Canceling Your Subscription

Go to Billing Settings

To cancel your subscription, you'll need to access your billing settings:

• Log in to your SalesSheet.ai account at app.salessheets.ai
• Click on your profile picture in the top-right corner
• Select Settings from the dropdown menu
• Click on the Billing tab in the left sidebar

You'll see your current plan information displayed at the top of the page, including your billing cycle and next payment date.

Note: Only the account owner or users with billing permissions can cancel the subscription. If you don't see billing options, you'll need to ask the account owner to cancel or grant you billing access.

Click Cancel Plan

In your current plan section, look for the Cancel Plan button. It's typically located at the bottom of your plan details, often styled in a subtle gray or red color.

Click the Cancel Plan button. Before proceeding with cancellation, a modal window will appear with important information about what happens when you cancel.

The modal will remind you:

• When your access to paid features will end (at the end of your current billing period)
• That you won't be charged again
• What features you'll lose access to
• That your data will be preserved (see "What Happens to Your Data" section below)

Take a moment to review this information carefully. If you're not sure about canceling, you can click "Nevermind" to close the modal and keep your subscription active.

Choose a Cancellation Reason

To help us improve SalesSheet.ai, we ask for optional feedback about why you're canceling. You'll see a dropdown menu with common reasons:

• Too expensive / Found a cheaper alternative
• Missing features I need
• Too difficult to use
• Not using it enough to justify the cost
• Switching to a different CRM
• My business needs have changed
• Technical issues or bugs
• Other (please specify)

Select the reason that best matches your situation. If you choose "Other" or want to provide more detail, there's a text box where you can share additional feedback.

This feedback is genuinely valuable to us and helps make SalesSheet.ai better for future users. However, it's completely optional - you can skip this step if you prefer.

If your reason is related to missing features or technical issues, our support team may reach out to see if there's a solution that could work for you.

Confirm Cancellation

After optionally providing feedback, you'll see a final confirmation screen. This screen clearly states:

• Your subscription will not renew - You won't be charged again after your current billing period ends
• Access until: The specific date when your paid features will expire (the end of your current billing period)
• What happens next: You'll automatically be downgraded to the Free plan

Read this information carefully. If you're sure you want to cancel, click the Yes, Cancel My Subscription button.

If you change your mind at this point, you can still click "Keep My Subscription" to stop the cancellation process.

Once you confirm, you'll see a success message confirming that your subscription has been canceled. You'll also receive an email confirmation at your account email address with the same details.

Understand What Happens to Your Data

After canceling, here's exactly what happens:

During your remaining paid period:

• You keep full access to all paid features until the end of your billing cycle
• All your data remains intact and fully accessible
• You can continue using Pro or Team features you've already paid for
• You can export your data at any time
• You can reactivate your subscription and cancel the cancellation

After your paid period ends:

• Your account automatically downgrades to the Free plan
• Your data is preserved but you're limited to 100 contacts
• If you have more than 100 contacts, you can view all of them but can't add new ones
• Premium features like email sync and calling are disabled
• You can still access your account, view contacts, and export data
• Your data is retained for 90 days at full access level

After 90 days on the Free plan:

• If you haven't logged in, your account becomes dormant
• Data is archived but not deleted
• You can reactivate anytime by logging in and upgrading
• After 2 years of dormancy, we'll email you before permanently deleting any data

We recommend: Before your paid period ends, export your data if you want a backup. Go to Settings > Data Export to download all your contacts, deals, and activity history as CSV files.