The AEVO Product Disclosures are intended to highlight some of the important things about using our different products.  The product disclosures form part of the AEVO Customer Terms of Service (the “TOS”) and are hereby incorporated therein.

If you are using any of the AEVO product(s) described below, the disclosure corresponding to those product(s) applies to your use.  We periodically update this page by posting a revised copy at, so please check back here for current information. If you’re looking for definitions of the terms used here, see the AEVO Customer Terms of Service.

Product Disclosures

1. Customer Responsibilities. To realize the full value of the Subscription Service and Consulting Services, your participation and effort are needed. Resources that may be required from you include a project manager, one or more content creators, a sales sponsor, an executive sponsor and a technical resource (or equivalent). Responsibilities that may be required include planning of marketing programs; setting of a content creation calendar; creating blog posts, social media content, Calls-To-Action (CTAs), downloads, emails, nurturing content, and other materials; acting as internal liaison between sales and marketing; providing top level internal goals for the use of the Subscription Service; attending regular success review meetings; and supporting the integration of the Subscription Service with other sales and marketing systems.

2. Sales AEVO Product

a.  Sales AEVO Product Data Use. If you use the ‘Gmail and Outlook Integration’ with the Sales AEVO product, we will have access to certain information associated with your email account and will use some of this information to provide the Sales AEVO product services. We may store and use your email data, such as the distribution lists (for example, the “to”, “from”, “cc”, and “bcc” fields), the subject lines, and the URLs of tracked links from your emails in order to provide the Sales AEVO product. If you use the “Send Later” feature in the Sales AEVO product, we will store the bodies of the emails (along with the associated attachments) that you schedule to send in order to provide this feature to you. You must connect your inbox to the Sales AEVO product in order to use the “Send Later” feature. If you use the ‘Gmail and Outlook Integration’, the Sales AEVO product will scan the content of your outgoing emails to identify which emails you’ve elected to track in order to provide you with the notifications feature. If you opt to use our template building tools, the Sales AEVO product will scan the content of your sent emails to identify possible templates for use by Users of your AEVO account. By using the ‘Gmail and Outlook Integration’ with the Sales AEVO product, you grant us the right to access and use your information and data as described in this section. If you do not agree to the terms in this section, you should not use the Sales AEVO product. WE MAKE NO REPRESENTATION OR WARRANTY ABOUT THE ACCURACY OF DATA FROM THE SALES AEVO PRODUCT.

b. Documents. The ‘Documents’ feature allows you to store presentations and other sales content to share with prospects. Files that you upload using this ‘Documents’ feature are stored by us and shared with other users of your AEVO CRM team.


a. Unified Database. By using AEVO CRM with other parts of the Subscription Service, you understand that all Contact Information will be stored in a unified database of Contacts associated with your subscription, and that all workflows you use will pull from this unified list of Contacts. While there’s no charge for Contacts in AEVO CRM, if you subscribe to our Full-Service Marketing AEVO Products, you will be charged for Contacts as part of your fee for those products, even if they are added through AEVO CRM and whether or not there is an email address associated with a Contact. If a Contact is imported from AEVO CRM into our Full-Service Marketing AEVO Products without an associated email address, it cannot be automatically de-duplicated so may result in duplications within your AEVO account.

b. Outbound Calling via AEVO CRM. We do not guarantee the availability of our AEVO CRM’s outbound calling feature in any or all geographical areas. If you are interested in obtaining a list of countries to which we currently offer outbound calling, please contact our Support team. We may update this list at any time without notice to you. We may also disable your ability, or charge you a fee, to make calls to certain countries if we choose to, even if we generally offer outbound calling to these countries. One reason we may do this is if you are making a disproportionate or excessive number of calls to these countries.

c. Documents.  If you use the ‘Documents’ feature with AEVO CRM then the product disclosures in the ‘Documents’ section also apply.

4. Inbox Integration. Certain features of the Subscription Service allow you to integrate your email account with the Subscription Service. By enabling those features, you grant us access to your incoming mail, inbox history, and contacts to enable us to identify relevant emails to be stored within the Subscription Service. Certain features of the Subscription Service track email correspondence that you flag for tracking by sending the email from inside the Subscription Service, BCC’ing the email to the Subscription Service, or otherwise opting to have an email tracked. You understand that the correspondences you track will be visible to other users on your Subscription  team. Additionally, certain features of the Subscription Service may allow you to connect a shared inbox. By connecting a shared inbox, you understand that any User may have access to or visibility into the contents of this inbox.

5. Alpha/Beta Services. If we make alpha or beta access to some or all of the Subscription Service (the “Alpha/Beta Services”) available to you (i) the Alpha/Beta Services are provided “as is” and without warranty of any kind, (ii) we may suspend, limit, or terminate the Alpha/Beta Services for any reason at any time without notice, and (iii) we will not be liable to you for damages of any kind related to your use of the Alpha/Beta Services. If we inform you of additional terms and conditions that apply to your use of the Alpha/Beta Services, those will apply as well. We might require your participation to be confidential, and we might also require you to provide feedback to us about your use of the Alpha/Beta Services. You agree that we own all rights to use and incorporate your feedback into our services and products, without payment or attribution to you.

6. Free Trial. If you register for a free trial, we will make the applicable Subscription Service available to you on a trial basis free of charge until the earlier of (a) the end of the free trial period (if not terminated earlier) or (b) the start date of your paid subscription. Unless you purchase a subscription to the applicable Subscription Service before the end of the free trial, all of your data in the Subscription Service may be permanently deleted at the end of the trial, and we will not recover it. If we include additional terms and conditions on the trial registration web page, those will apply as well.