Processing purpose
Categories of personal data used
Lawful Basis
Responding to enquiries submitted via our website forms (routed via Zoho Flow to Zoho CRM and Mailchimp)
Identification and contact details; message content; usage data.
Legitimate Interest- necessary to respond to requests and operate business
Managing enquiry, prospect and customer relationships (Zoho CRM)
Identification and contact details; company and role; interaction history.
Legitimate Interest – managing and developing our business relationships
Enabling visitors to book appointments and consultations (Zoho Bookings)
Name; business email; chosen date and time; meeting subject or notes.
Legitimate Interest, or Article 6(1)(b) where the booking is a step prior to entering a contract
Booking and conducting a product demonstration
Identification and contact details; company information; demo-specific information.
Legitimate Interest/Contract – where a demo is a step towards entering into a contract, we rely on Article 6(1)(b) (steps prior to a contract); where a demo is exploratory and not tied to a purchase, we rely on Article 6(1)(f) (legitimate interest in promoting our services).
Providing downloadable resources (eBooks, whitepapers, guides) requested by lead-form submission
Identification and contact details; company information; topic of interest.
Contract- if a use requests a resource, delivering this fulfils that request
Sending marketing emails, newsletters and product updates (via Mailchimp)
Email address; subscription preferences; engagement data (opens, clicks).
Consent- required under GDPR and PECR unless soft opt-in applies
Website analytics and performance measurement (Google Analytics 4, Ahrefs)
Online identifiers; usage data; session statistics.
Consent
Heat-mapping and session recording (Microsoft Clarity, Crazy Egg)
Online identifiers; clicks; interaction events; session duration.
Consent
Conversion tracking and behavioural advertising (LinkedIn Insight Tag)
Online identifiers; usage data; device information.
Consent
Tag management infrastructure (Google Tag Manager)
Online identifiers; usage data.
Consent
Spam and abuse prevention on webforms (Google reCAPTCHA)
Behavioural signals; online identifiers.
Legitimate interest- necessary to protect the website and prevent fraud
Hosting, operating and securing the Website (Webflow)
Identifiers and usage data necessary for site operation.
Legitimate interest- essential to deliver the website and ensure security
Compliance with legal obligations (e.g. responding to lawful requests; record-keeping for tax, accounting, regulatory purposes)
Any data necessary to comply with the obligation in question.
Legal obligation- required by law
Establishing, exercising or defending legal claims
Any relevant data.
Legitimate interests
Hosting of technical and organisational measures (TOMs) documentation on the Drata Trust Center for customer due diligence
Limited identifiers of authorised viewers (e.g. business email addresses).
Legitimate interest
To help explain the terms used in the table above: “online identifiers” means information such as your IP address, cookie identifiers and similar device or browser identifiers that can be used to recognise your device; “usage data” means information about how you interact with the Website, such as pages viewed, clicks, session duration and referral source; and “behavioural signals” means patterns of interaction (for example, mouse movements, scroll behaviour and form-completion patterns) used to distinguish genuine users from automated bots. None of these are used to identify you by name, and non-essential trackers are only used where you have given consent.
Where we rely on legitimate interests (Article 6(1)(f) UK GDPR), we have completed a Legitimate Interests Assessment (LIA) for the relevant activity. You may request a summary of the relevant LIA by contacting our DPO. An LIA has been completed for each processing activity in the table above that relies on legitimate interests as its lawful basis (including responding to enquiries, spam and abuse prevention, hosting and securing the Website, establishing or defending legal claims, and hosting our TOMs documentation for due diligence).