Cancel or resume your subscription in Naffes CRM

Steps

1. 1

   Open Billing

   Go to Settings → General → Billing. You must be the Owner or hold the administer workspace permission.

2. 2

   Cancel at period end

   Click Cancel at period end. You see Subscription will cancel at period end, and the plan summary changes to Your plan ends on, followed by the date.

3. 3

   Keep working as usual

   Every paid feature stays available until that date, and no new renewal is charged.

4. 4

   Undo if you change your mind

   Before the end date, click Resume subscription. You see Subscription resumed, and renewal carries on as before.

What happens when the period ends

The workspace moves to the Free plan instead of being locked, and all data is kept. Paid features stop, and the Free caps apply to anything newly created:

If you already hold more than these caps, nothing is deleted, but creating a new record over the cap is refused with an upgrade prompt. Your public help center, built from the knowledge base, stays online for customers.

Checklist before you cancel

• Export the reports you need as CSV from Reports, since reports need Starter or above.
• Review active workflows, including automated customer messages: workflows are not part of the Free plan, so plan a fallback before the period ends.
• Tell your team: the Free plan allows one user by default.
• If price is the only reason, consider moving from Pro to Starter rather than cancelling. See changing plans.

Cancelling is not deleting the workspace

Cancelling only stops payment. Deleting the workspace for good is done by the Owner under Settings → General → Workspace → Danger Zone, where the core data can also be downloaded as a JSON file. After a deletion request the workspace stays usable for 30 days, and to call it off within that window the Owner contacts support.

Questions