Privacy Policy

Clearpath CRM is committed to protecting your personal data and being transparent about how it is handled.

This Privacy Policy explains what data we collect, why we collect it, and your rights under UK data protection law.

1. Who We Are

Clearpath CRM is the Data Controller for the purposes of the UK GDPR and Data Protection Act 2018.

This policy applies to:

• Website visitors
• Prospective clients
• Existing clients

2. What Data We Collect

We may collect:

• Name
• Business email address
• Telephone number (if provided)
• Company name (if provided)
• Information included in your enquiry
• Technical data such as IP address and browser type (processed by our hosting provider)

We do not collect special category data.

We do not collect payment card information via this website.

3. How We Collect Data

3.1 Website Contact Form

When you complete a contact form:

• The form is transmitted securely via HTTPS.
• The submission is delivered directly to our Microsoft 365 Outlook mailbox.
• No form data is stored on the website.
• No form data is stored in a website database.

3.2 Direct Contact

If you email or telephone us directly, your details will be processed within Microsoft 365.

3.3 Hosting Infrastructure

Our website is hosted by Vercel. As part of delivering website infrastructure, Vercel may process limited technical data such as IP address and request metadata.

For further information, please refer to Vercel’s own privacy documentation.

4. Lawful Basis for Processing

We rely on the following lawful bases:

• Legitimate interests – responding to enquiries and operating our business
• Contract – where processing is necessary to deliver agreed services
• Legal obligation – where required under UK law

5. How We Use Your Data

We use personal data to:

• Respond to enquiries
• Provide information about services
• Deliver contracted services
• Maintain business records
• Comply with legal obligations

We do not sell personal data.

We do not use personal data for profiling or automated decision-making.

We do not currently send marketing communications.

6. Data Retention

Enquiry emails are stored within Microsoft 365.

We retain correspondence only as long as necessary for legitimate business or legal purposes.

If you become a client, relevant information may be retained as part of contractual records.

7. Data Sharing

We may share data only where necessary with:

• Microsoft (Microsoft 365 email services)
• Vercel (website hosting infrastructure)
• Microsoft Graph API (contact form submissions. Enquiry data is transmitted via Microsoft Graph API directly to our inbox and is not stored on our servers)
• TidyCal (appointment scheduling. When you book a consultation, your name, email address, and selected appointment time are processed by TidyCal to confirm your booking and send calendar invitations. TidyCal’s privacy policy is available at tidycal.com/privacy-policy)

We do not share personal data with third parties for marketing purposes.

8. International Transfers

Some service providers may process data outside the UK. Where this occurs, appropriate safeguards are implemented in accordance with UK GDPR requirements.

9. Your Rights

Under UK data protection law, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request erasure where appropriate
• Restrict or object to processing
• Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise your rights, contact:

hello@clearpathcrm.co.uk

We will respond within one month.

10. Cookies

For details about how we use cookies, please see our Cookie Policy.

11. Complaints

If you are unhappy with how your personal data has been handled, you may contact:

We encourage you to contact us first at hello@clearpathcrm.co.uk.

12. Changes to This Policy

We may update this Privacy Policy from time to time.

The current version will always be available at: clearpathcrm.co.uk/privacy-policy

For data protection queries: hello@clearpathcrm.co.uk

Version 2.1 | Last reviewed: 19 February 2026 | Reviewed by: Martin Prosser, Owner