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Privacy Policy for The CRM Guy

Last updated: 20.05.2026

Thank you for visiting The CRM Guy [https://thecrmguy.co.uk]. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website, enquire about our CRM consultancy services, or work with us, and tell you about your privacy rights.

1. Important Information and Who We Are

Purpose of this Privacy Policy

This privacy policy aims to give you information on how The CRM Guy collects and processes your personal data through your use of this website, including any data you may provide when you fill out a contact form, sign up for a newsletter, or engage our services.

Data Controller

The CRM Guy is the data controller and is responsible for your personal data (referred to as "we", "us" or "our" in this privacy policy).

If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact us using the details set out below.

Contact Details

  • Full name of legal entity: The CRM Guy
  • Email address: support@thecrmguy.co.uk

You have the right to make a complaint at any time to the Information Commissioner's Office (ICO), the UK regulator for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO, so please contact us in the first instance.

2. The Data We Collect About You

Personal data, or personal information, means any information about an individual from which that person can be identified. We may collect, use, store, and transfer different kinds of personal data about you which we have grouped together as follows:

  • Identity Data: Includes first name, last name, title, or job title.
  • Contact Data: Includes billing address, email address, and telephone numbers.
  • Business Data: Includes company name, industry sector (e.g., non-profit/charity), and details about your current CRM infrastructure (e.g., Salesforce, HubSpot).
  • Technical Data: Includes internet protocol (IP) address, browser type and version, time zone setting and location, and operating system and platform on the devices you use to access this website.
  • Usage Data: Includes information about how you use our website, products, and services.
  • Marketing and Communications Data: Includes your preferences in receiving marketing from us and your communication preferences.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious beliefs, sex life, sexual orientation, political opinions, trade union membership, or information about your health and genetic data).

3. How Your Personal Data Is Collected

We use different methods to collect data from and about you, including through:

  • Direct Interactions: You may give us your Identity, Contact, and Business Data by filling in forms on our website or by corresponding with us by post, phone, email, or via LinkedIn. This includes personal data you provide when you request a consultation, subscribe to our content, or give us feedback.
  • Automated Technologies: As you interact with our website, we may automatically collect Technical Data about your equipment, browsing actions, and patterns. We collect this personal data by using cookies, server logs, and other similar technologies.
  • Third Parties or Publicly Available Sources: We may receive personal data about you from various third parties, such as analytics providers (like Google Analytics) or professional networking sites like LinkedIn.

4. How We Use Your Personal Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Performance of a Contract: Where we need to perform the contract we are about to enter into or have entered into with you for CRM consultancy services.
  • Legitimate Interests: Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests (e.g., responding to your website enquiries or managing our business relationship).
  • Comply with a Legal Obligation: Where we need to comply with a legal or regulatory obligation.

Purposes for Which We Will Use Your Personal Data

  • To register you as a new client: Necessary to perform a contract with you.
  • To process and deliver your services: (i) Manage payments, fees, and charges; (ii) Collect and recover money owed to us.
  • To manage our relationship with you: Notifying you about changes to our terms or privacy policy, or asking you to leave a review or take a survey.
  • To administer and protect this website: Including troubleshooting, data analysis, testing, system maintenance, and support.
  • To deliver relevant website content and marketing: To understand the effectiveness of the advertising we serve to you.

Opting Out

You can ask us to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by contacting us directly at any time.

5. Disclosures of Your Personal Data

We do not sell your personal data. We may share your personal data with the parties set out below for the purposes set out in section 4 above:

  • Service Providers: Third-party IT, CRM platform providers (such as Salesforce or HubSpot if required for project management), and administration service providers who support our business operations.
  • Professional Advisers: Including lawyers, bankers, auditors, and insurers who provide consultancy, banking, legal, insurance, and accounting services.
  • HM Revenue & Customs (HMRC): Regulators and other authorities based in the United Kingdom who require reporting of processing activities in certain circumstances.

6. International Transfers

We ensure your personal data is protected by requiring all our group companies and service providers to follow the same rules when processing your personal data.

If we use service providers based outside the UK (for example, cloud storage or email hosting platforms based in the US), we ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented:

  • We will transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data.
  • Where we use certain service providers, we may use specific contracts approved for use in the UK which give personal data the same protection it has in the UK (the International Data Transfer Agreement or "IDTA").

7. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorised way, altered, or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

8. Data Retention

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, and the applicable legal requirements (such as holding invoice data for 6 years for UK tax purposes).

9. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to:

  • Request access to your personal data (commonly known as a "data subject access request").
  • Request correction of the personal data that we hold about you.
  • Request erasure of your personal data.
  • Object to processing of your personal data where we are relying on a legitimate interest.
  • Request restriction of processing of your personal data.
  • Request the transfer of your personal data to you or to a third party.
  • Withdraw consent at any time where we are relying on consent to process your personal data.

If you wish to exercise any of the rights set out above, please contact us at support@thecrmguy.co.uk. You will not have to pay a fee to access your personal data (or to exercise any of the other rights).

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