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Cancel Infusionsoft: The Right Way

How to cancel infusionsoft (Keap) in india and avoid billing traps

What infusionsoft is and why you might cancel

Infusionsoft, now rebranded as Keap in many markets, is a subscription-based sales and marketing automation platform designed for small businesses. It combines customer relationship management (CRM), email marketing, e-commerce tools and workflow automation to help you manage leads, nurture customers and streamline sales processes.

The platform is sold globally via recurring subscription plans, typically denominated in USD. If you're billed in India, you'll see INR charges on your invoice after currency conversion and local taxes apply. Many small business owners in India adopt Infusionsoft to scale their operations, but cancellation can feel deliberately difficult if you don't know the steps.

Common reasons to cancel infusionsoft

You might want to cancel if you've switched to a competitor like HubSpot or Zoho CRM, your business model has changed, or you find the automation features don't match your workflow. Others cancel because the USD pricing becomes unaffordable after currency fluctuation or you've outgrown the plan's limitations.

Why stopee guides matter

Stopee (stopee.com) exists to walk you through cancellation step-by-step so you avoid common traps. Infusionsoft's web interface and phone-based cancellation process can be deliberately convoluted, and many users accidentally renew because they didn't complete the formal cancellation request. This guide ensures you cancel cleanly.

Your consumer rights under indian law

India's Consumer Protection Act, 2019 protects you when you cancel subscription services. You have the right to withdraw from a service within 14 days if you haven't begun using it or if the service was sold through distance communication (email, phone, website).

What the law guarantees

The Consumer Protection Act entitles you to a full refund within 14 days of purchase if you cancel a distance-sold service without using it substantially. Additionally, the Act protects you from hidden charges and requires clear disclosure of billing terms before you subscribe.

If Infusionsoft charged you without clear consent or failed to disclose renewal terms, you can file a complaint with your district consumer commission. Stopee recommends documenting all communication with Infusionsoft (or Keap support) to strengthen any dispute.

Escalation and complaints

If Infusionsoft refuses your refund request or cancellation, escalate to the National Consumer Helpline (1800-11-4000) or your state's consumer commission. You can also report billing complaints to your bank or credit card issuer, who may reverse charges in your favour under consumer protection rules.

Step-by-step cancellation for infusionsoft accounts

Cancellation requires formal submission through your account dashboard or a phone call to Keap support. Simple payment card removal does not cancel your account and will not stop future billing.

Who can cancel your account

Only the verified account owner or an account administrator can initiate cancellation. If you're an employee or team member without admin rights, ask your account owner to submit the request. Infusionsoft does not accept cancellation requests by plain email from non-administrators.

Cancellation process via web dashboard

  1. Log in to your Infusionsoft or Keap account with your admin credentials.
    • If you've forgotten your password, reset it via the login screen before proceeding.
  2. Navigate to Account Settings or Billing Settings (usually found in the top-right menu under your profile name).
    • Look for tabs labelled "Subscriptions", "Plans" or "Billing".
  3. Locate the "Cancel Subscription" or "Downgrade Plan" button.
    • Warning: Do not click "Pause" - this suspends your account temporarily but does not cancel it. You will still be billed after the pause period ends.
  4. Click the cancellation button and select your reason for cancellation from the dropdown menu.
    • Keap uses this feedback for analytics; be honest but brief.
  5. Review the cancellation summary, which should confirm your final billing date and any outstanding balance.
    • Pro tip: Screenshot this summary before confirming. This serves as proof of your cancellation request.
  6. Confirm cancellation by clicking the final "Submit" or "Cancel Subscription" button.
    • The system should display a confirmation page with a reference number or ticket ID.
  7. Note the cancellation date, reference number and any representative name displayed. Store this in a safe place.
    • You will need this if you later dispute a charge or need to escalate to Stopee or consumer authorities.

Cancellation via phone with keap support

If the web dashboard method fails or you prefer verbal confirmation, you can call Keap's support team. This approach forces a human conversation and gives you a named representative to reference if disputes arise later.

  1. Gather your account details: username, email address registered to the account, and the last four digits of your billing card.
    • Support will ask for these to verify you're the account owner.
  2. Contact Keap support via their website or published phone number.
    • Note: Keap's support centre is US-based, so expect response times during US business hours. For India, morning or late-afternoon calls work best.
  3. Explain clearly: "I want to cancel my Infusionsoft subscription effective immediately" or "effective at the end of my current billing cycle."
    • The support agent will guide you through verification and present options: immediate cancellation or cancellation on the next renewal date.
  4. Ask the agent for their name, the call date and time, and a ticket or reference number.
    • Repeat these details back to confirm accuracy.
  5. Request written confirmation via email, even if the call agent says email is not standard.
    • Pro tip: Follow up with an email within 24 hours: "I spoke with [agent name] on [date] at [time]. My cancellation request reference number is [ticket number]. Please confirm this cancellation in writing." This creates a paper trail Stopee strongly recommends.

Mobile app or third-party platform cancellations

If you purchased Infusionsoft via Apple App Store or Google Play Store, your cancellation process differs. The app store's refund and cancellation rules may override Infusionsoft's own policy.

  • Apple App Store: Open Settings > [Your Name] > Subscriptions. Find Infusionsoft, tap Edit, and select Cancel Subscription. You have 14 days from purchase to request a refund if the app did not work as advertised.
  • Google Play Store: Open Google Play > Account > Subscriptions. Select Infusionsoft, tap Cancel Subscription. Google's standard 14-day refund window applies if you have not used the service substantially.
  • In both cases, keep your receipt and submit a refund request directly through the store if cancellation alone doesn't resolve your concern.

Timeline and what to expect after cancellation

Cancellation takes effect on your chosen date, but your access doesn't vanish immediately. Understanding the timeline helps you plan your data export and avoid surprises.

When your access ends

If you cancel mid-cycle, your account remains active until the last day of your current billing period. For example, if your billing date is the 15th and you cancel on the 20th, you keep full access until the 14th of next month (or day 15, depending on Keap's policy for your plan).

Pro tip: Cancel at least 10 days before your next invoice date to avoid being charged for the next billing cycle. Keap's system can take several business days to process cancellation flags.

Data export and backup

Before your access ends, export all customer data, email lists, automation workflows and transaction history. Infusionsoft does not promise to retain your data after your subscription expires, and data recovery after 30 days may be costly or impossible.

  • Most plans allow you to export contacts and campaign history via CSV. Keap's support team can provide export instructions.
  • Document any custom automation rules or email templates you've built so you can recreate them in your new platform.
  • Take screenshots of your customer segments and sales pipeline if you plan to migrate to HubSpot, Zoho or another CRM.

Billing after cancellation

You remain responsible for any invoices issued up to your cancellation date. If you were billed on the 1st of each month and cancelled on the 15th, you owe payment for the full month of that billing cycle. No pro-rated credits apply unless you explicitly negotiate one with support.

Warning: Some users stop paying their invoices assuming cancellation is complete. This is incorrect. Unpaid invoices can damage your credit record in India and trigger collection action from Keap.

Refunds and billing disputes explained

Infusionsoft's standard policy states that subscription fees are non-refundable and non-proratable. However, exceptions exist if you were charged in error or the service failed to deliver as promised.

When infusionsoft may refund you

  • Billing errors: If you were charged twice in one month or charged after formal cancellation, dispute the overcharge with Infusionsoft's billing team immediately. Provide your cancellation reference number and invoice copies.
  • Service failures: If Infusionsoft was unavailable for extended periods or key features did not function, you may request a pro-rated credit. This requires documented evidence (screenshots, support tickets) and willingness to escalate to consumer authorities.
  • Unauthorized charges: If someone else signed up for Infusionsoft using your card without consent, file a dispute with your bank and notify Infusionsoft in writing.
  • 14-day cooling-off period: Under Indian consumer law, if you purchased within 14 days and have not substantially used the service, you may request a full refund. Stopee recommends invoking this right in writing if Infusionsoft refuses.

How to dispute a charge

  1. Gather your invoices, cancellation reference numbers and any support correspondence.
  2. Email Infusionsoft's billing team with the subject line: "Billing Dispute: [Your Account Email] - Request for Refund or Credit."
    • State the specific charge date, amount in INR, and reason you believe it was incorrect.
    • Reference your cancellation date and reference number.
  3. If Infusionsoft's billing team does not respond within 10 business days, file a chargeback through your bank or credit card company.
    • Your bank will ask for evidence. Provide cancellation confirmations, invoices and email trails.
  4. For escalation, contact the National Consumer Helpline at 1800-11-4000 or file a complaint with your state consumer commission if the dispute exceeds INR 1 lakh.

Infusionsoft pricing and currency conversion

Infusionsoft pricing is published in USD, so your actual INR charge depends on current exchange rates and local taxes.

Standard plan pricing (USD)

Plan name USD price per month Billing cycle Best for
Essentials $79 Annual or monthly New businesses or solo entrepreneurs
Standard $165 Annual or monthly Small teams with growing customer bases
Professional $299 Annual or monthly Established businesses with advanced automation needs
Enterprise Custom quote Annual or monthly High-volume operations requiring dedicated support

Currency conversion and taxes

At current exchange rates (approximately 1 USD = 83 INR), the Essentials plan costs around INR 6,557 per month in USD terms. However, your actual INR charge may differ based on:

  • Real-time USD to INR exchange rates at the time of billing.
  • Goods and Services Tax (GST) at 18%, which Keap adds for Indian residents (18% of INR 6,557 = approximately INR 1,180 additional).
  • Payment gateway fees, if your bank or card issuer charges foreign transaction surcharges.

Always check your actual invoice in your Infusionsoft dashboard to see the final INR amount charged. This is the amount you can reference if you dispute or request a refund.

Common mistakes when cancelling infusionsoft

Many users believe they've cancelled when they haven't. Awareness of these pitfalls protects your wallet and your peace of mind.

Mistake 1: removing your payment card instead of cancelling

Deleting your credit card from Infusionsoft does not cancel your account. Keap will attempt to charge your backup card or contact you for payment. Your account remains active, and you continue to accumulate data storage fees or overage charges.

Solution: Use only the official "Cancel Subscription" button or phone call to Keap support. Payment removal is a separate action that you can perform after cancellation is confirmed.

Mistake 2: clicking "Pause" instead of "Cancel"

Infusionsoft's dashboard offers both Pause and Cancel options. Pause temporarily suspends your account for up to 3 months but does not end your subscription. You will be charged again when the pause period expires unless you formally cancel.

Solution: Always select Cancel, not Pause. If you're unsure, call Keap support and explicitly say: "I want to permanently cancel my subscription, not pause it."

Mistake 3: assuming email cancellation requests work

Sending an email to Keap support saying "I want to cancel" does not cancel your account. Infusionsoft requires formal cancellation via the web dashboard or a phone call with a named representative. An email alone creates no binding record.

Solution: Use the web dashboard or phone method outlined above. Follow up with email only as a record-keeping step, not as the primary cancellation method.

Mistake 4: cancelling on the wrong renewal date

If your renewal is scheduled for the 15th and you cancel on the 16th, you've likely already been charged for the next cycle. Most subscription services charge at the start of the renewal period, not at the end.

Solution: Cancel at least 10 days before your scheduled renewal date. Check your invoice history to confirm your exact renewal date, then set a phone reminder to cancel at least 1 week early.

Mistake 5: not keeping cancellation proof

If you later dispute a charge and cannot produce your cancellation reference number, ticket ID or the name of the support agent you spoke with, Keap will deny your refund request. Without proof, the company claims no record of your cancellation.

Solution: Screenshot every confirmation page. Save reference numbers in a document. Forward your follow-up email to yourself as a backup. Stopee advises treating cancellation proof like a legal contract because it is.

Should you stay, downgrade or cancel

Before you cancel outright, consider whether downgrading to a cheaper plan might serve your needs better.

Reasons to stay and upgrade

If your business is growing and you're using Infusionsoft's automation, email and CRM features regularly, an upgrade to Professional (USD 299/month) may be cheaper than switching platforms. Keap includes unlimited contacts on all plans, so larger customer lists don't justify cancellation alone.

Reasons to downgrade instead of cancel

If you're cancelling solely due to cost, contact Keap support and ask about downgrading to Essentials (USD 79/month) or taking an annual plan (which offers 15-20% discounts). Many users cancel when a simple downgrade would solve their cash flow issue.

Reasons to cancel

Cancel if you've genuinely switched to a competitor like HubSpot, Zoho CRM or Pipedrive; if Infusionsoft's feature set doesn't match your workflow; or if you're no longer running a business that needs CRM automation. No loyalty applies - switching costs are one-time data migrations, not permanent disadvantages.

What to do after cancellation

Cancellation is just the beginning. The real work lies in transitioning your data and operations to a new platform or manual processes.

Immediate post-cancellation steps

  • Verify cancellation: Log in to your Infusionsoft account 2-3 days after cancellation. If you can still access campaigns, automations and contacts, your cancellation may not have processed. Contact Keap support immediately if this occurs.
  • Check your next invoice: Monitor your inbox and bank statements for 30 days after cancellation. If Keap charges you again after your cancellation date, file a dispute through your bank and reference your cancellation confirmation.
  • Migrate your data: If you've exported your contacts and workflows to CSV, import them into your new CRM (HubSpot, Zoho, Pipedrive, etc.). Most platforms offer free migration consultations.
  • Update your automations: Rebuild email sequences and workflow rules in your new platform. This typically takes 1-2 weeks depending on complexity.
  • Notify your contacts: If you were using Infusionsoft for automated emails, update your email signature and unsubscribe links to reflect your new system before your access ends.

Long-term record keeping

Keep your cancellation reference number, invoices and any support correspondence for at least 1 year. If a dispute or charge-back later arises, you'll need this documentation. Stopee recommends storing these files in a cloud service (Google Drive, OneDrive) as backup.

Infusionsoft cancellation checklist

Use this checklist to ensure you've covered every step and avoided common errors.

Task Status Notes
Confirm you are the account owner or admin Non-admins cannot cancel. Ask the owner if needed.
Check your renewal date and choose a cancellation date 10 days before Find this in Billing Settings > Subscription Details.
Export all customer data, contacts and email templates to CSV Do this before cancellation. Data may be deleted after access ends.
Screenshot your current plan and billing information Proof for disputes if needed later.
Submit cancellation via web dashboard or phone call Record reference number, agent name and date/time.
Follow up with email confirmation to Keap support within 24 hours Creates a paper trail. Use the reference number in the subject line.
Verify cancellation processed 2-3 days later by logging in Account should show "Cancelled" or access should be restricted.
Monitor your next invoice date to ensure no charge is posted Set a phone reminder. Check your bank statement 5-7 days after the renewal date.

Contact and escalation information

If Infusionsoft (Keap) refuses to cancel your account or disputes your refund request, escalate using these official channels.

Infusionsoft/Keap support

Keap's support centre is operated from the United States. You can reach them through their website's contact form or published phone number. Response times for Indian customers typically range from 24 to 48 hours during US business hours (EST). For urgent cancellations, phone calls are faster than email.

Consumer protection escalation in india

  • National Consumer Helpline: 1800-11-4000 (toll-free, available Monday to Friday, 10:00 AM to 5:00 PM IST). File complaints about unfair billing or refusal to honour cancellation requests.
  • Your state consumer commission: Search "[Your State] Consumer Commission" to file formal complaints for refund disputes exceeding INR 1 lakh.
  • Your bank's dispute department: If Keap charges you after cancellation, file a chargeback through your bank or credit card company. You have up to 90 days to dispute a transaction.
  • Reserve Bank of India (RBI) Complaint Portal: If your bank fails to resolve your chargeback dispute, escalate to the RBI's OMBUDSMAN scheme at https://www.rbi.org.in/.

Stopee guidance and support

Stopee (stopee.com) has helped thousands of consumers cancel subscriptions and recover refunds by providing transparent, step-by-step guides. If you're uncertain about any step in cancelling Infusionsoft, Stopee's resources walk you through verification, formal submission and dispute resolution. Stopee ensures you keep proof at every stage so you're never left holding an invoice you don't owe.

Final summary and next steps

Cancelling Infusionsoft requires formal submission through your account dashboard or a phone call with a named representative. Payment removal alone does not work. You must initiate cancellation at least 10 days before your renewal date to avoid being charged for the next billing cycle. Export all your data before your access ends, keep proof of your cancellation request and monitor your invoices for 30 days after the scheduled cancellation date to catch any erroneous charges.

Refunds are not automatic under Infusionsoft's standard policy, but the Indian Consumer Protection Act entitles you to a full refund within 14 days if you haven't substantially used the service. If Keap refuses your refund, escalate to the National Consumer Helpline or your state consumer commission.

Take action now: Log in to your Infusionsoft account, note your renewal date and schedule your cancellation for at least 10 days before that date. Export your data this week. If you encounter resistance from Keap support, contact Stopee (stopee.com) for detailed guidance on filing consumer complaints and chargebacks. Stopee's mission is to empower you with clarity so you reclaim control of your subscriptions and your money.

FAQ

Infusionsoft, now known as Keap, is a subscription-based sales and marketing automation platform designed for small businesses, integrating CRM, email marketing, and e-commerce.

Only verified account owners or administrators can initiate a cancellation request. Requests sent via plain email are not accepted.

Cancellation takes effect at the end of your billing period. You should export any necessary data before this date, as access will be lost afterward.

Infusionsoft's standard policy states that subscription fees are non-refundable and non-proratable, meaning you won't get a refund for any unused time.

To cancel, confirm you are the account owner, initiate the cancellation at least 10 days before your next invoice, and follow the required steps in your account interface.