the short version
- TracelyCRM is a digital service, so all payments are final and non-refundable.
- Try everything free for 14 days first. No card, no charge.
- Cancel any time. You keep access until the end of the period you paid for, and you won't be charged again.
- If you are charged twice or by mistake, we reverse the extra charge.
01No refunds
TracelyCRM is a digital software service. Your workspace and every paid feature are delivered to you online the moment your payment is confirmed. For this reason, all payments are final and we do not offer refunds, in full or in part, for:
- monthly or yearly subscriptions, including renewals;
- unused time left in a billing period after you cancel;
- unused leads, AI usage, Lead Finder credits or other plan limits;
- downgrades, or a change of mind after paying;
- accounts suspended or terminated for breaking our Terms of Service.
The only exception is a duplicate or mistaken charge, described in section 5.
02Free trial
Because payments can't be refunded, every new workspace gets a 14-day free trial with full access, so you can make sure TracelyCRM fits your business before you pay. We don't ask for a card to start, and nothing is charged during or after the trial unless you choose a paid plan.
03Cancelling
You can cancel your subscription at any time from the billing page in the app where available, or by writing to [email protected] from your account's email address. We confirm every cancellation by email.
When you cancel, auto-renewal stops straight away. Your workspace stays fully active until the end of the billing period you have already paid for, and you will not be charged again. Cancel before your renewal date to avoid the next charge. Before your access ends you can export your data, and you can ask us for an export for 30 days afterwards.
04Upgrades & downgrades
Upgrades take effect immediately. You pay only the difference for the rest of your current billing period, as shown at checkout.
Downgrades take effect at your next renewal, so you keep the higher plan for the time you have paid for. No refund or credit is given for the higher plan.
05Duplicate or mistaken charges
If you are charged twice for the same period, charged after you had already cancelled, or charged the wrong amount because of an error on our side, we reverse the extra amount in full. Email [email protected] with your workspace name and the payment ID, date and amount. We reply within 2 business days, and the reversal goes back to your original payment method, usually within 5–7 business days depending on your bank.
If money left your account but the payment failed and your plan was not activated, your bank or our payment partner normally returns it automatically within 5–7 business days. If it doesn't, write to us and we will sort it out.
06Third-party charges
We don't control, and can't refund, charges from services you connect to TracelyCRM, such as your ad spend on Meta or Google or your email provider's fees. Please contact those providers directly.
07Delivery of the service
TracelyCRM is software delivered online. Nothing is shipped. Your workspace is available at app.tracelycrm.com as soon as you sign up, and paid plans are activated as soon as payment is confirmed, with a receipt sent to your email.
08Contact
Questions about billing or cancellations: [email protected]
This policy is part of our Terms of Service.