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Refund & Cancellation Policy

Last updated: August 9, 2026

At TechOne CRM, we want you to be completely satisfied with our WhatsApp CRM platform. This policy explains our refund and cancellation terms in clear, straightforward language.

14-Day Free Trial

We offer a 14-day free trial with full access to all features—no credit card required. We strongly encourage you to test TechOne CRM thoroughly during this period to ensure it meets your business needs before committing to a paid plan.

Subscription Cancellation

Monthly Subscriptions

You can cancel your monthly subscription at any time through your dashboard (Billing → Cancel Auto-Renew). When you cancel:

  • Your access continues until the end of your current billing period
  • You will not be charged for the next month
  • Your data remains accessible until the paid period expires
  • No cancellation fees apply

Annual Subscriptions

You can cancel your annual subscription at any time. When you cancel:

  • Your access continues until the end of your current billing year
  • You will not be charged for the next year
  • Your data remains accessible until the paid period expires
  • No cancellation fees apply

Refund Policy

7-Day Money-Back Guarantee

For first-time paid subscriptions, we offer a 7-day money-back guarantee:

  • If you're not satisfied within 7 days of your first paid subscription payment, request a full refund
  • Contact us at our support page or email support with your refund request
  • We'll process your refund within 5-7 business days
  • Refunds are issued to the original payment method

Renewal Charges

Subscription renewals (monthly or annual) are non-refundable. Since we bill in advance for the upcoming period, we cannot refund renewal charges. To avoid renewal charges:

  • Cancel your subscription before your renewal date
  • Check your renewal date in Dashboard → Billing
  • We send renewal reminder emails 7 days before charging

WhatsApp Balance Top-Ups

WhatsApp balance top-ups are non-refundable because:

  • WhatsApp conversation costs are paid directly to Meta (WhatsApp's parent company)
  • Once messages are sent, Meta charges us immediately
  • Unused WhatsApp balance remains in your account and never expires
  • You can use it anytime, even after canceling and reactivating later

Exceptions & Special Cases

Refunds outside the 7-day window may be granted at our discretion in cases of:

  • Service disruption: Extended platform downtime preventing use of core features
  • Billing errors: Duplicate charges or incorrect amounts charged
  • Account issues: Technical problems preventing access that we cannot resolve

Contact our support team with details, and we'll review your request within 2-3 business days.

How to Request a Refund

To request a refund within the 7-day money-back guarantee period:

  1. Go to Contact Us or email support@yourdomain.com
  2. Include your account email and subscription payment date
  3. Briefly explain your reason for the refund (helps us improve)
  4. We'll respond within 24 hours and process approved refunds within 5-7 business days

Data Retention After Cancellation

When your paid subscription expires:

  • 30 days: Your data remains accessible in read-only mode
  • After 30 days: Your account is archived, and data is no longer accessible
  • After 90 days: Your data may be permanently deleted from our servers
  • Export your data: Use Leads → Export to download your contacts before canceling

Chargebacks

Please contact us before filing a chargeback with your bank or credit card company. Chargebacks:

  • Result in immediate account suspension
  • May incur chargeback fees (₹1,500-₹2,500) which we may recover
  • Can be avoided by contacting us—we're happy to discuss refunds or billing issues

Plan Downgrades

You can downgrade your plan anytime:

  • Go to Dashboard → Billing → Plans
  • Select a lower-tier plan
  • Downgrade takes effect at the end of your current billing cycle
  • No prorated refunds for unused time on higher-tier plans

Plan Upgrades

When you upgrade your plan:

  • Upgrade takes effect immediately
  • You're charged a prorated amount for the remainder of your billing cycle
  • Next billing cycle charges the full upgraded plan price

Contact Support

Questions about refunds, cancellations, or billing?

  • Email: support@yourdomain.com
  • Contact form: Contact Us
  • Support tickets: Submit a ticket (logged-in users)
  • Response time: We respond to refund requests within 24 hours

Legal & Compliance

This refund policy complies with Indian consumer protection laws and international standards. For B2B customers, refunds are governed by this policy and your service agreement. For any disputes, please refer to our Terms of Service.

Need help? Our support team is here to assist. We'd rather resolve your concerns than lose you as a customer. Reach out anytime.

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