Privacy Policy

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.

We value your privacy, and we reinforce this belief throughout our organisation. Your information will be protected as described here and only processed in compliance with the EU General Data Protection Regulation (GDPR 2018). This Policy summarises the main elements and how we apply these to the way that we work together. If you have further questions about our privacy policy or need more detail, please contact us.

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 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. “”, “”).
  • 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.

Registration Forms

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.

Order Forms

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 ( we use Stripe ( 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.


How we use Cookies;

  • We use Cookies to help improve your experience whilst you are visiting our site.
  • We use Cookies to help understand anonymous usage of our site.
  • 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.

Information Security

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

Our Website may contain links to other Websites. Please be aware that our privacy policy does not apply to other sites.

Google2OpenCRM Sync

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.

Retention Period

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.

Opt-out Policy

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.


If you have comments or questions about our privacy policy, please contact us directly. We will address any issue to the best of our abilities.

Changes to Policy

We will occasionally update this Privacy Policy. When we do, we will also revise the “last updated” date at the top of the privacy policy page. The most recent version of this policy will govern how we manage the data and practices for collecting, processing and disclosing organisation and personal data.