Refund Policy
This policy explains how cancellations, refunds and seat changes work on paid plans. The 30-day free trial is free, so there is nothing to refund if you stop during the trial.
1. Monthly plans
Monthly plans can be cancelled at any time. Cancellation takes effect at the end of the current month. Fees already paid for that month are not refunded, and the workspace stays available until the month ends.
2. Annual plans
Annual plans can be cancelled within 30 days of the first annual payment for a refund of unused months, less the months already used at the monthly rate. After 30 days, annual plans continue to the end of the paid term and are not refunded.
3. Fewer salespeople
If your field force shrinks, you can lower the seat count from the next billing period. On annual plans, seat reductions apply from the next renewal.
4. More salespeople
New salespeople added during a period are charged pro rata for the remaining days and added to the next invoice.
5. Service issues
If the service is unavailable for an extended period that prevents you from running a scheduled payout, contact us. We will review the impact and credit fees for the affected period.
6. Billing errors
If you were charged in error, such as a duplicate charge or the wrong seat count, the difference is refunded in full to the original payment method.
7. How to request a refund
- Write to us through the Contact page with your workspace name and invoice number.
- Tell us what you are asking for and why.
- Approved refunds are processed within 10 business days to the original payment method.