Billing Policies

General Account Policies

• All accounts are set up on a prepaid basis. Payment must be received before any billable product or service is provided or activated.
• Customers are required to keep a valid credit/debit card on file for recurring monthly subscription fees, service fees, and overage fees.
• All international customers must pay by credit/debit card. We do not accept international checks.
• Subscription billing is based on availability of products and services, not based on usage.
• Customers are responsible for keeping all card details and contact information current via the Client Center at tsw.customerhub.net.
• All recurring subscriptions are automatically invoiced and charged to the card on file.
• Invoice and payment receipts are available upon request.

Billing Cycle

• Credit/Debit Card Billing: Cards are automatically charged on the customer's specific billing cycle date. If declined, TSW Group, Inc. will attempt to charge for 30 days.
• Late Fee: Accounts more than 30 days past due may be assessed a late fee. No fewer than three contact attempts will be made before any late fee is assessed.
• Delinquent Accounts: Accounts 30 days past due may be disabled until balances are paid in full. All access will be suspended and data will be unavailable.
• Deactivation: After 30 days delinquent, accounts will be cancelled. Core data (Contacts, Companies) will be exported if possible and stored for 90 days. After that, data will not be available and the account may be submitted to a third-party collection service.

Fee Schedule

Keap CRM Kickstart Services

To help you succeed and get the most from Keap, the Kickstart Service Bundle is mandatory for new Keap customers. Services must be used within 60 days of purchase. Service fees are nonrefundable. In the event of cancellation, neither Keap nor TSW Group, Inc. will prorate any portion of unused service fees, and all outstanding invoices must be paid in full.

Subscription Billing

Invoices are generated and payments collected at the beginning of each billing period. Customer billing periods begin on the day of the month in which customers purchased their subscription. Customers may cancel at any time prior to the next billing period. The Sales Whisperer will not prorate unused subscription services. All subscription fees are nonrefundable.

Payment Methods

The Sales Whisperer accepts payments via credit/debit card. Payment by check is on a per-customer basis and must be agreed to by TSW Group, Inc. Checks must be in U.S. dollars from a U.S. bank.

We accept: American Express, MasterCard, Discover, and Visa.

Cancellations

Cancellations must be done verbally through a representative of TSW Group, Inc. Email requests to cancel do not constitute acceptance of any cancellation. Cancellations take effect on the last day of the billing period in which the cancellation request was received.

Important: Closing an account cannot be done by simply canceling the credit/debit card. TSW Group, Inc. will continue to treat this as an open account and billing will continue, resulting in a past-due account that may be turned over to a third-party collection service.

Cancellation does not dismiss outstanding invoices. All outstanding balances must be settled at the time of cancellation.

Billing Disputes

As a current or prior customer of TSW Group, Inc., you agree to provide TSW Group, Inc. 30 days to attempt settlement of any billing dispute before disputing with any third-party credit/debit card company or bank. Should TSW Group, Inc. receive a chargeback before being given a chance to resolve the issue, TSW Group, Inc. has the right to collect on rendered services and any associated fees. TSW Group, Inc. will submit disputed amounts to a collection agency and immediately suspend the account until resolved.

Refunds

Subscription and service fees are nonrefundable.