Privacy Policy

Last updated: December 2025 · Easyinvest CRM Ltd

This Privacy Policy explains how Easyinvest CRM Ltd ("we", "us", "our") collects, uses, stores, and protects your personal data when you use Easy Invest CRM, including our website, funnels, forms, and any integrations connected to our platform.

We are committed to protecting your privacy in compliance with UK GDPR, the Data Protection Act 2018, and other applicable laws.

1. Who We Are

Easyinvest CRM Ltd
Website: www.easyinvest.uk
Email: crm@easyinvest.uk

2. What Data We Collect

2.1 Data You Provide Directly

  • Name, email address, phone number
  • Company information
  • Payment information (processed securely by Stripe)
  • Login credentials
  • Messages submitted via website or forms

2.2 Data Stored Inside the CRM by Clients

All data uploaded into pipelines, forms, workflows, or contact records — including lead information, customer details, property data, and communication history. Clients are responsible for ensuring they have a lawful basis to store and process this information.

2.3 Automatically Collected Data

  • IP address, device type, browser type
  • Usage data and activity logs
  • Cookie identifiers and CRM interaction history

3. How We Use Your Data

We process data to provide CRM functionality, manage your account and subscription, deliver automations and messaging services, improve product performance, provide customer support, prevent fraud, and comply with legal obligations. We do not sell personal data to third parties.

4. Legal Basis for Processing

  • Contract — to deliver the CRM service you subscribe to
  • Consent — when you opt-in to marketing
  • Legitimate Interest — platform security, analytics, product improvement
  • Legal Obligation — financial or regulatory compliance

5. How We Share Your Data

We may share data with trusted third-party processors including Stripe (payments), Easy Invest CRM app infrastructure, email/SMS providers, server hosting and cloud storage providers, and analytics tools. We do not share data with any party unrelated to service delivery.

6. Data Retention

Upon account cancellation, data is retained for 30 days before permanent deletion, unless legally required otherwise.

7. Your Rights Under UK GDPR

You have the right to access, correct, delete, restrict, transfer, or object to the processing of your data. Requests: crm@easyinvest.uk

8. Security

We implement encryption, secure hosting, access logging, multi-factor authentication, and data minimisation. No system is 100% secure.

9. Contact

Email: crm@easyinvest.uk · Website: www.easyinvest.uk