Billing concerns often come to light when an unexpected charge appears, such as an automatic renewal of a subscription. This guide aims to clarify how Freshworks CRM’s refund process works, who can request a refund, and the straightforward steps to ensure you can efficiently retrieve your funds. With our easy-to-follow instructions, you’ll find the information you need to navigate your refund request with confidence.
What You Should Prepare Before Applying For Refund
Account Details: Ensure you have your Freshworks CRM account email and username ready for identification.
Subscription Plan Information: Gather details about your current subscription plan, including the plan name and billing cycle.
Transaction ID: Locate the transaction ID from the billing statement related to the payment you wish to refund.
Refund Reason: Prepare a clear explanation of why you are requesting the refund, including any issues or dissatisfaction.
Usage History: Collect usage data or reports from your account that may support your refund claim, showcasing any problems experienced.
Payment Method: Be ready to specify the payment method used for the purchase, such as credit card or PayPal details.
Correspondence Records: If applicable, compile any previous communications with Freshworks support related to this issue.
Screenshot Evidence: Take screenshots of any errors or issues encountered within the CRM that may support your refund request.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit/Debit Card
5-10 working days
PayPal
3-7 working days
Bank Transfer
5-15 working days
Other Payment Methods
Up to 15 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 engage with a comprehensive suite of customer relationship management tools designed to enhance business operations. Understanding your rights as a user, especially concerning eligibility for refunds, is essential for effective account management.
Freshworks CRM operates on a subscription model, which encompasses various tiers of service. Refund eligibility typically revolves around specific circumstances associated with subscriptions, usage, and billing practices. Below are scenarios that may qualify for a refund:
Service Downtime: If users experience significant periods of unavailability of core services that impede daily operations, this might warrant consideration for a refund.
Account Retraction: Should a user decide to retract a purchase within the allowable period after subscribing, they may be eligible for a refund based on service terms.
Billing Misalignment: If there is a discrepancy regarding the billing cycle or amount charged that does not align with the agreed subscription plan, users can inquire about refund options.
Plan Downgrade: When a user opts to downgrade their subscription and experiences issues related to accessibility or features that are not calibrated correctly to their new plan tier, this situation may open discussions regarding refunds.
Refunds on Promotional Trials: If a user transitions from a trial period to a paid subscription unexpectedly and does not receive the expected service continuity, they might explore refund eligibility.
It is recommended that users review Freshworks CRM's refund policy in detail to fully understand eligibility conditions and procedures. For personalized assistance, reaching out to the support team can provide further clarification on specific account circumstances and potential remedies.
Step-by-Step Process to Request Your Freshworks CRM Refund Like a Pro
If you purchased through Freshworks CRM.com:
li>Go to the Freshworks CRM homepage.
Log in to your account by clicking on the Login button in the top right corner.
Once logged in, navigate to your Account Settings by clicking your profile icon.
Select Billing from the menu.
Find and click on the Transaction History link.
Locate the subscription or payment you wish to request a refund for.
Click on the Request Refund button next to the transaction.
In your refund request, mention that the subscription renewed without prior notice.
Submit the request and look for confirmation in your email.
If you purchased through Apple:
Open the Settings app on your iPhone or iPad.
Tap your Apple ID at the top of the screen.
Select Subscriptions to view your active subscriptions.
Find and tap on Freshworks CRM.
Scroll down and tap on Report a Problem.
Select the relevant transaction and click on Request a Refund.
In your message, emphasize that the account was unused and request consideration for a refund.
Submit your request.
If you purchased through Google Play:
Open the Google Play Store app on your device.
Tap on the Menu icon (three lines in the top left corner).
Select Account to view your purchases.
Scroll down to find Order History.
Locate the Freshworks CRM subscription.
Tap on it, then select Refund.
In the message field, state that the subscription renewed automatically and you were unaware.
Submit your refund request.
If you purchased through Roku:
Go to my.roku.com and log into your Roku account.
Click on Manage Account.
Select Subscriptions to view your active subscriptions.
Find Freshworks CRM and click the option to Manage Subscription.
Look for an option to Request Refund and click on it.
Write a note indicating that the service was not needed and you wish to get a refund.
Follow through with submitting the request.
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 attached documentation related to this request, if applicable.
I would appreciate your confirmation of this request within 3-5 business days.
Thank you for your attention to this matter.
Best regards,
[Your Name]
[Your Email]
[Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
The refund request has been initiated but is yet to be processed.
Your refund is in queue and will be reviewed shortly. Expect an update within 24-48 hours.
Processing
The refund request is currently being processed.
Your refund is actively being handled. You should receive an update soon.
Refunded
The refund has been successfully completed and the amount credited back to your account.
The refund amount should appear in your account within 5-10 business days.
Partially Refunded
A partial refund has been issued for your original transaction.
You will receive a partial amount back. Check your account for details on the refunded amount.
Completed
The refund process is fully completed with no further actions required.
Your refund has been finalized. Thank you for your patience.
Canceled
The refund request has been canceled, either by you or by the support team.
If you did not intend to cancel, please reach out to support for assistance.
Real User Scenarios: When and How Refunds Were Successfully Claimed
Freshworks CRM provides various services designed to streamline customer engagement for businesses. Here are some realistic scenarios where users successfully claimed refunds based on their unique situations.
Subscription Plan Downgrade: A small business owner realized they were using significantly less of Freshworks CRM’s features than anticipated. After evaluating their needs, they contacted customer support to downgrade their subscription plan. Once the downgrade was processed, they were promptly refunded the difference in billing for the current cycle.
Billing Cycle Confusion: An e-commerce retailer mistakenly thought their subscription was set to renew in a different month. Upon reaching out to support for clarification, they learned their renewal date was imminent. The team processed a refund for the most recent charge, allowing the retailer to adjust their payment plan accordingly.
Service Upgrade Needs: A marketing firm purchased a specific Freshworks CRM package but found that their growing team required additional features. After explaining their situation to the support team, they were able to upgrade to a higher plan and secure a refund for the unused portion of their previous subscription, enabling a seamless transition.
Technical Issue Resolved: A nonprofit organization faced a temporary technical issue that hindered their use of Freshworks CRM. After reporting the problem and receiving confirmation it was resolved, they expressed their concerns regarding the service interruption. The support team offered a goodwill gesture refund reflecting the downtime experienced by the organization.
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 within Freshworks CRM can streamline your financial oversight and enhance customer satisfaction. Here's how to stay updated on your refund requests:
Email Notifications: Freshworks CRM sends out automatic email updates whenever there are changes to your refund status. Look for emails with the subject line "Refund Update" which will provide details on whether your refund has been processed, is pending, or has been approved.
In-App Notifications: Check the notifications section in your Freshworks CRM dashboard for real-time updates on your refund status. These notifications often provide immediate insights into the progress of your refund.
Account Dashboard Overview: Navigate to the Billing section of your account dashboard. Here, you can view all recent transactions, including refunds. Click on the specific transaction to see detailed information about its status.
Order History Review: Access your Order History within the customer portal to see all past orders and their respective refund statuses. Each order entry will indicate whether a refund is in progress.
Integrated Analytics Tools: Utilize Freshworks CRM's built-in reporting features to analyze refund trends over time. This can help you understand the frequency and reasons behind refunds, aiding future decision-making.
Mobile App Access: If you're using the Freshworks CRM mobile app, you can check your refund status directly from your phone. Go to the Billing section and tap on transactions to see ongoing refund requests.
FAQ
If you forgot to cancel your Freshworks CRM subscription in time, the refund policy typically does not allow for refunds on the most recent charge. However, it's always a good idea to reach out to Freshworks support directly; they may review your situation and offer guidance or assistance.
Refunds typically take 5 to 10 business days to process, depending on your bank or payment provider's policies. Once initiated, you will receive a confirmation email detailing the status of your refund. Please be aware that the time it takes for funds to appear in your account may vary.
If you see a charge but don’t have an active subscription, please check if you have any pending trials or previous subscriptions that may have converted to a paid plan. To resolve this, you can reach out to our support team with details of the transaction, and they will assist you in clarifying the charge.
If you are unable to secure a refund directly through Freshworks CRM, consider reaching out to their customer service team once more for further assistance. Additionally, you may explore escalating your request within their support system to ensure it receives the attention it requires. Reviewing your account details and any previous communication can also help clarify your situation.
If Freshworks CRM declines your refund request, consider reviewing their refund policy to understand the guidelines better. You can also reach out to customer support again to seek clarification or explore any alternative options available. Additionally, check your account details to ensure all information is accurate and up to date.
Chargeback and the Chargeback trademarks used herein are trademarks or registered trademarks of Chargeback and its affiliates. The use of any other trade name, copyright, or trademark is for identification and reference purposes only and does not imply any association with the copyright or trademark holder of their product or brand. Other product and company names mentioned herein are the property of their respective owners.
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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