Privacy policy

FieldSoft Ltd is an independent CRM consultancy. We are the data controller for the personal data described in this policy.

Registered office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex, CM12 0EQ, United Kingdom. Company number 12664935, registered in England and Wales.

For anything about your data, email hello@fieldsoft.co.uk.

This policy explains how we handle personal data about:

• People who visit fieldsoft.co.uk
• People who contact us by form, email, phone, live chat or a booking
• Newsletter subscribers
• Contacts at our clients, prospects and suppliers
• People who apply to work with us

When we work inside a client’s CRM or other systems, we act as a data processor for that client. We only use that data on the client’s instructions and under our contract with them. The client’s own privacy notice explains how they use it.

We do not ask for special category data, such as health information. Please don’t send it to us.

Where we rely on legitimate interests, we have checked that our interests do not override your rights. You can object at any time (see section 10).

We do not make decisions about you based solely on automated processing.

We do not sell your personal data. We share it only with suppliers who help us run the business, under contracts that protect it:

• Zoho: CRM, forms, live chat (SalesIQ), website analytics (PageSense), support desk and bookings
• Hostinger: website hosting
• Microsoft: email and documents (Microsoft 365)
• Xero: accounting and invoices
• Stripe and GoCardless: card payments and Direct Debits
• Our accountant and professional advisers
• UK-based sub-contractors who help deliver client work, bound by confidentiality

We may also share data where the law requires it, for example with HMRC, or to protect our legal rights.

Our Zoho account is hosted in Zoho’s EU data centre. Some suppliers, such as Microsoft, Google and Stripe, may process data outside the UK.

When data leaves the UK, we rely on UK adequacy regulations, the UK Extension to the EU-US Data Privacy Framework, or the UK International Data Transfer Agreement or Addendum, so your data has equivalent protection.

After these periods we delete or anonymise the data.

We limit access to people who need it, use encrypted connections, choose suppliers with recognised security standards and keep regular backups. No system is completely secure. If a breach affects your rights, we will tell you and the ICO where the law requires it.

Essential cookies keep the site working. Analytics runs for every visitor unless you switch it off. Session recordings, live chat and the LinkedIn Insight Tag only switch on if you agree in our cookie banner. You can change your choice at any time using Cookie settings, which is also in the footer of every page.

The tools we use are:

Your choice is stored in a cookie called fs_consent for 6 months. You can also block or delete cookies in your browser settings. Forms may not work if you block essential cookies.

Under UK data protection law you have the right to:

• Ask for a copy of your personal data
• Ask us to correct data that is wrong
• Ask us to delete your data
• Ask us to limit how we use your data
• Object to how we use your data, including any direct marketing
• Ask us to move your data to another organisation
• Withdraw consent at any time, where we rely on consent

To use any of these rights, email hello@fieldsoft.co.uk. It’s free. We will reply within one month. We may ask you to confirm who you are first.

If you are unhappy with how we have handled your data, tell us first at hello@fieldsoft.co.uk. We will acknowledge your complaint within 30 days and tell you the outcome without undue delay.

You can also complain to the Information Commissioner’s Office (ICO) at ico.org.uk/make-a-complaint or on 0303 123 1113.

We update this policy when the way we use data changes. The date at the bottom shows the latest version.