Legal and commercial policy

Cancellation and Refund Policy

Cancellation, refund and payment-dispute rules for CRMExpert subscriptions and services.

Effective and last reviewed: 30 July 2026
This policy applies to services supplied under the CRMExpert brand by CRMExpert.

Trial and subscription cancellation

A free trial may be cancelled before paid conversion. Approved third-party usage, onboarding or custom work remains payable.

Cancellation stops future renewal and normally leaves access available until the current paid term ends.

Eligible refunds

Review is available for duplicate charges, proven billing errors, promptly reported unauthorised payments, or paid service not provisioned.

Submit within 7 calendar days with the account email, receipt number, transaction reference and reason.

Non-refundable charges

Used subscription periods, completed onboarding, migration, training, custom development, infrastructure purchases and consumed email, AI, telephony, WhatsApp or other third-party usage are non-refundable unless law requires otherwise.

Processing timeline

We normally acknowledge complete requests within 2 business days and decide within 7 business days. Approved refunds go to the original payment method and may take 5 to 10 business days to appear.

Failed or pending payments

Failed payments do not activate a paid plan. Report a pending debit with its transaction reference for reconciliation before activation or refund. Contact support before raising a chargeback so we can investigate.

Include your registered account email and invoice or receipt number in billing requests. You can also use our contact/request form.