We are Software Add-ons Limited : Company Registration number 05387424 registered in England & Wales.
Our registered office is : 1 Bailey Court, Colburn Business Park, Richmond, North Yorkshire. DL9 4QL.
It is important to us that, as a customer, you feel happy with the legalities of what information is going where.
This is why we have put a collection of all the legal stuff you may need within this section of our website, so you can be sure that we are looking after all aspects of your data securely.
While on our website, we gather some information about you. None of this information is ever sold, rented, or gifted outside our own research. Read more about our commitment to Privacy by selecting the menu item on the left.
Should you receive any confidential information from this website or directly from us, you will be subject to our confidentiality agreement. It is accessible from the menu.
In order to make it easy for our existing clients to see what differences exist between the current ‘Terms and Conditions of Supply’ and previous terms, we post a summary of these changes (wherever possible) whenever a new version of our trading terms are created, including minor changes and amendments.
Latest update : 25th May 2018
Our Commitment to Your Privacy
We promise that we do not Sell, Rent or Gift any of your personal information to anyone, ever.
Responsibility for processing Personal Data
Software Add-ons Limited are responsible for the legitimate processing of your data that we collect.
Software Add-ons & OpenCRM only collects, retains, and processes personal data that is essential for the fulfilment of customer contracts and enquiries. It does not collect, retain, or process sensitive personal data as defined by section A-3-12 in The Guide to Data Protection published by the Information Commissioner’s Office (ICO).
The personal data collected, retained, and processed by OpenCRM includes first and surname, phone number, email address, mailing address, organisation URL, product serial numbers and control codes, and/or account number.
Our order forms securely collect contact information and financial information (such as billing information). Contact information on the order form is used for order fulfilment and may need to be shared with our integration suppliers but only if that is necessary to fulfil a customer order.
We promise to;
- Safeguard user information from unauthorised access.
- Collect, maintain and use information as necessary to provide targeted products and services to meet user needs.
- Honour user requests to be removed from our telephone, fax or mail lists in a timely manner.
- Maintain confidentiality of user information when undertaking projects with other companies.
Delivery of products purchased through our website
When you purchase Open CRM subscriptions and services from us your payment is made using the Stripe online payment gateway, on successful payment your Open CRM subscription is created immediately. Your Open CRM system is created with all URL, Username and Password details being emailed to you within a few minutes. This is an automated delivery service. Should you have any problems with your delivery please contact firstname.lastname@example.org with URGENT in the subject line and one of our support team will be notified immediately.
Information we Gather/Track
Statistics Collected as You Browse Our WebSite
As you browse the site, our Web servers collect information about your visit, not about you personally. Via Web server logs, we monitor statistics such as:
- How many people visit our Website.
- Which pages people visit on our Website.
- From which domains our visitors come (e.g. “google.co.uk”, “yahoo.com”).
- Information about which browsers & devices people use to visit our Website.
While we gather this information, none of it is associated with you as an individual. We use these statistics to improve our Website, to monitor its performance, and to make it easier for you and other visitors to use.
We do occasionally use third party software to track and analyse the performance of our advertisements, as well as to provide advertisements that are tailored to your interests. As a result, you may see advertisements related to Open CRM on other websites.
These third parties collect this information using cookies to ensure these ads are accurately targeted.
If you would like to opt out of this tracking, you can do so by going to Google’s Ads Settings and amending your preferences. Alternatively, you can also learn more about opting out of all third-party vendor tracking by going to the Network Advertising Initiative opt out page.
Organisational and Personal Information You Knowingly Give Us
You may be asked to give us personal or organisational information in order to receive information about a product or service. This information may range from your postcode to a specific phone number, email address, mailing address, organisation URL or account number.
Processing of the Information we Gather/Track
Your IP Address and Host Name
Our Website and systems log Host Names (or IP addresses when the Host Name is not available) for systems administration and security purposes. These logs are monitored and analysed to maintain systems and information security and allow us to constantly improve the value and the availability of the Web content. This is anonymised and not associated directly with any personal information with the exception where you eSign an order with us and we hold your eSigning IP address as part of our security audit against the specific order.
The registration forms require users to give us accurate contact information (such as name and email address) and further information that help us better serve you. Your name and email address may be used to send you information about our company, product updates, special offers and newsletters. To opt out of receiving communications, please contact us. We provide unsubscribe options on these emails.
Our order forms securely collect contact information and financial information (such as your billing address). Contact information on the order form is used for order fulfilment and may need to be shared with our Partners or Resellers if that is necessary to fulfil your order. The information that we require in our order form is only used to process your order quickly and accurately. Your contact information will only be used to send you the product that you purchase and your billing information will only be used to bill you for that product.
During the purchasing process, additional information may be added to your profile to make it easier for you to purchase products/services from us in the future. This may include order history and billing information.
Credit Card Details when subscribing
We do not store credit card details within any Open CRM or Software Add-ons system, however if a customer signs up to an Open CRM subscription via our website (https://www.opencrm.co.uk) we use Stripe (stripe.com) as our payment gateway. Stripe provide recurring subscription payment services and, as part of their service, they will hold details of the credit card that will be charged. This information is held securely and in accordance with their terms and conditions. Stripe are fully PCI compliant.
- When you are referred to our site from a partner we track sales so we can compensate partners accordingly.
- We hold information once you have logged into our website that helps identify your unique ID and helps us deliver content specific to you.
Sharing of the Information this Site Gathers/Tracks
The information you submit is only ever shared with third parties if it is absolutely necessary to complete your request, provide you with access to downloadable software, or as required by law.
We have security measures in place to protect the loss, misuse and alteration of information under our control. When you place an order, the information is encrypted using the Secure Socket Layer (SSL) protocol.
Links to Other Sites
Within OpenCRM there is a feature to synchronise data between OpenCRM and Google Calendar. This is a bi directional synchronisation. Once activated data from the authorised Google Calendar will be synchronised with the users OpenCRM Calendar. Data from OpenCRM can also, selectively, be synchronised with the authorised Google Calendar. The data is stored within OpenCRM and is limited using the permissions features available within OpenCRM. We are only responsible for data residing on our platform.
Its your personal Data and you have Rights;
You have certain rights around the data that we hold, these include requesting a copy of any personal information which we will provide in a common machine-readable format. You also have the right of rectification or correction of any personal data including the right of erasure (Right to be Forgotten). Any requests that you make under any of these rights will be actioned as promptly as possible but no later than 28 days from written receipt of your request. You can withdraw your consent for us to hold personal data at any point and we will respect your request however there may be circumstances where certain information will need to be retained to comply with legal and financial obligations.
We store information for as long as is necessary in line with the purpose(s) that we originally collected it. Data that is not required to fulfil our services and obligations and you have not specifically requested that we remove it, will be removed no later than 2 years from the last access date.
Parts of our Website provide users with the opportunity to customise their communication preferences and opt-out of one or more types of electronic communications from us and our partners specifically our Online Portal. Additionally, users can unsubscribe via the footer provided in individual electronic communications. Users who do not wish to receive future communications can also contact us directly.
Changes to Policy
Latest update : 16th June 2017
Acceptance of Terms
Description of Services
Open CRM may provide you with access to a variety of resources, materials and downloads, including business, educational and technical news and information (collectively, “Services”). The Services, including any updates and enhancements, are subject to the Terms.
Use of Software
Any software that is made available to download from this Site (“Software”) is the copyrighted work of Open CRM and/or its licensor’s (if any). You must be a registered Open CRM subscriber in order to download and/or use the Software. Furthermore, your right to download and/or use the Software will be subject to the terms and conditions of the Open CRM End User License Agreement (“Open CRM License Agreement”). Any use, reproduction or redistribution of the Software not in accordance with such Open CRM License Agreement is prohibited.
Materials Available Pursuant to the Site
Subject to the Terms, Open CRM authorises you to view and use the information and materials obtained from this Site directly or sent by Open CRM via email or post pursuant to a request by you via the Site (collectively, “Materials”), provided that: (1) you retain all copyright and other proprietary notices contained in the original Materials on any copies of the Materials; and (2) your use of the Materials is subject to the Limitation of Use restrictions set out here.
Limitation on Use
Unless otherwise specified in the Terms and/or the Open CRM License Agreement, the Services are for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any information, products or services obtained from the Services. If you breach any of these Terms, your authorisation to use this Site automatically terminates and you must immediately destroy any Materials in your possession obtained from the Site (including Materials requested pursuant to the Site and sent by Open CRM via email or post).
You may obtain direct access via the Site to certain confidential information of Open CRM and its suppliers, including without limitation technical, contractual, product, program, pricing, marketing and other valuable information that should reasonably be understood as confidential (“Confidential Information”). You must hold Confidential Information in strict confidence. Title to Confidential Information remains with Open CRM and its suppliers. Your obligations regarding Confidential Information expire three (3) years after the date of disclosure. Upon termination of the Terms or OpenCRM written request, You must cease use of Confidential Information and return or destroy it. The Terms impose no obligation upon You with respect to Confidential Information that You can establish by legally sufficient evidence: (a) You possessed prior to Your receipt from Open CRM, without an obligation to maintain its confidentiality; (b) is or becomes generally known to the public through no act or omission by You, or otherwise without violation of the Terms; (c) You obtained from a third party who had the right to disclose it, without an obligation to keep such information confidential; (d) You independently developed without the use of Confidential Information and without the participation of individuals who have had access to it, or (e) in response to a valid order by a court or other government body, as otherwise required by law, or as necessary to establish the rights of either party under these Terms and as disclosed after prior notice to Open CRM adequate to afford Open CRM the opportunity to object to the disclosure.
eSign of Sales Orders
All Sales Orders that are eSigned through opencrm.co.uk, Add-ons.co.uk or Software Add-ons Customer Service Portal are subject to the Terms and Conditions of Sales that are provided with the Sales Order that has been sent to you by Email. These Terms and Conditions of Supply supersede any terms that are not implicitly provided as an addendum and signed by an authorised representative of Software Add-ons Limited.
Policy on Privacy
When using this Site, you agree to be responsible for providing accurate and complete information about yourself during registration (“Your Data”), and updating Your Data to keep it current. You are entirely responsible for maintaining the confidentiality of your password and account. Furthermore, you are entirely responsible for any and all activities that occur under your account. At our sole discretion, we may terminate the accounts or access rights of users who may have provided inaccurate or incomplete information during registration.
The Services may contain e-mail services, bulletin board services, chat areas, news groups and other forums designed to enable you to communicate with others (“Communication Services”). You understand that by using this Site you may be exposed to content that is offensive, indecent, or objectionable. You agree to use the Communication Services only to post, send and receive messages and materials that are proper and, where applicable, related to the particular Communication Service. We may, but are not obligated to, monitor or review these areas and the content of any such Communication Services. We will have no liability related to the content of any such Communication Services, whether or not arising under the laws of copyright, libel, privacy, obscenity, or otherwise. Any material posted to this Site that in the sole opinion of Open CRM violates community standards, will be removed and the account of the poster may, at Open CRM discretion, be revoked or suspended. Any material that meets the standards described above might be edited by Open CRM solely for the purpose of clarity and length.
Materials Provided to Open CRM or Posted at the Site
THE SOFTWARE IS WARRANTED, IF AT ALL, ONLY ACCORDING TO THE TERMS AND CONDITIONS OF THE Open CRM AGREEMENT. EXCEPT AS SPECIFICALLY WARRANTED ON THE Open CRM AGREEMENT, ALL SOFTWARE, MATERIALS AND SERVICES PROVIDED AT THIS SITE ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. Open CRM, FOR ITSELF AND ON BEHALF OF ITS SUBSIDIARIES AND AFFILIATES, AND THEIR RESPECTIVE LICENSOR’S (IF ANY) AND SUPPLIERS, DISCLAIMS ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS, AND WARRANTIES OF ANY KIND, INCLUDING WARRANTIES OF MERCHANTABILITY, TITLE, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT OF INTELLECTUAL PROPERTY. Neither Open CRM, nor its subsidiaries and affiliates and their respective licensors (if any) and suppliers, warrant the accuracy, completeness or quality of any of the Materials or Services.
Limitation of Liability
TO THE EXTENT NOT PROHIBITED BY APPLICABLE LAW, IN NO EVENT WILL Open CRM, ITS SUBSIDIARIES OR AFFILIATES OR THEIR RESPECTIVE LICENSORS (IF ANY), OR ITS SUPPLIERS, OR OTHER THIRD PARTIES MENTIONED AT THIS SITE BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO, DAMAGES FROM LOST PROFITS, LOST DATA OR BUSINESS INTERRUPTION ARISING OUT OF THE USE, INABILITY TO USE, OR THE RESULTS OF USE OF THIS SITE, ANY WEBSITES LINKED TO THIS SITE, OR THE SOFTWARE, MATERIALS OR SERVICES CONTAINED AT ANY OR ALL SUCH SITES, WHETHER BASED ON WARRANTY, CONTRACT, TORT OR ANY OTHER LEGAL THEORY AND WHETHER OR NOT ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IF YOUR USE OF THE MATERIALS, SOFTWARE OR SERVICES FROM THIS SITE RESULTS IN THE NEED FOR SERVICING, REPAIR OR CORRECTION OF EQUIPMENT OR DATA, YOU ASSUME ALL COSTS THEREOF. APPLICABLE LAW MAY NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. This site is controlled and operated by Open CRM from its offices in the United Kingdom . Open CRM makes no representation that materials or services at this Site are appropriate or available for use outside the United Kingdom, and access to them from territories where their contents are illegal is prohibited.
Software, Services, Materials, tools, and technical data delivered by or to Open CRM may be subject to export controls or the trade laws of other countries. You and Open CRM agree to comply with all export control regulations and acknowledge that they have the responsibility to obtain such licenses to export, re-export or import as may be required. You and Open CRM agree not to export or re-export to entities on the most current UK export exclusion lists or to any country subject to UK embargo or terrorist controls as specified in the current export laws. You and Open CRM will not use or provide Software, Services, Materials, tools, and technical data for nuclear, missile, or chemical biological weaponry end uses.
You agree to indemnify and hold Open CRM and its subsidiaries, affiliates, shareholders, officers, directors, agents, licensors, suppliers, alliance members, other partners, employees and representatives harmless from any claim or demand, including reasonable legal fees, made by any third party due to or arising out of Your Submission, Your use of or connection to the Site (including any use by You on behalf of Your employer), Your violation of the Terms, or Your violation of any rights of another.
Jurisdiction and Venue
These Terms are to be governed and interpreted under the laws of England . In the event of a dispute arising out of or relating to these terms and conditions, or your use of or access to this Site, litigation must be brought in an English court.
The failure of Open CRM to exercise or enforce any right or provision of the Terms does not constitute a waiver of such right or provision. If a court of competent jurisdiction finds any provision of the Terms to be invalid, the parties nevertheless agree that the court should endeavour to give effect to the parties’ intentions as reflected in the provision, and the other provisions of the Terms remain in full force and effect. Regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Services or the Terms must be filed within one (1) year after such claim or cause of action arose or be forever barred. Notwithstanding the foregoing, any Software downloaded from this site is governed separately by the Open CRM License Agreement.
“Open CRM Trademarks” means all names, marks, brands, logos, designs, trade dress, slogans and other designations Open CRM uses in connection with its products and services. You may not remove or alter any Open CRM Trademarks, or co-brand your own products or material with OpenCRM Trademarks, without Open CRM prior written consent. You acknowledge Open CRM rights in Open CRM Trademarks and agree that any use of Open CRM Trademarks by You shall inure to Open CRM sole benefit. You agree not to incorporate any Open CRM Trademarks into Your trademarks, service marks, company names, Internet addresses, domain names, or any other similar designations, for use on or in connection with computer or Internet-related products, services or technologies. The names of actual companies and products mentioned on the Site or in the Materials may be the trademarks of their respective owners.
For a description of the refund/return policy that applies to your purchase of Software and/or Services, please review the specific terms and conditions contained in the applicable Open CRM License Agreement or other agreement you consented to be bound to in connection with the use of Software and/or Services.
Latest update : 16th June 2017
You may obtain direct access via the Site to certain confidential information of Software Add-ons Limited – The Home of Open CRM and its suppliers, including without limitation technical, contractual, product, program, pricing, marketing and other valuable information that should reasonably be understood as confidential (“Confidential Information”). You must hold Confidential Information in strict confidence. Title to Confidential Information remains with Open CRM and its suppliers.
Your obligations regarding Confidential Information expire three (3) years after the date of disclosure. Upon termination of the Terms or Open CRM written request, You must cease use of Confidential Information and return or destroy it.
The Terms impose no obligation upon You with respect to Confidential Information that You can establish by legally sufficient evidence: (a) You possessed prior to Your receipt from Open CRM, without an obligation to maintain its confidentiality; (b) is or becomes generally known to the public through no act or omission by You, or otherwise without violation of the Terms; (c) You obtained from a third party who had the right to disclose it, without an obligation to keep such information confidential; (d) You independently developed without the use of Confidential Information and without the participation of individuals who have had access to it, or (e) in response to a valid order by a court or other governmental body, as otherwise required by law, or as necessary to establish the rights of either party under these Terms and as disclosed after prior notice to Open CRM adequate to afford Open CRM the opportunity to object to the disclosure.
“Open CRM Trademarks” means all names, marks, brands, logos, designs, trade dress, slogans and other designations Open CRM uses in connection with its products and services. You may not remove or alter any Open CRM Trademarks, or co-brand your own products or material with Open CRM Trademarks, without Open CRM prior written consent. You acknowledge Open CRM rights in Open CRM Trademarks and agree that any use of Software Add-ons or Open CRM Trademarks by You shall inure to Open CRM sole benefit. You agree not to incorporate any Open CRM Trademarks into Your trademarks, service marks, company names, Internet addresses, domain names, or any other similar designations, for use on or in connection with computer or Internet-related products, services or technologies.
The names of actual companies and products mentioned on the Site or in the Materials may be the trademarks of their respective owners.
Policy on Privacy
Latest update : 1st October 2018
When a new version of our trading ‘Terms and Conditions of Supply’ are created, including minor changes and amendments, we post a summary of these changes here. We do this to make it easier for our existing clients to see what differences exist between the current terms and any recent amendments.
For a full copy of the current terms please click here.
The most recent version of these terms will govern how we manage our contractual relationship.
V25 – V26 October 2018
Addition of specific point 7.11 which highlights the importance of subscribers to understand how ‘deleting records’ in OpenCRM works and how it is essential that the data Retention Rules should be used to permanently delete data.
V24 – V25 May 2018
Renamed section Data Protection to Data Processing
Moved section Data Processing from section 13 to section 5 : making this more prominent within the Terms of Supply.
Added a clause to explain that any data processing definitions that are not listed specifically in this agreement will default to the definitions available under GDPR 2018
Renumbered any clauses that relied upon other clauses that have now been moved.
V23 – V24 April 2018
OpenCRM have fully embraced the introduction of the General Data Protection Regulation (GDPR 2018) effective on 25th May 2018.
Most of the changes in our Terms of Supply have been made to support better clarification of terms and outline specific rights that you have over personal data that we hold.
Because of the nature of these changes and their importance we advise that you review the current Terms of Supply in its entirety.
V22 > V23 June 2017
As of 12th June 2017 our pricing plans have change to reflect a ‘per user’ price that includes Premium Support.
New clauses added to Terms of Supply points 2.4, 2.5, 2.6 & 2.7
(2.4) Contract periods are shown on the Sales Order and relevant to prices quoted. These are generally PAYG, 12 months or 24 month.
(2.5) On the 12th June 2017 our Prices changed to a ‘per user’ price to include premium support. Existing subscribers have the option of switching to the new pricing or remaining on their existing price plan.
(2.6) Additional users can be added at the same price as the original subscription
contract fees with the termination date the same as the original contract
(2.7) Subscriptions are charged on purchased licenses and not actual usage.
Subscription licenses cannot reduce during the contract period.
3.0 Making Payments
(3.4) Addition of wording to reflect that we can now use Credit Cards for monthly subscription payments.
New clauses added to Terms of Supply points 3.6 & 3.7
(3.6) We will not exercise our rights for non payment if you are disputing charges
reasonably and in good faith and are cooperating in a timely manner.
(3.7) You agree that any purchases are not made contingent of future
functionality or features either verbal or written in the public domain even if
made by us.
4.0 Termination of Services
(4.1.2) Typo corrected from ‘b’ to ‘by’
(4.5.2) Addition of “Data will be made available for a maximum of 30 days after the
termination/cancellation date, after this date we have no obligation to
provide download links or make data available.”
8.0 Support & Professional Service Time
(8.1) Amendment of text to include “As of 12th June 2017 all monthly subscriptions include Premium support, which is available to all the users of your system. Users on our legacy pricing have the option to switch plans or remain on the existing price plan.”
16.0 Force Majeure
(16.1) Typo corrected from ‘forces behind its control’ to ‘forces beyond its control’.
(16.3) Typo corrected from ‘as previous outlined’ to ‘as previously outlined’
(17.1) Addition of “This contract starts from our authorised Invoice date.”
V21> V22 December 2015
Main changes include re writing terms of supply in plain English – no fundamental change to liability or terms but major changes to presentation and ease of use.
V19 > V20 December 2014
5.1 Changed base rate benchmark from National Westminster bank PLC to Royal bank of Scotland (RBS) who are our main bankers.
Previous 10.5 clause removed : Duplicates information held under 12. Indemnities section
11.4 Updated minimum specification from 1GB RAM to 2GB RAM and also browser requirement to include Firefox, Chrome and Safari most recent two production releases.
11.5 Changed wording from ‘within’ to be replaced with ‘no later than’.
V18 > V19 March 2014
11.3 Clarification of system audit log retention period. Kept for maximum of 12 months.
V17 > V18 9th January 2014
1.2 Change Software Add-ons address from The Sanctuary to Battalion Court, in line with changes of main office location and registered address details.
General : Remove specific references to Fixed Term contracts that are no longer available.
General : Changed references to Clients to reflect main terminology of Customer.
9.3 Support section – insertion of Premium Support reference in line with website descriptions.
11.5 Updated minimum browser supported from Firefox 3 to Firefox 4 and Chrome 11.
11.7 Clarified storage providers used.
V16 > V17 4th September 2012
Incorporation of OpenCRM specific terms into the main body of the terms of supply document.
V15 > V16 24th August 2012
18.2 The word CAN has been changed to WILL (context – …at no further charge, can will be supplied as a MySQL backup…..)
V14 > V15 12th March 2012
6.2 Added method of delivery – Invoices will be sent by email to the main contact known at the time of the order being placed OR your designated accounts email contact if supplied.
18.3 Increase in uptime guarantee – from 99.95% to 99.97% – also changed corresponding unavailable threshold in subsequent paragraph from 0.05% to 0.03%
18.11 Increased number of data storage services that may be considered and also clarified minimum fault tolerance levels of third party data storage services that we may use.
V12 Nov 2010 > V14 (no V13) 1st July 2011
2.3 Order acceptance – define methods for how an order from a Customer can be placed with Software add-ons.
18.10 Change from Standing Order to Direct Debit requirement.
18.11 Third party services – recognition that integration with third party services may be required to deliver Customers OpenCRM solution.
REMOVED – Special payment and cancellation terms for TeamLink Evolution systems.
Looking for more on GDPR?
Please see this page for more detailed information.