Changing
Seats, billing cycle and add-ons all change from the subscription card, and take effect through the billing provider, which prorates.
Changes made during a trial adjust what you will be charged when it ends rather than charging anything now.
Cancelling
Cancellation is a deliberate flow with a reason captured, because the reason is the only useful thing we get from it.
Cancelling ends the subscription at the end of the current period. It does not cut access immediately. The workspace keeps working until the period you have paid for is over, which gives you time to export.
Before You Cancel, Export
This is the part to do first, not last.
Your data is yours and can be taken out in a standard format at any time. Export what matters while access is normal, rather than under time pressure at the end of a period:
- Contacts, companies and deals
- Invoices and financial records
- Employee records and payroll history
- Documents and signed contracts
Caution
Do not leave the export to the last day. Exporting is quick, but discovering that you needed something you did not export is not — and after the period ends, retrieving it becomes a support request rather than a click.
What Happens After
Access ends when the paid period does. Your data is retained for a period after that so an accidental or reconsidered cancellation is recoverable, then it is removed. See Retention and Deletion.
If you come back within that window, the workspace can be restored rather than rebuilt.
Self-Hosted
If you run your own database, cancelling ends the licence and the updates - it does not touch your data, because your data was never on our infrastructure. See Managed or Self-Hosted.
Tell Us Why
The reason field is not a formality. A cancellation because the product lacked something is a different signal from one because the team changed, and only one of those is ours to fix.
Common Questions
Can we cancel and come back? Yes, within the retention window the workspace is restorable. After it, you would start fresh.
Do we get a refund for unused time? Cancellation runs to the period end rather than refunding. Ask if your circumstances are unusual.
Can we downgrade instead? Often the better answer. Reduce seats or drop add-ons rather than leaving entirely.
Who can cancel? The owner or someone with billing access. Not any admin.
Did this answer your question?
No, ask a person