How to Get a Freshworks CRM Refund

• Account Information: Gather your Freshworks CRM account details, including your account email and username.
• Transaction ID: Locate the transaction ID for the purchase you want to refund, which can be found in your billing history.
• Purchase Date: Note the date when you made the purchase, as this may be required for processing your refund.
• Subscription Plan: Identify your subscription plan details (e.g., Free, Blossom, Garden, or Estate) to specify the service related to your refund.
• Reason for Refund: Prepare a clear explanation of the reason for requesting a refund, as this will be considered in the evaluation process.
• Support Ticket: If applicable, create a support ticket within Freshworks CRM to document your issue prior to the refund request.
• Payment Method: Ensure you have details regarding the payment method used for the transaction (credit card, PayPal, etc.).
• Email Correspondence: Collect any emails or correspondence related to the service that might support your refund request.
• Service Usage: Be ready to describe how the product or service did not meet your expectations or reasons why you are no longer using it.
• Freshworks Policies: Review Freshworks CRM's refund policy to ensure compliance with their terms and conditions regarding refunds.

*Working days are Monday to Friday, and don't include public holidays.

At Freshworks CRM, users engage with a subscription-based service designed to enhance customer relationship management. Users may find themselves in situations where they question their eligibility for a refund, particularly concerning subscription management and billing cycles. Understanding the specific scenarios that are applicable will help clarify the circumstances under which a refund may be considered.

• Subscription Cancellation: Users who have canceled their subscription within the billing cycle may inquire about the possibility of a refund for the unused portion of their subscription.
• Service Downtime: If users experience unexpected downtime of the service that significantly affects their ability to use the CRM, they may be interested in understanding if a refund for that duration is available.
• Billing Discrepancies: Users who identify discrepancies in their billing amount compared to what was agreed upon during the purchase may seek clarification that could lead to a potential adjustment or refund.
• Promotional Credits: In scenarios where users were promised promotional credits or discounts that were not applied correctly, they may check if rectifying this situation could result in a refund or account credit.
• Feature Limitations: If the features promised at the time of subscription are not available or have been significantly altered, users may explore refund options based on their expectations not being met.

In this section, we explore real user scenarios where customers of Freshworks CRM successfully claimed refunds based on various subscription and account management situations.

• Subscription Upgrade Confusion: A user intended to upgrade their Freshworks CRM plan from the basic to the premium tier but accidentally activated the premium plan without realizing it. After noticing the unexpected charge on their account, they promptly contacted support, clarified their original intention, and received a refund for the difference in charge.
• Trial Period Expiration: A small business owner utilized a free trial of Freshworks CRM but decided not to continue after the trial period. When the standard subscription fee was automatically charged, they reached out to customer support to explain their decision, leading to a full refund as a courtesy for not opting in for the paid plan.
• Service Disruption Refund: During a period of routine maintenance, a customer experienced significant downtime that limited access to their Freshworks CRM account. After reaching out to the team and describing their service disruption, they successfully received a refund for that month's subscription fee, acknowledging the inconvenience caused.
• Yearly Plan Adjustment: After realizing the yearly plan they selected didn't suit their needs, a user contacted Freshworks CRM support to discuss a potential downgrade to a monthly plan. The support team helped facilitate the change and issued a refund for the remaining balance of the yearly plan after the adjustment was completed.

Tracking your refund status efficiently through Freshworks CRM can streamline your operations and keep you informed on any updates. Here’s how to make the most of the available tools and features:

• Account Dashboard Insights: Log in to your Freshworks CRM account and navigate to the Dashboard. Here, you can find an overview of your refund statuses, including pending and processed refunds at a glance.
• Email Notifications: Keep an eye on your inbox for refund status updates from Freshworks. These emails will detail the current status of your refund and include any relevant tracking links.
• Order History Section: Visit the Order History under the Billing section in your account settings. This section provides detailed records of past transactions, including any refunds, allowing you to track their progress easily.
• In-App Notifications: Ensure that your notification settings are enabled in Freshworks CRM. You will receive in-app notifications whenever there’s an update regarding your refund status, making it easy to stay informed.
• Mobile App Access: Download and use the Freshworks CRM mobile app to check your refund status on the go. The app provides real-time updates and push notifications to alert you about any changes.
• Detailed Refund Progress: In the Billing section, not only can you see the status of your refunds, but you will also receive information about processing times and any reasons for delays, ensuring you have all the necessary details at hand.