Refunds & cancellation

Your first 14 days

If Carrier Base is not right for your agency, request cancellation and a refund within 14 days of your first subscription payment. We will refund your initial subscription charges to the original payment method. This includes a prorated first payment and any first monthly renewal charged within those 14 days.

The guarantee applies to your agency’s first subscription, once. It does not restart when you change users, renew, or reactivate. A request made within the window remains eligible even if we process it later. Cancellation under the guarantee stops recurring billing and ends workspace access immediately.

After the guarantee: 30 days’ notice

After the first 14 days, cancellation requires at least 30 days’ notice. Your subscription ends on the first monthly billing date that falls at least 30 days after your request. For new subscriptions, that is on the 1st of a calendar month at the billing time shown in your agency’s billing time zone.

You remain responsible for subscription charges for the months you have access. For example, if you submit notice on August 15, you pay for August and September, and access ends October 1. There is no October renewal charge. Stopping use of the app does not itself cancel the subscription.

Outside the guarantee, we do not refund unused portions of a paid month, except where required by law or to correct a billing error. Your existing subscription keeps its original cancellation terms if you subscribed before this policy applied; the app shows the applicable ending date before you confirm.

How to cancel or request a refund

1. Sign in as an agency administrator at Your subscription, or open Admin in the CRM.
2. Select Cancel subscription / request a first-month refund.
3. Review the ending date or, if eligible, select immediate cancellation under the 14-day guarantee. Confirm your request.

The app confirms when your cancellation is saved. A money-back request also creates a ticket for our team to issue the refund through Stripe; the confirmation does not mean the refund has already reached your bank. Payment-method processing times vary.

If you cannot access your account, email kmorrissy@carrierbasecrm.com with your agency name and the request. We use the date we receive your request, subject to verifying that you are authorized to cancel for the agency. Never send passwords, verification codes, or full card details.

Billing dates and your records

Your first payment is prorated, and monthly renewals follow on the 1st. Confirm your agency’s local billing time zone before paying. Stripe shows the amount due now and the next billing date. The app shows the precise cancellation date and time before confirmation.

Export or request the records you need before access ends. Cancellation does not itself delete agency data. See our Privacy Policy for information about data requests. Nothing in this policy limits a refund or other right required by applicable law.