Return & Refund Policy

At The Tool CRM, we are committed to delivering a powerful and streamlined experience for our users. We understand that circumstances may arise where users need to cancel their subscription or seek a refund for services that do not meet their expectations. This Return & Refund Policy outlines the terms and conditions regarding cancellations, refunds, and return requests. By using our services, you agree to be bound by these terms.
We highly encourage you to carefully review this policy to fully understand your rights, eligibility for refunds, and the process to cancel subscriptions or return services.
1. Purpose of This Policy
The purpose of this Return & Refund Policy is to:
  • Provide transparency about the process for requesting a refund.
  • Define the eligibility criteria for refunds and returns of services.
  • Outline our policies for different subscription plans and promotional offers.
  • Clarify users’ rights and responsibilities regarding cancellations and refunds.
  • Establish guidelines for billing disputes, service dissatisfaction, and exceptional circumstances.
At The Tool CRM, we strive to resolve any issues you may face and will work with you to ensure that your experience on our platform meets your expectations. However, should you decide that our services do not meet your needs, this policy outlines how to proceed.
2. Refund Eligibility
Refunds may be granted under certain conditions as specified in this section. Users are encouraged to review the criteria below to determine whether they are eligible for a refund. Refunds are not guaranteed and will be assessed on a case-by-case basis.
      1- Subscription Plans
Refunds for subscription fees depend on the type of plan you have chosen and the time of cancellation. Here is an overview of refund eligibility based on different subscription models:
a) Monthly Subscriptions
  • Refund Eligibility: Monthly subscriptions are non-refundable once the billing cycle has started. You can cancel your subscription at any time, but no refund will be issued for the remaining days of the current billing period. You will continue to have access to the services until the end of the paid period.
  • Partial Refunds: There are no partial refunds for monthly subscriptions.
b) Annual Subscriptions
  • Refund Eligibility: If you cancel your annual subscription within the first 30 days, you are eligible for a full refund. After the 30-day period, no refunds will be issued for the remainder of the subscription period.
  • Pro-Rated Refunds: We do not offer pro-rated refunds for annual subscriptions canceled after the 30-day refund window has passed. You will continue to have access to The Tool CRM services until the end of the paid subscription period.
c) Trial Periods
  • Refund Eligibility: Some of our subscription plans may come with a trial period (e.g., 7-day free trial). You can cancel your subscription before the trial period ends without incurring any charges. If the trial period ends and you are charged, that payment will be considered final, and no refunds will be issued for trial-related charges.
      2- One-Time Services and Add-ons
Occasionally, users may purchase one-time services or add-ons, such as custom integrations, technical support packages, or additional storage capacity.
  • Non-Refundable Services: One-time services and add-ons are generally non-refundable once the purchase has been completed. This includes consulting, integrations, and any custom solutions tailored to your specific needs.
  • Exceptions: In exceptional cases, where the one-time service was not delivered as agreed, or significant defects in delivery occurred, we may review your case for potential refunds. All requests for refunds on one-time services must be made within 14 days of the service completion.
3 Promotional Offers & Discounts
Services purchased during promotional periods or with a discount code are non-refundable unless otherwise specified in the terms of the promotion. Any refunds issued for promotional offers will be at the sole discretion of The Tool CRM and will be limited to the amount paid by the user, excluding the promotional value.
3. How to Request a Refund
If you believe you are eligible for a refund based on the criteria outlined in this policy, follow the steps below to initiate your refund request:
1 Submitting a Request
  1. Contact Customer Support: To begin the refund process, you must contact our Customer Support team via email at [Insert Email Address], or through our in-app support feature.
  2. Provide Necessary Information: Be sure to include the following details in your refund request:
  • Full name and registered email address.
  • Subscription plan details (monthly, annual, etc.).
  • Reason for the refund request.
  • Any relevant supporting documentation (e.g., proof of service issues, billing disputes).
2 Review Process
Once your request is submitted, our team will review the details and determine whether your refund request meets the eligibility criteria. Please allow up to 5-7 business days for the review process to be completed.
3 Refund Approval and Processing
If your refund is approved, you will receive an email confirmation outlining the refund amount and the method of refund. Refunds are typically processed within 7-10 business days and will be credited back to the original payment method used during the transaction.
Please note: Refund approval and processing times may vary based on your financial institution or payment processor.
4. Cancellation Policy
You may cancel your subscription to The Tool CRM at any time. Please note the following regarding cancellations:
1 How to Cancel
To cancel your subscription, follow these steps:
  • In-App Cancellation: Navigate to your account settings within the The Tool CRM platform, select the “Subscription” tab, and choose the option to cancel your plan.
  • Email Support: Alternatively, you can contact our Customer Support team at [Insert Email Address] to assist you with the cancellation process.
2 Cancellation Timing
  • Monthly Subscriptions: If you cancel a monthly subscription, the cancellation will take effect at the end of the current billing cycle, and you will continue to have access to the platform until that time.
  • Annual Subscriptions: If you cancel an annual subscription within the 30-day refund window, your access will be terminated immediately upon cancellation. If canceled after the 30-day period, your account will remain active until the end of the subscription term.
3 Immediate Termination
In some cases, we reserve
the right to immediately terminate your subscription if there is a breach of our Terms of Service or other legal violations related to your use of The Tool CRM. In such cases, no refunds will be issued, and your account access may be revoked without prior notice.5. Billing Disputes
If you believe that you have been billed incorrectly or have experienced an unauthorized charge, please follow the steps outlined below to resolve the billing dispute.
1 Reporting a Billing Dispute
If you notice a discrepancy or issue with a charge, please report it to us within 30 days of the billing date. To report a billing dispute:
  • Contact our Billing Support Team via email at support@toolcrm.com
  • Provide details of the disputed charge, including the transaction ID, date, and amount.
  • Include any supporting documentation (e.g., bank statement, payment confirmation).
2 Dispute Resolution Process
Once we receive your dispute, we will:
  1. Acknowledge the dispute: You will receive confirmation that your dispute is under review.
  2. Investigate the charge: Our team will investigate the issue, which may include reviewing your billing history, account activity, and relevant payment documentation.
  3. Provide a resolution: We will notify you of our findings and provide a resolution. This may include issuing a refund or adjusting your account balance if an error is found.
Please allow 10-14 business days for the dispute resolution process. If further investigation is needed, we will keep you updated on the timeline.
3 No Chargebacks Allowed
We encourage users to reach out to us directly to resolve billing issues before initiating a chargeback with their payment provider. Initiating a chargeback without first attempting to resolve the issue through our support channels may result in the suspension or termination of your The Tool CRM account. In the event of an unresolved chargeback, we reserve the right to contest the chargeback and provide evidence of the transaction and the services rendered.
6. Exceptional Circumstances
In some rare cases, refunds or credits may be considered outside of the standard policy, due to circumstances beyond the user’s control. These may include:
1 Service Downtime
If The Tool CRM experiences a significant service outage or downtime that impacts your ability to use the platform, we may issue credits or partial refunds at our discretion. Service interruptions caused by scheduled maintenance, or factors outside of our control (e.g., natural disasters, third-party service failures), will not be eligible for refunds.
2 Account Security Breach
In the event of an unauthorized access or security breach of your account that is directly related to a vulnerability in our platform, we may offer credits or refunds depending on the severity and impact of the breach. If the breach is due to user negligence (e.g., weak passwords, failure to enable two-factor authentication), refunds will not be issued.
3 Health, Hardship, or Emergencies
We understand that unforeseen personal circumstances, such as health issues or emergencies, may arise. In such cases, we may review refund requests on a case-by-case basis. You may be required to provide documentation to support your claim. Refunds or credits issued under these circumstances are at the sole discretion of The Tool CRM.
7. Changes to the Return & Refund Policy
We reserve the right to modify or update this Return & Refund Policy at any time. Any changes made will be posted on our website and will take effect immediately. We encourage you to review this policy periodically to stay informed about any updates.
1 Notification of Changes
If we make material changes to this policy, we will notify you via email or through the platform’s notification system. Your continued use of The Tool CRM after the changes are posted constitutes your acceptance of the updated policy.
8. Contact Us
If you have any questions or concerns regarding this Return & Refund Policy, or if you need assistance with a cancellation or refund request, please reach out to our support team:
  • Email: [Insert Email Address]
  • Phone: [Insert Phone Number]
  • In-App Support: You can also reach us directly through the Support section within The Tool CRM platform.
9. Final Note
At The Tool CRM, customer satisfaction is our top priority. While our refund policy is designed to protect both our business and our users, we are always open to discussing unique situations and working with our users to find an amicable solution. We encourage open communication and collaboration to ensure that your experience with us meets your expectations.
If you are ever dissatisfied with any aspect of our services, we encourage you to reach out to our support team for assistance before initiating a cancellation or refund request. We are here to help and are committed to ensuring that your journey with The Tool CRM is a positive one.
Thank you for choosing The Tool CRM to power your business. We value your trust and partnership.