GDPR and BuddyCRM


The EU’s General Data Protection Regulation (GDPR) is the result of four years of work by the EU to bring data protection legislation into line with new, previously unforeseen ways that data is now used.

Currently, the UK relies on the Data Protection Act 1998, which was enacted following the 1995 EU Data Protection Directive, but this will be superseded by the new legislation. It introduces tougher fines for non-compliance and breaches, and gives people more say over what companies can do with their data (Personal Data). It also makes data protection rules more or less identical throughout the EU.
‘Personal data’ means any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.
‘Processing’ means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.
The GDPR is (ironically given its name) a pretty ‘general’ piece of legislation. It mainly asks for an organisation to prove they are working to industry best practice. The good news is that, in our opinion, having an active and properly managed CRM is a key part of that as you are able to demonstrate a central repository and control of personal data of your clients and prospects.
BuddyCRM does not offer any advice or warranty any action based on the contents of this document. It is intended to bring clarity to how BuddyCRM ensures GDPR compliance but the end responsibility for compliance resides with the customer.


The data stored in BuddyCRM belongs to you, our customers. However, clearly we store and secure the data. BuddyCRM is the “data processor” and you are the “data controller”.
Under GDPR there are a series of requirements that a data controller has to ensure that all their data processes are compliant with. In order to make this process as easy as possible to our clients, we have immediately added these obligations into our standard contract, In essence we are pro-actively taking these obligations onto ourselves. These can be found in Schedule 4 of our updated contract at


The GDPR requires the “data controller” to keep a record of processing activity for personal data. This is not a record that we can create for you. Below we have created a small list as a starting point but creation and management of this list depends on how you have configured BuddyCRM.

Purpose of Processing Category of Data Description
Management of Customer and Prospect database. Use of CRM system to keep an accurate set of data and also keep a log of a person’s contact preferences Standard Not limited to but most likely includes:
– Lastname and Firstname
– Email address
– Phone number
– Address
Email communication as per business requirements


Standard Via automatic link to Data Controller’s Email Service Provider such as Mailchimp, Pure360 or Dotmailer
Data accuracy & efficient business operations Standard BuddyCRM APIs can be used to access and update data from other applications via API. However, this can only be created on request from the Data Controller and regulated via a secure API key


BuddyCRM only processes data entered by the “data controller”. The above is a register of the primary types of data we would expect to be stored in BuddyCRM. Typically this does not include any data that is considered Special Category data under Article 9 or 10 of the GDPR. However, it is the responsibility of the “data controller” to ensure a register of any data collected that is covered by Article 9 or 10 is properly adhered to and BuddyCRM does not warrant any such collection of data. To check what type of data is covered by Article 9 or 10, please check here


As part of GDPR, we as the “data processor”, must provide all best efforts assistance to the “data controller” in adhering to a data request from an individual.
Our support teams will seek to accommodate occasional support requests from customers relating to these areas.
In the case of ongoing or regular requests, as defined by BuddyCRM, our data teams will be available to offer support on a chargeable basis. This can be discussed with your Account Manager in more detail.



Once data is deleted by a customer (“data controller”) from the BuddyCRM interface, it is soft deleted in the BuddyCRM database. There is no way for access to this data by the “data controller” without going through our support teams.
Our data retention period is up to two years so within a two-year period of soft deletion, we run data update tools that will hard delete any records deleted for more than two years.
In terms of data that you, as the “data controller”, have sent to us as part of ongoing support, this is also subject to our two-year retention period. It is stored on secure storage and will be deleted during our annual data review if it is over two years since it was last edited or accessed. It is the data accessed date that applies. This review happens once per annum so it can be up to three years after last accessed date that the data is deleted.


All staff members of BuddyCRM are contractually bound to adhere to data protection rules. If as part of our ongoing work, any of our team members outside the EU have to access your data (note it will never physically leave UK/EU) then all appropriate safeguards will be in place including EU Model Clauses.


All BuddyCRM staff members receive ongoing awareness training as to our data policies.


We follow industry best practice with regard to our infrastructure and software security:

  • All your user passwords are saved in a hashed format so cannot be accessed in plain text
  • All data is secured in UK based data centres with 99.9% availability
  • Data centre is manned by security 24×7
  • Perimeter door monitoring and alerts
  • Multi-tenanted infrastructure including multiple webservers, active/passive SQL databases
  • Data replicated to Microsoft Azure for disaster recovery purposes
  • Extensive digital CCTV system covering internal and external areas. Monitored by on-site security teams
  • PAC Integrated card access and biometric access control with full auditing and reporting
  • Security systems linked to the building management system (BMS) and network operations teams
  • Industry best practice security firewall tested regularly by our CREST approved security team
  • Access to infrastructure is locked down to BuddyCRM offices
  • All development is managed using Github tools to manage code quality and security access to code
  • Password change policies enacted frequently
  • BuddyCRM has committed to starting the process of becoming ISO27001 accredited which will provide an external audit of all our security policies and systems

These measures are listed for information purposes and don’t replace the contractual terms set out in our terms and conditions.


Whilst data breaches are rare, GDPR sets out that we must have a clear policy in dealing with data breaches.
Our infrastructure teams consistently monitor for intrusions and they form part of our ongoing regular proactive checks.
In the case of a data breach being identified, a “Major Data Protection Incident” will be declared. The Delivery & Support Manager and Chief Technical Officer will be notified and will head up an initial investigation to establish what sort of access was obtained and if any data was at risk. Immediate steps would be taken to close any access that caused the data breach.
As early as possible, but certainly within 24 hours, the primary contact at the “data controller” (customer) will be informed and provided with as much information as possible. As our investigation continues, we will update the “data controller” continually. We will do all we can to provide all information to enable the “data controller” to meet their duty under GDPR to notify individuals of a data breach regarding Personally Identifiable Information (PII) within 72 hours.


We are not a large multi-national or a public-sector business so we aren’t required to appoint a Data Protection Officer (DPO) who would have certain fiduciary duties.
However, all our staff have undertaken training on the impact of GDPR. If extra help is needed, then the Delivery & Support Manager can assist.
The ultimate contact with relation to GDPR is the Chief Technical Officer


All our data centres are UK based. None of your data will ever be physically stored outside the UK or wider EU.
These data centres are using industry best practice security and access control.
If as part of our ongoing work, any of our team members outside the EU have to access your data (note it will never leave UK/EU) then all appropriate safeguards will be in place including EU Model Clauses.


The steps we detail in this document show how BuddyCRM is GDPR compliant as a “data processor” for you, having these steps details is a key part (though not all) of making you GDPR compliant.

We also realise that as a CRM, we are a tool that you will leverage to process personal data. Whilst ultimate responsibility resides with you as the “data controller”, we aim to provide functionality that makes it easier for you to comply.

On contacts stored within BuddyCRM, contact preferences can be stored. You can relabel these from the Admin module at any point through “custom fields”. These fields are also transmitted to Mailchimp or Dotmailer through our integration.

You can also create other fields that you may wish to capture on a contact record.

Edit details of a contact in BuddyCRM to comply with GDPR regulationsThis data can also be accessed and updated via an API should you wish to create and utilise a subscription preference centre for your customers and prospects. Please speak with your Account Manager should you wish to discuss this.

We are also continually working on new features for upcoming releases that will help data management even more – keep your eyes peeled for information.