Platione Terms of Use

1. Operator, scope and existing agreements

Platione Solutions Pvt Ltd operates Platione marketplace and business software, including CRM, Sales Assist, workflows, orders, inventory, invoicing, communications and digital-presence tools where enabled. Customer websites may be hosted on their own domains. PlatiHeal healthcare, patient, practice-management and research services have their own product terms and privacy notice.

These are proposed terms for legal and product review, with no approved effective date. They do not retroactively replace an existing agreement or reduce an accrued right. An approved order or signed service agreement governs its specified scope; mandatory legal rights prevail over inconsistent wording. Shared accounts, software or company ownership do not merge the purposes or permissions of the two products.

2. Accounts, organizations and authority

Contracting account holders must be at least 18 and legally capable of contracting. An organization must authorize the people using its workspace, configure suitable roles and remove access when duties change. Use accurate information, safeguard passwords and OTPs, and report compromise. An administrator role is not authority to impersonate another person or access a different organization.

A membership or role in one product or organization does not grant access to another. Shared authentication is not consent to combine business, employee, patient or research records. Do not place clinical or research data in general CRM notes or marketing tools as a way to avoid the healthcare permissions and notices.

3. Marketplace parties, listings and transactions

The marketplace can help buyers and independent suppliers discover each other, exchange enquiries, quotations and proposals, and manage orders. Identify the seller or service provider, contracting party, payment recipient and any separate Platione service before committing. A listing, enquiry, quotation, payment attempt or notification is not by itself an accepted order.

Sellers must lawfully offer their goods/services and provide accurate identity, descriptions, prices, taxes, availability, delivery, cancellation, return/refund and warranty information as applicable. Buyers must confirm suitability and transaction terms. Platione remains responsible for its own services and any marketplace or consumer duties that apply; describing us as software does not remove those duties.

A public profile, ownership claim, paid plan, hosting arrangement, badge, search position or digital-presence score is not a universal verification of identity, quality, solvency, regulatory approval or performance. Any verification label must identify the checks actually performed. Sponsored placements and commercial influences must be disclosed where required.

4. Fees, subscriptions, cancellations and refunds

Disclose the total price, taxes, payee, applicable platform fee, included service, renewal terms and cancellation/refund conditions before a paid commitment. A purchase must result from the user’s affirmative action; these terms do not authorize an undisclosed subscription, automatic renewal or unrelated charge.

Check order and payment states separately and avoid repeating a pending payment without checking its reference. Follow the transaction’s disclosed terms and applicable law for cancellations, returns, refunds and disputes. Do not treat a cancellation as proof that a refund has settled. Contact the seller for its fulfilment and us for our service or a technical payment issue. No blanket no-refund clause removes a statutory remedy.

5. CRM, shared profiles and private workspace data

The platform uses shared marketplace identity/profile records alongside organization-specific relationships and activity. Creating a contact first does not confer exclusive ownership of a person’s factual identity or a right to disclose all information about them. Account/profile corrections and duplicate resolution may affect that shared identity and need appropriate review.

Private notes, calls, messages, tasks, prices, pipeline information, transactions and campaign results must be used only for authorized purposes and audiences. A shared profile must not be used to expose those private details to another organization. Public availability of contact data, a purchased lead list or an operating-system permission is not proof of permission to contact, monitor or market to that person.

6. Communications, contacts and workforce features

Customers must establish a lawful basis, provide required notices and obtain required permissions for contact import, messaging, call-related data, location and workforce features. Explain monitoring to affected personnel, restrict access and avoid covert surveillance. Device permission and an employment relationship do not automatically satisfy every legal requirement.

Use approved sender identities and provider channels, respect recipient preferences, opt-outs, do-not-contact rules and applicable telecom/anti-spam requirements. Account, service and security notices have different purposes from promotional campaigns. Do not make access to an unrelated service conditional on optional marketing consent. Delivery and receipt are not guaranteed by a queue or send attempt.

7. Business records, AI and public-source research

Check stock, tax treatment, invoices, accounting exports, reminders and reports against authoritative records before relying on them. Software output is not tax, legal, financial, employment or clinical advice. Customer configuration, integrations and source data can cause errors; use qualified advisers where required.

AI, extraction, company research, enrichment and digital-presence scores can be incomplete, outdated or wrong. Review source evidence, coverage and important outputs before publication or action. They do not promise search rankings, leads, revenue, certifications or autonomous decisions about a person. Do not submit private data to a third-party model or reuse it across customers without an approved purpose, authority, notice and safeguards.

8. Content rights and prohibited use

You retain rights you lawfully hold in your content and authorize processing needed to deliver the requested service and lawful instructions. This is not an unlimited transfer of ownership or authorization to sell private records. Ensure you have rights to publish or upload material, and respect confidentiality, intellectual property and third-party access restrictions.

Do not impersonate, defraud, publish unlawful or misleading content, upload malware, bypass access controls, scrape restricted data, send unlawful campaigns or misuse another person’s records. Report infringement, impersonation or unauthorized disclosure with sufficient information to investigate and minimal unnecessary personal data.

9. Availability, integrations, suspension and exit

Features depend on the subscribed plan, deployment, permissions and available integrations. Roadmaps, sample screens and menu entries are not promises of an enabled feature. A service level, backup commitment, migration, export, support response or recurring charge requires its actual disclosed terms; this draft does not invent an SLA or certification.

We may restrict access to address misuse, compromise, legal duties or material breach, proportionately and with notice where appropriate. Request available exports or account closure through support; retention, legal holds, organizational records and backup lifecycles require purpose-specific handling. Closure does not automatically erase records another party must lawfully retain. Third-party terms do not excuse obligations that remain ours.

10. Responsibility, grievances and changes

Responsibility follows the party’s actual role and conduct. Liability provisions in a signed commercial agreement remain subject to applicable law. Nothing here excludes liability or remedies that cannot lawfully be excluded, removes a consumer or privacy right, or substitutes a disclaimer for reasonable safeguards.

Use the company grievance/contact details below for complaints. Where the Consumer Protection (E-Commerce) Rules apply, consumer complaints must be acknowledged within 48 hours and redressed within one month; other applicable statutory periods also remain binding. Operations must maintain the process to meet these duties, including any stricter applicable requirement.

Indian law applies subject to mandatory law and competent consumer, privacy and other authorities. Any Pune court provision in an agreed business contract cannot take away a statutory forum. Approved changes need a published version/effective date and appropriate notice or renewed acceptance/consent; an update cannot retrospectively authorize an incompatible data use.

Company and grievance contact

Platione Solutions Pvt Ltd
Office 4, Survey No 19/2 Sakhare Estate, Hinjawadi Wakad Rd, Hinjwadi, Pune, MH, India – 411057.

Privacy and grievance contact: Adv. Mrs. Usha Ghotankar.
Privacy: [email protected]
Grievances: [email protected]
Legal: [email protected]
Support: [email protected]
Security: [email protected]
Phone: +91-7083-888-888.

These are the existing Platione company contacts. Do not send passwords, OTPs or unnecessary sensitive documents by ordinary email.