{
 "id": "close",
 "name": "Close",
 "category": "marketing_sales",
 "website": "https://www.close.com",
 "domains": [
  "close.com"
 ],
 "summary": "An admin opens Settings, Billing, Plan and scrolls to Cancel account; the account closes at the end of the monthly or annual period, with no refunds. Cancelling the primary organization also cancels its secondary orgs. Export activities first: content stays retrievable only 30 days after termination.",
 "routes": [
  {
   "channel": "direct_web",
   "label": "Primary organization's plan",
   "applies_to": "Close plans billed monthly or annually (the primary organization, with any linked secondary organizations)",
   "who": "A user with the Admin role",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Sign in as an Admin and open Settings, then Billing, then Plan",
     "expect": "Cancel account"
    },
    {
     "do": "Scroll down and select Cancel account",
     "expect": null
    }
   ],
   "confirm_by": "Settings > Plan offers Undo Cancellation for the rest of the cancellation period",
   "effective": "At the end of the monthly or annual billing period; full access until then. Linked secondary organizations get the same cancellation date",
   "notice": "None stated: you can terminate at any time using the in-app procedure",
   "refund": "None: all fees are non-refundable",
   "fees": null,
   "source_ids": [
    "s1",
    "s2",
    "s3",
    "s4",
    "s5",
    "s6",
    "s7",
    "s8",
    "s30"
   ]
  },
  {
   "channel": "direct_web",
   "label": "Secondary organization only",
   "applies_to": "A secondary organization billed together with a primary Close organization",
   "who": "A user with the Admin role",
   "method": "self_serve",
   "start_url": null,
   "steps": [
    {
     "do": "Open the secondary organization's Plan page (Settings, Billing, Plan) and cancel it there; the primary organization stays active",
     "expect": null
    }
   ],
   "confirm_by": null,
   "effective": null,
   "notice": null,
   "refund": "None: all fees are non-refundable",
   "fees": null,
   "source_ids": [
    "s9",
    "s1",
    "s3",
    "s7"
   ]
  }
 ],
 "pay_less": [
  {
   "type": "downgrade",
   "what": "Downgrade to a lower plan at any time; it is scheduled for the end of the current billing period, and usage must first be under the new plan's limits. Close's Terms say downgrading forfeits the account's phone numbers",
   "evidence": "documented",
   "source_ids": [
    "s10",
    "s11",
    "s12",
    "s29"
   ]
  },
  {
   "type": "seat_reduction",
   "what": "Remove users you no longer need. A seat removed mid-cycle (monthly or annual) stays open until the next billing cycle, and there is no automatic refund",
   "evidence": "documented",
   "source_ids": [
    "s13",
    "s14"
   ]
  },
  {
   "type": "annual_billing",
   "what": "Close offers discounts to teams with 10 or more seats that commit for 12 months or more",
   "evidence": "documented",
   "source_ids": [
    "s32"
   ]
  }
 ],
 "export": [
  {
   "data": "Leads, contacts or opportunities, and activities such as emails, calls, SMS messages, notes and custom activities",
   "how": "In the Leads search, click ... then the Export button (export all leads, or narrow them with a search query first); a download link arrives by email",
   "format": "CSV or JSON; only JSON exports all activities (JSON also keeps hierarchical and relational data)",
   "limits": "The emailed download link expires after 7 days. Close recommends a full activities export before cancelling",
   "source_ids": [
    "s15",
    "s16",
    "s17",
    "s18",
    "s19",
    "s20",
    "s21",
    "s22",
    "s23",
    "s31"
   ]
  }
 ],
 "after_cancel": {
  "access_until": "The end of the monthly or annual billing period",
  "data_kept": "Close may permanently delete your content on termination at its discretion, but it stays retrievable for 30 days after the account is terminated",
  "you_lose": [
   "Access to the Close account at the end of the billing period",
   "Linked secondary organizations, when the primary organization is cancelled",
   "Every phone number associated with the account: Close's Terms say you forfeit them when you terminate"
  ]
 },
 "agent_notes": {
  "sign_in_needed": true,
  "phone_or_chat_only": false,
  "retention_step": null,
  "tips": [
   "Only a user with the Admin role can cancel",
   "Cancelling the primary organization cancels every linked secondary organization; a secondary organization can be cancelled on its own",
   "Calling, SMS and AI usage is paid from a prepaid usage credit balance, and rented phone numbers renew monthly until the user or number is removed",
   "Run a full activities export in JSON before cancelling (CSV can't export all activities): the download link expires after 7 days, and content is retrievable for only 30 days after termination",
   "Changed your mind? Until the period ends, Settings > Plan > Undo Cancellation reverses the cancellation",
   "Cancelling forfeits every phone number on the account; if you need to keep one, sort that out before you cancel"
  ]
 },
 "sources": [
  {
   "id": "s1",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "To cancel your account, go to Settings > Billing > Plan and scroll down to Cancel account.",
   "supports": "the cancel steps"
  },
  {
   "id": "s2",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "You must be assigned an Admin role within Close to cancel an account.",
   "supports": "who can cancel"
  },
  {
   "id": "s3",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "Your account will be automatically canceled at the end of your monthly or annual billing period.",
   "supports": "when cancelling takes effect"
  },
  {
   "id": "s4",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "Until then, you'll have full access to your Close account.",
   "supports": "access until the period ends"
  },
  {
   "id": "s5",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "Cancellation leads to the cancellation of all linked secondary orgs.",
   "supports": "cancelling the primary organization cancels secondary orgs"
  },
  {
   "id": "s6",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "The secondary organization will reflect the same cancellation date as the primary.",
   "supports": "secondary orgs end on the same date"
  },
  {
   "id": "s7",
   "url": "https://www.close.com/terms",
   "title": "Close Terms of Service",
   "publisher": "vendor",
   "quote": "All fees are non-refundable.",
   "supports": "no refunds"
  },
  {
   "id": "s8",
   "url": "https://www.close.com/terms",
   "title": "Close Terms of Service",
   "publisher": "vendor",
   "quote": "You have the right to terminate your account at any time in accordance with the procedures set forth on the Application.",
   "supports": "terminate at any time in the app"
  },
  {
   "id": "s9",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "Can be independently canceled from the Plan page without restrictions.",
   "supports": "secondary organizations can be cancelled on their own"
  },
  {
   "id": "s10",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "You can upgrade or downgrade your Close subscription at any time.",
   "supports": "downgrading"
  },
  {
   "id": "s11",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "Plan downgrades are scheduled for the ending of your current billing period.",
   "supports": "when a downgrade takes effect"
  },
  {
   "id": "s12",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "To downgrade to a Plan that has usage limits, you must first make sure your usage of those features is below the new Plan's limits.",
   "supports": "usage must fit the lower plan"
  },
  {
   "id": "s13",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "whether on a Monthly or Annual subscription - will keep that User's seat open until the start of the next billing cycle",
   "supports": "removed seats stay open until the next cycle"
  },
  {
   "id": "s14",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "Refunds are not automatically given, as you have the opportunity to invite another User.",
   "supports": "no automatic refund for removed seats"
  },
  {
   "id": "s15",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "Leads, Contacts, or Opportunities",
   "supports": "what can be exported"
  },
  {
   "id": "s16",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "Emails, Calls, SMS messages, Notes, Custom Activities",
   "supports": "activity types that can be exported"
  },
  {
   "id": "s17",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "Export button",
   "supports": "the Export button in the Leads search"
  },
  {
   "id": "s18",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "export all of your leads or first narrow down your search results by using a search query",
   "supports": "exporting all leads or a search"
  },
  {
   "id": "s19",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "CSV format is the most commonly used export format",
   "supports": "the CSV format"
  },
  {
   "id": "s20",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "JSON is a less compact file format and it shows hierarchical and other relational data.",
   "supports": "the JSON format"
  },
  {
   "id": "s21",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "Once the export is ready, you will receive an email containing your link to download the exported data.",
   "supports": "the export arrives by email"
  },
  {
   "id": "s22",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "For your privacy, this link will expire automatically after 7 days.",
   "supports": "the link expires after 7 days"
  },
  {
   "id": "s23",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "full activities export from Close before canceling your account",
   "supports": "export before cancelling"
  },
  {
   "id": "s24",
   "url": "https://www.close.com/terms",
   "title": "Close Terms of Service",
   "publisher": "vendor",
   "quote": "may be permanently deleted by Close upon any termination of your account in its sole discretion",
   "supports": "content may be deleted on termination"
  },
  {
   "id": "s25",
   "url": "https://www.close.com/terms",
   "title": "Close Terms of Service",
   "publisher": "vendor",
   "quote": "Your Content will remain retrievable for 30 days after the termination of your account.",
   "supports": "the 30-day retrieval window"
  },
  {
   "id": "s26",
   "url": "https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools",
   "title": "Variable usage costs: calling, SMS, phone numbers and AI tools",
   "publisher": "vendor",
   "quote": "Whenever you make use of these features, a small amount of money is deducted from your usage credit balance.",
   "supports": "usage is paid from a credit balance"
  },
  {
   "id": "s27",
   "url": "https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools",
   "title": "Variable usage costs: calling, SMS, phone numbers and AI tools",
   "publisher": "vendor",
   "quote": "Rented numbers are renewed each month on the calendar day before the rental",
   "supports": "phone numbers renew monthly"
  },
  {
   "id": "s28",
   "url": "https://help.close.com/account-management/variable-usage-costs-calling-sms-phone-numbers-ai-tools",
   "title": "Variable usage costs: calling, SMS, phone numbers and AI tools",
   "publisher": "vendor",
   "quote": "If a user or phone number is removed from the organization, the phone number will not be renewed",
   "supports": "removing a number stops its renewal"
  },
  {
   "id": "s29",
   "url": "https://www.close.com/terms",
   "title": "Close Terms of Service",
   "publisher": "vendor",
   "quote": "In the event that you downgrade your Service or you terminate your Service, you will forfeit any phone numbers associated with your account.",
   "supports": "phone numbers are forfeited on termination or downgrade"
  },
  {
   "id": "s30",
   "url": "https://help.close.com/account-management/plans-and-billing/adding-and-removing-users",
   "title": "Managing users and cancellation",
   "publisher": "vendor",
   "quote": "At any time during your cancellation period, you can go to your Settings > Plan > Undo Cancellation.",
   "supports": "a cancellation can be undone until the period ends"
  },
  {
   "id": "s31",
   "url": "https://help.close.com/account-management/exporting-data",
   "title": "Exporting data",
   "publisher": "vendor",
   "quote": "the only format you can use to export all Activities",
   "supports": "only JSON exports all activities"
  },
  {
   "id": "s32",
   "url": "https://help.close.com/account-management/plans-and-billing",
   "title": "Plans and billing",
   "publisher": "vendor",
   "quote": "We offer discounts for customers that have 10+ seats and would like to commit to Close for 12+ months.",
   "supports": "discount for 10+ seats on a 12+ month commitment"
  }
 ],
 "verification": {
  "level": "docs",
  "checked_on": "2026-09-29",
  "by": "stackcut-research",
  "unverified": [
   "What the screen shows right after Cancel account is not documented (only that Undo Cancellation is then available)",
   "Whether the cancel flow asks for a reason or shows an offer is not documented",
   "The pricing page (trial terms) was not read",
   "Whether an unused usage credit balance is refunded when the account is cancelled is not stated",
   "Whether annual contracts signed through Close sales have their own notice terms was not found",
   "When a secondary organization cancelled on its own stops is not stated"
  ],
  "review": {
   "by": "stackcut-review",
   "on": "2026-09-29",
   "result": "fixed",
   "notes": [
    "Phone numbers: Terms say terminating or downgrading forfeits every number on the account (you_lose, downgrade item, tip)",
    "Export: only JSON exports all activities (format and tip)",
    "confirm_by and tip: Undo Cancellation under Settings > Plan during the cancellation period",
    "Added the documented discount for 10+ seats on a 12+ month commitment"
   ]
  }
 },
 "stackcut": {
  "vendor_id": "close",
  "name": "Close",
  "recipes": [
   {
    "id": "replace-close",
    "title": "Sales CRM",
    "best_year_one_net": 430
   }
  ]
 },
 "page": "https://stackcut.io/cancel/close",
 "json": "https://stackcut.io/exits/close.json",
 "evidence": {
  "packet_revision": "c1b31287a3590054e565aaac5f6ec329d0bb78c2f7880541555fa0081f01528e",
  "docs_checked_on": "2026-09-29",
  "last_observed_success_on": null,
  "verification": "docs",
  "freshness": {
   "as_of": "2026-10-09",
   "status": "current",
   "checked_on": "2026-09-29",
   "age_days": 10,
   "stale_after_days": 30,
   "next_check_on": "2026-10-29"
  },
  "routes": [
   {
    "route_id": "close--direct-web--r1",
    "channel": "direct_web",
    "checked_on": "2026-09-29",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-09-29",
     "age_days": 10,
     "stale_after_days": 30,
     "next_check_on": "2026-10-29"
    }
   },
   {
    "route_id": "close--direct-web--r2",
    "channel": "direct_web",
    "checked_on": "2026-09-29",
    "freshness": {
     "as_of": "2026-10-09",
     "status": "current",
     "checked_on": "2026-09-29",
     "age_days": 10,
     "stale_after_days": 30,
     "next_check_on": "2026-10-29"
    }
   }
  ]
 },
 "license": "CC-BY-4.0",
 "credit": "Stackcut Exits (https://stackcut.io/cancel), CC BY 4.0"
}