Callwell Privacy Policy & GDPR Information

How we use your information
This privacy notice tells you what to expect when Callwell collects personal information. It applies to information we collect about:

  • Visitors to our websites
  • E-newsletters
  • Other storage of data
  • Callwell Enquiry System
  • Security and performance
  • People who contact us via social media
  • People who call us
  • People who email us
  • People who use our LiveChat service
  • People who make a complaint to us
  • People who receive a text message (also known as an SMS) from us
  • Job applicants, current and former Callwelll employees
  • Complaints or queries

Visitors to our websites
When someone visits callwell.co.uk we use a third party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website. If we do want to collect personally identifiable information through our website, we will be up front about this. We will make it clear when we collect personal information and will explain what we intend to do with it.

E-newsletter
We use a third party provider, Mailchimp, to deliver our e-newsletter. We gather statistics around email opening and clicks using industry standard technologies including clear gifs to help us monitor and improve our e-newsletter. For more information, please see Mailchimp’s privacy notice.

Other storage of data
We collect feedback from members of the public and customers and store this data in Evernote and Dropbox. In addition various surveys are operated by ourselves and hosted by Surveymonkey.
Evernote, Dropbox and Surveymonkey are data processors for Callwell and only process personal information in line with our instructions. For more information please see Evernote’s privacy notice or Dropbox’s Privacy Policy or  Surveymonkey’s privacy notice. 

Callwell Enquiry System
The Callwell enquiry system operates within a strict security protocol. The Callwell Enquiry System operates as a Data Processor on behalf of business customers. The Callwell system is protected under copyright and is Patent Pending application number: 1618657.9. Full details of all Third Party applications used to deliver the Callwell service are private and confidential. All third party applications have security protocols in place and all of which are either located in the European Union or are part of the EU-US Privacy Shield. For more specific information in relation the data held within these Third Party applications please contact:
Email: Security@callwell.co.uk
Or write to:
Information Governance Department
Callwell Limited
5 Eleanor’s Cross
Dunstable
Beds
LU6 1SN

Data is stored on secure servers based in the United Kingdom with various backups to servers in Germany. We use the services of both Digital Ocean and Amazon AWS. For more information please see Digital Oceans Privacy Notice or Amazon AWS Privacy Policy.

Security and performance
Callwell uses a third party service to help maintain the security and performance of the Callwell website. To deliver this service it processes the IP addresses of visitors to the Callwell website.

People who contact us via social media
Where contact is made with us via social media we will not share your information with any other organisations.

People who call us
When you call our offices we collect Calling Line Identification (CLI) information. We use this information to help improve its efficiency and effectiveness.

Our telephone lines also use the services of an overflow service where we are unable to deal with enquiries promptly. The company that provides this service does not retain any information from the calls or record them.
Telephone calls are recorded and recordings are encrypted and retained on our servers. 

People who email us
Callwell use Google to provide email services. Any email sent to us, including any attachments, may be monitored and used by us for reasons of security and for monitoring compliance with office policy. Email monitoring or blocking software may also be used. Please be aware that you have a responsibility to ensure that any email you send to us is within the bounds of the law.

People who use our LiveChat service
We use a third party provider, to supply and support our LiveChat service, which we use to handle customer enquiries in real time.
If you use the LiveChat service we will collect your name, email address (optional) and the contents of your LiveChat session. This information will be retained for two years and will not be shared with any other organisations.
You can request a transcript of your LiveChat session if you provide your email address at the start of your session or when prompted at the end.

People who make a complaint to us
When we receive a complaint from a person we make up a file containing the details of the complaint.
This normally contains the identity of the complainant and any other individuals involved in the complaint.
We will only use the personal information we collect to process the complaint and to check on the level of service we provide. We do compile and publish statistics showing information like the number of complaints we receive, but not in a form which identifies anyone.
We will keep personal information contained in complaint files in line with our retention policy. This means that information relating to a complaint will be retained for two years from closure. It will be retained in a secure environment and access to it will be restricted according to the ‘need to know’ principle.
Similarly, where enquiries are submitted to us we will only use the information supplied to us to deal with the enquiry and any subsequent issues and to check on the level of service we provide.

People who receive a text message (also known as an SMS) from us

As a Data Processor our service can include the sending of a text message following the completion of a telephone call. The Data Controllers hold the responsibility for whether a text message is sent or not. You can request a copy of any text message by contacting our Information Governance department and making a Subject Access Request. 

Job applicants, current and former Callwell employees
When individuals apply to work at Callwell, we will only use the information they supply to us to process their application and to monitor recruitment statistics. Where we want to disclose information to a third party, for example where we want to take up a reference or obtain a ‘disclosure’ from the Criminal Records Bureau we will not do so without informing them beforehand unless the disclosure is required by law.
Personal information about unsuccessful candidates will be held for 12 months after the recruitment exercise has been completed, it will then be destroyed or deleted. We retain de-personalised statistical information about applicants to help inform our recruitment activities, but no individuals are identifiable from that data.
Once a person has taken up employment with Callwell, we will compile a file relating to their employment. The information contained in this will be kept secure and will only be used for purposes directly relevant to that person’s employment. Once their employment with Callwell has ended, we will retain the file in accordance with the requirements of our retention schedule and then delete it.

Complaints or queries
Callwell tries to meet the highest standards when collecting and using personal information. For this reason, we take any complaints we receive about this very seriously. We encourage people to bring it to our attention if they think that our collection or use of information is unfair, misleading or inappropriate. We would also welcome any suggestions for improving our procedures.
This privacy notice was drafted with brevity and clarity in mind. It does not provide exhaustive detail of all aspects of Callwell’s collection and use of personal information. However, we are happy to provide any additional information or explanation needed. Any requests for this should be sent to the address below.

Access to personal information
Callwell tries to be as open as it can be in terms of giving people access to their personal information.
Individuals can find out if we hold any personal information by making a ‘subject access request’ under the Data Protection Act 1998. If we do hold information about you we will:

  • give you a description of it;
  • tell you why we are holding it;
  • tell you who it could be disclosed to; and
  • let you have a copy of the information in an intelligible form.

To make a request to Callwell for any personal information we may hold you need to put the request in writing addressing it to our Information Governance Department, or writing to the address provided below.
If you agree, we will try to deal with your request informally, for example by providing you with the specific information you need over the telephone.
If we do hold information about you, you can ask us to correct any mistakes by, once again, contacting the Information Governance department.

Links to other websites
This privacy notice does not cover the links within this site linking to other websites. We encourage you to read the privacy statements on the other websites you visit.

Changes to this privacy notice
We keep our privacy notice under regular review. This privacy notice was last updated on 14th December 2017

How to contact us
If you want to request information about our privacy policy you can email us or write to:
Information Governance Department
Callwell Limited
5 Eleanor’s Cross
Dunstable
Beds
LU6 1SN

Enquiry alerts

Callwell Alerts allows you to notify key personnel, by email, if a lead has not been called by the local branch. The alerts are easy to setup by your company administrator.

Examples of alerts commonly used:

  • Any enquiry not called back within 1 hour - Branch manager receives email.
  • Branch managers receiving an alert if the Callwell Score below a set threshold.
  • Business owners receive an alert if the Callwell Score falls below a very low threshold.

Callwell Alerts are included as part of your Callwell Pro package.

Scheduled calls with Morning Caller

Approximately 50% of leads are received between 6pm and 9am the next morning and generally, we are at our most productive during the first 90 minutes of our working day. Which makes it even harder to call all your over-night leads before your competitor.

Callwell's Morning Caller schedules your over-night enquiries to start calling your branch at 10 minutes after your Callwell opening time and then one lead will call every 10 minutes from that point onwards.

Ensuring you and your team deal with those hard to come by leads quickly and efficiently, while maximising your ability to carry out business.

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Inbound calls and ad tracker

Callwell does a brilliant job in helping agent with lead management of their portal and web email enquiries, but what about the Phone Calls?  

Callwell can also help with these.  We give you a dedicated number you can use for the portals and your own website leads.  This can be the same number or a dedicated number for each if you want to see the volumes and quality from each.  This number connects to your branch number or a mobile number if you wish. 

The call shows in your Callwell Enquiry Screen in the same way as an email.  If the caller has also emailed then we can show you caller details.  Then simply answer the phone in the usual way.  

From this system you can also send SMS text auto responders, follows ups and ask additional questions.  

Just another helpful tool from Callwell - allowing you to make that first great impression, first time every time.  

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Email integrations

Send automated messages through our integration with Mailchimp.

ROI indicator

Our ROI indicator is clever! Used on a regular basis, this feature will help you understand exactly what you are getting from the portals you use.

For example, if you upload the details of the completions last month, the amount each ‘deal’ is worth and the amount paid for the source or portal, our report will show you your ‘Return on Investment’.

Your report will be stored on Callwell and can be retrieved at any time. The report is designed to be printed as a PDF for management or board meetings (or perhaps meetings with your portal provider!).

Team insights

Callwell team insights provides you with the ability to review the individual KPIs of each staff member in real time. For each individual the Performance screen shows:

  • Callwell score: The Average Callwell Score achieved
  • Enquiries: Number of enquiries the individual has clicked to ‘claim’
  • Calls (attempted) and (successful): The total number of each type of call
  • Total call time and average call time: Total time spent on calls and the average time for each call
  • Average review score: Where reviews is switched on the average star rating for reviews received

Performance included as part of your Callwell Pro package.

Live management reporting

Live Management Reports provide you with headline statistics and ensure you never lose touch of branch activity. We will provide you with a URL link that instantly presents  the number of leads received, broken down into enquiry types.

Within seconds you can filter out your valuation numbers and check whether contact has been made. This not only highlights leads received during working hours, but will give you detail on contacts made to those out-of-hours enquiries.

Scoring and leaderboards

Real-time customer service leaderboards

Callwell Score – each lead is given 1,000 point, a point is lost during working hours for every minute a lead is not both claimed or called, only a successful call will count. 

Callwell Scoring is optional and can be turned on or off. Your team can view a Callwell Score league table in real-time, at branch level and area level, leveraging their competitive nature to drive improved customer experience.

Your senior management can benchmark the overall Callwell Score against that of competitors, see Company Report. The performance of individual colleagues can be viewed, in the team insights report.

Statistics dashboard & reports

We provide real-time data analysis through Callwell's dashboard to help you manage your performance.

Missed enquiry alerts

Callwell Alerts allows you to notify key personnel, by email, if a lead has not been called by the local branch. The alerts are easy to setup by your company administrator.

Examples of alerts commonly used:

  1. Any enquiry not called back within 1 hour - Branch manager receives email.
  2. Branch managers receiving an alert if the Callwell Score below a set threshold.
  3. Business owners receive an alert if the Callwell Score falls below a very low threshold.

Email and SMS auto responders

Callwell auto responders help you stay in contact with you customers 24/7.

As soon as the customer makes an enquiry, they receive an email or text message with a message of your choice. The messages can be configured to be sent during the hours that you specify, for example, you may want a slightly different wording on the message that you send over the weekend to those during the week.

All auto responders can be branded with your logo.

Lead qualification

Callwell auto responders help you stay in contact with you customers 24/7. As soon as the customer makes an enquiry, they receive an email or text message asking them to click on a link and complete a simple form. When they click submit Callwell will update the system with the information, immediately. This feature enables you to gather the essential information you require in order to prioritise the customers you speak to.

Callwell automatically replies to a new enquiry, by SMS or email, asking predetermined questions regarding rental budget and household income, then we qualify the tenant allowing you to prioritise who to call first.

This feature is completely flexible and can sent at the times of day you choose, asking the questions that are important to your business. You can also brand the message with your logo.

Lead assign

Callwell Assign ensures to never forget which lead to give to which negotiator to follow up on and you’ll never have to print an enquiry again.

Enquiry type identified

Enquiry type & source of the lead displayed in the enquiry dashboard.

Depending upon which dropdown selections the customer has made, there are 22 definitions of enquiry type. These include Vendor, Landlord, Tenant, Viewing, First time buyers etc. All types are displayed in our easy-to -read format.

We also include the source of the lead, your own website, portals, or other advertising sources, our aim to give you full visibility on where an enquiry comes from and the type of enquiry.

Internal messenger

Callwell Messenger provides the user the ability to pass a lead, message, reminder or referral to a colleague in their office or another branch.

  • Enter the Name and Telephone number and choose the Type of the lead.

 

  • Choose the branch or users you would like the message to go to. Then add your text.

 

  • Once you click Create, the message will appear on the Callwell Enquiry screen of the branch or user you choose.

Full contact history

Recording all your call outcomes through Callwell means all your history is in one place.

Manual call back

Manual Calling enables a user to call customers using the Callwell system.

The feature is simple to use; open an enquiry and click Call Now and you’ll receive a call back from Callwell, press 1 and you’ll be in touch with your customer.

Record the outcome of your call and this will put the enquiry in your name, Call history will also update. Manual calls will come out of your allocated call minutes, and these will differ depending if you have Callwell Pro or Callwell Essentials.

All your leads in one place

Incoming customer emails, from all of the sources that you invest in, are displayed in a consistent easy-to-read format. The leads are all in one place and displayed in date and time order.

You can see at a glance the leads actioned, how they have been actioned, who’s actioned them.  If the action was via a call you can also see in Call History the call duration, and the number of times the call was attempted.

You can also see clearly the details from the original lead about the vendor or applicant, the property they were interested in and any notes that they added to the enquiry.

Instant calls

Instant Calls – if an email enquiry is sent during working hours, the Callwell system will ring your branch number, once a member of staff picks up the phone they will hear an automated message telling them the source of the lead, and the enquirers name, they are then asked to press 1 to be connected.

They then have approx. 20 seconds before the phone will ring at the applicant/vendors end, this gives you time to look at your Callwell dashboard to see all details about the enquiry.

This delivers several advantages, the phone will ring your branch seconds after the enquiry has been sent giving you a much greater chance of getting through to the person.

The speed of call will also get you in front of many other agents that don’t have this type of system, the sweet spot especially for valuation enquiries is to call back within 30 minutes or run the risk of missing out.