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Refund & Cancellation Policy

Last updated: September 22, 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.

7-Day Free Trial

We offer a 7-day free trial with access to Starter features—no credit card required. Please test TechOne CRM thoroughly during this period before starting a paid subscription. You can stop using the trial anytime; no charge applies during the trial.

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

No refunds after paid use begins

Once you start a paid subscription and begin using the service (for example logging in, sending WhatsApp messages, importing leads, or using CRM features under that paid plan), the subscription payment is non-refundable.

This includes cases where you later cancel, downgrade, or stop using the platform and ask to “go back” after you have already used paid access. Unused remaining time on a billing period is also not refunded when you cancel mid-cycle.

  • Free trial: No payment, no refund needed—cancel/stop anytime during the 7-day trial
  • Paid subscription after any use: No refund
  • Renewals: Non-refundable (cancel before the renewal date to avoid the next charge)

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 before charging when possible

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 may be granted at our discretion only in limited cases such as:

  • Service disruption: Extended platform downtime preventing use of core features for which you paid
  • 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. Discretionary reviews do not create a general right to a refund after paid use.

How to Contact Us About Billing

For billing questions or the limited exceptions above:

  1. Go to Contact Us or email support@techonecrm.com
  2. Include your account email and payment / invoice details
  3. Briefly explain the issue
  4. We'll respond within 24 hours where possible

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 often be avoided by contacting us about billing issues first

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?

Legal & Compliance

This refund policy is intended for B2B software subscriptions and is subject to applicable Indian law. For any disputes, please refer to our Terms of Service.

Need help? Our support team is here to assist. Reach out anytime or email support@techonecrm.com.

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