Free plan
The free CRM does not require a credit card. If a user stays on Free, there is nothing to cancel and nothing to refund.
Billing Policy
Simple plans have simple billing rules.
RetainSimply keeps billing rules plain: no credit card for the free CRM, no surprise renewal by default, clear plan limits, and direct support for paid workspaces.
Pro annual access
Pro is annual access at $240/year. RetainSimply does not auto-renew Pro by default. The dashboard and email reminders tell customers before access expires so they can renew on purpose.
Cancellation
If a Pro customer does not renew, paid tools pause after the paid period ends. The workspace keeps customer data available for export and basic access according to the data-retention policy in place at the time.
Refund requests
Refund requests are reviewed by a person. Accidental purchases can be reviewed within 14 days when the account has not received custom setup, substantial support, or delivered offline files.
Custom build and offline version
Custom build payments are tied to agreed setup work. Once work is started or delivered, refunds follow the written scope. Offline/owned files are delivered to the customer who purchased the custom build, with support sold separately after the included period.
Support add-ons
Support add-ons, business setup help, data cleanup, and custom workflow work are quoted clearly before work starts. The quote states what is included, what is not included, and when the work is complete.
Referral credits
Referral credits are not cash, coupons for fake accounts, or unlimited free time. An active Pro customer can earn up to 12 free Pro weeks per calendar year after a referred business becomes a paid Pro customer and the refund-review period clears.
Billing questions
Customers can use Pro support tickets for billing help once signed in. Until the support desk is live, billing questions can go to support@retainsimply.com.