Privacy Policy

Effective Date: 01-04-2024

1. Introduction

Welcome to Doric CRM. We respect your privacy and comply with UK GDPR and the Data Protection Act 2018.

2. Data We Collect

We collect:

• Personal data (name, email, business details)
• Financial & accounting data (invoices, transactions)
• Company House data (public business records)
• Technical data (IP address, cookies)

3. How We Use Your Data

We use your data for:

• Managing your CRM account
• Processing invoices and payments
• Improving security and performance
• Legal and compliance obligations

4. Legal Basis for Processing

We process data under:

• Contractual necessity (to provide services)
• Legitimate interest (security & improvements)
• Legal obligation (tax compliance)
• Consent (for marketing, if opted-in)

5. Data Sharing & Retention

We do not sell data. We share it with:

• Payment processors (e.g., Stripe, PayPal)
• Companies House API
• Cloud storage providers
• Legal authorities when required

Retention: Up to 7 years for compliance.

6. Your Rights

You have the right to:

• Access your data
• Correct inaccuracies
• Request deletion
• Restrict processing
• Object to marketing
• File a complaint with the ICO

7. Security Measures

We use SSL encryption, two-factor authentication, and security audits.

8. Cookies & Tracking

We use cookies. Manage them in your browser settings.

9. Contact Us

Email: info@doric.com