Privacy Policy

Who We Are

CRM Insights is an independent CRM consultancy based in the United Kingdom. Our registered trading name is CRM Insights. You can contact us at [email protected].

When this policy refers to "we," "us," or "our," it means CRM Insights. When it refers to "you," it means any person whose personal data we process.

What Data We Collect and Why

Enquiry and contact forms

When you submit a contact or enquiry form on this website, we collect your name, email address, and any other information you choose to provide. We use this data to respond to your enquiry. Lawful basis: legitimate interests (responding to a direct request) and, where consent is given, consent.

Lead magnet and resource downloads

When you download a gated resource, we collect your name, email, and optionally your company and job title. We use this to deliver the resource and, where you have consented, to send relevant newsletter or follow-up content. Lawful basis: consent.

Newsletter subscription

When you subscribe to our newsletter, we collect your email address and optionally your first name and role. We use this data solely to send the newsletter you requested. Lawful basis: consent. You can unsubscribe at any time via the link in any email or by contacting us directly.

Analytics and usage data

We use Google Analytics 4 to understand how visitors use this website. This tool collects anonymised information such as pages visited, referral source, session duration, and device type. We do not use this data to identify individuals. Lawful basis: legitimate interests. You may opt out of analytics tracking via your browser’s cookie settings or by installing the Google Analytics opt-out browser extension.

Cookies

This website uses cookies to support functionality and analytics. Essential cookies are required for the site to operate and cannot be disabled. Analytics cookies are only placed where permitted under our cookie preferences. For full details, see our Cookie Policy (link in footer).

How Long We Keep Your Data

We keep contact enquiry data for up to 24 months after last contact. We keep newsletter subscriber data until you unsubscribe. Analytics data is retained for 14 months in accordance with Google Analytics default settings.

Who We Share Your Data With

We do not sell personal data. We may share data with trusted service providers who process it on our behalf under data processing agreements, including:

• Google LLC (Google Analytics 4 and Google Workspace)
• Our email service provider (e.g. Mailchimp or ActiveCampaign) for newsletter delivery
• Our CRM platform for managing client and prospect relationships

All third-party processors are required to handle your data securely and only for the purposes we specify. Where data is transferred outside the UK or EEA, we ensure appropriate safeguards are in place (e.g. Standard Contractual Clauses or UK adequacy decisions).

Your Rights

Under the UK GDPR and the Data Protection Act 2018, you have the right to:

• Access the personal data we hold about you
• Correct inaccurate or incomplete data
• Erase your data in certain circumstances
• Restrict or object to our processing of your data
• Portability — receive your data in a machine-readable format
• Withdraw consent at any time where processing is based on consent

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days. If you are not satisfied with our response, you have the right to complain to the Information Commissioner’s Office (ICO).

Changes to This Policy

We may update this policy from time to time. When we do, we will update the "last updated" date at the top of this page. We encourage you to review this policy periodically.

Contact

For any privacy-related questions, please email [email protected] or write to us at our registered address.