Last Updated: August 2026

    Privacy Policy

    SalesRook Ltd

    Version 2.1

    This Privacy Policy explains how SalesRook Ltd ("SalesRook", "we", "us", or "our") collects, uses, shares, and protects your personal data when you visit our website or use our Services.

    By using our website or Services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.

    1. INTRODUCTION

    1.1 Who We Are

    SalesRook Ltd ("SalesRook", "we", "us", or "our") is a UK-based PropTech company providing AI-powered WhatsApp automation for estate agents and mortgage brokers.

    Company Registration: 14088341 (England and Wales)
    ICO Registration: ZC045388
    Registered Address: Unit A, Cottonworks House, 111 Seven Sisters Road, London N7 7FN, United Kingdom
    Data Protection Contact: Max Hardy

    1.2 What This Policy Covers

    This Privacy Policy explains how we collect, use, share, and protect personal data when you:

    1. Visit our website (salesrook.com) as a visitor or prospect
    2. Use our Services as a customer with an account
    3. Appear in our prospect records because we sourced your business contact details from publicly available sources rather than from you (see Section 2.3)

    This policy applies to both website visitors and SalesRook customers. However, it does not cover how we process personal data on behalf of our customers (such as end-user WhatsApp messages, property enquiries, and lead data).

    For our customers: The processing of your end-users' personal data is covered by our Data Processing Agreement, which governs our role as a data processor handling data on your behalf.

    How this policy relates to the DPA:

    Not a SalesRook customer yet? This Privacy Policy explains how we handle your personal data when you visit our website or use our services as a customer.

    Already a SalesRook customer? This Privacy Policy covers your account data (your name, email, company, billing info). The Data Processing Agreement covers your customers' data (their WhatsApp messages, property enquiries, lead information) that we process on your behalf.

    1.3 Your Privacy Matters

    We take your privacy seriously and are committed to protecting your personal data in accordance with:

    • UK General Data Protection Regulation (UK GDPR)
    • Data Protection Act 2018
    • Privacy and Electronic Communications Regulations (PECR)

    If you have any questions about this Privacy Policy or how we handle your data, please contact us at [email protected].

    2. DATA WE COLLECT

    2.1 Website Visitors (Not Logged In)

    When you visit salesrook.com, we may collect:

    Information You Provide to Us:

    • Contact forms: Name, email address, company name, phone number, message content
    • Demo requests: Name, email, company name, phone number, preferred date/time, number of offices, current systems
    • Newsletter sign-ups: Email address, name (optional)
    • Event registrations: Name, email, company, job title
    • Job applications: Name, email, CV/resume, cover letter, LinkedIn profile, employment history

    Information Collected Automatically:

    • Analytics data: Pages visited, time spent, referral sources, device type, browser type, operating system
    • IP address: For security, analytics, and approximate location (city/region level)
    • Cookies and similar technologies: See our Cookie Policy for full details

    Third-Party Content:

    When you interact with embedded content (YouTube videos, social media widgets), those providers may set their own cookies and collect data. See Section 5 for details.

    2.2 SalesRook Customers (Logged In)

    When you create an account and use our Services, we collect:

    Account Information:

    • Name, email address, company name
    • Job title/role
    • Phone number
    • Billing address
    • Number of offices/branches
    • CRM system(s) in use

    Usage Data:

    • Login times and frequency
    • Features and services used
    • Number of WhatsApp messages processed
    • AI persona configurations
    • Performance metrics (response rates, engagement rates)
    • Settings and preferences
    • Integration configurations

    Billing Information:

    • Payment method details (processed by Stripe or GoCardless - see Section 6.2)
    • Transaction history
    • Invoices and payment records
    • Subscription details

    Support Communications:

    • Support ticket content
    • Email correspondence with [email protected]
    • WhatsApp messages with our support team
    • Phone call recordings (see Section 2.2.1 below)
    • Screenshots or files you provide for troubleshooting

    AI Training Data (Optional):

    • Anonymised and aggregated usage patterns
    • Performance metrics for model improvement
    • You can opt out - see Section 3.2.5

    2.2.1 Phone Call Recordings

    We may record phone calls for training and quality assurance purposes. When you call our support or sales lines, you may hear a notification that the call may be recorded. If you do not wish to be recorded, please inform the agent at the start of the call.

    Call recordings, when made, are retained for up to 12 months and may be used for:

    • Training our team members
    • Quality assurance and service improvement
    • Resolving disputes about what was discussed
    • Regulatory compliance (where applicable)

    2.3 Business Contacts We Source Ourselves (Prospects)

    Not every business contact detail we hold came from the person it belongs to. Some of it we find ourselves. The people we sell to are the owners and directors of UK estate agencies and mortgage firms, and those firms publish who runs them precisely so that business contacts can reach them.

    We are telling you this here because UK GDPR Article 14 requires it when we hold personal data that the person did not give us directly. If you have received an email from us and want to know how we got your details, this section is the answer.

    Where the data comes from:

    • Publicly available sources. Agency profiles and property listings on public property portals such as Rightmove and Zoopla; the firm's own website, including its team, about and contact pages; and public registers such as Companies House.
    • Business data enrichment providers. Suppliers who verify and complete business contact details from their own public and licensed sources.

    We do not buy marketing lists. Nobody sold us your details and nobody passed us a list with your name on it.

    What we hold about a prospect:

    • Name and job title or role
    • Work email address, and sometimes a work phone number
    • The firm you work for, its website, its offices, and public information about the firm such as its company number and how many properties it currently has listed

    That is the whole of it. We hold no special category data about prospects (nothing about health, beliefs, ethnicity, or anything of that kind), we do not track your browsing to build a profile of you, and we make no automated decisions about you.

    What we use it for, and our lawful basis:

    We use it for business to business marketing: mainly our Rook Report newsletter, which is operational research written for people who run estate agencies, plus occasional product news and invitations. Our lawful basis is legitimate interests under Article 6(1)(f) of the UK GDPR. The interest is our own interest in reaching the small number of people in the UK who make this buying decision, and we have assessed that it does not override your rights, because the message goes to a published work address, is relevant to your job, contains nothing sensitive, and can be stopped in one click. We keep a written Legitimate Interests Assessment covering this and will summarise it for you on request.

    Where the law requires consent rather than legitimate interests for marketing email (for example where the recipient is a sole trader or an ordinary partnership rather than a company), we do not send marketing email on this basis without that consent.

    How long we keep it:

    Up to 24 months from the date we source it, unless you engage with us in the meantime, in which case the retention periods in Section 10 for enquiries and subscribers apply instead. If you object or unsubscribe we keep your email address on a suppression list indefinitely, because that is the only way to guarantee we never contact you again by mistake. A suppression record holds your email address and the fact that you objected, and nothing else.

    Your right to object, and how to use it:

    You have an absolute right to object to direct marketing. You do not have to give a reason and we have to stop. You also have every other right listed in Section 9, including the right to ask for a copy of what we hold and the right to have it deleted.

    • Click the unsubscribe link in any marketing email we send you. That is the fastest route and it takes one click.
    • Reply to the email and say stop. A human reads it.
    • Email [email protected] with "Stop marketing" in the subject line.

    Any of these will do. We action objections promptly and in any event within 30 days, and we will confirm when it is done.

    2.4 What We Don't Collect

    To be clear, this Privacy Policy does not cover:

    • End-user WhatsApp message content (processed on behalf of customers - see DPA)
    • Property enquiry details from your customers (processed on behalf of customers - see DPA)
    • Lead qualification data (processed on behalf of customers - see DPA)
    • CRM data synced via integrations (processed on behalf of customers - see DPA)
    • Payment card details (handled directly by Stripe/GoCardless, not stored by us)
    • Sensitive personal data (unless you voluntarily provide it)

    For information about how we process end-user data on behalf of our customers, see our Data Processing Agreement.

    3. HOW WE USE YOUR DATA

    3.1 Website Visitors

    We use personal data from website visitors for:

    Responding to Your Enquiries (Legal Basis: Contract/Legitimate Interests)

    • Processing demo requests and booking calls
    • Answering questions submitted via contact forms
    • Responding to general enquiries
    • Following up on event registrations

    Marketing Communications to Subscribers (Legal Basis: Consent)

    • Sending newsletters (only if you subscribed)
    • Product updates and feature announcements
    • Case studies and blog post notifications
    • Event invitations and webinar announcements
    • Industry insights and best practices

    You can unsubscribe from marketing emails at any time using the link in every email or by contacting [email protected].

    Marketing to Business Prospects (Legal Basis: Legitimate Interests)

    Our marketing list is a mixture, and we would rather say so than pretend otherwise. Some of the people on it asked us for the Rook Report or ticked a box on this website, and we market to them on the basis of their consent. Others are estate agency owners and directors whose details we sourced ourselves from public listings, their own websites and business data enrichment providers, as described in Section 2.3, and we market to them on the basis of our legitimate interests. Both lawful bases are live at the same time for different people. Neither group has to justify itself to get out: the same one-click unsubscribe is in every email we send.

    Where we hold your details because we sourced them rather than because you gave them to us, the first email we send you says so, and links back to Section 2.3 of this policy.

    Website Analytics & Improvement (Legal Basis: Legitimate Interests)

    • Understanding how visitors use our website
    • Improving website design and user experience
    • Testing new features and content
    • Identifying technical issues
    • Measuring marketing campaign effectiveness

    Recruitment (Legal Basis: Contract/Legitimate Interests)

    • Processing job applications
    • Evaluating candidates for roles
    • Conducting interviews and assessments
    • Communicating with applicants

    Advertising & Marketing Attribution (Legal Basis: Consent/Legitimate Interests)

    • Measuring effectiveness of advertising campaigns
    • Retargeting website visitors with relevant ads
    • Understanding which marketing channels work best
    • Optimising advertising spend

    Note for Regulated Customers: If you are an FCA-authorised firm or otherwise regulated, you remain responsible for ensuring your own disclosures and communications (including any AI-generated content through our platform) comply with applicable regulations.

    3.2 SalesRook Customers

    We use personal data from customers for:

    Providing the Services (Legal Basis: Contract)

    • Creating and managing your account
    • Processing your instructions and configurations
    • Providing WhatsApp automation services
    • Integrating with your CRM systems
    • Delivering AI-powered lead qualification
    • Enabling SalesRook Negotiator functionality
    • Technical support and troubleshooting

    Billing & Payment Processing (Legal Basis: Contract)

    • Processing subscription payments
    • Generating invoices
    • Managing payment methods
    • Handling refunds or credits
    • Collecting overdue payments

    Customer Support (Legal Basis: Contract)

    • Responding to support requests
    • Troubleshooting technical issues
    • Providing guidance on using the Services
    • Following up on reported problems
    • Improving our support processes

    Service Improvement & Analytics (Legal Basis: Legitimate Interests)

    • Understanding how customers use the Services
    • Identifying features that need improvement
    • Detecting and preventing technical issues
    • Measuring service performance and reliability
    • Planning new features and enhancements

    3.2.5 AI Model Improvement (Legal Basis: Legitimate Interests)

    As described in our Terms of Service Section 10.3, we may use anonymised and aggregated data derived from Customer communications to improve our AI models, provided such data cannot be linked back to any individual Customer or Data Subject.

    Important: This does not include your customers' WhatsApp message content or property enquiry data processed under the Data Processing Agreement. AI training under this Privacy Policy refers only to usage patterns, performance metrics, and aggregated platform data - not individual end-user conversations.

    What this means:

    • We analyse usage patterns to improve AI response quality
    • All data is anonymised before use (no names, companies, or identifying details)
    • Aggregated data helps train better qualification questions
    • Improves overall platform effectiveness for all customers

    You can opt out: Email [email protected] with "AI Training Opt-Out" in the subject line. We'll flag your account and exclude your data from any training processes.

    Security & Fraud Prevention (Legal Basis: Legitimate Interests)

    • Detecting and preventing unauthorised access
    • Identifying unusual activity or potential security threats
    • Protecting against fraud and abuse
    • Maintaining system security and integrity
    • Complying with legal obligations

    Product Updates & Account Management (Legal Basis: Legitimate Interests/Soft Opt-In)

    • Service announcements and important updates
    • New features and enhancements
    • Security notifications
    • Billing notifications
    • Renewal reminders

    Existing customers receive service-related updates as part of our contract. You can opt out of non-essential communications via your account settings or by contacting [email protected].

    Legal Compliance (Legal Basis: Legal Obligation)

    • Complying with court orders or legal requirements
    • Responding to lawful requests from authorities
    • Maintaining records for tax and accounting purposes
    • Meeting regulatory obligations
    • Establishing, exercising, or defending legal claims

    4. LEGAL BASIS FOR PROCESSING

    Under UK GDPR Article 6, we must have a lawful basis for processing your personal data. Here's our legal basis for each type of processing:

    Processing ActivityLegal BasisWhy We Can Process
    Website analyticsLegitimate interestsUnderstanding website performance to improve services
    Contact form responsesLegitimate interestsYou contacted us requesting information or assistance
    Demo bookingsContract (pre-contractual)Processing your request to see our product
    Newsletter sign-upsConsentYou explicitly opted in to receive marketing
    Customer accountsContractNecessary to provide the Services you're paying for
    Payment processingContractNecessary to bill you for the Services
    Usage analytics (customers)Legitimate interestsService improvement, security, and reliability
    Support communicationsContractNecessary to provide customer support
    Marketing to prospects who signed upConsentYou opted in to receive marketing emails
    Marketing to business prospects we sourced ourselves (Section 2.3)Legitimate interestsBusiness to business marketing to a named decision-maker at a firm whose details are published, using a work address, on a subject relevant to their job. Assessed in writing and stoppable in one click
    Marketing to customersLegitimate interests (soft opt-in)You're our customer receiving relevant product updates
    AI training (anonymised)Legitimate interestsService improvement using non-identifiable data
    Phone call recordingsLegitimate interestsQuality assurance, training, and dispute resolution
    Security monitoringLegitimate interestsProtecting our systems and your data
    Legal complianceLegal obligationRequired by law (tax, accounting, regulatory)

    What are "Legitimate Interests"?

    Legitimate interests means we have a good business reason to process your data that doesn't override your rights and freedoms. For example:

    • We have a legitimate interest in understanding how our website is used to improve it
    • We have a legitimate interest in analysing usage patterns to improve service quality
    • We have a legitimate interest in preventing fraud and maintaining security
    • We have a legitimate interest in telling the people who run UK estate agencies about a product built for UK estate agencies

    Before we rely on legitimate interests for marketing, we carry out and keep a written Legitimate Interests Assessment: what the interest is, whether the marketing is actually necessary to serve it, and whether it is fair to the person receiving it. We review it at least annually. Ask [email protected] and we will summarise the current assessment for you.

    You can object to processing based on legitimate interests. For direct marketing the right to object is absolute: you do not need to give a reason, and we must stop. Use the unsubscribe link in any email, reply to it, or email [email protected]. See Section 9 for your other rights, and Section 2.3 if we sourced your details rather than receiving them from you.

    5. COOKIES & TRACKING TECHNOLOGIES

    We use cookies and similar technologies to improve your experience, understand how you use our website, and measure marketing effectiveness.

    5.1 What Technologies We Use

    Essential Cookies (No Consent Required)

    • Session management and authentication
    • Security features (CSRF protection)
    • Load balancing across servers
    • Service functionality

    Analytics Tools (Consent Required)

    • Microsoft Clarity: Session recordings and heatmaps to understand user behaviour (Privacy Policy)
    • Google Analytics 4: Website traffic and usage analytics (Privacy Policy, Opt-out)
    • Plausible Analytics: Privacy-friendly analytics (no cookies, no personal data) (Privacy Policy)

    Marketing & Advertising (Consent Required)

    • Facebook Pixel: Facebook advertising measurement and retargeting (Privacy Policy)
    • LinkedIn Insight Tag: LinkedIn advertising measurement (Privacy Policy)
    • Google Ads: Google advertising conversion tracking (Privacy Policy)

    Functional Tools

    • Lead Connector LLC (GoHighLevel): Calendar bookings, form submissions, CRM functionality (Privacy Policy)
    • WhatsApp Chat Widget: Live chat functionality (Privacy Policy)

    Third-Party Embeds

    • YouTube Videos: May set cookies when you play embedded videos (Privacy Policy)

    Infrastructure

    • Cloudflare: CDN and DDoS protection (minimal data processing) (Privacy Policy)

    5.2 Managing Cookies

    For detailed information about cookies we use and how to manage them, see our Cookie Policy.

    Browser Controls:

    Most browsers allow you to control cookies through settings. However, blocking certain cookies may impact your experience on our website.

    Opt-Out Tools:

    6. SHARING YOUR DATA

    6.1 When We Share Data

    We share personal data with third parties only when necessary to provide our Services, comply with legal obligations, or with your consent.

    We share data with:

    Service Providers (Data Processors)

    • Cloud hosting: Google Cloud Platform (Belgium) for data storage and processing
    • Payment processors: GoCardless (primary) and Stripe for handling payments
    • Email delivery: For transactional and marketing emails
    • Analytics providers: Microsoft Clarity, Google Analytics, Plausible for website analytics
    • Marketing platforms: Facebook, LinkedIn, Google Ads for advertising
    • CRM integrations: Reapit, Alto, LeadPro, AcquaintCRM (on your behalf as data processor)
    • AI services: OpenAI, Google Gemini, Meta Llama for AI functionality (anonymised data only)
    • Support tools: For customer support and communications
    • Enquiry-form storage: Supabase (hosted PostgreSQL on Amazon Web Services, United States) for securely storing website enquiry and lead-form submissions
    • Business data enrichment: Providers who verify and complete business contact details for our own business to business prospecting (see Section 2.3). We do not send them your data for their own marketing purposes and we do not sell or share prospect data with anyone for theirs

    All service providers are contractually obligated to protect your data and use it only for the purposes we specify.

    Business Transfers

    If SalesRook is involved in a merger, acquisition, or sale of assets, your personal data may be transferred as part of that transaction. We'll notify you via email and/or a prominent notice on our website before your data is transferred and becomes subject to a different privacy policy.

    Legal Requirements

    We may disclose personal data if required by law, court order, or government authority, or if necessary to:

    • Comply with legal obligations
    • Protect our rights or property
    • Prevent fraud or other illegal activity
    • Protect the safety of our users or others

    6.2 Payment Processing

    We use GoCardless (primary) and Stripe (backup) to process payments. These processors handle your payment details directly - we never see or store your full card numbers or bank account details.

    What we store: Transaction history, payment status, invoice information
    What processors store: Card/account numbers, expiry dates, billing addresses
    Their privacy policies: GoCardless | Stripe

    6.3 Customer End-User Data

    When processing data on behalf of our customers (WhatsApp messages, lead data, etc.), we act as a data processor. Our customers are the data controllers who determine what data is collected and how it's used.

    The sharing of customer end-user data is governed by our Data Processing Agreement, which includes:

    • List of Sub-processors (DPA Section 5)
    • Sub-processor notification procedures
    • Security measures
    • International transfer safeguards

    7. INTERNATIONAL DATA TRANSFERS

    7.1 Where We Store Data

    Primary Location: All personal data is stored on Google Cloud Platform servers located in Belgium (europe-west1 region).

    We use Supabase (a hosted PostgreSQL service running on Amazon Web Services) as a processor to securely store enquiry-form submissions, including your name, contact details and the marketing source of your visit; this data is currently hosted in the United States under the provider's standard data-processing terms and international-transfer safeguards.

    7.2 Transfers to the United States

    Some of our service providers are based in the United States. We transfer data to the US under the UK-US Data Bridge, an adequacy framework that came into force on 12 October 2023.

    US-based providers:

    • Meta Platforms Inc. (WhatsApp Business API, Facebook Pixel)
    • OpenAI Inc. (AI language models - anonymised data only)
    • Google LLC (Google Analytics, Google Ads, Google Gemini AI)
    • Microsoft Corporation (Clarity analytics)
    • Stripe Inc. (payment processing)
    • Supabase Inc. (enquiry and lead-form submission storage, on Amazon Web Services)

    These providers are certified under the EU-US Data Privacy Framework (where applicable and where certified at the time of transfer), which the UK recognises as providing adequate protection for personal data transferred under the UK-US Data Bridge.

    7.3 Other International Transfers

    For any transfers to countries without an adequacy decision, we use:

    • Standard Contractual Clauses (SCCs) approved by the UK Information Commissioner's Office
    • UK International Data Transfer Agreement (IDTA) where appropriate

    For detailed information about international transfers of customer end-user data, see our Data Processing Agreement Section 11.

    8. DATA SECURITY

    8.1 How We Protect Your Data

    We implement appropriate technical and organisational measures to protect personal data against unauthorised access, alteration, disclosure, or destruction.

    Technical Measures:

    • Encryption in transit: TLS 1.3 for all data transmission
    • Encryption at rest: AES-256 encryption for stored data
    • Access controls: Role-based access with multi-factor authentication
    • Network security: Firewalls, intrusion detection, DDoS protection
    • Vulnerability management: Regular security testing and patching
    • Monitoring: 24/7 security monitoring and logging

    Organisational Measures:

    • Background checks: For personnel with data access
    • Security training: Regular training for all employees
    • Confidentiality agreements: All personnel bound by confidentiality
    • Incident response: Documented procedures for security incidents
    • Access limitation: Least-privilege access principle
    • Data segregation: Customer data logically separated

    8.2 Your Responsibilities

    To help protect your account:

    • Use a strong, unique password
    • Enable multi-factor authentication if available
    • Don't share your login credentials
    • Keep your contact information up to date
    • Report suspicious activity immediately

    8.3 Security Documentation

    For customers requiring detailed security information (due diligence, compliance reviews), we maintain comprehensive Security Documentation including:

    • Information Security Policy
    • Data Classification Policy
    • Secure Coding Standards
    • Business Continuity Policy

    These documents are available upon reasonable request to [email protected] subject to appropriate confidentiality undertakings.

    For customer end-user data security measures, see our Data Processing Agreement Section 6.

    9. YOUR RIGHTS

    Under UK GDPR, you have the following rights regarding your personal data:

    9.1 Right of Access

    Request a copy of the personal data we hold about you.

    9.2 Right to Rectification

    Correct inaccurate or incomplete personal data.

    9.3 Right to Erasure ("Right to be Forgotten")

    Request deletion of your personal data in certain circumstances:

    • The data is no longer necessary
    • You withdraw consent (where consent was the legal basis)
    • You object to processing based on legitimate interests
    • The data was unlawfully processed

    Note: We may retain certain data where required by law (e.g., 7 years for financial records under UK tax law).

    9.4 Right to Restrict Processing

    Request that we limit how we use your data in certain situations:

    • You're questioning the accuracy of the data
    • Processing is unlawful but you don't want deletion
    • We no longer need the data but you need it for legal claims
    • You've objected to processing pending verification

    9.5 Right to Data Portability

    Receive your data in a structured, commonly used, machine-readable format and transmit it to another controller where:

    • Processing is based on consent or contract
    • Processing is carried out by automated means

    9.6 Right to Object

    Object to processing based on legitimate interests, including:

    • Direct marketing (absolute right - we must stop)
    • Profiling for marketing purposes
    • Processing for research or statistical purposes

    To stop marketing, any one of these works and none of them needs a reason:

    • Click the unsubscribe link in any marketing email. One click, no form to fill in.
    • Reply to the email and say stop.
    • Email [email protected] with "Stop marketing" in the subject line.

    When you object to marketing we add your email address to a suppression list rather than deleting the record outright. That is deliberate: if we simply deleted it, nothing would stop the same address being sourced again later. The suppression record holds your email address and the fact you objected, and is used for nothing else. If you would rather we erased everything, say so and we will, and we will explain the trade-off first.

    9.7 Rights Related to Automated Decision-Making

    Not be subject to decisions based solely on automated processing that significantly affect you. Currently, we do not make automated decisions about website visitors or customers that would significantly affect you.

    Note: AI-powered lead qualification for customer end-users is covered in the Data Processing Agreement, as customers are the data controllers for that processing.

    9.8 Right to Withdraw Consent

    Where processing is based on consent, you can withdraw consent at any time. This won't affect any processing that occurred before withdrawal.

    9.9 How to Exercise Your Rights

    Email: [email protected]
    Subject Line: "Data Subject Request - [Your Right]"

    Please include:

    • Your full name
    • Email address associated with your account or enquiry
    • Description of the right you wish to exercise
    • Any relevant details (e.g., specific data you want deleted)

    Response Time: We'll respond within 30 days of receiving your request. If we need more time, we'll let you know why and when you can expect a response.

    Verification: We may need to verify your identity before processing your request to protect your data from unauthorised access.

    Free of Charge: Exercising your rights is free unless your request is manifestly unfounded or excessive, in which case we may charge a reasonable fee.

    For more detailed information about your rights, see our GDPR Compliance page.

    10. DATA RETENTION

    10.1 How Long We Keep Data

    We retain personal data only as long as necessary for the purposes set out in this Privacy Policy or as required by law.

    10.2 Website Visitors

    Data CategoryRetention PeriodWhy
    Contact form submissions3 years from submission or until converted to customerLong B2B sales cycles
    Demo requests3 years from request or until converted to customerSales cycle duration
    Marketing email subscribersUntil unsubscribe or 5 years of complete inactivityMaintaining prospect database
    Newsletter subscribersUntil unsubscribe or 5 years of complete inactivityMaintaining subscriber list
    Business contacts we sourced ourselves (Section 2.3)24 months from the date we sourced it, unless you engage with us, in which case the rows above applyBeyond that the details go stale and the legitimate interest no longer holds
    Event registrations3 years from event date or until converted to customerFollow-up and future invitations
    Job applications6 months after hiring decisionRecruitment record-keeping
    Website analyticsPer tool's retention: Clarity (30 days), GA4 (14 months), Plausible (12 months)Analytics requirements
    Cookie dataPer cookie type: Essential (session), Analytics (up to 2 years), Marketing (up to 2 years)See Cookie Policy
    Marketing suppression records (opt-outs)IndefinitelyThe only reliable way to honour an objection permanently (see Section 9.6)

    "Complete inactivity" means no email opens, clicks, form submissions, or website visits for the specified period.

    10.3 SalesRook Customers

    Data CategoryRetention PeriodWhy
    Account informationDuration of service + 90 daysAccount management and wind-down
    Usage data12 months from generationService analytics and improvement
    Billing records7 years from transactionUK tax law (HMRC requirements)
    Support communications2 years from resolutionSupport quality and reference
    Phone call recordings12 months from call dateTraining and quality assurance
    Configuration settingsDuration of service + 90 daysService provision
    Integration dataDuration of service + 30 daysTechnical requirements
    Audit logs12 months from creationSecurity and compliance

    For retention periods of customer end-user data (WhatsApp messages, lead data, etc.), see our Data Processing Agreement Section 9.5.

    10.4 Legal Holds

    We may retain data beyond the normal retention periods if:

    • Required by law or regulation
    • Necessary for legal proceedings
    • Subject to a legal hold or preservation order
    • Required to establish, exercise, or defend legal claims

    Once the legal requirement ends, we'll delete the data in accordance with our normal retention schedule.

    11. CHILDREN'S PRIVACY

    11.1 Our Services Are Not for Children

    Our Services are intended for business use by adults (18 years or older) and are not directed at children under 13 years of age.

    We do not knowingly collect personal data from children under 13. If you believe we've inadvertently collected data from a child under 13, please contact us immediately at [email protected], and we'll delete it promptly.

    11.2 Parental Rights

    If you are a parent or guardian and become aware that your child has provided us with personal data, please contact us. We'll take steps to remove that information from our systems.

    12. CHANGES TO THIS PRIVACY POLICY

    12.1 How We Update This Policy

    We may update this Privacy Policy from time to time to reflect:

    • Changes in our data processing practices
    • New legal or regulatory requirements
    • Improvements to our Services
    • Feedback from users or regulators

    12.2 Notification of Changes

    Material Changes: If we make material changes that significantly affect how we process your personal data or your rights, we'll notify you by:

    • Email to your registered address (for customers)
    • Prominent notice on our website (for all users)
    • At least 30 days before the changes take effect

    Non-Material Changes: For minor updates (clarifications, formatting, contact details), we'll update this page and note the revision date at the top.

    12.3 Your Responsibility

    Please review this Privacy Policy periodically. Your continued use of our website or Services after changes become effective constitutes acceptance of the updated policy.

    If you disagree with material changes, you may:

    • Stop using our website or Services
    • Close your account (customers)
    • Request deletion of your data

    13. CONTACT & COMPLAINTS

    13.1 Contact Us

    If you have questions, concerns, or requests regarding this Privacy Policy or how we handle your personal data:

    Email: [email protected]
    Phone: +44 808 175 1795
    Data Protection Contact: Max Hardy

    Address:

    SalesRook Ltd
    Unit A, Cottonworks House
    111 Seven Sisters Road
    London N7 7FN
    United Kingdom

    13.2 Making a Complaint

    We hope to resolve any concerns you have about our data processing. However, if you're not satisfied with our response, you have the right to lodge a complaint with the supervisory authority:

    Information Commissioner's Office (ICO)
    Website: ico.org.uk
    Helpline: 0303 123 1113
    Report online: ico.org.uk/make-a-complaint

    The ICO is the UK's independent authority for data protection and privacy rights.

    Additional Information & Related Policies

    For more information about how we handle data and our commitments to privacy and security, please see:

    Document Version: 2.1
    Effective Date: August 2026
    Previous Versions: January 2026 (v2.0), August 2024 (v1.0)

    Changes in Version 2.1:

    • New Section 2.3 covering business contact details obtained from publicly available sources and enrichment providers, written to meet UK GDPR Article 14
    • Legal basis for prospect marketing corrected: consent and legitimate interests both stated, because both apply to different people on our list
    • Retention period and suppression policy stated for sourced prospect data
    • An explicit, one-click route to object to marketing added to Sections 2.3, 4 and 9.6
    • Business data enrichment providers added to the list of service providers in Section 6.1

    Changes in Version 2.0:

    • Complete rewrite with SalesRook-specific content
    • Separate sections for website visitors vs customers
    • Explicit coverage of all tracking technologies in use
    • Detailed legal basis mapping for all processing activities
    • Clear retention periods with justification
    • Phone call recording disclosure added
    • AI training data opt-out mechanism clarified
    • Aligned with ToS v2.0 and DPA v2.1
    • SalesRook-specific content and examples throughout
    • Professional structure suitable for enterprise customers

    © 2026 SalesRook Ltd. All rights reserved.
    Company Registration: 14088341
    ICO Registration: ZC045388