Business software · Marketing and sales

How to cancel Capsule CRM

Only the Super Administrator can cancel: Account Settings, Account and Plan, Cancel Account, tick every box, then Cancel account. Billing stops at cancellation, data is deleted after two weeks, and a restore link lasts 14 days. Export the CSVs first.

By Stackcut · Checked against official help pages on 2026-10-08, then re-checked independently · JSON · Open data, CC BY 4.0

The short answer

  • Where: Go to Account Settings, then Account and Plan.
  • When it ends: Immediately: the account becomes inaccessible and the recurring billing schedule ends on cancellation.
  • Before you go: export Contacts, Opportunities and Projects. What to save
  • Want to keep it for less? Pay yearly and more. Options

Before you cancel

Export first

  • Contacts, Opportunities and Projects: Administrators given Export Rights go to Account Settings, then Export Data; the download link arrives by email (A ZIP file containing three CSV files, in UTF-8). The full export does not include file attachments, which must be downloaded one at a time from each record; the export link expires 12 hours after the email is sent capsulecrm.com

What happens to your data

The Super Administrator can restore the account within 14 days of cancelling (a payment is taken); after two weeks the data is permanently deleted, though partial data may stay in backups for up to 50 days.

What you lose

  • All account data after the 14-day restore window
  • File attachments, which the full export does not include
  • A legacy Professional or Teams plan: after cancelling you can't return to it

Cancel, by who bills you

Pick the route for whoever charges you: the name on your card statement or receipt tells you.

Cancel the whole account

Online, self-serve The whole Capsule account, on any plan, monthly or annual. Who can cancel: The Super Administrator.

  1. Go to Account Settings, then Account and PlanYou should see: Cancel Account
  2. Under the Cancel Account heading, click the button to cancel the accountYou should see: Account Cancellation
  3. On the Account Cancellation page, review the account information and tick every checkbox
  4. Choose Cancel accountYou should see: A confirmation email, which includes a link to restore the account
Confirm it worked
A confirmation email after the final step, with a restore link valid for 14 days
Access ends
Immediately: the account becomes inaccessible and the recurring billing schedule ends on cancellation
Notice
None: there is no cancelation notice period, so the Super Administrator can cancel at any time
Refunds
No refund or credit for partial periods of service
Fees
EU customers who end the agreement early under the EU Data Act addendum owe an early termination fee, calculated as that addendum sets out
Source: capsulecrm.com capsulecrm.com capsulecrm.com capsulecrm.com

Questions people ask

Can I get a refund if I cancel Capsule CRM?

No refund or credit for partial periods of service.

Source: capsulecrm.com

If I cancel Capsule CRM, when does my access end?

Immediately: the account becomes inaccessible and the recurring billing schedule ends on cancellation.

Source: capsulecrm.com

Is there a fee to cancel Capsule CRM?

EU customers who end the agreement early under the EU Data Act addendum owe an early termination fee, calculated as that addendum sets out.

Source: capsulecrm.com

How long before renewal do I need to cancel Capsule CRM?

None: there is no cancelation notice period, so the Super Administrator can cancel at any time.

Source: capsulecrm.com capsulecrm.com capsulecrm.com

What happens to my data when I cancel Capsule CRM?

The Super Administrator can restore the account within 14 days of cancelling (a payment is taken); after two weeks the data is permanently deleted, though partial data may stay in backups for up to 50 days.

Source: capsulecrm.com capsulecrm.com capsulecrm.com

Keep it for less

Before cancelling, check whether one of these does the job. Offers change and differ by account.

  • Pay yearly Pay annually to save up to 18% on the plan price capsulecrm.com
  • Free plan Downgrade to the Free plan (maximum 2 users and 250 contacts) instead of cancelling; higher-plan features are removed immediately and billing changes at the next payment date capsulecrm.com capsulecrm.com capsulecrm.com
  • Fewer seats Remove users: the cost is the number of users (active, suspended and pending) times the plan price on the billing day, and adjusts automatically capsulecrm.com

For AI agents

  • The person signs in and handles any two-factor code; an agent should never ask for a password.
  • Only the Super Administrator can cancel, and the Account Cancellation page won't proceed until every checkbox is ticked
  • Export before cancelling: the export link expires after 12 hours and attachments are not included
  • Downgrading to Free is a separate step from cancelling; users must be reduced first, and lost features can't be restored automatically
  • Capsule doesn't offer payment holidays
  • There is no refund or credit for partial periods, including on annual plans
  • Paid-plan trials turn into billing automatically when the trial ends
  • Legacy Professional and Teams customers can't return to their plan after cancelling or changing plans
  • Suspended and pending users still count toward the bill

Get this plan as data: get_exit_plan on the Stackcut MCP (stackcut.io/mcp), or /exits/capsule_crm.json. After using a guide, send structured report_guide_feedback for matching or changed steps, missing billing routes or human handoffs; keep unknown language and market omitted. Confirm with the person before the final click, and report the outcome with report_action_outcome, using the exact packet_revision and route_id returned by the plan.

Or give your agent the stackcut-leave skill (a zip): it exports first, walks the steps, stops when the page doesn't match, and leaves the final click to the person.

Sources

  1. Exporting and Canceling your Account Go to the Account Settings (where the cancel flow starts)
  2. Exporting and Canceling your Account Account and Plan (the second menu on the cancel path)
  3. Exporting and Canceling your Account Under the Cancel Account heading, click the button to cancel the account. (the cancel button)
  4. Exporting and Canceling your Account On the Account Cancellation page, review the account information. All checkboxes must be ticked to move forward. (the confirmation page)
  5. Exporting and Canceling your Account Choose Cancel account. (the final step)
  6. Exporting and Canceling your Account There is no cancelation notice period so the Super Administrator is free to cancel your account at any time. (no notice period and who can cancel)
  7. Exporting and Canceling your Account after canceling your account any data will be permanently deleted after two weeks. (when data is deleted)
  8. Exporting and Canceling your Account It will also contain a link to restore the account, which is valid 14 days from the cancellation date. (the restore window)
  9. Exporting and Canceling your Account The link will download a ZIP file containing 3 CSV files for your Contacts, Opportunities, and Projects. (what the export contains and its format)
  10. Exporting and Canceling your Account The full export does not include any file attachments. (attachments are not exported)
  11. Exporting and Canceling your Account Once the email is sent, the export link will expire after 12 hours. (the export link expiry)
  12. Exporting and Canceling your Account Administrators given Export Rights can go to Account Settings (who can export and where)
  13. Billing until you choose to cancel or downgrade your account to a Free plan (billing continues until the account is cancelled or moved to Free)
  14. Customer Terms Your Super Administrator may cancel your Customer account and terminate the agreement with immediate effect. (immediate cancellation by the Super Administrator)
  15. Customer Terms Your recurring billing schedule will be ended upon cancellation. (billing stops on cancellation)
  16. Customer Terms When an account is terminated or cancelled, the account and any content left behind in the account will be made inaccessible. (access ends on cancellation)
  17. Customer Terms Please be aware that partial data may reside in our backup and/or archive systems for a period of up to 50 days. (backup retention)
  18. Customer Terms There will be no refund or credit for partial periods of Service. (no refunds)
  19. Customer Terms If you downgrade your account then you may lose content, features or capacity. (what a downgrade can remove)
  20. Capsule Pricing Pay Annually (Save up to 18%) (the annual saving)
  21. Exporting and Canceling your Account After this step, you'll get a confirmation email. (the confirmation email)
  22. Billing The higher plan features will be immediately removed if you are downgrading (downgrades take effect at once)
  23. Billing Capsule will automatically update your billing based on the new plan when your next payment is due. (billing changes at the next payment)
  24. Exporting and Canceling your Account Export Data (the export menu)
  25. Exporting and Canceling your Account Those always have to be downloaded one at a time from each record. (attachments are downloaded per record)
  26. Billing Capsule does not allow for any formal payment holidays. (no payment holidays)
  27. Billing If you decide to continue using Capsule, billing will start automatically once the trial has come to an end. (trials turn into billing)
  28. Billing Once an account is canceled, Your Super Administrator has 14 days in which they can restore your account (the restore window)
  29. Customer Terms an early termination fee, calculated as set out in the DAA shall be payable by you upon termination (EU Data Act early termination fee)
  30. Customer Terms The Service shall continue to automatically renew until cancelled or terminated. (renewal continues until cancelled)
  31. Capsule Pricing Maximum 2 users. (Free plan user limit)
  32. Capsule Pricing 250 Contacts (Free plan contact limit)
  33. Capsule Pricing Sign up for a trial and our Sales team will be in touch. (the Ultimate plan involves sales)
  34. Legacy plans: Pro and Teams If you upgrade or downgrade your account to one of the new plans or cancel your subscription (legacy plan change or cancel)
  35. Legacy plans: Pro and Teams will be unable to return to a legacy plan (no return to legacy plans)
  36. Billing Subscription cost = The number of Users (active, suspended and pending) multiplied by the Plan price on the day of billing. (cost depends on the number of users, including suspended and pending ones)
  37. Billing If you decide to add or remove users, the subscription cost will be adjusted automatically. (removing users lowers the cost)

Not confirmed yet

  • Whether customers on the sales-arranged Ultimate plan sign a separate contract with different cancellation terms isn't on Capsule's public pages
  • Capsule's help pages don't say whether its iOS and Android apps sell subscriptions; the billing help describes card payments only

Independent re-check, 2026-10-08

A second reviewer re-read the official pages and corrected what was wrong or missing. The JSON lists what changed.

Checked against official help pages, 2026-10-08. Cancel flows change: if this one did, tell us at support@stackcut.io. Stackcut Exits is open data (CC BY 4.0).