Billing matters often go unnoticed until an unexpected charge catches users off guard, like the renewal of a subscription. To assist you in navigating this situation, this guide will clarify how the refund process works within Freshworks CRM, who qualifies for a refund, and the precise steps to request your money back efficiently. Our aim is to make this experience as seamless as possible, ensuring you feel supported throughout the process.
What You Should Prepare Before Applying For Refund
Account Information: Your Freshworks CRM account email and user ID, necessary for verifying your identity.
Transaction ID: The unique identifier for the subscription or transaction you are seeking to refund, typically found in your payment confirmation email.
Subscription Details: Information regarding your current plan, including start date, renewal date, and billing cycle.
Support Ticket: A reference or confirmation number from any previous support tickets related to the refund request.
Proof of Payment: Screenshots or documents that confirm your original payment and associated billing details.
Cancellation Confirmation: Any emails or notifications confirming your subscription cancellation if applicable.
Reason for Refund: A clear and concise explanation outlining why you are requesting the refund, as this helps in processing your request swiftly.
Terms of Service Acknowledgment: Familiarity with the refund policy as stated in Freshworks CRM’s terms, which may outline specific conditions for eligibility.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit Card
5-7 working days
PayPal
3-5 working days
Bank Transfer
7-10 working days
Debit Card
5-7 working days
*Working days are Monday to Friday, and don't include public holidays.
What are my Rights? Am I eligible for a Refund from Freshworks CRM
At Freshworks CRM, users have specific rights regarding their subscriptions and billing. Understanding these rights helps users ensure they have access to the services they need and navigate any potential billing inquiries. Refund eligibility depends on individual circumstances, including subscription management and service usage.
The following situations might qualify users for a refund or billing adjustment:
Subscription Downgrades: If a user downgrades their plan partway through a billing cycle, they may be eligible for a prorated refund or credit for the unused portion of the higher-tier subscription.
Prepayment for Services Not Rendered: In cases where a user prepaids for services that were not delivered, they may qualify for a refund corresponding to the services that were not provided.
Promotional Credits: Users who have been granted promotional credits that were not applied correctly to their account may be eligible for a refund or adjustment based on the agreed terms of the promotion.
Billing Errors: Should a user identify discrepancies in billing, such as incorrect charges for services not utilized or applicable, there may be grounds for a review leading to an adjustment or refund.
Suspensions Due to Technical Issues: In situations where the service is interrupted for extended periods due to technical difficulties, users may be eligible for credits or refunds based on service downtime metrics.
Step-by-Step Process to Request Your Freshworks CRM Refund Like a Pro
If you purchased through Freshworks CRM.com:
Go to the Freshworks CRM website and log in to your account.
Navigate to the Billing section of your account settings.
Select the Subscriptions tab to view your current plan.
Look for the Request Refund option. This may be under a help or support section.
Fill out the refund request form, specifying your reason:
Mention that the subscription renewed without notice.
Emphasize that the account was unused during the billing period.
Submit your request and keep an eye on your email for confirmation.
If you purchased through Apple:
Open the Settings app on your iPhone.
Tap on your Apple ID at the top of the screen.
Select Subscriptions.
Find and tap on your Freshworks CRM subscription.
Scroll down and select Report a Problem.
Choose I'd like to request a refund and then select No longer need this or Unauthorized charge.
Submit your request and await a confirmation message from Apple.
If you purchased through Google Play:
Open the Google Play Store app on your device.
Tap on the Menu (three horizontal lines) in the top left.
Select Subscriptions from the menu.
Tap on your Freshworks CRM subscription.
Select Cancel Subscription (if needed) and follow the prompts.
Go back to the Menu and select Account.
Tap on Purchase History, find the relevant transaction, and select Request a Refund.
Provide a reason for your request:
State that you were unaware of the renewal date.
Indicate the subscription was not utilized during the billing cycle.
Submit your request and check for updates in your email or Play Store notifications.
If you purchased through Roku:
Access your Roku account on the Roku website.
Log in and navigate to the Manage Account section.
Select Subscriptions to view your active subscriptions.
Look for your Freshworks CRM subscription.
Check if there’s an option to Cancel Subscription (if cancellation is required).
Visit the Support section and find Request a Refund or similar.
Fill out the form, mentioning:
That the subscription was not needed anymore.
Highlight that it renewed unexpectedly.
Submit your refund request and keep track of emails for responses.
Disclaimer
Chargeback is an independent consumer resource that provides educational information to help users understand how to cancel, manage, or request refunds for various subscriptions. We are not affiliated with, endorsed by, or sponsored by any of the companies mentioned on this site. All trademarks, logos, and brand names are the property of their respective owners.
The information we provide is based on publicly available sources and user reports and may contain inaccuracies or become outdated over time. Our guides are intended for general informational purposes only and should not be relied upon as official company instructions or legal advice.
Consumers are solely responsible for reviewing their own contracts, terms of service, and refund or cancellation obligations before taking any action. Nothing on this site should be interpreted as legal, financial, or contractual guidance.
Chargeback does not encourage or condone disputing valid charges, misrepresenting transactions, or taking any action that could violate a company's terms, service agreement, or applicable laws. We promote fair, transparent, and lawful communication between consumers and businesses.
I would like to request a refund in the amount of [Amount].
Please find the attached documentation for your reference.
I would appreciate a confirmation of this request within 3-5 business days.
Thank you for your assistance.
Sincerely,
[Your Name]
[Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
The refund request has been initiated but not yet processed.
You will receive an update once the processing begins, typically within 1-3 business days.
Processing
The refund is currently being processed by our financial team.
Your refund is on its way! This stage may take an additional 3-5 business days.
Refunded
The refund has been successfully completed and the amount returned.
The refunded amount should appear in your account shortly, usually within 3-5 business days.
Partially Refunded
A portion of the original amount has been refunded.
Check your account for the refunded amount, and contact support for details on the remaining balance.
Completed
All steps of the refund process have been completed successfully.
You can now confirm the refund in your payment method and close the ticket if needed.
Canceled
The refund request has been canceled by the user or the support team.
If you believe this is an error, please reach out to support for further assistance.
Real User Scenarios: When and How Refunds Were Successfully Claimed
In the innovative ecosystem of Freshworks CRM, users often navigate various scenarios concerning account management and subscriptions. Here are some realistic situations where users successfully claimed refunds:
Subscription Plan Change: A user decided to upgrade from the Basic to the Pro plan mid-cycle but realized that the additional features were not required as anticipated. They contacted customer support to explain their situation and received a pro-rated refund for the unused portion of their previous subscription, allowing them to downgrade back to the Basic plan seamlessly.
Billing Cycle Confusion: A business owner mistakenly activated a next billing cycle's subscription due to a notification misunderstanding. After reaching out to Freshworks CRM for clarification, they were guided through the process of reverting to their previous plan and were granted a refund for the extra charge, ensuring continued satisfaction with the service.
Account Deactivation: A user decided to temporarily deactivate their account for personal reasons but later realized that they were still billed for an ongoing service. Upon contacting support and discussing the deactivation timeline, they received a full refund for the overlapping billing period, which helped them to re-align their budget effectively.
Trial Period Extension: A user enjoying a trial period of Freshworks CRM found that they unintentionally subscribed beyond the trial due to missed communication. After explaining the situation, the support team provided a refund for the initial subscription fee, allowing the user to continue exploring the features without financial stress.
The Easiest Way to Get a Freshworks CRM Refund
If you're frustrated trying to get a refund from Freshworks CRM—or if you didn't even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or card account, and we'll take care of the rest.
How to Track Your Refund Status Efficiently
Tracking your refund status efficiently through Freshworks CRM can help you stay informed and manage your customer relationships better. Here are some specific steps to follow to ensure you get the most up-to-date information on your refund requests.
Check Your Email Updates: Freshworks CRM provides timely updates via email regarding your refund status. Look for emails with subject lines that include "Refund Status Update" to stay informed about any changes in your refund process.
Utilize In-App Notifications: Keep an eye on in-app notifications within Freshworks CRM. When a refund status changes, you will receive a notification that can direct you to relevant information without leaving your dashboard.
Visit the Account Dashboard: Log into your Freshworks CRM account and navigate to the account dashboard. Under the "Billing" section, you’ll find a clear overview of all your transactions, including the status of any pending refunds.
Review Your Order History: In the "Order History" tab, you can specifically track the refunds tied to individual orders. Each order will display its current status, including whether the refund is processed, pending, or completed.
Access the Billing Section: The "Billing" section of your Freshworks CRM account is an important hub for tracking your financial transactions. Here, you'll find detailed information on refunds, including requested dates and approval status.
Use the Mobile App: If you have the Freshworks CRM mobile app installed, you can easily track refunds on-the-go. Ensure your notifications are enabled, so you receive updates directly on your mobile device.
Check the Refund Timeline: Each refund request will have an associated timeline showing how long it will take to process. This information can be found in the refund details on your dashboard or order history.
FAQ
If you forget to cancel your Freshworks CRM subscription on time, refunds may not be automatically issued per the stated policy. However, we encourage you to reach out to our support team to discuss your situation; they may be able to provide assistance or explore options based on your circumstances.
Refunds from Freshworks CRM typically take 5 to 10 business days to process, depending on your bank or payment method. You will receive a notification once the refund has been initiated on our end, but the time it takes for the funds to reflect in your account can vary.
If you notice a charge but don’t have an active subscription with Freshworks CRM, please first check your account details to confirm your subscription status. If everything looks correct, reach out to Freshworks support with your billing information for assistance in resolving the issue.
If you're unable to receive a refund directly from Freshworks CRM, consider reaching out to their customer service team for further assistance. You might also explore escalating your inquiry within their support system for additional options. Additionally, reviewing your account details and any relevant documentation could provide more clarity on your situation.
If Freshworks CRM denies your refund request, consider reviewing their refund policy for specific guidelines. Additionally, you may want to contact their support team again for clarification or further assistance. It's also helpful to ensure all account details and circumstances align with their policies.
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¹ Total savings is calculated based on internal annualized estimates of savings for customers. ² Average requests times may vary depending on volume of requests
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