Billing, cancellation, and refunds
Pro is intended to renew only when the customer chooses to renew. Refunds, cancellations, custom build payments, and support add-ons are covered in the refund and cancellation policy.
Beta terms
Plain terms for free CRM, Pro, custom build, and owned options.
These terms explain how RetainSimply handles free CRM access, paid plans, custom work, private CRM records, and public BoothSimply content. The promise is simple: clear plans, clear limits, protected records, and no surprise renewal by default.
Service use
Users are responsible for the customer, order, vendor, event, and business information they enter into RetainSimply. Do not use the service for unlawful activity or content you do not have the right to store.
Free plan
The free plan includes limited users, contacts, and BoothSimply pages. RetainSimply may adjust limits and will communicate material changes clearly.
Pro annual
Pro is annual access with no automatic renewal by default. Renewal reminders appear before expiration. Pro support tickets are available to active Pro accounts.
Custom Build and offline version
The $500 Custom Build can include an offline/owned version and one year of product updates. The license explains what the customer owns, what RetainSimply owns, and what support is not included unless purchased separately.
Data and security
RetainSimply stores CRM data in a secured database, not public spreadsheets. Private CRM records stay behind account access unless the user chooses to publish something, such as a BoothSimply page or public listing.
API keys and secrets
API keys, OAuth credentials, webhook secrets, and other private setup values must be kept in secure platform secrets. They must not be pasted into public pages, frontend code, screenshots, or shared documents.
Workflow tools and review
RetainSimply may provide templates, reminders, summaries, and suggested next steps to help users keep work organized. Users remain responsible for reviewing customer records, quotes, messages, and public content before sending or publishing them.
Public BoothSimply content
Users control what appears publicly on BoothSimply pages. Private CRM records do not become public content without explicit action from the user.
Support and changes
Free users can use public help content. Pro users can create support tickets. RetainSimply may update the product, policies, and available features as the service develops.