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Introduction
Greetings, dear reader! If you’re reading this article, chances are you’re looking for a way to cancel Copper CRM, and you’re in the right place. Copper CRM is a great tool for managing customer relationships, but it’s understandable that some users may want to cancel their subscription for various reasons.
In this article, we’ll guide you through the process of cancelling your Copper CRM subscription, step by step. We’ll also provide you with some FAQs and a detailed table to help you understand the cancellation process better. So, without further ado, let’s get started!
What is Copper CRM?
Copper CRM (formerly known as ProsperWorks) is a cloud-based customer relationship management (CRM) platform designed to help businesses of all sizes manage their sales and customer relationships more effectively. It offers features such as lead and opportunity management, sales forecasting, email tracking, and more.
While Copper CRM is a robust and useful tool for businesses, there may come a time when you need to cancel your subscription. It could be due to budget constraints, changes in business requirements, or dissatisfaction with the software itself.
Why Cancel Copper CRM?
There can be several reasons why you might want to cancel your Copper CRM subscription:
- The cost of the subscription may be too high.
- You may have found a better alternative.
- You may no longer need the tool for your business.
- You may have encountered issues or problems with the software.
Whatever your reason may be, this article will provide you with everything you need to know to cancel your Copper CRM subscription.
How to Cancel Copper CRM
The process of cancelling your Copper CRM subscription is straightforward, and you can do it in just a few steps:
- Login to your Copper CRM account using your credentials.
- Click on your profile icon in the top right corner of the screen.
- Select “Billing” from the dropdown menu.
- Click on “Cancel Subscription” under the “Subscription” tab.
- Enter a reason for cancelling your subscription.
- Click on “Cancel Subscription” again to confirm.
Once you’ve completed these steps, your Copper CRM subscription will be cancelled, and you’ll receive a confirmation email.
Cancelling Copper CRM with a Sales Representative
If you’re having trouble cancelling your subscription or need assistance with the process, you can also cancel Copper CRM by contacting a sales representative. To do this, follow these steps:
- Click on the “Contact Us” button at the bottom of the Copper CRM website.
- Fill in your name, email, and message explaining that you want to cancel your subscription.
- Submit your inquiry.
A sales representative will get back to you soon to help you with the cancellation process.
Table: How to Cancel Copper CRM
| Step | Description |
|---|---|
| Step 1 | Login to your Copper CRM account using your credentials. |
| Step 2 | Click on your profile icon in the top right corner of the screen. |
| Step 3 | Select “Billing” from the dropdown menu. |
| Step 4 | Click on “Cancel Subscription” under the “Subscription” tab. |
| Step 5 | Enter a reason for cancelling your subscription. |
| Step 6 | Click on “Cancel Subscription” again to confirm. |
FAQs
Q1. Can I cancel Copper CRM at any time?
Yes, you can cancel your Copper CRM subscription at any time by following the steps outlined in this article.
Q2. Will I be refunded if I cancel my Copper CRM subscription early?
Unfortunately, Copper CRM does not offer refunds for early cancellation. You’ll have access to the software until the end of your billing period.
Q3. What happens to my data after I cancel my Copper CRM subscription?
Your data will be preserved on the Copper CRM server for 90 days after your subscription ends. After that, it will be permanently deleted.
Q4. Can I reactivate my Copper CRM subscription after cancelling it?
Yes, you can reactivate your subscription at any time by contacting a sales representative.
Q5. Can I cancel Copper CRM through the mobile app?
No, you cannot cancel your Copper CRM subscription through the mobile app. You must do it through the web app.
Q6. Will I still have access to my data after I cancel my Copper CRM subscription?
You’ll have read-only access to your data for 90 days after your subscription ends. After that, it will be permanently deleted.
Q7. Is there a penalty for cancelling my Copper CRM subscription before the end of my billing period?
No, there’s no penalty for cancelling your Copper CRM subscription early. You’ll be charged for the current billing period, and your subscription will end at the end of that period.
Q8. How long does it take to cancel my Copper CRM subscription?
The cancellation process is straightforward and should only take a few minutes to complete.
Q9. Can I cancel Copper CRM if I’m on a free trial?
Yes, you can cancel your Copper CRM free trial at any time before the trial period ends.
Q10. Will I still be able to export my data after I cancel my Copper CRM subscription?
Yes, you’ll still be able to export your data after your subscription ends, but you’ll have read-only access to it.
Q11. Can I cancel Copper CRM through email?
No, you cannot cancel your Copper CRM subscription through email. You must do it through the web app or by contacting a sales representative.
Q12. Are there any hidden fees when cancelling my Copper CRM subscription?
No, there are no hidden fees when cancelling your Copper CRM subscription.
Q13. Will I receive confirmation of my Copper CRM subscription cancellation?
Yes, you’ll receive a confirmation email from Copper CRM after your subscription is cancelled.
Conclusion
We hope this article has provided you with a comprehensive guide on how to cancel your Copper CRM subscription. Remember, if you’re having any trouble with the process, you can always contact a sales representative for assistance.
Cancelling your Copper CRM subscription may seem daunting at first, but it’s a simple process that can be completed in just a few minutes. If you’re no longer in need of the software, have found a better alternative, or need to cut costs, cancelling your subscription is the best option.
We wish you the best of luck in your business endeavors, and feel free to check out our other articles on sales and customer relationship management.
Closing or Disclaimer
This article is intended for informational purposes only and should not be construed as legal, financial, or professional advice. The information contained in this article is accurate to the best of our knowledge at the time of publication, but may be subject to change without notice.
Please consult with a professional advisor before making any decisions regarding the cancellation of your Copper CRM subscription or any other business-related matter.
