Refund & Return Policy Overview

Last updated: April 20, 2026

Thank you for choosing First Life CRM.

We’re committed to delivering a high-quality experience and real value through our platform and services. If for any reason you are not fully satisfied with your purchase, we encourage you to review our refund and return policy below.

These terms apply to all services, subscriptions, and consulting (“1on1”) offerings provided through First Life CRM.

Definitions & Interpretation

Interpretation

Words with capitalized first letters have specific meanings defined below. These definitions apply whether used in singular or plural form.

Definitions

For the purposes of this Return and Refund Policy:

  • Company (“We”, “Us”, or “Our”) refers to First Life CRM and all related services and offerings.

  • Services refer to the CRM platform, subscriptions, consulting, and any related offerings provided by First Life CRM.

  • Goods refer to any products, services, or deliverables made available for purchase through our platform.

  • Orders mean any request made by You to purchase services or products from Us.

  • Website refers to all First Life CRM platforms, pages, funnels, and associated domains where services are offered.

  • You refers to the individual, business, or legal entity using or purchasing our Services.

Cancellation Policy

You may request to cancel your subscription or service at any time by submitting a clear request through one of the following methods:

If your request meets the eligibility requirements outlined below, refunds (if applicable) will be processed within 14 days of approval using your original payment method. No additional processing fees will be charged.

Refund Eligibility & Conditions

We aim to be fair and transparent. Please review the conditions below carefully.

Non-Refundable Products & Services

The following are not eligible for refunds:

  • Custom or Personalized Work
    Any service or deliverable created specifically for your business once approved.

  • Consulting / Expert Services (Once Started)
    Any “Expert Hour” or consulting work after it has been initiated.

  • Live or Launched Campaigns
    Marketing services that have already been deployed or made active.

  • Previous Billing Periods
    Subscriptions can be canceled anytime, but past payments are non-refundable. In rare cases, only the most recent charge may be reviewed at our discretion.

  • Usage-Based Charges & Auto-Recharges
    These include:

    • SMS/MMS messaging

    • Phone calls (inbound/outbound)

    • Phone number usage

    • A2P registration fees

    • Email sending within the platform

These are direct third-party costs (carriers, providers, compliance systems) and cannot be refunded.

  • Discounted or Promotional Plans
    Any reduced-price packages (including multi-month or bundled plans) are non-refundable due to discounted pricing.

  • Annual or Lifetime Plans
    All annual subscriptions and lifetime access purchases are non-refundable.

  • Unused Time or Services
    Unused subscription periods or consulting hours are not eligible for partial refunds.

  • Sale Items
    Services purchased during promotions or discounts are non-refundable unless required by law.

  • Accounts Violating Terms of Service
    This includes, but is not limited to:

    • Spam or abusive messaging

    • Fraudulent activity

    • Harassment of staff or partners

Training & Educational Content (Limited Exception)

Educational products may be eligible for a refund within 30 days of purchase, unless otherwise stated. After this period, they are non-refundable.

Plan Changes (Upgrades & Downgrades)

First Life CRM offers multiple subscription tiers to fit your business needs.

The following are not eligible for refunds:

  • Requests must be submitted before the end of your current billing cycle, or

  • At least 7 days prior to your next billing date

Changes requested after billing has processed will not be refunded. Any difference in pricing will instead be:

  • Applied as account credit, or

  • Used toward your next billing cycle

Contact Us

If you have any questions about this policy or need assistance, our team is here to help:

First Life CRM Team

We appreciate your trust in First Life CRM and are committed to helping you grow your business with clarity, simplicity, and powerful tools.

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