{
 "id": "capsule_crm",
 "name": "Capsule CRM",
 "category": "marketing_sales",
 "website": "https://capsulecrm.com",
 "domains": [
  "capsulecrm.com",
  "app.capsulecrm.com"
 ],
 "summary": "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.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "Cancel the whole account",
   "applies_to": "The whole Capsule account, on any plan, monthly or annual",
   "who": "The Super Administrator",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Go to Account Settings, then Account and Plan",
     "expect": "Cancel Account"
    },
    {
     "do": "Under the Cancel Account heading, click the button to cancel the account",
     "expect": "Account Cancellation"
    },
    {
     "do": "On the Account Cancellation page, review the account information and tick every checkbox",
     "expect": null
    },
    {
     "do": "Choose Cancel account",
     "expect": "A confirmation email, which includes a link to restore the account"
    }
   ],
   "confirm_by": "A confirmation email after the final step, with a restore link valid for 14 days",
   "effective": "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",
   "refund": "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_ids": [
    "c1",
    "c9",
    "c2",
    "c3",
    "c4",
    "c15",
    "c7",
    "c5",
    "t1",
    "t2",
    "t3",
    "t5",
    "t7",
    "t8",
    "l1",
    "l2",
    "c23"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "annual_billing",
   "what": "Pay annually to save up to 18% on the plan price",
   "evidence": "documented",
   "source_ids": [
    "p1"
   ]
  },
  {
   "type": "free_plan",
   "what": "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",
   "evidence": "documented",
   "source_ids": [
    "p2",
    "p3",
    "c14",
    "c16",
    "c17",
    "t6"
   ]
  },
  {
   "type": "seat_reduction",
   "what": "Remove users: the cost is the number of users (active, suspended and pending) times the plan price on the billing day, and adjusts automatically",
   "evidence": "documented",
   "source_ids": [
    "c24",
    "c25"
   ]
  }
 ],
 "export": [
  {
   "data": "Contacts, Opportunities and Projects",
   "how": "Administrators given Export Rights go to Account Settings, then Export Data; the download link arrives by email",
   "format": "A ZIP file containing three CSV files, in UTF-8",
   "limits": "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",
   "source_ids": [
    "c12",
    "c19",
    "c8",
    "c10",
    "c20",
    "c11"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The account becomes inaccessible as soon as it is cancelled",
  "data_kept": "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",
  "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"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "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"
  ]
 },
 "sources": [
  {
   "id": "c1",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Go to the Account Settings",
   "supports": "where the cancel flow starts"
  },
  {
   "id": "c9",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Account and Plan",
   "supports": "the second menu on the cancel path"
  },
  {
   "id": "c2",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Under the Cancel Account heading, click the button to cancel the account.",
   "supports": "the cancel button"
  },
  {
   "id": "c3",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "On the Account Cancellation page, review the account information. All checkboxes must be ticked to move forward.",
   "supports": "the confirmation page"
  },
  {
   "id": "c4",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Choose Cancel account.",
   "supports": "the final step"
  },
  {
   "id": "c5",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "There is no cancelation notice period so the Super Administrator is free to cancel your account at any time.",
   "supports": "no notice period and who can cancel"
  },
  {
   "id": "c6",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "after canceling your account any data will be permanently deleted after two weeks.",
   "supports": "when data is deleted"
  },
  {
   "id": "c7",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "It will also contain a link to restore the account, which is valid 14 days from the cancellation date.",
   "supports": "the restore window"
  },
  {
   "id": "c8",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "The link will download a ZIP file containing 3 CSV files for your Contacts, Opportunities, and Projects.",
   "supports": "what the export contains and its format"
  },
  {
   "id": "c10",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "The full export does not include any file attachments.",
   "supports": "attachments are not exported"
  },
  {
   "id": "c11",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Once the email is sent, the export link will expire after 12 hours.",
   "supports": "the export link expiry"
  },
  {
   "id": "c12",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Administrators given Export Rights can go to Account Settings",
   "supports": "who can export and where"
  },
  {
   "id": "c14",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "until you choose to cancel or downgrade your account to a Free plan",
   "supports": "billing continues until the account is cancelled or moved to Free"
  },
  {
   "id": "t1",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "Your Super Administrator may cancel your Customer account and terminate the agreement with immediate effect.",
   "supports": "immediate cancellation by the Super Administrator"
  },
  {
   "id": "t2",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "Your recurring billing schedule will be ended upon cancellation.",
   "supports": "billing stops on cancellation"
  },
  {
   "id": "t3",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "When an account is terminated or cancelled, the account and any content left behind in the account will be made inaccessible.",
   "supports": "access ends on cancellation"
  },
  {
   "id": "t4",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "Please be aware that partial data may reside in our backup and/or archive systems for a period of up to 50 days.",
   "supports": "backup retention"
  },
  {
   "id": "t5",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "There will be no refund or credit for partial periods of Service.",
   "supports": "no refunds"
  },
  {
   "id": "t6",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "If you downgrade your account then you may lose content, features or capacity.",
   "supports": "what a downgrade can remove"
  },
  {
   "id": "p1",
   "url": "https://capsulecrm.com/pricing",
   "title": "Capsule Pricing",
   "publisher": "vendor",
   "quote": "Pay Annually (Save up to 18%)",
   "supports": "the annual saving"
  },
  {
   "id": "c15",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "After this step, you'll get a confirmation email.",
   "supports": "the confirmation email"
  },
  {
   "id": "c16",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "The higher plan features will be immediately removed if you are downgrading",
   "supports": "downgrades take effect at once"
  },
  {
   "id": "c17",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "Capsule will automatically update your billing based on the new plan when your next payment is due.",
   "supports": "billing changes at the next payment"
  },
  {
   "id": "c19",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Export Data",
   "supports": "the export menu"
  },
  {
   "id": "c20",
   "url": "https://capsulecrm.com/support/account-and-security/exporting-and-canceling-your-account/",
   "title": "Exporting and Canceling your Account",
   "publisher": "vendor",
   "quote": "Those always have to be downloaded one at a time from each record.",
   "supports": "attachments are downloaded per record"
  },
  {
   "id": "c21",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "Capsule does not allow for any formal payment holidays.",
   "supports": "no payment holidays"
  },
  {
   "id": "c22",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "If you decide to continue using Capsule, billing will start automatically once the trial has come to an end.",
   "supports": "trials turn into billing"
  },
  {
   "id": "c23",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "Once an account is canceled, Your Super Administrator has 14 days in which they can restore your account",
   "supports": "the restore window"
  },
  {
   "id": "t7",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "an early termination fee, calculated as set out in the DAA shall be payable by you upon termination",
   "supports": "EU Data Act early termination fee"
  },
  {
   "id": "t8",
   "url": "https://capsulecrm.com/terms/",
   "title": "Customer Terms",
   "publisher": "vendor",
   "quote": "The Service shall continue to automatically renew until cancelled or terminated.",
   "supports": "renewal continues until cancelled"
  },
  {
   "id": "p2",
   "url": "https://capsulecrm.com/pricing",
   "title": "Capsule Pricing",
   "publisher": "vendor",
   "quote": "Maximum 2 users.",
   "supports": "Free plan user limit"
  },
  {
   "id": "p3",
   "url": "https://capsulecrm.com/pricing",
   "title": "Capsule Pricing",
   "publisher": "vendor",
   "quote": "250 Contacts",
   "supports": "Free plan contact limit"
  },
  {
   "id": "p4",
   "url": "https://capsulecrm.com/pricing",
   "title": "Capsule Pricing",
   "publisher": "vendor",
   "quote": "Sign up for a trial and our Sales team will be in touch.",
   "supports": "the Ultimate plan involves sales"
  },
  {
   "id": "l1",
   "url": "https://capsulecrm.com/support/account-and-security/legacy-plans-pro-and-teams/",
   "title": "Legacy plans: Pro and Teams",
   "publisher": "vendor",
   "quote": "If you upgrade or downgrade your account to one of the new plans or cancel your subscription",
   "supports": "legacy plan change or cancel"
  },
  {
   "id": "l2",
   "url": "https://capsulecrm.com/support/account-and-security/legacy-plans-pro-and-teams/",
   "title": "Legacy plans: Pro and Teams",
   "publisher": "vendor",
   "quote": "will be unable to return to a legacy plan",
   "supports": "no return to legacy plans"
  },
  {
   "id": "c24",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "Subscription cost = The number of Users (active, suspended and pending) multiplied by the Plan price on the day of billing.",
   "supports": "cost depends on the number of users, including suspended and pending ones"
  },
  {
   "id": "c25",
   "url": "https://capsulecrm.com/support/account-and-security/billing/",
   "title": "Billing",
   "publisher": "vendor",
   "quote": "If you decide to add or remove users, the subscription cost will be adjusted automatically.",
   "supports": "removing users lowers the cost"
  }
 ],
 "verification": {
  "level": "docs",
  "checked_on": "2026-10-08",
  "by": "stackcut-research",
  "unverified": [
   "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"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-10-08",
   "result": "fixed",
   "notes": [
    "Re-checked the cancel steps, notice, refund and data-deletion facts: all correct",
    "Added the confirmation email with its 14-day restore link",
    "Corrected payment holidays: Capsule says it doesn't offer them",
    "Added the Free plan limits, how downgrades and user counts change the bill, and that trials turn into billing automatically",
    "Added the EU Data Act early termination fee and that legacy Pro and Teams plans can't be regained after cancelling",
    "Removed the help article as the start link: the flow starts in Account Settings inside the app"
   ]
  }
 },
 "page": "https://stackcut.io/cancel/capsule_crm",
 "json": "https://stackcut.io/exits/capsule_crm.json",
 "evidence": {
  "packet_revision": "c80fadc7bf99a9917ea86b3994843a341790827440771a76ef4b7074b5f0dade",
  "docs_checked_on": "2026-10-08",
  "last_observed_success_on": null,
  "verification": "docs",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-10-08",
   "age_days": 1,
   "stale_after_days": 30,
   "next_check_on": "2026-11-07"
  },
  "routes": [
   {
    "route_id": "capsule-crm--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-10-08",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-10-08",
     "age_days": 1,
     "stale_after_days": 30,
     "next_check_on": "2026-11-07"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}