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Privacy Policy

Last updated July 14, 2026

This Privacy Policy explains how Avero (“Avero,” “we,” “us”) collects, uses, shares, and protects information when you use our websites, applications, telephony, messaging, and related services, and when you communicate with a business that uses Avero. It should be read together with our Terms of Use.

Two roles matter throughout. For the account and billing information of the businesses that subscribe to Avero, we act as the data controller. For the records those businesses keep about their own customers — the CRM data described below — we act as a processor on the business’s behalf, and that business is responsible for the notices and consents its customers are owed.

1. Information we collect

  • Account information. Name, email address, business name, password (stored as a salted hash), role, and billing details when you subscribe.
  • Customer CRM data. The records a subscribing business stores in Avero: contacts, leads, jobs, quotes, invoices, payments, notes, files, and the contents of conversations across phone, SMS, WhatsApp, web chat, Facebook Messenger, Instagram, and email.
  • Call recordings and transcripts. Where a business enables them, calls handled through Avero may be recorded, transcribed, and summarized. Conversations — voice and text — are processed by AI systems to answer, quote, book, score, summarize, and draft follow-ups. Recording notices and any required consent to recording are the responsibility of the subscribing business under applicable law.
  • Usage and device data. Log data, IP address, browser and device identifiers, pages viewed, feature usage, and diagnostic events, collected directly and through cookies or similar technologies.

2. How we use information

  • To operate the services — hosting and syncing records, routing calls and messages, scheduling, invoicing, and providing support.
  • To provide AI features — generating answers, quotes, bookings, summaries, lead scores, and drafted replies from the data the business has loaded. AI processing is performed to deliver the feature, not to build advertising profiles.
  • To bill — metering voice minutes and messages, processing payments, and maintaining transaction records.
  • To secure and improve the services — detecting abuse and fraud, debugging, and understanding aggregate feature usage.
  • To communicate with you — service notices, security alerts, and, with your consent where required, product updates you can opt out of at any time.

3. How we share information

We do not sell personal information. We share it only as needed to run the services:

  • Subprocessors. Service providers acting under contract on our behalf: a telephony and messaging carrier (to connect calls and deliver messages), a payment processor (to handle cards and payouts; we do not store full card numbers), cloud hosting providers (to run the platform and store data), AI model providers (to process conversations for the features described above), and email and print-mail delivery vendors for campaigns a business sends.
  • Within your organization. According to the roles and permissions your administrators configure.
  • Legal and safety. When required by law or legal process, or to protect the rights, safety, and property of Avero, our customers, or others.
  • Business transfers. In connection with a merger, acquisition, or sale of assets, subject to this policy’s protections.

4. Retention

We retain account information for as long as the account is active and as needed for legal, tax, and audit purposes. Customer CRM data, including recordings and transcripts, is retained while the subscription is active and according to the retention settings the business configures; after termination, we make it available for export for at least 30 days and then delete or de-identify it in the ordinary course of our backup cycles. Billing records are kept as required by law.

5. Security

We protect information with encryption in transit and at rest, two-factor authentication, role-based access controls, audit logging, network isolation, and least-privilege access for our personnel. No system is perfectly secure; if we learn of a breach affecting your personal information, we will notify you as required by applicable law.

6. Your data belongs to your organization

The CRM data a business stores in Avero belongs to that business. We process it only to provide, secure, and bill for the services, and the business can export it at any time. If you are a customer of a business that uses Avero and want to access, correct, or delete records about you, contact that business — we will support them in honoring the request.

7. Your rights and choices

Depending on where you live, you may have rights to access, correct, delete, or receive a copy of your personal information, to object to or restrict certain processing, and to lodge a complaint with a supervisory authority. You can exercise these rights, opt out of marketing email via the unsubscribe link, and manage cookies through your browser. We do not use personal information for cross-context behavioral advertising.

The services are designed for businesses and are not directed to children under 16; we do not knowingly collect their personal information.

8. Changes to this policy

We may update this policy from time to time. For material changes we will give notice by email or in-product notice before the change takes effect. The “Last updated” date above reflects the current version.

9. Contact

Privacy questions and requests: support@avero.com.