Refund Policy

TidyCRM is a subscription service billed monthly in advance through Stripe. This policy explains when refunds are and aren't issued. Questions: billing@tidycrms.com.

Your plan renews automatically each month until you cancel. You can cancel anytime from Settings → Billing (the Stripe customer portal). When you cancel, your subscription stays active through the end of the period you've already paid for, and you are not charged again.

We do not automatically prorate or refund the unused portion of a billing period after a cancellation — you keep access until the period ends.

If TidyCRM isn't right for you, email billing@tidycrms.com within 7 days of your first payment and we'll refund that charge in full — no lengthy back-and-forth. This applies to your first paid month only.

If you were charged in error, double-charged, or charged after a confirmed cancellation, contact us and we'll refund the incorrect amount promptly once verified.

Outside the cases above, monthly fees are non-refundable — including for partial-month usage, plans left unused during a period, or accounts suspended for violating our Terms of Service. Cleanup actions you approve in the app (archiving or deleting items in your CRM account) are not billable events and have no associated refund.

Email billing@tidycrms.com from the email address on your account with your workspace name and the charge in question. Approved refunds are returned to your original payment method via Stripe, typically within 5–10 business days depending on your bank.

Please reach out to us before filing a chargeback — we can almost always resolve billing issues faster directly. Accounts with an open chargeback may be suspended until the dispute is settled.

We may update this policy; material changes will be posted here with a new effective date. TidyCRM is not affiliated with or endorsed by any third-party CRM platform.