Refund and Cancellation Policy
Effective date: 10/13/2026
CallToSale bills for service as it is delivered, and clients can cancel by emailing [email protected]. All prices and refunds are in U.S. dollars (USD). The first monthly fee is charged at checkout and renews automatically each month until cancellation takes effect. Setup fees are billed separately at kickoff. The table shows what happens for each payment type.
| Payment | How to cancel | Refund |
|---|---|---|
| Monthly subscription (all plans, month to month) | 30 days' written notice to [email protected] | No refund for the current month; no further charges after the notice period |
| One-time setup fee ($199 Connect, $299 Connect Plus and Insights, from $399 Multi-Store) | Before the kickoff call | Full refund if cancelled before kickoff; no refund after setup work starts |
| Extra calls over the plan limit | Not applicable | Calls already used are not refunded |
| Free audit | Not applicable | No charge |
How to cancel or request a refund
Email [email protected] with your business name, subscription email, invoice or order reference, and the reason for your request. We respond within 2 business days. For cancellation, give 30 days' written notice; we confirm your effective date and final service period in writing. Renewals falling within the notice period may still apply. No recurring charges are made after cancellation takes effect, and access continues through the paid period. Cancelling CallToSale does not cancel subscriptions you pay to other providers.
Refund requests are reviewed under the conditions below. Approved refunds are issued to the original payment method. We confirm the refund amount and submission date by email; your bank determines when the credit appears. These terms do not remove any refund rights required by applicable law. The setup fee is not charged before kickoff; if a setup fee was collected in advance and you cancel before kickoff and before setup work starts, it is refunded in full.
Service delivery
Kickoff is scheduled within 3 business days of purchase. Setup is usually completed within 10 business days after all required account access is provided. We will notify you of material third-party or access delays. This is a digital service, with no physical shipping or returns.
Service problems
If the service is unavailable or not working because of CallToSale for more than 7 consecutive days, contact [email protected]. We will fix it or credit the affected portion of that month's fee.
Billing questions and disputes
Please contact us at [email protected] or 832-340-4953 before disputing a charge with your bank. We respond within 2 business days and will correct any billing error promptly.
Third-party charges
Ad spend and subscriptions billed directly by other providers, such as Shopify, Google, Meta, CallRail or HighLevel, are not refundable by CallToSale.