Privacy Policy – Codify CRM Ltd

Codify CRM Ltd (“Codify”, “we”, “our”, or “us”) is committed to protecting your privacy and ensuring the lawful, fair, and transparent processing of your personal information. This Privacy Policy explains how we collect, use, store, and protect your personal data when you interact with our services, websites, software, and communications.

We process personal data in compliance with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable laws.

1. Information We Collect

We may collect and process the following types of information:

  • Account information: name, email, phone number, billing details, and login credentials.

  • Business information: company name, industry, order and shipping details (including customer data if you use our CRM platform).

  • Technical data: device identifiers, IP address, browser type, cookies, and usage logs.

  • Communication data: messages, support requests, or correspondence with our team.

  • Payment and transaction data: invoices, payment confirmations, and billing records.

We do not knowingly collect data from minors under 18 years of age.

2. How We Use Your Information

We process personal data only for legitimate business purposes, including:

  • To provide and operate the Codify CRM platform.

  • To manage user accounts, authentication, and access permissions.

  • To process transactions, invoices, and payments.

  • To provide customer support and resolve technical issues.

  • To communicate service updates, product improvements, and security alerts.

  • To analyze performance and improve our services.

  • To comply with legal obligations and enforce our terms.

We will never sell your personal information to third parties.

3. Legal Basis for Processing

Under UK GDPR, we rely on the following lawful bases:

  • Performance of a contract: when processing is necessary to provide our services.

  • Consent: when you opt in to marketing or communications.

  • Legitimate interests: to improve services, ensure security, and prevent fraud.

  • Legal obligations: to comply with tax, accounting, and regulatory requirements.

4. Cookies and Tracking

Our websites and platform use cookies and similar technologies to:

  • Remember your preferences and login details.

  • Analyze performance and usage patterns.

  • Deliver relevant content and marketing (if consented).

You can manage cookies through your browser settings. Some cookies are essential for the platform to function correctly.

5. Data Sharing and Third Parties

We may share limited personal data with trusted third-party providers that help us operate Codify CRM, such as:

  • Cloud hosting services,

  • Payment processors,

  • Analytics providers,

  • Communication tools.

All third-party processors are bound by data protection agreements to ensure compliance with UK GDPR and safeguard your data.

6. Data Retention

We retain personal data only as long as necessary to:

  • Fulfil the purposes outlined in this Policy,

  • Provide our services,

  • Comply with legal, accounting, or tax obligations.

Once no longer needed, data is securely deleted or anonymised.

7. International Transfers

If we transfer personal data outside the UK, we ensure appropriate safeguards are in place, such as:

  • Adequacy decisions by the UK government,

  • Standard Contractual Clauses (SCCs) approved by regulators.

8. Your Rights

Under UK GDPR, you have the following rights:

  • Right of access to your personal data.

  • Right to rectification of inaccurate data.

  • Right to erasure (“right to be forgotten”).

  • Right to restrict processing.

  • Right to data portability.

  • Right to object to processing, including marketing.

  • Right to withdraw consent at any time.

To exercise your rights, contact us at the details below. We will respond within the legal timeframe (usually 30 days).

9. Security

We implement industry-standard security measures (encryption, access controls, monitoring) to protect personal data from unauthorized access, alteration, or disclosure. However, no system can be 100% secure, and we encourage users to maintain strong account security practices.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the “Last Updated” date. Significant changes will be notified via email or through the platform.

11. Contact Us

For questions, concerns, or to exercise your data protection rights, please contact us:

📧 contacto@codifycrm.co
🏢 Codify CRM Ltd
UNIT 19 MILLMEAD BUSINESS CENTRE MILL MEAD ROAD
Company Number 16278523

If you are not satisfied with our response, you may file a complaint with the UK Information Commissioner’s Office (ICO) at www.ico.org.uk.