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Cancel your plan

Cancel a paid plan in the Stripe Customer Portal, keep access until the end of the period, and move to Free with all your data kept.

2 min readLast updated

You can cancel a paid plan at any time, in a few clicks, without talking to anyone. You keep everything you paid for until the end of the current billing period. After that the workspace moves to Free, and all your data stays.

Cancel

Owners and admins can cancel.

  1. Open billing

    Go to Settings → Billing.

  2. Open the Customer Portal

    Click Manage in Stripe.

  3. Cancel the plan

    Under your current plan, click Cancel plan.

  4. Tell us why

    Pick the reason that fits best, and add a comment if you like. It takes ten seconds and it's the most useful feedback we get. You can skip it.

  5. Confirm

    Click Cancel plan again to confirm. You return to OmniLead, where Settings → Billing shows the date your plan ends.

You'll get an email from Stripe confirming the cancellation and the end date.

What happens until the end of the period

Nothing changes until the date shown. You keep every feature, your remaining plan credits, your seats and your mailboxes, and sequences keep sending. You're not charged again.

Changed your mind? Open Manage in Stripe and click Renew plan before the end date. Your plan carries on as if you'd never cancelled.

What happens at the end of the period

The workspace moves to Free automatically:

  • Your data is kept: every lead, list, pipeline, sequence, conversation, note and setting.
  • Credits: your plan credits reset to Free's 25 a month. Pack credits you bought are kept, and they never expire.
  • Lenses: you keep one lens. Others show the locked preview, and leads you saved from them stay in your CRM.
  • Limits: Free allows 500 leads, one mailbox, one seat and two-step sequences. Anything above those limits stays visible, but you can't add more until you're under the limit or upgrade.
  • Teammates keep access to what's there, but you can't invite anyone new while you're over one seat.
  • API keys and webhooks stop working, because the API is part of Agency.

You can upgrade again at any time from Settings → Billing, and everything is where you left it.

Refunds

Cancelling stops future charges but doesn't refund the current period, which you keep using until it ends. If you were charged for a renewal you didn't expect, contact support and we'll look at it.

The trial

The 14-day Growth trial needs no card, so there's nothing to cancel. When it ends without a subscription, the workspace moves to Free automatically and nothing is charged.

If you want to delete everything

Cancelling keeps your data. To remove it permanently, cancel first and then delete the workspace. See Delete your workspace or account.

Can I cancel from inside OmniLead?

Cancellation happens in the Stripe Customer Portal, which you open from Settings → Billing with Manage in Stripe. It's the same place you manage your card and invoices.

Do I lose my pack credits if I cancel?

No. Pack credits stay in the workspace on Free and can still be spent.

What if my card fails instead?

Stripe retries for several days while your plan keeps working. If every retry fails, the plan is cancelled and the workspace moves to Free, the same as a cancellation.

What's next