Your privacy matters to us.
This Privacy Policy explains how Automated Sales collects, uses and protects personal data when you visit our website, contact us, become a client, use our services, or otherwise interact with us.
Last updated: 30 May 2026
Automated Sales provides CRM consultancy, Pipedrive consultancy, automation, AI, website and sales process services.
For the purposes of this Privacy Policy, “Automated Sales”, “we”, “us” and “our” refers to the Automated Sales business, including Automated Sales FZE LLC and, where applicable, the UK limited company entity - Automates Sales LTD, through which Automated Sales services are also provided.
The specific legal entity responsible for providing services to you will usually be set out in the relevant proposal, statement of work, engagement letter, invoice, contract or other commercial document.
For website enquiries, marketing, CRM and general business communications, your personal data may be processed by either or both Automated Sales entities depending on the nature of the enquiry, client relationship, project location and contracting arrangement.
If you have any questions about this Privacy Policy or how we handle personal data, you can contact us at info@automated-sales.com.
Who this policy applies to
This Privacy Policy applies to:
- Visitors to our website.
- People who contact us through our website, email, phone, LinkedIn or other channels.
- Prospective clients, clients and suppliers.
- People whose information is provided to us by clients as part of CRM, automation, sales, marketing, website, AI or integration projects.
- People who receive marketing or business communications from us.
This policy does not replace any separate contract, data processing agreement, statement of work, engagement letter or confidentiality agreement we may have with a client.
Personal data we collect
The personal data we collect depends on how you interact with us.
Information you provide directly
You may provide personal data when you:
- Submit a form on our website.
- Book a call or meeting.
- Email us.
- Respond to one of our emails.
- Connect with us on LinkedIn or another social platform.
- Become a client or supplier.
- Provide access to systems as part of a project.
This may include:
- Name.
- Job title.
- Company name.
- Business email address.
- Phone number.
- Website address.
- Project details or enquiry information.
- Meeting notes, call notes, recordings or transcripts where these are used.
- Billing and payment information.
- Information you include in emails, forms, documents, CRM records or other communications.
Website and technical information
When you visit our website, we may collect technical and usage information, including:
- IP address.
- Browser type and version.
- Device type.
- Operating system.
- Pages visited.
- Date and time of visit.
- Referral source.
- Links clicked.
- Form submissions.
- Approximate location derived from technical data.
- Cookie and tracking identifiers.
Client project data
As part of delivering CRM, automation, integration, AI, website or sales process services, clients may provide us with access to business systems such as CRM platforms, spreadsheets, automation tools, email marketing platforms, website systems, analytics tools or other software.
This may include personal data relating to a client’s own leads, prospects, customers, users, employees, suppliers or contacts.
Where we process this data on behalf of a client, the client is usually the data controller and the relevant Automated Sales entity acts as a data processor or service provider. We only process that data for the purpose of delivering the agreed services, unless otherwise instructed or permitted by law.
How we collect personal data
We may collect personal data from:
- You directly.
- Your employer or colleagues.
- Our clients.
- Website forms.
- Email communications.
- Meeting and booking tools.
- CRM systems.
- Automation and integration tools.
- Marketing and analytics tools.
- Publicly available business sources, such as company websites, LinkedIn or business directories.
- Referrals and introductions.
How we use personal data
We use personal data for the following purposes:
- To respond to enquiries.
- To provide proposals, quotes and project recommendations.
- To book and manage meetings.
- To deliver consultancy, CRM, automation, AI, website and integration services.
- To manage client relationships.
- To communicate about projects.
- To provide support.
- To improve our website, content, services and marketing.
- To understand how people use our website.
- To identify potential business enquiries and follow up where appropriate.
- To send relevant B2B marketing communications.
- To manage billing, accounting and administration.
- To comply with legal, tax and regulatory obligations.
- To protect our business, systems and legal rights.
Website tracking, cookies and analytics
We use cookies and similar technologies on our website to help the site work properly, understand how visitors use the site, improve our services, measure marketing performance and identify potential business enquiries.
Cookies are small files placed on your device. Similar technologies may include tracking scripts, pixels, local storage, tags or other identifiers.
Some cookies and technologies are necessary for the website to function. Others are used for analytics, marketing, tracking or performance measurement and may require your consent depending on your location.
Outfunnel website tracking
We use Outfunnel to help us understand website behaviour and marketing engagement.
Outfunnel may allow us to see information such as:
- Which pages were visited.
- When pages were visited.
- Referral source.
- Campaign source.
- Form submissions.
- Email engagement, such as clicks, where applicable.
- Whether a visitor can be identified as a lead or contact.
Where you submit a form, click a tracked email link, respond to an email, book a call or otherwise identify yourself to us, we may connect your website activity with your contact record in our CRM. This helps us understand which services you may be interested in and allows us to follow up in a more relevant way.
For example, if someone visits several Pipedrive consultancy pages and then submits an enquiry, we may use that information to understand the context of their enquiry.
Google Search Console
We use Google Search Console to understand how our website appears and performs in Google Search.
This may include information such as:
- Search queries that led to impressions or clicks.
- Pages shown in Google Search results.
- Clicks.
- Impressions.
- Click-through rates.
- Average search position.
- Device type and country-level performance data.
Google Search Console data is generally used by us in an aggregated way to improve SEO, website performance and content.
Managing cookies
You can control cookies through your browser settings. You can usually block, delete or restrict cookies through your browser.
Where a cookie banner or consent preference tool is provided on our website, you can use it to manage your cookie choices.
Blocking some cookies may affect how the website works.
Marketing communications
We may send B2B marketing communications where we believe our services may be relevant to you or your organisation.
This may include emails about:
- Pipedrive consultancy.
- CRM implementation.
- Automation.
- AI services.
- Website services.
- Integrations.
- Relevant guides, resources or updates.
We will only send marketing where we have a lawful basis to do so. This may be your consent or our legitimate interest in marketing relevant B2B services.
You can opt out of marketing emails at any time by using the unsubscribe link where provided or by contacting us at info@automated-sales.com.
We do not sell personal data to third parties.
Lawful basis for processing
Where UK GDPR, EU GDPR or similar data protection laws apply, we rely on one or more lawful bases for processing personal data.
Consent
We may rely on consent where you have given us permission, such as for certain cookies, tracking technologies or marketing communications. You can withdraw consent at any time.
Contract
We may process personal data where necessary to enter into or perform a contract with you or your organisation.
Legitimate interests
We may process personal data where it is necessary for our legitimate business interests, provided those interests are not overridden by your rights and freedoms.
This may include:
- Responding to business enquiries.
- Managing client relationships.
- Improving our website and services.
- B2B marketing.
- Website analytics.
- CRM and sales process management.
- Protecting our business and legal rights.
Legal obligation
We may process personal data where required to comply with legal, accounting, tax or regulatory obligations.
Sharing personal data
We may share personal data with trusted third parties where necessary to operate our business and provide our services.
This may include:
- CRM providers.
- Automation and integration platforms.
- Email and communication providers.
- Website hosting providers.
- Analytics and tracking providers.
- Marketing technology providers.
- Cloud storage and document tools.
- Payment and accounting providers.
- Professional advisers, such as accountants, lawyers and consultants.
- Regulators, authorities or law enforcement where required by law.
Examples of tools or providers we may use include Pipedrive, Outfunnel, Google services, Zapier, email providers, website hosting providers and other software platforms used to deliver our services.
We require service providers to process personal data only for authorised purposes and to protect it appropriately.
International transfers
Automated Sales works with clients and service providers in different countries.
Your personal data may be processed in the United Arab Emirates, the United Kingdom, the European Economic Area, the United States or other locations depending on the relevant Automated Sales entity, the systems used, the client relationship and the service providers involved.
Where data protection laws require safeguards for international transfers, we will take appropriate steps, such as using contractual protections, data processing agreements, standard contractual clauses or other lawful transfer mechanisms where applicable.
How long we keep personal data
We keep personal data only for as long as reasonably necessary for the purposes set out in this Privacy Policy.
Retention periods depend on the type of data and the reason we hold it.
In general:
- Enquiry and prospect data may be retained for as long as there is a reasonable business relationship or potential future need.
- Client and project data may be retained for the duration of the project and for a reasonable period afterwards.
- Billing and accounting records may be retained for as long as required for tax, accounting or legal purposes.
- Marketing data may be retained until you unsubscribe or ask us to delete it, unless we have another lawful reason to keep it.
- Website analytics and tracking data may be retained according to the settings of the relevant analytics or tracking tool.
Where we process data on behalf of a client, retention may be governed by the client’s instructions or the relevant contract.
How we protect personal data
We take reasonable technical and organisational measures to protect personal data against unauthorised access, loss, misuse, alteration or disclosure.
These measures may include:
- Access controls.
- Password protection.
- Multi-factor authentication where appropriate.
- Secure cloud services.
- Limiting access to those who need it.
- Using reputable software providers.
- Confidentiality obligations.
- Regular review of systems and access.
No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your rights
Depending on where you are located and which data protection laws apply, you may have rights over your personal data.
These may include the right to:
- Request access to your personal data.
- Ask us to correct inaccurate or incomplete data.
- Ask us to delete your personal data.
- Ask us to restrict processing.
- Object to certain processing.
- Withdraw consent.
- Request data portability.
- Opt out of marketing communications.
- Complain to a data protection regulator.
To exercise your rights, contact us at info@automated-sales.com.
We may need to verify your identity before responding. We may also need to retain certain information where required by law, for legitimate business purposes, or to comply with contractual obligations.
Client-controlled data
Where we process personal data on behalf of a client, the client is usually responsible for deciding how and why that personal data is processed.
If your data has been provided to us by one of our clients, and you want to exercise your data protection rights, we may need to refer your request to the relevant client.
For example, if we are helping a client configure Pipedrive, automate follow-ups, set up AI workflows, build integrations, analyse website enquiries or migrate CRM data, the client remains responsible for the personal data in their systems unless otherwise agreed.
Where we provide services under a client contract, the Automated Sales entity named in the relevant proposal, statement of work, engagement letter, invoice or contract will usually be the entity responsible for providing those services.
Third-party websites and services
Our website may contain links to third-party websites, platforms or services.
We are not responsible for the privacy practices, content or security of third-party websites. You should review their privacy policies before providing personal data to them.
Children’s data
Our website and services are intended for business users and are not directed at children.
We do not knowingly collect personal data from children through our website. If you believe a child has provided us with personal data, please contact us and we will take appropriate steps to delete it.
Complaints
If you are unhappy with how we handle your personal data, please contact us first at info@automated-sales.com so we can try to resolve the issue.
Depending on your location, you may also have the right to complain to a data protection authority.
If you are in the United Kingdom, you can contact the Information Commissioner’s Office.
If you are in the European Economic Area, you can contact your local data protection authority.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time.
When we update it, we will change the “Last updated” date at the top of this page.
We recommend reviewing this page periodically to stay informed about how we handle personal data.
Questions? Email info@automated-sales.com.