Refund Policy

1. Introduction

At CRM Insights, we are committed to ensuring your satisfaction with our services. This Refund Policy outlines our procedures and conditions for refunds and cancellations of our various services and products.

By purchasing any service or product from CRM Insights, you agree to be bound by this Refund Policy. Please read this document carefully before making a purchase.

2. Services Covered by This Policy

This Refund Policy applies to the following services and products offered by CRM Insights:

• CRM Consultation Services
• CRM Implementation Support
• Digital Guides and Resources
• Training Programs and Workshops
• Subscription-based Services

3. Refund Conditions for Consultation Services

3.1 Standard Consultation Services

For our standard CRM consultation services, the following refund conditions apply:

• Cancellation before scheduled consultation: Full refund if cancelled at least 48 hours before the scheduled consultation time.
• Late cancellation: 50% refund if cancelled less than 48 hours but more than 24 hours before the scheduled consultation.
• Very late cancellation: No refund for cancellations made less than 24 hours before the scheduled consultation.
• No-show: No refund will be provided if you fail to attend a scheduled consultation without prior notice.

3.2 Implementation Support Services

For CRM implementation support services, the following refund conditions apply:

• Project commencement: 80% refund if cancelled before project commencement (before any work has been done).
• Initial phase: 50% refund if cancelled during the initial planning phase (typically the first week of the project).
• Mid-project: Prorated refund based on the percentage of work completed, less a 20% administrative fee.
• Late-stage cancellation: No refund for cancellations after 75% of the project has been completed.

4. Refund Conditions for Digital Products

4.1 Guides and Resources

For digital guides, reports, and resources:

• Before download/access: Full refund if requested before the digital product has been downloaded or accessed.
• After download/access: Due to the nature of digital products, no refund will be provided once the product has been downloaded or accessed, unless the product is substantially defective or materially different from its description.
• Defective products: If a digital product is defective or not as described, we will offer a full refund or replacement within 14 days of purchase, provided you can demonstrate the defect.

4.2 Training Programs and Workshops

For digital training programs and online workshops:

• Before commencement: Full refund if cancelled at least 7 days before the program or workshop begins.
• After commencement: Prorated refund based on the number of modules or sessions accessed, less a 20% administrative fee, if cancelled within the first 30% of the program duration.
• Late cancellation: No refund for cancellations after 30% of the program or workshop has been completed.

5. Subscription-based Services

For subscription-based services offered by CRM Insights:

• Cancellation: You may cancel your subscription at any time through your account settings or by contacting our customer support.
• Monthly subscriptions: No prorated refunds for partial months. Your subscription will remain active until the end of the current billing period.
• Annual subscriptions: Prorated refund for the unused portion of your subscription, less a 20% administrative fee, if cancelled within the first 30 days. No refunds for cancellations after 30 days.
• Free trial conversion: No refund for the first billing period after a free trial converts to a paid subscription, as you had the opportunity to evaluate the service during the trial period.

6. Refund Process and Timeframe

6.1 How to Request a Refund

To request a refund, please follow these steps:

1. Contact our customer support team at support@crminsights.com or call +446666568147.
2. Provide your order number, the date of purchase, and the reason for your refund request.
3. For defective products, please include a detailed description of the issue and, if possible, supporting evidence.

6.2 Refund Processing Time

Once your refund request is approved:

• Credit card refunds will be processed within 5-10 business days. The time it takes for the refund to appear on your statement depends on your card issuer and may take an additional 5-10 business days.
• Bank transfers will be processed within 7-14 business days.
• Other payment methods will be refunded according to their standard processing times.

7. Exceptions to the Refund Policy

The following situations are not eligible for refunds:

• Services that have been fully delivered and accepted by the customer.
• Custom or bespoke services developed specifically for a client.
• Purchases where fraud, misrepresentation, or abuse is suspected.
• Purchases made in violation of our Terms and Conditions.
• Issues arising from technical problems on the user's end that are outside our control.

However, we evaluate each situation on a case-by-case basis and may make exceptions to this policy at our discretion.

8. Rescheduling Services

As an alternative to cancellation and refund, we offer the option to reschedule services:

• Consultations may be rescheduled at no additional cost if requested at least 24 hours before the original appointment time.
• One reschedule per service is allowed without penalty. Additional rescheduling may incur a rescheduling fee of 15% of the service price.
• Rescheduled services must be used within 3 months of the original service date.

9. Special Circumstances

We understand that special circumstances may arise that are beyond your control. In cases of serious illness, family emergency, or other extenuating circumstances, we may offer more flexible refund or rescheduling options. Such situations will be evaluated on a case-by-case basis, and we may request documentation to support your claim.

10. Price Matching and Satisfaction Guarantee

10.1 Price Matching

If you find the same service offered by a comparable provider at a lower price within 7 days of your purchase, we will refund the difference. To qualify for price matching:

• The competing offer must be for an identical service.
• The competing provider must be a recognized CRM consultancy with similar qualifications.
• You must provide verifiable evidence of the lower price.

10.2 Satisfaction Guarantee

For certain premium services, we offer a satisfaction guarantee. If you are not satisfied with the quality of our service, you may be eligible for a partial refund or complimentary follow-up service. Services covered by our satisfaction guarantee will be clearly marked as such at the time of purchase.

11. Changes to This Policy

We reserve the right to modify this Refund Policy at any time. Changes will be effective immediately upon posting to our website. We will notify customers of significant changes through email or a notice on our website. Continued use of our services after any modification constitutes your acceptance of the updated policy.

12. Contact Information

If you have any questions or concerns about this Refund Policy or need to request a refund, please contact our customer support team: