How to Cancel Pipedrive Subscription: Step-by-Step Guide

LAST UPDATED
July 30, 2024
Jason Gong
apps
No items found.
TL;DR

Log in, go to Company settings, and click Cancel subscription.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're looking to save time, try our lead management automation. It can handle repetitive tasks, letting you focus on more important work.

Mastering the art of cancelling a Pipedrive subscription is crucial for managing costs and transitioning to new solutions. In this step-by-step guide, you'll discover not only the manual process but also how AI agents like Bardeen can automate repetitive cancellation tasks. Did you know that 41% of SaaS users waste money on unused subscriptions? Don't be part of that statistic. By following this guide, you'll save time, avoid unnecessary expenses, and confidently move forward. Get ready to take control of your Pipedrive subscription and explore a world of possibilities beyond the pipeline.

Understanding the Pipedrive Cancellation Process

Before cancelling your Pipedrive subscription, it's important to understand their cancellation policy and process:

  • Cancellations take effect at the end of the current billing period
  • Pipedrive does not provide prorated refunds for unused time
  • Cancelling will result in losing access to all data and features

Consider the timing of your cancellation and any data needs you may have:

  1. Determine the best point in your billing cycle to initiate cancellation
  2. Export or backup any necessary data before cancelling
  3. Plan for any transition period or migration to a new CRM if needed

Explore alternatives to cancellation, such as:

Understanding these details upfront can help set expectations and plan accordingly when cancelling your Pipedrive subscription.

Step-by-Step Guide to Cancelling Your Pipedrive Subscription

Cancelling your Pipedrive subscription is a straightforward process that can be completed in just a few steps:

  1. Log in to your Pipedrive account using an admin profile
  2. Click on your profile icon in the top right and select "Company settings" from the dropdown menu
  3. In the left sidebar, click on "Billing" to access subscription and payment information
  4. Scroll down to the bottom of the Billing page and locate the "Cancel subscription" button
  5. Click "Cancel subscription" and Pipedrive will display a confirmation prompt outlining the terms of cancellation
  6. If you agree, click "Yes, cancel my subscription" to proceed
  7. Provide feedback on why you are cancelling by selecting a reason or providing details in the text box
  8. After giving feedback, click "Cancel my subscription" to finalize the cancellation

Pipedrive will send a confirmation email notifying you that the request has been processed. By following these steps, you can successfully cancel your Pipedrive subscription and stop future billing. For those continuing to use it, consider how you can automate lead management for better efficiency.

Save time and streamline your tasks by using Bardeen to manage your email inbox with AI. It's easy and efficient.

Conclusions

Understanding how to cancel your Pipedrive subscription is important for effectively managing your sales tools and budget.

In this guide, you learned:

  • What to consider before initiating the cancellation process
  • The exact steps to take to cancel your paid Pipedrive account

Armed with this knowledge, you can confidently cancel your Pipedrive subscription when the time comes. For more tips, check out our guide on automating sales prospecting. Just don't wait too long or you might find yourself stuck in a never-ending sales cycle!

Contents
Automate Lead Management with Bardeen AI

Bardeen helps you automate repetitive lead management tasks, saving you time and effort.

Get Bardeen free
Schedule a demo

Automate to supercharge productivity

No items found.
No items found.

Related frequently asked questions

How to Edit ClickUp Templates: Step-by-Step Guide

Learn how to edit ClickUp templates easily. Follow our simple step-by-step guide to customize templates for your sales team's needs.

Read more
How to Send SMS Alerts in HubSpot: A Step-by-Step Guide

Learn how to send SMS alerts to clients using HubSpot. This guide covers setup, integration, crafting messages, and analyzing performance to boost engagement.

Read more
How to Find an Email Address by Phone Number: 8 Easy Methods

Discover 8 simple methods to find an email address using a phone number. Learn effective techniques and tools to uncover hidden contacts.

Read more
How to Check LinkedIn Connections: Top Methods

Learn to check LinkedIn connections between two people using manual checks, Sales Navigator, and third-party tools for deeper insights.

Read more
Sync Apple Calendar with Notion: A Step-by-Step Guide

Learn how to connect Apple Calendar to Notion using two methods for streamlined scheduling and productivity, despite the lack of direct integration.

Read more
LinkedIn InMail Guide: Send Messages Like a Pro

Master LinkedIn InMail with this step-by-step guide. Learn to craft compelling messages and increase engagement effectively.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.