Privacy Policy

Website Privacy Policy of CRM Dynamics Ltd. 


CRMD Dynamics Limited collects, uses and is responsible for certain personal information about you. When we use your personal data, we are regulated under the General Data Protection Regulation (GDPR) which applies across the European Union (including in the United Kingdom), and we are responsible as ‘controller’ of that personal data for the purposes of the GDPR.  

Our use of your personal data is subject to your instructions, the GDPR, other relevant UK and EU legislation and our professional duty of confidentiality. We take your privacy very seriously. Please read this privacy policy carefully as it contains important information on who we are and how and why we collect, store, use and share your personal data. It also explains your rights in relation to your personal data and how to contact us or supervisory authorities in the event you have a complaint. 


The personal information we collect and use 


 We may collect and use the following personal information about you:  

    • your name and contact information, including email address and telephone number and company details
    • Information to enable us to check and verify your identity, e.g., your date of birth 
    • your gender information, if you choose to give this to us 
    • location data, if you choose to give this to us 
    • your billing information, transaction and payment card information 
    • your personal or professional interests 
    • your professional online presence e.g., LinkedIn profile 
    • your contact history, purchase history and saved items information from accounts you link to us, e.g., Facebook 
    • information to enable us to undertake credit or other financial checks on you 
    • Information about how you use our website, IT, communication and other systems 
    • your responses to surveys, competitions and promotions

This personal information is required to provide our products and services to you. If you do not provide personal information we ask for, it may delay or prevent us from providing these to you. 


How your personal information is collected  


We collect most of this personal information directly from you—in person, by telephone, text or email and/or via our website and apps. However, we may also collect information:  

    • From publicly accessible sources, e.g., Companies House or HM Land Registry.
    • Directly from a third party, e.g.: – sanctions screening providers; – credit reference agencies; – customer due diligence providers.
    • From a third party with your consent, e.g., your bank or building society 
    • From cookies on our website—for more information on our use of cookies, please see our cookies policy and the cookies section in this policy 
    • You or a business colleague has visited our website and we believe that there is a genuine legitimate interest in our services
    • You have previously connected with a member of our team via LinkedIn and discussed our services
    • A member of our team has found your business and your contact details online, believing that your business would genuinely be interested in our products, based upon your job function aligning with our typical customer profiles they have made contact to introduce you to our product
    • Third party marketing services e.g., Lead Forensics 


How and why we use your personal information 


If you provide personal data to us, we will collect that information and use it for the purposes for which you have provided it and in accordance with this privacy policy. Under data protection law, we can only use your personal data if we have a proper reason for doing so, e.g. 

    • to comply with our legal and regulatory obligations
    • for the performance of our contract with you or to take steps at your request before entering into a contract
    • for our legitimate interests or those of a third party; or where you have given consent. A legitimate interest is when we have a business or commercial reason to use your information, so long as this is not overridden by your own rights and interests. 


Our Reasons for Processing your data 

For the performance of our contract with you or to take steps at your request before entering into a contract. 

To comply with our legal and regulatory obligations 

For our legitimate interests or those of a third party, i.e. to promote our business to existing and former customers 

For our legitimate interests or those of a third party i.e.  to protect our intellectual property and other commercially valuable information to comply with our legal and regulatory obligations 

For the performance of our contract with you or to take steps at your request before entering into a contract to comply with our legal and regulatory obligations. For our legitimate interests or those of a third party, e.g., making sure that we can keep in touch with our customers about existing and new services 

For our legitimate interests or those of a third party i.e., to be as efficient as we can so we can deliver the best service for you at the best price 

To comply with our legal and regulatory obligations 


Promotional communications 


We may use your personal data to send you updates (by email, text message, telephone or post) about legal developments that might be of interest to you and/or information about our services, including exclusive offers, promotions or new services or products.  

We have a legitimate interest in processing your personal data for promotional purposes (see above ‘How and why we use your personal information’). This means we do not usually need your consent to send you promotional communications. However, where consent is needed, we will ask for this consent separately and clearly. We will always treat your personal data with the utmost respect and never sell OR share it with other organisations.  

If you fill out a web form on our site, your information will be stored in our CRM system and some amount of your past browsing on our site may be available to us to determine your interests. We may use this information to more effectively engage with you and improve our site. However, if you use private browsing as described below, you may provide us your information without making your past browsing activity available to us. If you do not wish for us to have your personal information, please do not fill out any of the web forms on this site. 

    • If you provide your email address and consent for email marketing, some information is collected about when/if the email was opened and what links were clicked. This information is used to assess the engagement and success of an email campaign.
    • Clicking on a link in any of these emails may cause you to be personally identified on our site and may cause some part of your past browsing history on our site to be available to our personnel so we may more effectively engage with you and improve our site. If you do not wish for this tracking to occur, you can unsubscribe from our mailings or use private browsing mode to avoid tracking.


You have the right to opt out of receiving promotional communications at any time by emailing [email protected] 


How long will your personal data be kept for?  


We will keep your personal data after we have finished our contractual arrangements you.  

We will do so for one of these reasons:  

  • to respond to any questions, complaints or claims made by you or on your behalf.
  • to show that we treated you fairly.
  • to keep records required by law. 
  • to reengage with you

We will not retain your data for longer than necessary for the purposes set out in this policy. Different retention periods apply for different types of data. Further details on this are available and can be obtained by writing to [email protected] When it is no longer necessary to retain your personal data, we will delete or anonymise it. We will share personal information with law enforcement or other authorities if required by applicable law. 


Where your personal data is held 


Information may be held at our offices and those of our group companies, third party agencies, service providers, representatives and agents as described above (see ‘Who we share your personal data with’). Some of these third parties may be based outside the European Economic Area. 


A cookie is a piece of text that gets entered into the memory of your browser by a website, allowing the website to store information on your machine and later retrieve it. We use cookies to ensure that we give you the best experience on our website. The cookies used by our site are not used for targeted marketing, only for website statistics and automation which will improve your browsing experience. For more information on our usage of cookies please click here. 

Google Analytics

We use Google Analytics to track visitor interaction with our site in order to produce statistical reports. Google collects details of the pages you view and the time you viewed them, the features of your browser, and your IP address. We have enabled IP anonymisation so that Google will not store your complete IP address. For more information on how Google handles the data it collects, see Google’s privacy policy. 
To opt out of Google Analytics tracking on our site, see the Google Analytics section of our cookie policy. To opt out of Google Analytics tracking on all sites, use the Google Analytics Opt-out Browser Add-on. 

Lead Forensics

The Lead Forensics product is a market-leading B2B sales and marketing enablement tool.  It is SaaS (Software as a Service) and provides businesses with insight relating to their website visitors.  Lead Forensics works on the basis of reverse business IP tracking.  A small tracking code is placed on a business’ website(s) which then enables them to identify the business IP addresses of their website visitors.  Lead Forensics matches the identified business IP address to a wholly owned global database of businesses and business information.


YouTube video player 

When you view a page containing the YouTube video player, your browser connects to YouTube. For more information on how Google (the operator of YouTube) handles the data it collects, see Google’s privacy policy. 


Microsoft Clarity

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimisation, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.


Your rights 


Under the General Data Protection Regulation, you have a number of important rights free of charge. In summary, those include rights to:  

    • fair processing of information and transparency over how we use your use personal information 
    • access to your personal information and to certain other supplementary information that this Privacy Notice is already designed to address 
    • require us to correct any mistakes in your information which we hold 
    • require the erasure of personal information concerning you in certain situations 
    • receive the personal information concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations 
    • object at any time to processing of personal information concerning you for direct marketing Document Owner: [email protected]
    • object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you 
    • object in certain other situations to our continued processing of your personal information 
    • otherwise restrict our processing of your personal information in certain circumstances 
    • claim compensation for damages caused by our breach of any data protection laws