How to cancel REsimpli without losing your data or your numbers

Cancelling REsimpli takes a minute. Leaving it well takes a few weeks, because two things depend on the account still being active: getting your history out, and taking your phone numbers with you. Do them in this order.

1. 1

   Find your renewal date

   Cancelling stops the next renewal, not the current period. Know the date so exports and ports finish before it.

2. 2

   Export everything you can reach

   Export each pipeline’s leads with all fields, download the files and recordings you need, and pull the rest through the Open API if your account is on 6.0.

3. 3

   Start porting your phone numbers

   The numbers sit on REsimpli’s carrier account. Ask support in writing for the port-out details and start the port with your new provider.

4. 4

   Move your lead intake

   Point web forms, pay-per-lead webhooks and Zapier zaps at your new system so no new lead lands in an account you are closing.

5. 5

   Cancel in Settings, Billing, Cancel Subscription

   Or ask REsimpli support by email or chat. Keep the confirmation. Access continues to the end of the paid period.

6. 6

   Request a final export within thirty days

   The terms allow a commercially reasonable export request for thirty days after termination. After that the data may be deleted.

What do REsimpli’s terms say about cancelling?

The terms name two ways to cancel: “through Settings › Billing › Cancel Subscription or by requesting cancellation through REsimpli support by email or chat.” Cancellation takes effect at the end of the period you have paid for, and access continues until then.

On money, the terms are plain. Charges are nonrefundable once incurred, there is no thirty-day money-back guarantee on annual plans, and add-ons, usage-based charges and carrier charges are nonrefundable too. Subscriptions renew automatically unless cancelled before the renewal date. That is why the renewal date is the first thing to find.

REsimpli’s older FAQ page reads more generously, promising a refund within the first 14 days and saying you are “not in any long-term contract.” The terms are newer, effective September 17, 2026. Where the two differ, ask REsimpli in writing which one applies to your account before you rely on either.

What should you export before you cancel?

Your leads export from each pipeline with a field picker, and files download one at a time. Notes, call logs, text threads and tasks have no export button in the app, which is where most teams lose history. The export guide goes through each kind of data and the route that reaches it, including the Open API on 6.0.

What happens to your phone numbers?

REsimpli provisions numbers through Twilio under its own account, and its terms say port-out and post-cancellation handling follow the carrier’s requirements and REsimpli’s procedures. In practice that means starting the port while you are still a customer. The phone number guide covers what to ask for and how long texting registration takes on the other side.

Is there anything to do after you cancel?

Yes, one thing. For thirty days after the account ends, REsimpli’s terms let you request “a commercially reasonable export of Customer Data.” Use it for anything you could not pull yourself, ask in writing, and keep the reply.