Legal · Quikle CRM
Subscription Cancellation & Data Retention Policy
1.What this policy covers
This policy applies to every paid Quikle CRM subscription, whether monthly or annual, and to any trial that converts into a paid subscription. It applies to the account holder — the person or business named on the billing details — and to anyone the account holder has given administrator access.
It does not apply to project work billed separately, such as custom automation builds, voice agent implementation or bespoke development. Those engagements are governed by the written scope and terms issued with the quotation.
2.How to cancel
You can cancel in any of the following ways:
- In the dashboard — open Settings → Billing → Cancel subscription and follow the confirmation steps.
- By email — send the request to [email protected] from the email address registered on the account.
- By WhatsApp — message +27 69 797 4828. We will confirm identity before acting on the request.
Cancellation must reach us at least 3 business days before your next billing date to stop that renewal. Requests received inside that window may only take effect at the end of the following billing period.
We confirm every cancellation in writing. Your subscription is not cancelled until you receive that confirmation. If you have not heard from us within one business day, follow up — do not assume the request was processed.
3.When the cancellation takes effect
Cancellation stops the renewal, not the current period. Your subscription stays active until the end of the period you have already paid for, and you keep full access until then. On a monthly plan that is the end of the current month; on an annual plan it is the end of the annual term.
We do not switch an account off mid-period, because doing so would take your leads, invoices and automations offline while you still have a right to use them.
If you need the service to stop immediately, tell us in the cancellation request. We will suspend the account on the day you ask, but the period is still not refunded — see our Refund Policy.
4.Billing after cancellation
- No further subscription charges are raised once the cancellation is confirmed.
- Amounts already billed for the current period are not refunded, in whole or in part. There is no pro-rata credit for unused days.
- Any add-ons billed with the subscription — additional users, extra WhatsApp numbers, SMS credits — stop at the same time as the subscription.
- Usage-based charges incurred before the effective date remain payable.
- If a payment fails before your cancellation is processed, the account may be suspended for non-payment while the cancellation is being finalised.
Refunds, if any, are handled strictly under the Refund Policy.
5.Your data: export and retention
Your data belongs to you. Before or during cancellation you can export it from the dashboard at Settings → Data → Export, which produces CSV files of your contacts, companies, deals, invoices and activity history.
After cancellation takes effect:
- Days 0–30: the account becomes read-only. You can still sign in and export your data, but automations, webhooks and sending are switched off.
- Day 30: the workspace is scheduled for deletion and the data is removed from the live system.
- Days 30–90: copies may persist in encrypted backups taken before deletion. These are not accessible to you or to our staff and are purged on the normal backup rotation.
- After 90 days: no copies of your workspace data remain, except where the law requires us to keep something longer.
If you cancel and later return, we cannot restore a deleted workspace. Export first.
6.Deletion on request, legal holds, and contact
You may ask us to delete your workspace sooner than the 30-day window. Email [email protected] with the subject line “Delete my workspace”. We action verified requests within 5 business days.
We will keep limited records where the law or a live dispute requires it — for example invoices retained for tax purposes under the Tax Administration Act, or records needed to defend a claim. We keep only what is necessary and for no longer than required.
Under the Protection of Personal Information Act (POPIA) you may ask what personal information we hold about you, ask us to correct it, or object to its processing. Requests go to our Information Officer at [email protected]. We respond within 30 days.
If we cannot resolve a complaint, you may approach the Information Regulator of South Africa at inforegulator.org.za.
Quikle AI · quikle.co.za · [email protected] · +27 69 797 4828