Return & Refund Policy

CRM subscriptions, setup, customization, and onboarding fees are reviewed according to the package terms agreed with the customer.

Subscription Plans

CRM subscription plans may be monthly, yearly, trial-based, or custom. Pricing, discounts, taxes, concessions, and package access are maintained by the platform administrator and may differ by agreement.

Subscription Changes

Customers may request upgrades, downgrades, renewals, or cancellation review through the administrator. Access changes apply after approval and payment confirmation where required. Downgrades may remove access to modules or features that were available in a higher plan.

Trial Plans

Trial access may expire automatically after the configured trial period. Once a trial ends, the company workspace may move to hold, restricted access, or renewal pending status until a paid package is activated.

Refund Review

Refunds, if applicable, are reviewed case by case based on usage, setup work completed, subscription period consumed, custom configuration, onboarding support, data migration, and any third-party charges already incurred.

Non-Refundable Items

Setup fees, custom development, deployment support, training, data migration, domain or hosting charges, payment gateway fees, and completed onboarding work may be non-refundable unless otherwise agreed in writing.

Yearly Plans

Yearly plans may include a discounted annual price. If a customer cancels before the yearly period is completed, any approved refund may consider the monthly value of the consumed period, applied discount, setup work, and administrative charges.

Payment Gateway And Manual Payments

Online payments may be renewed automatically when a supported payment gateway is integrated. Manual payments such as cash, bank transfer, or UPI may be marked by Super Admin or authorized admin after confirmation.

Service Hold

Expired or overdue subscriptions may be placed on hold until renewal or payment reconciliation is completed. During hold, users may lose access to modules, exports, documents, or company workspace actions.

Data Access After Expiry

After cancellation or expiry, data access, backup download, restoration, or export support may depend on package status, administrator approval, and technical feasibility.

Contact

For billing support, renewal questions, cancellation review, or refund requests, email admin@thezetaa.com with company name, invoice number, payment reference, and reason for request.