Perfexly
Last updated: 27 July 2026
This policy explains how trials, subscriptions, renewals, cancellations, refunds, add-ons, and billing errors are handled for Perfexly.
Starter includes a 7-day trial. Professional and Business start as paid plans. Monthly subscriptions renew until cancelled. Cancelling normally stops the next renewal rather than refunding the current paid month. Export anything you need before access ends.
The Starter plan includes a 7-day trial. The trial is designed to let you test the hosted CRM workspace before continuing with a paid subscription.
If payment details are collected before or during the trial, billing may begin automatically when the trial ends unless you cancel before the end of the trial period. If payment details are not collected, access may pause or expire at the end of the trial until a paid subscription is started.
During the trial you should check the core CRM workflow, staff access, customer/contact records, invoices, projects, tasks, support tickets, and files. If you add real customer data during the trial, treat it as live business data and export anything you need before cancelling.
Professional and Business are paid signup plans with no trial period unless a separate offer is shown at the time of signup. Paid subscriptions are billed monthly unless another billing period is clearly offered and selected.
Subscription fees are charged in advance for the billing period. Your plan remains active while payment is successful and the account remains in good standing.
Current launch pricing is Starter at GBP 19/month, Professional at GBP 49/month, and Business at GBP 89/month. Prices may change for new purchases or renewals if the website or account area shows updated pricing and any required notice is given.
Subscriptions renew automatically at the end of each billing period unless cancelled. By subscribing, you authorise Perfexly and its payment providers to charge your payment method for recurring subscription fees, add-ons, setup services, taxes where applicable, and accepted usage charges.
You can request cancellation by contacting support@perfexly.com. Please include your company name, account email, and workspace URL so we can identify the account.
Unless otherwise agreed, cancellation stops future renewal and your workspace remains available until the end of the current paid billing period. We may ask for confirmation before closing an account to reduce the risk of accidental cancellation.
If cancellation controls are available inside the customer account area, you may also use those controls. Email support if the account owner cannot sign in or if the cancellation relates to a billing error, failed payment, duplicate account, or accidental signup.
After the current billing period ends, access to the workspace may be suspended, restricted, or closed. You should export any data you need before the end of the subscription. Data may be deleted after a retention period unless we are required to keep it for legal, tax, accounting, security, or dispute reasons.
Before access ends, review customers, contacts, leads, invoices, proposals, contracts, files, projects, tasks, support tickets, reports, accounting records, and any other business data your team needs. Perfexly may not be able to recover deleted or expired workspace data after retention periods or backup cycles have passed.
Monthly subscription fees are generally non-refundable once a paid billing period has started, unless required by law, caused by a confirmed billing error, or agreed by Perfexly in writing.
If you cancel during a paid billing period, we do not normally provide a partial refund for unused days. Your access usually continues until the end of the paid period.
Refund requests are reviewed case by case. We may consider whether the charge was duplicated, whether the wrong plan was charged, whether the service was unavailable due to a Perfexly fault, whether the account was used, and whether the request was made promptly after the issue was noticed.
If you believe you were charged incorrectly, contact support@perfexly.com as soon as possible. We will review the account, payment records, invoice history, and plan status. Where we confirm an error, we may issue a refund, credit, or invoice correction.
If a payment fails, we may retry the payment, notify the billing contact, restrict access, suspend the workspace, or cancel the subscription if payment remains overdue. You remain responsible for fees incurred before cancellation or suspension.
Failed payments can happen because of expired cards, bank declines, card authentication checks, insufficient funds, payment provider rules, or account restrictions. If you use bank/manual payment, delays in confirming payment may also delay invoice status updates.
Add-ons such as extra staff users, extra storage, additional tenant instances, or custom domain setup are billed as shown before purchase. Recurring add-ons renew with your subscription unless removed or cancelled. Some add-ons may affect plan limits immediately.
Removing an add-on may require you to reduce usage first. For example, you may need to remove extra staff users, reduce storage, close an additional tenant workspace, or disconnect a custom domain before the add-on can be removed cleanly.
Setup services, custom domain work, onboarding help, configuration, migration support, or other agreed services may be non-refundable once work has started. If a service cannot be completed due to a Perfexly issue, we will review the position fairly.
Where a setup service depends on information from you, such as DNS records, third-party credentials, brand assets, import files, or business process instructions, delays in providing that information may delay completion and do not automatically create a refund right.
Nothing in this policy removes rights that cannot be excluded by law. If consumer cancellation rights apply to a particular purchase, those rights will be respected. Some business purchases, digital services, started services, or custom setup work may have different cancellation treatment depending on the circumstances.
For cancellation, refund, or billing questions, contact support@perfexly.com.