Terms of Service

By accessing or using Raetio, you confirm that you have read, understood and agree to be bound by these Terms of Service and our Privacy Policy, together with any additional terms presented to you for particular features or services.

If you use Raetio on behalf of a business or other organization, you represent that you have authority to accept these Terms on its behalf. In that case, references to “you” may include that organization.

You must be legally capable of entering into a binding agreement in your jurisdiction to use Raetio. If applicable law prohibits you from using a service such as Raetio, you may not use the service.

Raetio is a lead-conversion and relationship-management platform. It helps users bring potential customers and existing business contacts into a shared workspace, manage the relationships they build with those people, keep relevant conversations and history together, and use AI-assisted tools and structured workflows to support the process of turning opportunities into customers.

Depending on the features available to you, Raetio may allow you to:

• add or receive potential customers and other business contacts through supported entry points;
• organize contacts as relationships or opportunities and maintain relevant business context, notes, history and progress;
• connect supported email or other communication accounts so that messages can be sent, received, associated with relationships and viewed within Raetio;
• use AI-assisted features to interpret information and conversation context, summarize interactions, identify questions or objections, prepare suggested messages, and recommend or initiate permitted follow-up actions;
• use workflow features to organize relationship stages, determine or carry out permitted next steps, and support actions such as progressing a relationship towards a meeting or call; and
• store and use business information you provide, such as descriptions of your services, offers, resources, lead magnets and relevant previous work, to help make communications more relevant.

Features may be introduced, changed, limited or discontinued as Raetio develops. The features available to you may depend on your subscription plan, account settings, region, connected services and applicable usage limits. We do not promise that every feature described in these Terms will be available to every user at all times.

Raetio provides tools to support your sales and customer-conversion activities. It does not guarantee that a person will respond, book a meeting, purchase from you, become a customer or generate any particular revenue or business result.

AI-generated interpretations, summaries, message suggestions and recommendations may be incomplete or incorrect. You are responsible for reviewing outputs and deciding whether an action is appropriate, except to the extent that you have expressly configured an available feature to perform a permitted action automatically. You remain responsible for actions taken through your account.

Raetio is not a substitute for your own judgment, customer service, professional expertise or responsibility for the relationships you manage.

Some features require an account. You must provide accurate information, keep your account details reasonably up to date, protect your login credentials and take responsibility for activity carried out through your account.

You must notify us promptly if you believe your account has been accessed without authorization or if you become aware of a security issue involving your account. You may not create an account for another person without authorization, impersonate another person or organization, or knowingly provide false, misleading or fraudulent account information.

Certain features may allow you to connect an email account or another third-party service. When you connect an account, you authorize Raetio to access and process the information and perform the actions covered by the permissions you grant, the connection flow, your settings and the feature you choose to use. This may include retrieving message information, synchronizing conversations, associating messages with relationships, preparing messages, and sending messages where you have authorized that functionality.

You must have authority to connect the account and to give Raetio the permissions you grant. You are responsible for reviewing the permissions requested, keeping your connected account secure, and disconnecting it when you no longer want Raetio to access it. You may also need to revoke access through the third-party provider.

Connected services are subject to their own terms, privacy policies, technical limits and availability. We do not control those services and cannot guarantee that a connection will remain available or operate without interruption. Disconnecting a service may prevent some Raetio features from working or syncing.

You are responsible for ensuring that you have the rights, authority and lawful basis required to access, use and share any messages, contact details or other information made available through a connected account.

Raetio is offered through subscription plans that provide access to its lead-conversion and relationship-management features. The available plans, prices and included usage limits are displayed on our pricing page and during the subscription process.

Our current subscription options are:

Both paid plans include conversations with all leads within the applicable plan limit and unlimited inbound lead acquisition pages. Additional features and plan-specific limits are described on our pricing page.

All paid subscriptions are billed monthly. By subscribing to a paid plan, you authorize Raetio or its payment provider to charge the applicable subscription fee at the beginning of each billing period and on each subsequent renewal date until you cancel.

Free trial. Raetio may offer a seven-day free trial. The trial period begins when you activate your trial. Where you select a paid plan and authorize its activation after the trial, your subscription will begin automatically at the end of the seven-day trial unless you cancel before the trial expires. The applicable plan price and billing terms will be disclosed during signup. You will not be charged a subscription fee during the free trial.

You are responsible for cancelling your trial before it expires if you do not want your selected paid subscription to begin. We recommend reviewing the trial end date and the applicable subscription price when signing up.

Cancellation and renewal. You may cancel your subscription at any time through the available account settings or by contacting us. Once cancelled, your subscription will not renew and you will not be charged for subsequent billing periods. Unless otherwise stated or required by applicable law, you may continue using the paid features until the end of the billing period you have already paid for.

Cancellation does not automatically entitle you to a refund for a billing period that has already started. Refund eligibility is governed by our Refund Policy and applicable consumer-protection laws.

Plan limits and changes. Each subscription plan has a maximum total lead allowance. The Starter plan supports up to 200 total leads in an account, while the Growth plan supports up to 500 total leads in an account. Conversations are included for leads within the applicable allowance. Unlimited inbound lead acquisition pages are included in both plans.

We may introduce new plans, change plan features or adjust subscription prices from time to time. If a price change affects an existing subscription, we will provide reasonable advance notice before the change applies to a future billing period, where required by applicable law. Any price change will not retroactively alter a billing period that has already been paid for.

Payments may be processed by a third-party payment provider. Your subscription may also be subject to that provider's terms and policies. We do not store full payment-card details unless a feature expressly states otherwise.

If you believe you were charged incorrectly, contact admin@raetio.com with relevant transaction information.

You agree to use Raetio only for lawful purposes and in accordance with these Terms, applicable privacy and data-protection laws, marketing and electronic-communications laws, and the rules of any connected platforms or communication providers.

Raetio is intended to support legitimate business relationship management and customer-conversion activities. It must not be used for spam, unlawful data collection, deceptive marketing, unlawful surveillance, harassment or unauthorized access to information or systems.

You may not use Raetio to:

• violate any applicable law, regulation, privacy right, intellectual-property right or other third-party right;
• collect, access, process, retain, disclose or use personal information without the rights, permissions, notices, lawful basis or other authorization required by law;
• send unlawful, deceptive, misleading, abusive or unsolicited communications, or facilitate phishing, impersonation, fraud, harassment, stalking or intimidation;
• send bulk or automated commercial messages in violation of applicable law, recipient preferences, platform rules or the permissions and limits of your connected communication account;
• treat the presence of a person's information in Raetio, or the fact that information is publicly accessible, as proof that the person has consented to receive marketing or sales communications;
• ignore or circumvent unsubscribe requests, objections, suppression lists, do-not-contact requests, recipient preferences or other legal or platform restrictions;
• use Raetio to access private accounts, restricted systems, authentication-protected information, paywalled information or other information you are not authorized to access;
• bypass technical access controls, authentication mechanisms, rate limits, security measures or restrictions imposed by websites, communication providers or other services;
• use unauthorized automated methods to access or extract information from Raetio or any third-party service;
• use Raetio to create, maintain, sell, rent, license or redistribute a standalone database of personal information or marketing contacts outside the intended use of the service;
• resell, redistribute, publish or commercially exploit Raetio's outputs as a separate data product without our authorization;
• upload or transmit malicious code, interfere with the operation or security of Raetio, or attempt to gain unauthorized access to another user's account or our systems;
• probe, scan or test the vulnerability of our systems without our prior written authorization;
• circumvent subscription plan limits, usage restrictions, security measures or access controls; or
• reverse engineer, decompile or attempt to extract source code from the service, except where applicable law expressly permits it.

You are responsible for the communications sent through your account, including their content, recipients, timing, frequency and legal basis. You are also responsible for ensuring that messages comply with applicable requirements, which may include accurate sender information, non-deceptive subject lines, required business identification, a valid postal address, a functioning opt-out method and honoring opt-out requests.

Where you use Raetio to prepare or send commercial email, you must comply with all applicable requirements, including laws that may apply to business-to-business communications. You must not use Raetio to avoid a recipient's rights or a connected provider's acceptable-use rules.

We may investigate suspected misuse and may restrict, suspend or terminate access where we reasonably believe these Terms or applicable law have been violated.

Raetio may process information about people and organizations you choose to add to the service or that is made available through features you use. This may include names, business contact details, company information, notes, relationship stages, interaction history, messages, attachments, meeting information and other context relevant to your business relationships.

Information may come from you, your team members, your website or forms, connected communication accounts, third-party services, or other supported ways of adding information to your Raetio workspace. The available sources and features may vary. Raetio does not represent that every item of information is independently verified or complete.

When you connect an email or other communication account, Raetio may process message content and related metadata to provide the features you request, such as displaying conversations, maintaining relationship history, understanding the context of a reply, preparing suggested responses, updating relationship information and supporting permitted workflow actions.

You must only connect accounts and provide information that you are authorized to use. You are responsible for ensuring that your use of contact details, message content and other personal information has an appropriate lawful basis and satisfies applicable transparency, notice, consent, objection, direct-marketing, retention and other requirements.

You must not assume that a person's details being available to you means they have agreed to receive marketing messages. You must respect requests to stop communications, objections to processing, corrections, deletion requests and other applicable rights.

You are responsible for checking the accuracy and appropriateness of information before relying on it or using it to make a business decision or contact someone. Information can be outdated, incomplete, incorrectly associated with a person, or otherwise inaccurate. AI-assisted summaries and interpretations may also be wrong.

If you believe information displayed through Raetio is inaccurate, improperly sourced or should be reviewed for a legitimate privacy or legal reason, contact admin@raetio.com. We may review the request and take action where appropriate or required by law.

We aim to handle personal information in accordance with applicable privacy and data-protection laws, including the EU General Data Protection Regulation (GDPR), UK GDPR and applicable United States state privacy laws where relevant. Our Privacy Policy explains how we collect, use, disclose, store and protect personal information in connection with the service.

Depending on the processing activity and the circumstances, Raetio may act as a data controller, data processor or another legally recognized role. We generally act as a controller for personal information we process to operate our own website, manage accounts, provide customer support, maintain security, process payments and administer our business. Where we process personal information on your instructions to provide workspace features, we may act as your processor or service provider, as applicable under relevant law.

Where Raetio processes personal information on your behalf, you are responsible for having an appropriate legal basis for providing that information to Raetio, giving individuals required notices, obtaining any necessary permissions and ensuring that your instructions and use of the service comply with applicable law. You must only provide information that you are authorized to provide and process.

Where required by applicable law, the parties will enter into or make available appropriate data-processing terms. Those terms may address the subject matter and duration of processing, the nature and purpose of processing, types of personal information, categories of individuals, security measures, subprocessors, international transfers, assistance with individual rights requests, security incidents and deletion or return of information.

You must not knowingly submit sensitive personal information, special-category data, health information, payment-card details, government identification numbers, passwords, authentication credentials or other highly sensitive information unless the relevant feature expressly supports it and you have a lawful basis and appropriate authorization to provide it.

We may use service providers and subprocessors for hosting, authentication, infrastructure, analytics, security, artificial intelligence, email, payments and other functionality. We expect providers that process personal information for us to do so under appropriate contractual or other safeguards where required by law.

Personal information may be processed or stored outside your country of residence. Where applicable law requires safeguards for international transfers, we intend to use appropriate transfer mechanisms or safeguards.

We retain information for as long as reasonably necessary for the purposes described in our Privacy Policy, to provide the service, maintain security, comply with legal obligations, resolve disputes, enforce agreements and protect our rights. Retention periods may vary depending on the type of information and the feature involved.

Nothing in these Terms limits privacy rights that cannot lawfully be limited. Depending on the applicable law, individuals may have rights to access, correct, delete, restrict or object to processing, request portability, withdraw consent, or complain to a competent data-protection authority.

You may provide or make available information, text, contact details, business descriptions, offers, resources, lead magnets, portfolio materials, notes, messages, files, attachments, instructions and other content through Raetio (“Your Content”). Your Content may include information relating to other people, including prospective or existing customers.

You retain ownership of Your Content, subject to the rights necessary for us and our service providers to provide, secure, maintain and operate the service.

By submitting or connecting Your Content to Raetio, you grant us a limited, non-exclusive right to host, store, reproduce, process, transmit and display it as reasonably necessary to provide, maintain, secure, support and improve the service, in accordance with our Privacy Policy, applicable data-processing terms and applicable law. This may include processing content with AI-assisted features when you use those features.

You represent that you have all rights, permissions, notices, consents and lawful bases necessary to provide Your Content to Raetio and to authorize the processing described in these Terms. You must not submit content in a way that violates applicable law or another person's rights.

You must not upload passwords, authentication credentials, payment-card information or other highly sensitive information unless a particular Raetio feature expressly requires and supports it.

You are responsible for maintaining appropriate copies or backups of content that is important to your business. Subject to applicable law, our Privacy Policy and any applicable data-processing terms, Raetio does not guarantee that deleted, corrupted or lost content can always be recovered.

Raetio and its underlying software, design, branding, interfaces, features, text, graphics, workflows, models, prompts, methodologies and other materials are owned by or licensed to Raetio and are protected by applicable intellectual-property laws.

These Terms do not transfer ownership of Raetio or its intellectual property to you. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable and revocable right to access and use Raetio for its intended business purpose during the period you are authorized to use the service.

You may not copy, reproduce, distribute, modify, sell, sublicense, reverse engineer or create derivative works from Raetio or its underlying systems except as expressly permitted by us or applicable law.

You retain rights in Your Content. We do not claim ownership of information or materials that you independently provide to Raetio.

Raetio may generate summaries, interpretations, message suggestions, classifications, recommendations and other outputs using automated systems, including artificial intelligence. Outputs may be similar to outputs provided to other users, may incorporate or reflect information supplied by you or third parties, and may not be unique or eligible for intellectual-property protection. You are responsible for checking that your use of an output is appropriate and does not infringe another person's rights.

Raetio may rely on or connect with third-party services and infrastructure to provide functionality, including email and communication providers, hosting, authentication, payment processing, data storage, artificial intelligence, analytics, security and other technical services.

When you choose to connect or use a third-party service, your use may be subject to that provider's terms, privacy policy, acceptable-use policy, permissions and data-processing terms. You are responsible for reviewing and complying with terms that apply to your use of that service.

We may change, add or remove third-party providers when reasonably necessary to operate, secure or improve Raetio. A third-party provider may change its service, permissions, technical requirements or availability, which may affect related Raetio features.

We are not responsible for third-party services that we do not control, including their availability, accuracy, security, policies or practices. A link to or integration with a third-party service does not mean that we endorse or control that service.

We work to keep Raetio available and reliable, but we do not guarantee uninterrupted or error-free operation.

The service may occasionally be unavailable or limited because of maintenance, updates, technical problems, security incidents, third-party service interruptions, network issues, changes to connected services, provider restrictions or other circumstances.

Features that depend on connected email accounts, AI providers, payment providers, hosting services or other third parties may be affected by changes or interruptions outside our control. Message synchronization and delivery may be delayed, incomplete or unsuccessful. You should not rely on Raetio as the only copy of important communications or as an emergency communication service.

We may modify, suspend or discontinue parts of the service when reasonably necessary to operate, secure, comply with legal requirements or improve Raetio. Where reasonably practicable, we will seek to provide notice of material changes that significantly affect the service.

To the extent permitted by applicable law, Raetio is provided on an “as is” and “as available” basis.

To the extent permitted by law, we disclaim warranties that the service will be uninterrupted, error-free, completely secure, or that information, AI outputs, message suggestions, summaries, interpretations or recommendations will always be accurate, complete, current, lawful or suitable for your particular purpose.

Raetio does not guarantee any particular business outcome, including responses, meetings, qualified opportunities, customers, sales, revenue, conversion rates or return on investment. Your results depend on factors that may be outside our control, including your offering, pricing, market, communications, customer experience and the decisions of other people.

AI-assisted features can misunderstand context, produce inaccurate or inappropriate content, omit relevant information or recommend an unsuitable action. You should review AI-generated content and actions where appropriate and use your own judgment before relying on them. Where you configure a feature to perform an authorized action automatically, you remain responsible for that configuration and the resulting activity.

Raetio does not provide legal, regulatory, privacy, compliance, tax, financial or other professional advice. You are responsible for evaluating information and using the service in accordance with applicable law and your professional judgment.

Nothing in these Terms excludes any warranty or right that cannot lawfully be excluded under applicable law.

To the maximum extent permitted by applicable law, Raetio will not be liable for indirect, incidental, special, consequential, exemplary or punitive damages, or for lost profits, revenue, data, goodwill, business opportunities or anticipated savings arising from or related to your access to or use of the service.

To the maximum extent permitted by applicable law, our total aggregate liability arising from or related to the service or these Terms will be limited to the amount you paid to Raetio for the service during the twelve months immediately preceding the event giving rise to the claim. If you have not paid for the service during that period, our total liability will be limited to the amount permitted by applicable law.

The limitations in this section apply to all claims, whether based on contract, tort, negligence, strict liability, statute or another legal theory, and whether or not we have been advised of the possibility of the relevant loss.

Nothing in these Terms excludes or limits liability that cannot legally be excluded or limited, including liability for fraud, fraudulent misrepresentation, or other liability that applicable law does not permit us to limit.

You may stop using Raetio at any time and may disconnect third-party accounts through the available settings or through the relevant third-party provider.

We may suspend or terminate access to an account if we reasonably believe the account is being used in violation of these Terms, applicable law, privacy or data-protection requirements, third-party rights, or in a way that could materially harm Raetio, our users, our service providers or others.

We may also suspend access where reasonably necessary to address security concerns, fraud, abuse, payment risk, data-protection concerns, legal requirements or other operational risks.

Where reasonably practicable, we may provide notice and an opportunity to address the issue before terminating access, except where immediate action is necessary for legal, security, fraud-prevention or other legitimate reasons.

Upon termination, your right to access and use Raetio will end. Subject to applicable law and our Privacy Policy, we may delete or retain account information and Your Content in accordance with our retention practices and legal obligations. You are responsible for exporting or saving information you need before your access ends, where an export facility is available.

Provisions that by their nature should survive termination will survive, including intellectual-property protections, payment obligations, data-protection obligations, disclaimers, limitations of liability and provisions concerning disputes.

We may update these Terms from time to time as Raetio develops, our practices change or applicable legal requirements change.

When we make changes, we will update the “Last updated” date at the top of this page. We may provide additional notice when we believe a change is material.

Where applicable law requires affirmative acceptance of material changes, we will obtain that acceptance before applying those changes to the relevant use of the service.

Your continued use of Raetio after updated Terms become effective constitutes acceptance of the updated Terms to the extent permitted by applicable law. If you do not agree to the updated Terms, you must stop using the service.

These Terms and any dispute or claim arising from or relating to them or the service will be governed by the laws of the United States, without regard to conflict-of-law principles, except where mandatory laws in your place of residence require otherwise.

Any dispute arising from or relating to these Terms or the service may be brought before a court of competent jurisdiction in the United States, subject to any mandatory rights you may have to bring a claim in another court or forum under applicable law.

Before starting formal proceedings, you and Raetio agree to make a reasonable effort to resolve a dispute informally by contacting the other party and explaining the issue. This does not prevent either party from seeking urgent injunctive or other interim relief where appropriate.

If you have questions about these Terms, need help with your account or a connected service, have a privacy or data-protection request, want to report a service issue, or believe information in your workspace should be reviewed, contact us: