LEGAL
Version 1 · Last updated 1 October 2026. Monty CRM is provided by Virtualnet Marketing Ltd, trading as “Monty CRM”, a company registered in England and Wales (company number 07747367) whose registered office is at Hexagon Business Centres, Elmfield House, New Yatt Road, Witney, OX28 1PB. VAT registration number GB718004953.
These Terms of Service govern access to and use of Monty CRM, a customer relationship management system provided by Virtualnet Marketing Ltd trading as “Monty CRM”.
These Terms are accepted online as a clickwrap agreement, by ticking an unchecked acceptance box at account creation, checkout or first use. When you accept them we record the accepting person’s name, email address, organisation, timestamp, IP address, the version of the terms accepted, and relevant order or subscription details.
The agreement between Monty CRM and the Customer consists of:
these Terms of Service;
any online order, subscription plan, pricing page, invoice, order form or checkout confirmation that refers to Monty CRM;
the Data Processing Addendum in Schedule 1;
any Service Level, Support or Product Specific Terms published by Monty CRM and expressly incorporated; and
any written amendment signed or expressly agreed by both parties.
If there is a conflict, the following order applies unless stated otherwise: signed order form, Data Processing Addendum for data protection matters, product-specific terms, these Terms, and then website materials.
In these Terms:
Account means the Customer’s Monty CRM workspace, tenant, subscription or account.
Affiliate means an entity that controls, is controlled by, or is under common control with a party.
Authorised Users means the Customer’s employees, contractors, agents, consultants or other individuals authorised by the Customer to use Monty CRM through the Customer’s Account.
Customer, you or your means the organisation, company, sole trader or other legal person that creates an Account, accepts these Terms, or uses Monty CRM. If an individual accepts these Terms on behalf of an organisation, that individual represents that they have authority to bind that organisation.
Customer Data means data, content, records, contacts, communications, files, notes, tasks, leads, customer records, metadata or other information submitted to, stored in, processed by, or generated through Monty CRM by or on behalf of the Customer or its Authorised Users.
Documentation means Monty CRM’s published user guides, help materials, technical documentation and onboarding materials.
Fees means subscription fees, usage fees, onboarding fees, support fees, professional services fees and any other amounts payable for Monty CRM.
Monty CRM, Service or Services means the Monty CRM software-as-a-service platform, website, applications, APIs, integrations, support and related services supplied by Virtualnet Marketing Ltd.
Order means an online checkout, pricing selection, subscription plan, invoice, order form or other commercial document specifying the Services, plan, term, usage limits, users, fees and billing details.
Personal Data, Controller, Processor, Data Subject, Processing, Personal Data Breach and Subprocessor have the meanings given in UK data protection law.
Subscription Term means the initial subscription period and any renewal period stated in the Order or otherwise selected online.
Virtualnet, Monty CRM, we, us or our means Virtualnet Marketing Ltd trading as Monty CRM.
4.1 Monty CRM is intended for business and professional use. It is not intended for personal, household or consumer use.
4.2 You must be at least 18 years old and capable of entering into a binding contract.
4.3 If you accept these Terms for an organisation, you confirm that you have authority to do so. If you do not have that authority, you must not accept these Terms or use the Service on behalf of that organisation.
4.4 You are responsible for ensuring that your Authorised Users comply with these Terms.
5.1 Monty CRM is a cloud-based customer relationship management system. It may include features for managing contacts, companies, leads, opportunities, tasks, notes, activities, pipeline stages, reminders, communications, reporting, integrations and related CRM workflows.
5.2 We will make the Service available in accordance with these Terms and the applicable Order.
5.3 We may improve, update, modify or discontinue features from time to time. We will not materially reduce the core functionality of a paid subscription during the then-current Subscription Term without reasonable notice, unless required for security, legal, operational or third-party dependency reasons.
5.4 We may provide beta, trial, preview or experimental features. Such features are provided “as is”, may be changed or withdrawn at any time, and should not be used for production-critical workflows unless we agree otherwise in writing.
6.1 You must provide accurate account, billing and contact information and keep it up to date.
6.2 You are responsible for maintaining the confidentiality of login credentials, controlling administrative permissions, and all activity under your Account.
6.3 You must promptly notify us if you suspect unauthorised access to your Account.
6.4 We may require reasonable identity, billing or authority checks before providing access, support, exports, changes to billing, or account-level actions.
7.1 You may allow Authorised Users to access the Service within the limits of your subscription plan.
7.2 You are responsible for:
assigning appropriate user roles and permissions;
removing access when Authorised Users leave your organisation or no longer need access;
ensuring shared mailboxes, contact data and CRM records are used lawfully;
all actions taken by Authorised Users through your Account.
7.3 User seats may not be shared by multiple individuals unless your plan expressly allows this.
You must not, and must not allow anyone else to:
use the Service unlawfully or for fraudulent, harmful, deceptive, abusive or misleading purposes;
upload, process or transmit unlawful, defamatory, discriminatory, harassing, infringing or malicious content;
interfere with or disrupt the Service, its infrastructure, security, availability or integrity;
attempt to gain unauthorised access to the Service, other customers’ data, systems or networks;
reverse engineer, decompile, copy, modify or create derivative works of the Service except to the extent permitted by law;
use the Service to send spam, unlawful marketing, unsolicited communications or communications that breach PECR, UK GDPR, GDPR, ePrivacy rules, CAN-SPAM or equivalent laws;
use the Service to build, benchmark or train a competing product without our written consent;
scrape, harvest or extract data from the Service except through authorised export or API functionality;
use the Service in a way that exceeds published rate limits, usage limits or fair-use limits;
upload malware, viruses, harmful code or content designed to compromise systems;
use the Service for high-risk activities where failure could lead to death, personal injury, severe environmental damage, or critical infrastructure failure;
use the Service in breach of applicable sanctions, export control or trade restriction laws.
9.1 Monty CRM helps you manage business relationships, but you remain responsible for deciding what Customer Data to collect, how to use it, and whether you have a lawful basis for doing so.
9.2 You are responsible for complying with all laws applicable to your CRM activity, including laws relating to:
personal data and privacy;
electronic marketing and consent;
telephone, SMS, email and messaging communications;
customer records and retention;
anti-spam rules;
sales outreach and prospecting;
consumer protection;
sector-specific confidentiality obligations.
9.3 If you use Monty CRM to store prospect, lead, customer or contact data, you must ensure that you have appropriate lawful grounds, notices and permissions.
9.4 If you use Monty CRM to support marketing communications, you are responsible for ensuring that opt-in, opt-out, unsubscribe, suppression and preference-management requirements are met.
9.5 You must not upload special category personal data, criminal offence data, children’s data, health data, payment card data, financial account credentials, government identifiers or other highly sensitive data unless your subscription, configuration and written agreement with us expressly permit it.
10.1 As between the parties, you retain all rights, title and interest in Customer Data.
10.2 You grant us a non-exclusive, worldwide, royalty-free licence to host, copy, process, transmit, display and use Customer Data only as necessary to:
provide, secure, maintain and improve the Service;
prevent or address service, security, support or technical issues;
comply with law;
perform our obligations under these Terms and the Data Processing Addendum.
10.3 We do not sell Customer Data.
10.4 We will not use Customer Data for advertising to your contacts.
10.5 We will not access Customer Data except as needed to provide support, maintain the Service, investigate abuse or security issues, comply with law, or as otherwise permitted by these Terms.
11.1 We may collect and use technical, diagnostic, usage, performance and aggregated data about the Service.
11.2 We may use such data to operate, secure, improve, analyse and develop Monty CRM, provided it does not identify the Customer, Authorised Users or identifiable individuals.
11.3 We may publish aggregated statistics if they do not identify the Customer or any individual.
12.1 Each party will comply with applicable data protection laws.
12.2 For Customer Personal Data processed through Monty CRM:
the Customer is normally the Controller;
Virtualnet is normally the Processor;
Schedule 1, Data Processing Addendum, applies.
12.3 Where we process personal data as an independent Controller, including account registration, billing, security, website analytics, direct customer communications and legal compliance, our Privacy Policy applies.
12.4 You are responsible for providing appropriate privacy notices to individuals whose personal data you put into Monty CRM.
12.5 You are responsible for responding to data subject requests where you are the Controller. We will provide reasonable assistance as described in Schedule 1.
13.1 We will maintain appropriate technical and organisational measures designed to protect Customer Data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure or access.
13.2 Security measures may include access controls, encryption in transit, backups, logging, monitoring, vulnerability management and personnel controls, as appropriate to the Service.
13.3 You are responsible for your own security configuration, including strong passwords, multi-factor authentication where available, user permissions, device security, and secure use of integrations.
13.4 No SaaS service can guarantee absolute security. You must promptly notify us of any suspected security issue affecting your Account.
14.1 Monty CRM may integrate with third-party services such as email providers, calendar providers, payment providers, analytics tools, automation tools, telephony providers, data enrichment providers, web forms or other applications.
14.2 Third-party services are not controlled by us and may be governed by their own terms and privacy policies.
14.3 You authorise us to exchange Customer Data with third-party services that you connect, enable or instruct us to use.
14.4 We are not responsible for third-party services, their availability, security, data handling, accuracy or continued functionality, except to the extent required by law.
14.5 If a third-party service changes, suspends or terminates access, we may modify or discontinue the related integration.
15.1 We use AI-assisted coding tools to help develop and maintain the software behind Monty CRM. Code produced with these tools is reviewed by our developers before release. These tools are given access to source code and test data only, never to Customer Data. Monty CRM does not currently include customer-facing AI features. If we introduce AI-assisted, automation, scoring, summarisation, enrichment or recommendation features, their outputs may be incomplete, inaccurate or unsuitable for your purposes.
15.2 You are responsible for reviewing outputs before relying on them.
15.3 You must not use AI or automated outputs as the sole basis for decisions that produce legal or similarly significant effects on individuals unless you have ensured compliance with applicable law.
15.4 We will not use Customer Data to train third-party foundation models unless we clearly disclose this and you have agreed where required by law or contract.
15.5 Product-specific AI or enrichment terms may apply where such features are enabled.
16.1 You must pay the Fees stated in the applicable Order, pricing page, invoice or checkout flow.
16.2 Fees may be charged monthly, annually, in advance, in arrears or based on usage, as stated in the Order.
16.3 Unless the Order says otherwise:
subscription Fees are payable in advance;
payment obligations are non-cancellable;
Fees paid are non-refundable except as expressly stated in these Terms or required by law.
16.4 You authorise us and our payment processors to charge your selected payment method for Fees, renewals, usage charges and applicable taxes.
16.5 You are responsible for VAT, sales tax, withholding tax, duties, levies and similar taxes, except taxes based on our net income.
16.6 If you are required to withhold tax, you must gross up payments so that we receive the full amount invoiced, unless prohibited by law.
16.7 If payment is overdue, we may charge interest at the statutory rate under the Late Payment of Commercial Debts (Interest) Act 1998 or, if lower, the maximum amount permitted by law.
16.8 We may suspend access for overdue amounts after reasonable notice, unless you are disputing the amount in good faith and paying undisputed amounts.
17.1 The Subscription Term is stated in the Order. If no term is stated, subscriptions continue monthly until cancelled.
17.2 Unless the Order says otherwise, subscriptions automatically renew for successive periods equal to the expiring term or one month, whichever is shorter, unless either party cancels before renewal.
17.3 You may cancel renewal through the Account, by contacting support, or by any other method we make available.
17.4 Cancellation stops future renewal. It does not automatically entitle you to a refund for the current term unless required by law or expressly agreed.
17.5 We may change Fees for a renewal term by giving reasonable notice before the renewal date.
18.1 We may offer trials, free plans, demos or test accounts.
18.2 Trial or free access may be limited by time, users, records, features, storage, support or usage.
18.3 We may modify or terminate trial or free access at any time.
18.4 Customer Data in a trial or free account may be deleted after the trial ends or after a period of inactivity, subject to any notice we choose to provide.
18.5 Production or business-critical use of trial, demo or beta environments is at your own risk.
19.1 We will provide support as described in the applicable plan, Order or support policy.
19.2 We aim to make Monty CRM available on a reliable basis, but we do not guarantee uninterrupted or error-free operation unless a separate service level agreement expressly applies.
19.3 We may perform maintenance, updates and emergency work. Where reasonably practicable, we will schedule planned maintenance to minimise disruption.
19.4 We are not responsible for downtime or issues caused by third-party services, internet connectivity, customer systems, misuse, force majeure, or circumstances outside our reasonable control.
20.1 We may provide onboarding, configuration, migration, training, implementation, data import, consultancy or development services.
20.2 Professional services will be described in an Order, statement of work or written proposal.
20.3 Unless stated otherwise, professional services outputs are provided for use with Monty CRM and do not transfer ownership of Monty CRM software, platform code or pre-existing intellectual property.
20.4 You must provide timely access, information, decisions and cooperation needed for us to perform professional services.
21.1 We and our licensors own all rights, title and interest in Monty CRM, the Service, Documentation, software, platform, interfaces, design, workflows, templates, know-how, analytics, product improvements, and related intellectual property.
21.2 These Terms do not transfer any ownership rights to you.
21.3 Subject to these Terms and payment of Fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable right during the Subscription Term to access and use the Service for your internal business purposes.
21.4 You must not remove proprietary notices or use Monty CRM branding except as permitted by our brand guidelines or written consent.
22.1 If you provide ideas, suggestions, enhancement requests or feedback, we may use them without restriction or payment to you.
22.2 You confirm that feedback is not confidential and does not contain third-party proprietary information unless you tell us in writing.
23.1 Each party may receive Confidential Information from the other.
23.2 Confidential Information means non-public information that is marked confidential or should reasonably be understood to be confidential given its nature and circumstances, including business, technical, financial, product, security and customer information.
23.3 The receiving party must:
use Confidential Information only to perform or receive the Services;
protect it using reasonable care;
not disclose it except to personnel, advisers, contractors and subprocessors who need to know it and are bound by confidentiality obligations.
23.4 Confidentiality obligations do not apply to information that:
becomes public without breach;
was already known without restriction;
is independently developed without use of Confidential Information;
is lawfully received from a third party without restriction.
23.5 A party may disclose Confidential Information where required by law, court order or regulator, provided it gives notice where legally permitted.
24.1 Each party warrants that it has legal power and authority to enter into these Terms.
24.2 We warrant that we will provide the paid Service with reasonable skill and care.
24.3 We do not warrant that:
the Service will be uninterrupted, error-free or completely secure;
Customer Data will never be lost, corrupted or subject to unauthorised access;
the Service will meet all of your requirements;
outputs, reports, forecasts, scoring, automations or recommendations will be accurate or suitable;
defects will be corrected within a specific timeframe unless an SLA applies.
24.4 Except as expressly stated in these Terms, all warranties, conditions and representations are excluded to the maximum extent permitted by law.
You warrant that:
you have all rights, consents, notices and lawful bases required to provide Customer Data to the Service;
Customer Data and your use of the Service will not infringe third-party rights or breach law;
you will comply with applicable data protection, marketing, communications, consumer, employment and industry laws;
you will not use the Service in a way that exposes us to unlawful, excessive or unreasonable risk.
26.1 You will indemnify and hold us harmless against claims, losses, damages, liabilities, costs and expenses, including reasonable legal fees, arising from:
Customer Data;
your breach of these Terms;
your breach of applicable law;
your communications with prospects, leads, customers or contacts;
your use of third-party services or integrations;
your misuse of the Service.
26.2 We will defend you against a third-party claim that the paid Service, when used in accordance with these Terms, infringes that third party’s UK intellectual property rights, and will pay damages finally awarded or settlement amounts approved by us.
26.3 Our indemnity does not apply to claims arising from:
Customer Data;
your modifications or combinations with other products or services;
use outside these Terms or Documentation;
free, beta or trial services;
third-party services;
continued use after we provide a workaround or instruction to stop.
26.4 If an infringement claim is made or likely, we may procure the right for you to continue using the Service, modify the Service, replace the Service, or terminate the affected Service and refund prepaid unused Fees for the terminated portion.
26.5 A party seeking indemnity must promptly notify the other party, provide reasonable cooperation, and allow the indemnifying party to control the defence and settlement, provided no settlement may admit fault or impose non-monetary obligations without consent.
27.1 Nothing in these Terms limits or excludes liability for:
death or personal injury caused by negligence;
fraud or fraudulent misrepresentation;
wilful misconduct;
breach of confidentiality where exclusion is not permitted by law;
payment obligations;
any liability that cannot be limited or excluded by law.
27.2 Subject to clause 27.1, neither party will be liable for:
loss of profits;
loss of sales or business;
loss of agreements or contracts;
loss of anticipated savings;
loss of or damage to goodwill;
indirect or consequential loss;
business interruption;
loss or corruption of data, except to the extent caused by our breach of the Data Processing Addendum and subject to the liability cap.
27.3 Subject to clause 27.1, each party’s total aggregate liability arising out of or relating to these Terms will not exceed the Fees paid or payable by the Customer for the Service in the 12 months immediately before the event giving rise to liability.
27.4 For free, trial or beta services, our total aggregate liability will not exceed £100.
27.5 The limitations apply whether the claim is in contract, tort including negligence, breach of statutory duty, misrepresentation, restitution or otherwise.
28.1 We may suspend access to all or part of the Service if:
payment is overdue;
you breach these Terms;
suspension is necessary to protect the Service, customers, third parties or us;
your use creates security, legal, operational or reputational risk;
required by law or a third-party provider.
28.2 Where reasonably practicable, we will give notice and an opportunity to remedy before suspension.
28.3 We will limit suspension to what is reasonably necessary.
29.1 Either party may terminate these Terms or an affected Order if the other party materially breaches these Terms and fails to remedy the breach within 30 days after written notice.
29.2 We may terminate immediately if:
you materially breach acceptable use, security, IP or legal compliance obligations;
your Account is used unlawfully or fraudulently;
we are required to do so by law;
continued provision creates material risk to us, the Service, customers or third parties;
you become insolvent, enter administration, liquidation or similar proceedings.
29.3 You may terminate if we materially reduce the core functionality of a paid Service during the Subscription Term and do not provide a reasonable workaround within 30 days after notice.
29.4 On termination:
your right to use the Service ends;
you must pay all unpaid Fees;
each party must return or destroy Confidential Information as required, subject to lawful retention;
the provisions intended to survive will continue.
30.1 During the Subscription Term, you may export Customer Data using available export tools or by requesting reasonable assistance.
30.2 After termination or expiry, we may retain Customer Data for a limited period to allow export, unless law or security requires otherwise.
30.3 After the retention period, we may delete Customer Data from active systems. Backups may persist for a further limited period and will be overwritten in the ordinary course.
30.4 We may retain limited records where required for legal, tax, accounting, security, dispute resolution or legitimate business purposes.
31.1 Unless you tell us otherwise in writing, we may identify you as a Monty CRM customer using your name and logo in customer lists, websites and marketing materials.
31.2 We will stop doing so after receiving a reasonable written request.
32.1 We may update these Terms from time to time.
32.2 For material changes to paid Services, we will provide reasonable notice by email, in-app notice, website notice or other reasonable means.
32.3 Changes will take effect on the stated effective date. If you continue using the Service after that date, you accept the updated Terms.
32.4 If a material change adversely affects you, you may object before the effective date. If we cannot resolve the objection, either party may terminate the affected Service and we will refund prepaid unused Fees for that Service.
32.5 Changes required by law, security, third-party providers or urgent operational reasons may take effect immediately.
33.1 Monty CRM is operated by a UK company but may be used by customers and users in other countries where we make it available.
33.2 You are responsible for ensuring your use of the Service is lawful in each country where you use it or make it available.
33.3 You must not use the Service in, or for the benefit of, countries, organisations or individuals subject to sanctions or export restrictions that apply to the UK, US, EU, UN or other relevant authorities.
33.4 We may restrict access where required by law or where we reasonably determine that providing the Service would create legal or sanctions risk.
34.1 Monty CRM is supplied for business use only.
34.2 If despite this a consumer-law regime applies, nothing in these Terms affects rights that cannot legally be excluded.
34.3 If you are acting as a consumer, you must not create a business Account without first contacting us so we can confirm whether we are willing and able to supply the Service to you.
Neither party is liable for delay or failure to perform caused by events outside its reasonable control, including internet failures, hosting failures, utility failures, cyberattacks, labour disputes, natural disasters, war, terrorism, government action, epidemics, supply-chain failure or third-party service failure. Payment obligations are not excused.
36.1 We may give notices by email, in-app message, account notification, website notice or post.
36.2 Notices to us must be sent to the contact details published on the Monty CRM website or otherwise notified by us.
36.3 Legal notices must be clearly marked for the attention of the legal or company contact.
37.1 You may not assign, transfer or novate these Terms without our written consent, except to a successor in connection with a merger, acquisition, reorganisation or sale of substantially all assets, provided the successor is not our competitor and assumes your obligations.
37.2 We may assign, transfer or novate these Terms to an Affiliate, successor, purchaser or as part of a corporate reorganisation.
We may use Affiliates, employees, contractors, hosting providers, payment processors, support providers and other subcontractors to provide the Service. We remain responsible for our obligations under these Terms, subject to their terms and the limitations stated here.
These Terms and the documents incorporated into them form the entire agreement between the parties regarding the Service and replace all prior discussions, proposals, representations and agreements about the Service.
A delay or failure to enforce a right is not a waiver. A waiver must be in writing and applies only to the specific circumstances stated.
If any provision is invalid or unenforceable, the remaining provisions continue in effect. The invalid provision will be replaced or interpreted to achieve the closest lawful commercial effect.
Except where expressly stated, no person other than the parties has rights under the Contracts (Rights of Third Parties) Act 1999 to enforce these Terms.
43.1 These Terms and any dispute or claim arising out of or relating to them are governed by the laws of England and Wales.
43.2 The courts of England and Wales have exclusive jurisdiction, except that we may seek injunctive or equitable relief in any jurisdiction to protect intellectual property, confidentiality, security or misuse of the Service.
1.1 This Data Processing Addendum forms part of the Terms and applies where Virtualnet Marketing Ltd trading as Monty CRM processes Customer Personal Data as Processor on behalf of the Customer.
1.2 This DPA is intended to satisfy Article 28 of the UK GDPR and, where applicable, equivalent requirements under EU GDPR and other data protection laws.
1.3 If there is a conflict between this DPA and the Terms regarding Processing of Customer Personal Data, this DPA takes priority.
2.1 The Customer is the Controller of Customer Personal Data, unless the parties agree otherwise in writing.
2.2 Monty CRM is the Processor of Customer Personal Data.
2.3 The Customer determines the purposes and means of Processing. Monty CRM Processes Customer Personal Data only to provide the Service and in accordance with documented instructions.
3.1 The Customer instructs Monty CRM to Process Customer Personal Data to:
provide, operate, secure and support the Service;
host, store, transmit, retrieve and display Customer Data;
enable CRM functionality, workflows, reporting, integrations and exports;
provide technical support and troubleshooting;
prevent, investigate and address security, abuse or service issues;
comply with applicable law.
3.2 The Customer’s documented instructions include the Terms, Orders, account configuration, product settings, support requests and written instructions.
3.3 Monty CRM will inform the Customer if, in its opinion, an instruction infringes applicable data protection law, unless prohibited by law.
The subject matter, duration, nature and purpose of Processing, types of Personal Data and categories of Data Subjects are set out in Annex A.
Monty CRM will ensure that persons authorised to Process Customer Personal Data are subject to appropriate confidentiality obligations.
6.1 Monty CRM will implement appropriate technical and organisational measures to protect Customer Personal Data.
6.2 Measures may include those listed in Annex B, taking into account the nature of the Service, risks, state of the art, implementation costs, scope, context and purposes of Processing.
6.3 The Customer is responsible for using available security controls appropriately, including user access management, authentication settings and integration permissions.
7.1 The Customer gives general authorisation for Monty CRM to use Subprocessors to provide the Service.
7.2 Monty CRM will impose data protection obligations on Subprocessors that are no less protective than those in this DPA in all material respects.
7.3 Monty CRM remains responsible for Subprocessors’ performance of data protection obligations.
7.4 Monty CRM will maintain a list of Subprocessors on its website, in its documentation, or make it available on request. The current list is published on our Subprocessors page.
7.5 Monty CRM will provide notice of new Subprocessors where required by law. The Customer may object on reasonable data protection grounds. If the parties cannot resolve the objection, the Customer may terminate the affected Service and receive a refund of prepaid unused Fees for that Service.
8.1 Customer Personal Data may be Processed in the United Kingdom, European Economic Area and other countries where Monty CRM or its Subprocessors operate.
8.2 Where Customer Personal Data is transferred outside the UK or EEA in a manner requiring safeguards, Monty CRM will use appropriate transfer mechanisms such as:
UK International Data Transfer Agreement;
UK Addendum to EU Standard Contractual Clauses;
EU Standard Contractual Clauses;
adequacy regulations or decisions;
another lawful transfer mechanism.
8.3 The Customer authorises Monty CRM to enter into such mechanisms on its behalf where required to provide the Service.
9.1 Taking into account the nature of Processing, Monty CRM will provide reasonable assistance to the Customer to respond to requests from Data Subjects exercising their rights.
9.2 If Monty CRM receives a request directly from a Data Subject concerning Customer Personal Data, it may direct the Data Subject to the Customer unless legally required to respond.
9.3 The Customer is responsible for verifying and responding to Data Subject requests as Controller.
Monty CRM will provide reasonable assistance with the Customer’s obligations relating to security, breach notification, data protection impact assessments and regulator consultation, taking into account the nature of Processing and information available to Monty CRM.
11.1 Monty CRM will notify the Customer without undue delay after becoming aware of a Personal Data Breach affecting Customer Personal Data.
11.2 The notice will include available information reasonably required for the Customer to meet breach notification obligations.
11.3 Monty CRM’s notification or response to a Personal Data Breach is not an admission of fault or liability.
12.1 At the Customer’s choice, and subject to the Service’s functionality, Monty CRM will delete or return Customer Personal Data after termination of the Service.
12.2 Monty CRM may retain Customer Personal Data where required by law, backup retention, security, dispute resolution or legitimate business records, provided it remains protected and is not actively Processed except as necessary.
13.1 Monty CRM will make available information reasonably necessary to demonstrate compliance with this DPA.
13.2 If required by applicable law, the Customer may request an audit no more than once per year, unless a Personal Data Breach or regulator requirement justifies more frequent review.
13.3 Audits must be conducted on reasonable notice, during business hours, without disrupting Monty CRM’s operations, and subject to confidentiality and security requirements.
13.4 Monty CRM may satisfy audit obligations by providing security documentation, certifications, questionnaires, summaries, third-party reports or equivalent materials.
Liability under this DPA is subject to the limitations and exclusions in the Terms, unless prohibited by applicable data protection law.
Provision of Monty CRM, a cloud-based CRM system, including hosting, storage, access, support, maintenance, integrations, reporting, automation and related services.
For the Subscription Term and any post-termination retention period required for export, deletion, backup, legal compliance or dispute resolution.
Collection, recording, organisation, structuring, storage, adaptation, retrieval, consultation, use, transmission, disclosure by transmission, restriction, erasure and destruction of Customer Personal Data as necessary to provide the Service.
Depending on Customer use:
Customer’s employees, contractors and Authorised Users;
Customer’s prospects, leads and sales contacts;
Customer’s customers and clients;
suppliers, partners and business contacts;
website or form submitters;
other individuals whose details are entered into Monty CRM.
Depending on Customer use:
names;
job titles;
company names;
business addresses;
email addresses;
telephone numbers;
CRM notes;
lead and opportunity records;
communications history;
task and activity records;
preferences and consent indicators;
support records;
account credentials and user identifiers;
IP addresses, logs and device/browser metadata;
custom fields configured by the Customer.
The Service is not intended for special category personal data, criminal offence data, children’s data, health data, payment card data or highly sensitive identifiers unless expressly agreed in writing.
Continuous or as initiated by the Customer and Authorised Users.
Monty CRM maintains security measures appropriate to the Service, including where applicable:
role-based access controls;
unique user accounts;
administrative permission controls;
access review procedures;
least-privilege access for personnel;
prompt removal of access when no longer required.
password controls;
secure session management;
multi-factor authentication where available;
protection against unauthorised account access.
encryption in transit using TLS or equivalent secure protocols;
encryption at rest where appropriate and available;
secure handling of secrets, tokens and credentials.
reputable hosting providers;
network security controls;
monitoring and logging;
vulnerability management;
patching procedures;
segregation of customer environments where appropriate.
regular backups;
backup access controls;
disaster recovery and restoration procedures proportionate to the Service;
continuity planning.
confidentiality obligations for personnel;
security awareness appropriate to roles;
restricted access to production systems;
support access only where required.
procedures to identify, investigate and respond to security incidents;
escalation processes;
breach notification workflows;
post-incident review where appropriate.
due diligence for key Subprocessors;
contractual data protection obligations;
review of material supplier changes.
1.1 The Customer is responsible for the accuracy, quality, legality and retention of CRM records.
1.2 Monty CRM is not responsible for verifying whether a contact, lead, opportunity or note is accurate, complete, up to date or lawful.
2.1 If the Customer imports data, the Customer confirms it has the right to import and use that data.
2.2 Monty CRM may reject, throttle, suspend or remove imports that create security, operational, legal or deliverability risk.
3.1 Where Monty CRM provides or integrates with email, SMS, messaging or telephony tools, the Customer is responsible for communication content, recipient selection and legal compliance.
3.2 The Customer must maintain suppression lists, unsubscribe records and consent records where required.
3.3 Monty CRM may suspend sending or integration functionality if use risks spam complaints, blacklisting, unlawful marketing or platform abuse.
4.1 CRM integrations may require access to third-party accounts.
4.2 The Customer is responsible for authorising integrations, monitoring what data is shared, and revoking access when no longer needed.
4.3 Integration availability depends on third-party APIs and permissions.
Reports, dashboards, forecasts and analytics are informational only and should not be treated as financial, legal, tax or professional advice.
6.1 Templates and automations are provided to improve workflow efficiency.
6.2 The Customer is responsible for testing automations before use and ensuring automated actions are lawful and appropriate.
These Website Terms apply to public use of the Monty CRM website and any replacement or related website that links to these terms.
Website content is provided for general information only. It may change without notice.
Website content is not legal, financial, tax, marketing, compliance or professional advice.
We do not guarantee that the website will always be available, secure or error-free.
All website content, design, logos, text, graphics and materials are owned by or licensed to Virtualnet Marketing Ltd unless stated otherwise.
You must not misuse the website, attempt unauthorised access, introduce malware, scrape content at scale, or use the website unlawfully.
The website may link to third-party sites. We are not responsible for third-party content, terms or privacy practices.
If the website is marked or understood to be in draft, testing, staging or preview form, content may be incomplete, inaccurate or subject to change and should not be relied on as final commercial or legal information.
Free 15-minute demo
No fluff, just a 15-minute walkthrough.
Tired of hour-long software presentations full of corporate jargon? So are we. We'll jump on Google Meet, show you how MontyCRM keeps your pipelines clean and your team focused, and answer your questions, without the high-pressure sales pitch.
Once booked, you'll get a calendar invite with your Google Meet link.