Refund & Cancellation Policy

Last updated: 25 Oct 2026

This policy explains how to cancel your MICROLEVEL CRM subscription, when you receive a refund, and what happens to your data after your subscription lapses. It is published in accordance with Razorpay's merchant requirements for subscription-based services.

1. How to cancel

You can cancel at any time from the billing page. Cancellation takes effect at the end of the current billing cycle — you keep full access until then. No phone call, no retention call, no penalty.

2. Refund eligibility

Monthly subscriptions are prepaid per billing cycle. We refund the unused portion of a billing cycle on a pro-rata basis in the following situations:

First-cycle refund: if you cancel within 7 days of your first paid invoice, we refund the full amount.
Platform failure: if we are unable to provide the Service due to a platform outage lasting more than 72 consecutive hours in a billing cycle, you may request a pro-rata refund for the affected period.
Duplicate / erroneous charge: refunded in full within 5 business days of the request.

Standard cancellations at the end of a billing cycle receive no refund for the completed cycle.

3. Refund processing time

Refunds are processed via Razorpay and returned to the original payment method. UPI and card refunds typically credit within 5–7 business days. We will email a confirmation with the refund reference number.

4. What happens to your data after cancellation

Grace period (30 days): your workspace is suspended but data is retained and exportable. You can re-subscribe at any point during this window and pick up where you left off.
End of grace period: we delete all personal data, lead records, invoice data, and WhatsApp templates per our Privacy Policy. GST / financial settlement records are retained for the statutory period (8 years, Income Tax Act).

5. Data export

Before the end of your grace period you can export all workspace data (CSV, JSON) from Settings → Export. The export includes leads, clients, invoices, and activity logs. This is also the DPDP erasure path — after the export window, data is deleted.

6. Fees not refundable

We do not refund:

Meta WhatsApp message costs you paid directly to Meta (we do not mark up these costs).
One-time setup or migration fees already delivered.
Annual pre-paid plans pro-rated after the 7-day first-cycle window.

7. Disputes

Refund disputes are handled first by our support team (support@microlevelcrm.com) and then escalated to the Grievance Officer if unresolved within 15 business days.