Helping customers with customers

The first question to ask yourself is what do your customers mean to your business and how do you want your customers to engage with your products and services? With this answer you will be closer to understanding what CRM could mean to you and your business. CRM can allow your business to manage its relationships easily, with all of the data and information that comes with it.

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Customer Management

Your customer is a core asset to your business, and enabling a consistent and repeatable customer experience time after time builds loyalty and good relationships. A core function of a CRM system is to give great customer management, which records all relationships and interactions from prospects to advocates.

Marketing Automation

The world of marketing has changed a lot in the last 5 years with social media and email marketing taking a higher preference for being cost effective compared to hard copy and postal services. Having an ability to track what campaigns you run and seeing which customers are engaging, can help you target and initiate a sales process. CRM will enable you to create and track campaigns and use the data to nurture and grow relationships with customers and potential customers.

Sales Force Automation

Your businesses objective will be to grow and to become profitable. Making sales and servicing those sales is a key part of your day-to-day activity. With a defined sales process in a CRM you will be able to track and manage lead generation, track your business opportunities, manage quotes and create orders, all part of a step by step process. Sales automation gives you the ability to track product lists and manage pricing across your product range, giving you consistency and analysis of activity.

Help Desk and Case Management

Help should always be on hand for customers who have subscribed or purchased your products or services. CRM helps with a full case management process, and will enable tracking of queries and support tickets through to resolution, enhancing your customer engagement capabilities. Issues can be reported and actioned with knowledgebase articles, and telephone activities can be recorded against each customer and case that is created.

Easy to Use

Any application or system that is adopted by your business needs to be easy to use and intuitive. Our applications are based on proven Microsoft technology, which incorporate common user interfaces and navigation. Our approach to supporting you and using best of breed technology means that your needs are met from the start, with a cost effective investment.

Easy to Setup

MyCRM Essentials, has been designed as a fully enhanced version of Microsoft CRM, bringing years of experience into a single platform for one subscription price. Our approach has been to build and preconfigure, so that your business gets the benefits of centralised customer management without extensive configuration or lengthy implementation projects.

Easy to Budget

Having a service that is easy to budget and one that you can scale up and down with your business needs should help give you a level of flexibility in your own internal financial planning. We understand that your business needs to be successful and that it needs flexibility and great support, which is why we work with you to get the best results.

Easy to Configure

Any system adopted into your business needs to support your future requirements, and although MyCRM Essentials is fully configured to meet all the basic needs of your business from day one, we know that your systems and processes are yours to keep and define. This is why we can advise and contribute to your requests giving direction to get the best results.

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Privacy Policy

Effective Date: September 07 2026
MyCRM Limited ("we", "our", or "us") operates https://mycrmgroup.com (the "Site"). This page informs you of our policies regarding the collection, use, and disclosure of Personal Information we receive from users of the Site.

Information We Collect

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to, your email address, name, phone number, postal address, other information (“Personal Information”).

Log Data

We may also collect information that your browser sends whenever you visit our Service (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages and other statistics.In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this type of information in order to increase our Service’s functionality. These third party service providers have their own privacy policies addressing how they use such information.

Cookies

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive.We use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Service Providers

We may employ third party companies and individuals to facilitate our Service, to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.These third parties have access to your Personal Information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Lucky Orange Web Analytics Service

This site uses the Lucky Orange analytics system to help improve usability and the customer experience. Lucky Orange may record mouse clicks, mouse movements and scrolling activity. Lucky Orange may record keystroke information that you voluntarily enter on this website. Lucky Orange does not track this activity on any site that does not use the Lucky Orange system. You can choose to disable the Lucky Orange Service at http://www.luckyorange.com/disable.php. Note, that doing so will disable other features of the Lucky Orange system that this site employs such as 1-to-1 support chat.

Communications

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send or by contacting us.

Compliance With Laws

We will disclose your Personal Information where required to do so by law or in accordance with an order of a court of competent jurisdiction, or if we believe that such action is necessary to comply with the law and the reasonable requests of law enforcement or to protect the security or integrity of our Service.

Data Protection Your Personal Data

1. We process data for the purpose of marketing, sales and support along with partner and reseller requests. You data maybe recorded via web site form, postal of telephone conversation. We will ask for consent for each channel and acknowledge that you have the right to have your data removed from our systems and will support any access request made.
     1.1. As a business to business provider of services we only record the minimal amount of personal data which will include name, address, and company name and telephone number along with current email address.
     1.2. We do not profile data or automatically infer decision based on information obtained.
     1.3. We do not collect any data unless you have submitted it to us under interest or registration for a product.
     1.4. We do not collect browser information when you visit our web sites.
     1.5. We do not collect browser information when you visit our web sites, for the purpose of internal analysis or marketing activity.
     1.6. We do use 3rd party tools from Smarter Stats, Lucky Orange, Facebook Pixel and Google, to track post activity with marketing campaigns, but the data is not linked directly back to any personal data or data record.
     1.7. All telephone calls to MyCRM are recorded and kept for a 30 day period.
     1.8. Where necessary we have CCTV recording on a 30 day period at our offices.
 2. Lawful basis of processing, we have identified that we may request consent for marketing purposes, we may process data under contract for the supply of services and have legitimate interest to manage our databases and data storage
 3. Sharing of Personal Data
     3.1. We will not share or sell your personal data to any other provider or processor.
     3.2. When you register with MyCRM only MyCRM will have access to your data and information provided.
 4. Internal Access to Data
     4.1. Access to personal data in our system will be only made available to qualified and trained personnel. Data access is limited to Finance, Sales, Marketing and Product or Service support functions.
     4.2. We act as the main data controller in all aspects of your personal data when processing.
 5. Keeping Your Data
     5.1. On purchase of a product or a service including support we will retain your data for the period of a contract + 12 months.
     5.2. If data is purchased or harvested via a business site service we will retain data for a period of 6 months post the last communication.
     5.3. We will review our database records and CRM systems twice yearly to either remove or deactivate unwanted record that are no longer current.
     5.4. We have full control over platform and data storage and no data is held outside of the UK.
 6. Data Access
     6.1. We acknowledge that you may want to update, change or have your data removed and we will endeavour to work with you regarding all access request types.
 7. Further Information re GDPR and Data Protection
     7.1. You may make a request to see our latest Data policy and Data protection statement if not available on the MyCRM Websites.

Business Transaction

If MyCRM Limited is involved in a merger, acquisition or asset sale, your Personal Information may be transferred. We will provide notice before your Personal Information is transferred and becomes subject to a different Privacy Policy. In the event of such a transfer of information, your rights under the Data Protection Act 1998 are not affected.

Security

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security. As such we make no warranties as to the level of security afforded to your data, except that we will always act in accordance with the relevant UK and EU legislation.

International Transfer

Your information, including Personal Information, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.If you are located outside United Kingdom and choose to provide information to us, please note that we transfer the information, including Personal Information, to United Kingdom and process it there.Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.In the event that a dispute arises with regards to the international transfer of data, you agree that the courts of England and Wales shall have exclusive jurisdiction over the matter.

Links To Other Sites

Our Service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Children's Privacy

Our Service does not address anyone under the age of 13 (“Children”).We do not knowingly collect personally identifiable information from children under 13. If you are a parent or guardian and you are aware that your Children has provided us with Personal Information, please contact us. If we become aware that we have collected Personal Information from a children under age 13 without verification of parental consent, we take steps to remove that information from our servers.

Changes To This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

Jurisdiction

This Policy shall be governed and construed in accordance with the laws of England and Wales, without regard to its conflict of law provisions.

Contact Us

If you have any questions about this Privacy Policy, please contact us at [email protected]

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