total fees you paid to Operelio in the 12 months before the claim arose. If you have not paid us anything, that limit is $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, 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 willful misconduct, Operelio is not liable for loss or corruption of your data, or for issues caused by third-party services and integrations. Remember that Operelio is not a backup service: keep your own copies, as set out in the Your data section.
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
This section applies to business customers only, never to consumers. In plain terms: if something you do with Operelio leads a third party to bring a claim against us, you cover the cost, unless the claim is our own fault.
If you use Operelio on behalf of a business or other organization, you agree to indemnify and hold harmless Operelio, its officers, directors and employees from any third-party 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 protection
When you upload files containing personal data about third parties, you are the data controller and Operelio is the data processor. You are responsible for having a lawful basis to process the data you upload. For your account data, Operelio is an independent controller, as described in our Privacy Policy.
Our Data Processing Agreement forms part of these terms and applies automatically when you accept them, so there is nothing to sign and nothing to request. It governs our obligations as your processor: processing only on your instructions, sub-processors and notice before we add or replace one, international transfers, breach notification without undue delay and in any event within 72 hours, assistance with data subject requests, audits, and deletion when your account closes. The current sub-processor list is at operelio.com/subprocessors.
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, and we will limit any compelled disclosure to the minimum required.
Termination
You can close your account at any time from your account settings, or by emailing support@operelio.com from the address on your account. Closing your account takes effect immediately: your access ends, and any paid plan or recurring credit add-on is canceled there and then so you are not billed again. We do not refund the remainder of a period you have already paid for, beyond the exceptions stated in the Billing section. If you would rather keep the time you have paid for, cancel your plan instead of closing your account. A canceled plan runs to the end of your billing cycle, and you can close the account afterwards.
Download anything you want to keep before you close your account. Closing an account deletes your files, and we cannot recover them afterwards. We keep a stripped record of each job you ran (the tool, the date and the row counts, with everything taken from your file removed) for 2 years, as proof of the service provided if a payment is ever disputed. If you would like a copy of your data first, email us and we will help before you close.
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 first. Termination does not relieve you of payment obligations for services already consumed, and provisions intended to survive termination (including data ownership, intellectual property, the feedback license, customer references, confidentiality, liability, indemnification and governing law) 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 plan before it takes effect; there is no charge for doing so beyond the cycle you are in.
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, except that consumers in the UK or EU retain any mandatory right to bring proceedings in the courts of their country of residence. If a dispute arises, contact hello@operelio.com first and we will try to resolve it with you directly.
Force majeure
Neither party is liable for failure or delay caused by circumstances beyond its reasonable control, such as natural disasters, war, cyberattacks, government actions or infrastructure failures. If such an 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 and our Data Processing Agreement, 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, under the Contracts (Rights of Third Parties) Act 1999 or otherwise, except that the people covered by the indemnity in the Liability section may rely on it.
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. This limit does not apply to a consumer's statutory rights.
Confidentiality: each party agrees to keep confidential any non-public information received from the other in connection with the service. This does not apply to information that is publicly available, independently developed, or required to be disclosed by law.
Notices: notices from Operelio to you are sent by email to the address on your account. Notices from you to Operelio must be sent to the relevant email address in the Contact section below. In both directions, a notice is deemed received one business day after it is sent.
Headings: section headings are for navigation only and do not affect the interpretation of these terms.
Contact
Questions about these terms?
We aim to 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
Operelio Ltd is registered in England and Wales, company number 17343466. Registered office: 66 Paul Street, London EC2A 4NA.