Cancellation guide
How to Cancel Close CRM Subscription
An Admin can schedule Close CRM cancellation in Billing. Export leads and arrange number transfers before the account ends.
Sources checked · Official references
Before you cancel
Check the email on your receipt, the plan you purchased, and the next billing or order date. Sign in to that account before making changes.
Match the account email, plan and billing provider to your latest receipt. Choose the route below that matches that purchase.
How to cancel Close CRM
Purchased directly from Close CRM
- As an Admin, open Settings, Billing and Plan.
- Scroll to Cancel account.
- Review the closure details and finish the cancellation action.
- Save the billing-period end date and export needed leads, activities and other records before then.
Make sure renewal has stopped
Return to billing after the last confirmation screen. Save the canceled status or scheduled end date, plus any confirmation email. A support request awaiting a reply is not the same as a completed cancellation.
If another charge appears, compare its payment date, account and plan with that record. Contact the billing provider with the relevant receipt and confirmation.
What happens after cancellation?
- Full access continues through the monthly or annual term. Close normally purges lead data 91 days after deactivation or cancellation.
Cancellation and refunds
Stopping renewal does not automatically reverse an earlier charge. If you want a payment reviewed, contact the billing provider using the receipt and cancellation confirmation. Ask which refund terms apply to that purchase.
Common questions
How can I keep my Close phone numbers?
Ask the new carrier to port them before leaving. Close support can provide ownership documentation needed for the transfer; account cancellation alone does not port numbers.
What should I keep after canceling?
Save the final confirmation, the effective date and any remaining order or term details. If another charge appears, compare it with this record and ask the provider to explain it.
Official sources
Instructions checked against the provider documentation below on 11 October 2026. Account screens and offers can vary. This is an independent guide, not a cancellation service operated by Close CRM.