Phone2Quote is a service of ClickMovements Ltd

Last updated: Dec 2025

ClickMovements Ltd (“we”, “us”, “our”) operates Phone2Quote (“the Service”).

We are committed to protecting your personal data and respecting your privacy in accordance with UK GDPR and the Data Protection Act 2018.

This Privacy Policy explains:

- What personal data we collect

- How we use it

- How we store it

- Who we share it with

- Your rights under GDPR

If you have any questions, contact us at: [email protected]

1. Who We Are

ClickMovements Ltd

Registered in England & Wales. Company Number - 12732439. 10 Thompson Road, Exeter. EX1 2UB. UK

Phone2Quote is a service provided by ClickMovements Ltd, offering AI-powered call handling, quoting, and CRM automation for small businesses.

2. What Personal Data We Collect

We collect and process the following categories of data:

a) Contact Information

- Name

- Email address

- Phone number

- Business details

b) Call Information

- Inbound calls handled by Phone2Quote

- Call recordings (where enabled)

- Voicemail audio

- Transcriptions created by AI

- Call metadata (time, duration, phone number)

c) Quote & Job Information

- Customer enquiries

- Job details submitted via forms

- Quote preferences

- Pricing data entered into the system

d) Usage Data

- Website visits

- Pages viewed

- Clicks and interaction logs

- Advertising engagement data

e) Cookies & Tracking

We use tracking technology including:

- Google Analytics

- Google Ads conversion tracking

- Facebook Pixel

- Session cookies

- Functional cookies

- Performance cookies

Users can manage cookie preferences via their browser.

3. How We Collect Personal Data

We collect data through:

- Website forms

- Phone calls handled by the Phone2Quote system

- CRM input from you or your team

- Email and SMS interactions

- Third-party integrations

- Cookies and analytics scripts

Some data is collected automatically when using our platform.

4. How We Use Personal Data

We use personal data for the following purposes:

a) Delivering the Phone2Quote Service

- Answering calls

- Creating quote drafts

- Sending automated follow-ups

- CRM updates

- Appointment scheduling

b) Customer Support & Service Improvements

- Training AI models

- Measuring quote speed

- Monitoring service usage

- Improving system accuracy

c) Marketing & Advertising

- Google Ads retargeting

- Facebook/Meta retargeting

- Email marketing campaigns

- Lookalike/Custom Audience creation (Only where legally permitted and with appropriate consent.)

d) Legal Compliance

- Preventing fraud

- Meeting regulatory requirements

- Responding to lawful data requests

5. Legal Basis for Processing

We process data under the following legal bases:

- Contractual obligation — providing the Phone2Quote service

- Legitimate interest — improving our service, marketing to businesses

- Consent — cookies, marketing emails, retargeting

- Legal obligation — regulatory compliance

6. How We Store Data

All customer and caller data is stored securely within our CRM systems:

Primary storage:

- GoHighLevel (GHL) — our CRM and automation platform

- GHL is hosted in secure, industry-standard cloud environments.

Additional storage:

- Google Workspace

- Secure cloud backups

- Encrypted servers where applicable

We retain data only as long as necessary for the purpose for which it was collected.

7. Who We Share Data With (Data Processors)

We only share data with trusted service providers who assist in delivering our service. These include:

- GoHighLevel (CRM & AI workflows)

- Google (Analytics, Ads, Workspace)

- Meta/Facebook (advertising and retargeting)

- Twilio/Telco providers (SMS and voice handling)

- Stripe (if payments are taken)

- Pabbly Connect (workflow integrations)

Processors may change, but all are GDPR-compliant and operate under a Data Processing Agreement.

We never sell personal data.

8. International Data Transfers

Some processors may store data outside the UK.

We only use providers that:

Hold EU–US Data Privacy Framework certification

or

Use approved Standard Contractual Clauses (SCCs)

9. AI Usage

Phone2Quote uses AI to:

- Transcribe calls

- Extract job details

- Draft quote templates

- Generate automated messages

Does Phone2Quote train AI models with my data?

No. Phone2Quote uses AI features provided through the GoHighLevel platform, which in turn uses the OpenAI API. Data processed through the OpenAI API:

- is not used to train OpenAI’s public models

- is not shared with other customers

- is temporarily stored only for security monitoring (max 30 days)

- is processed according to strict privacy and GDPR guidelines

Your data remains private and is only used to provide the Phone2Quote service.

10. Your Rights (UK GDPR)

You have the right to:

- Access your personal data

- Correct inaccurate information

- Request deletion (“right to be forgotten”)

- Restrict processing

- Object to marketing

- Request data portability

To exercise these rights, email:

[email protected]

11. Cookies

Our website uses cookies for:

- Site functionality

- Analytics (Google Analytics)

- Advertising (Google Ads, Facebook Pixel)

- Personalising content

You may disable cookies in your browser settings. Some features may not function without them.

12. Marketing Communications

We may send marketing emails if:

- You opted in or You are a business customer under legitimate interest

You may unsubscribe at any time.

13. Data Retention

We retain:

- CRM data while you remain a customer

- Call recordings for up to 12 months (unless deleted sooner)

- Analytics data according to provider policy

- Financial records for 6 years (legal requirement)

14. Security Measures

We use:

- Encryption (in transit & at rest)

- Secure access controls

- Password & multi-factor authentication

- Regular audits

- Least-privilege access rules

No system is 100% secure, but we take all reasonable steps to protect data.

15. Contact Information

For privacy concerns or data requests, contact:

ClickMovements Ltd

Email: [email protected]

10 Thompson Road. Exeter. EX1 2UB.

16. Changes to This Policy

- We may update this Privacy Policy occasionally.

- We will post changes on this page with a revised update date.