DRAFT: This document is pending legal review. The refund terms below reflect our current Terms of Service; the final wording may be adjusted by counsel.
This Refund Policy applies to paid Workbench subscriptions purchased from Workbench CRM LLC. It supplements the Payment Terms in our Terms of Service.
Last updated: August 19, 2026
Annual plans
Annual subscriptions come with a 14-day money-back guarantee. If you cancel within 14 days of your initial annual purchase, contact us and we will refund the full amount. After the first 14 days, annual fees are non-refundable, and your access continues until the end of the paid annual term.
Monthly plans
Monthly subscriptions can be refunded within the first 7 days of your initial purchase. After the first 7 days, monthly fees are non-refundable. You can cancel at any time from your account settings, and your access continues until the end of the current billing period.
Renewals
Renewal charges (monthly or annual) are non-refundable. To avoid a renewal charge, cancel your subscription before the renewal date shown in your billing settings.
Usage-based charges
Charges for consumed usage, such as SMS segments, phone minutes, and other metered add-ons, are non-refundable once the usage has occurred.
How to request a refund
Email support@tryworkbench.app from the email address on your account within the applicable refund window. Include your business name and the reason for the request. Approved refunds are issued to the original payment method, typically within 5 to 10 business days.
Questions
If you believe you were charged in error, contact support@tryworkbench.app and we will review the charge.