Website privacy information

Dynamicsbase Ltd, trading as CRM Knowledge, is the data controller.

We know that you care about your personal data. We want you to trust that CRM Knowledge uses your personal data carefully. This privacy notice explains what personal data we collect, why we collect it and what we do with it.

We acknowledge and agree that any personal data of yours that we handle will be processed in accordance with all applicable data protection laws. With effect from 25 May 2018, this is the General Data Protection Regulation (GDPR).

The information we may collect and how we use it

CRM Knowledge is a creative consultancy-based business which helps organisations plan, implement and measure marketing campaigns. A natural part of this process is the gathering of information required to execute this role properly. The nature of our business is that, while in production, all work is considered to be ‘non-disclosure’ – which means projects aren’t discussed with third parties, other than with trusted contractors who require that information in order to execute their roles. Such contractors include, but are not limited to, graphic designers, illustrators, photographers and videographers, voiceover artists and website developers. We have an open-book approach to business and the nature of these relationships is never hidden from clients.

In order to provide our service, we acquire information during consultancy sessions which is often commercially sensitive and/or understood to be private. Gathering this information is essential to effective service delivery. Any notes made from these sessions are considered to be private to those people attending those specific sessions – other than where there is a need to pass on information required for a contractor or partner to perform her/his role.

Where required, we operate under a formal non-disclosure agreement which restricts information flow in a defined manner.

The majority of the work we produce, or projects we undertake, is designed to reach the public domain. Therefore the output of our services cannot be considered as confidential or private, except where the project is specifically not intended for the public domain. Any commercially sensitive information gained to reach that output is always considered to be confidential. It is expected that we will have the right to demonstrate our work, and the underlying creative process on any project, in order to secure new business. This would, without agreement, not include commercially sensitive information.

Some projects also require us to handle commercially sensitive documents or data from clients. Unless specifically requested otherwise, such documents are stored with the project materials on servers and systems controlled or managed by CRM Knowledge. During the development of a project, we will be required to create exploratory documents (including but not limited to plans, designs, storyboards and test footage/audio) which are also stored with the project materials. Clients can request access to any or all of these files or documents; clients can also request the deletion or supply of these files or documents to themselves or a third party, assuming that at the time the client’s account is in good financial standing and the said work is paid for in full. Personal data can be, if requested, provided, amended or deleted without cost.

Personal data

In order to transact business with our clients, it is necessary for us to collect and store personally identifiable data which includes, but is not limited to:

  • Names
  • Addresses
  • E-mail addresses
  • Telephone numbers

Additionally, it is usual for us to be provided with contact information for other people within a client organisation, or within their nominated third-party suppliers and partners. Permission to supply this information to us is assumed upon its receipt and the information is used only for the purpose of fulfilling service obligations to our clients.

Your rights

In addition to this right of access, you also have the following rights: erasure, restriction of processing, objection and data portability.

Retention of your data

Data is retained no longer than is necessary. However, unless a client has formally terminated a relationship the data is kept with the sole purpose of meeting that client’s needs in the future. As outlined above, we may be required to provide trusted third parties with access to materials needed to perform their roles; in order for them to provide an effective service to us, it is expected that they retain these materials unless we specify otherwise. Any information, data or documents provided to trusted third parties is limited to what is required for them to execute their roles.

Withdrawal of consent

If you have provided us with your consent to process your data, for the purpose of using our services, you have the right to withdraw this at any time. In order to do so, please contact us by e-mailing


If you have a concern about the way we collect and/or use your personal data, you should raise your concern with us in the first instance.


Please address any questions, comments and requests regarding our data processing practices to Peter Clements, managing director, via

Changes to the privacy notice

This privacy notice may be changed at any time.

Contact us

If you need any information about us or our services, please do not hesitate to get in touch.

Contact us