Many users often overlook billing matters until an unexpected charge catches them off guard, like an automatic subscription renewal. This guide is designed to demystify Freshworks CRM refund processes, outlining who is eligible for a refund and providing clear steps to request a swift reimbursement. Whether you're seeking clarity on a recent charge or looking to understand your options better, we're here to make this process as smooth as possible.
What You Should Prepare Before Applying For Refund
Account Information: Your Freshworks CRM account email and associated user ID.
Subscription Plan Details: Clearly identify your current subscription plan, including the start and end dates.
Transaction ID: Locate the transaction ID from the payment confirmation email associated with your Freshworks CRM subscription.
Payment Method: Have details regarding the payment method used (e.g., credit card information, PayPal account).
Refund Reason: Prepare a clear and concise reason for the refund request.
Support Ticket Number: If applicable, reference any prior support tickets related to your issue.
Documentation of Issues: Collect any relevant screenshots or documents demonstrating issues with the service.
Cancellation Confirmation: If you have previously requested a cancellation, include confirmation of that request.
Terms of Service Review: Familiarize yourself with Freshworks CRM's refund policy outlined in their terms of service.
Contact Information: Ensure your contact details are updated for any follow-up from customer support.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit Card
3-5 working days
PayPal
5-7 working days
Debit Card
3-5 working days
Bank Transfer
7-10 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
Freshworks CRM offers a subscription-based service that provides businesses with customer relationship management tools. When users purchase a subscription, their eligibility for refunds can depend on several specific scenarios related to account management and subscription status.
The following situations may qualify users for a refund:
Service Downtime: If a user experiences significant service interruptions or downtime that affects their ability to utilize the CRM tools as intended, they may be eligible for a prorated refund for the period of disruption.
Billing Adjustments: Users who believe their billing statement reflects inconsistencies, such as unexpected charges or discrepancies in service usage that are not aligned with their subscription plan, may inquire about potential adjustments that could lead to a refund.
Plan Changes: If a user has upgraded or downgraded their subscription plan and notices that the new billing reflects charges beyond the expected amount, they might qualify for a refund for the difference, based on the effective date of the plan change.
Product Satisfaction Guarantee: Users who are not satisfied with the service within the initial trial period may be eligible for a refund upon cancellation, as outlined in Freshworks CRM's promotional policy.
Documentation and Support Issues: If users encounter problems related to the functionality of the product that remain unresolved after seeking assistance through official support channels, they may be eligible for a discussion regarding a refund, based on the circumstances of their account.
It is recommended that users reach out to Freshworks CRM's customer support for personalized assistance regarding their eligibility for refunds based on their unique situations.
Step-by-Step Process to Request Your Freshworks CRM Refund Like a Pro
Click on your profile icon in the top right corner and select ‘Billing’ from the dropdown menu.
Navigate to the ‘Subscription’ section on the billing page.
Look for a ‘Request Refund’ button and click on it.
In the refund request form, briefly mention that the subscription renewed without notice and that your account was unused during this period.
Submit the form and check your email for any confirmation or follow-up messages.
If you purchased through Apple:
Open the Settings app on your iPhone or iPad.
Tap your Apple ID at the top of the screen.
Choose ‘Subscriptions’ from the list.
Select the Freshworks CRM subscription.
Tap ‘Cancel Subscription’ if necessary, then look for the option to ‘Request Refund’.
In your message, mention that the subscription renewed without prior notification and was not actively used.
If you purchased through Google Play:
Open the Google Play Store app on your Android device.
Tap the menu icon (three horizontal lines) in the top left corner.
Select ‘Subscriptions’ from the menu.
Find and select your Freshworks CRM subscription.
Tap ‘Cancel Subscription’ if required, and look for the option to request a refund.
In your message, emphasize that the subscription renewed unexpectedly and highlight that you did not use the account during this time.
If you purchased through Roku:
Go to the Roku website and log into your account.
Navigate to your subscription management page.
Select the Freshworks CRM subscription from the list.
Look for an option for ‘Manage Subscription’ and select it.
Click on the option to ‘Request a Refund’.
In your request, mention that the subscription renewed without prior notice and was not extensively utilized.
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 am writing to address a concern regarding my billing situation: [describe reason].
I would like to request a refund in the amount of [Amount].
If applicable, I have attached relevant documentation to support my request.
Could you please confirm the receipt of this request within 3-5 business days?
Thank you for your attention to this matter.
Sincerely, [Your Name] [Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
The refund has been requested but has not yet been processed.
Your request is in queue and will be reviewed shortly. You will be notified once processing begins.
Processing
The refund is currently being processed by our finance team.
This stage may take up to 5 business days. Please check back for updates or wait for our confirmation.
Refunded
The refund has been successfully completed.
The amount will be credited back to your original payment method. Check your account within 3-5 business days.
Partially Refunded
A portion of the refund amount has been processed.
You will see the credited amount in your account shortly. For further queries, please contact support.
Completed
The refund process is fully finalized, and all actions are complete.
All related confirmations have been sent. No further action is needed from you.
Canceled
The refund request has been canceled, either by you or by our team.
If you believe this is an error or wish to reinitiate the request, please contact customer support.
Real User Scenarios: When and How Refunds Were Successfully Claimed
Freshworks CRM provides a versatile platform for businesses to manage their customer relationships efficiently. Here are some real user scenarios illustrating how users successfully claimed refunds:
Subscription Plan Adjustment: A user realized that their business needs had changed and that they had upgraded to a plan with features they no longer required. After reviewing the options, they contacted support to downgrade their plan and received a refund for the unused portion of the premium features for that billing cycle.
Incorrect Billing Cycle Charge: A customer noticed that they were billed for an additional month after downgrading their subscription. Upon submitting a clarification request with their account details, the Freshworks support team promptly issued a refund for that month, ensuring that the customer's account was aligned with their current plan.
Trial Extension Refund: A potential customer initially signed up for a free trial and decided to purchase a subscription. However, they ended up being charged before they could enter the subscription plan. After reaching out for assistance, the customer service team confirmed the situation and processed a refund for the overlapping charge.
Feature Set Overlap: A client who upgraded their account discovered that they had a feature overlap with another tool they were using, which rendered some features unnecessary. They communicated with Freshworks and, after confirming the details, received a refund for the newly added features that were not utilized.
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 with Freshworks CRM is crucial for staying informed and addressing any concerns promptly. Here are some specific methods to ensure you are up to date with your refund progress:
Check Your Email Notifications: Freshworks CRM sends automatic email updates regarding your refund status. Make sure to review your inbox for messages that include tracking information and updates at each stage of the refund process.
Utilize the Account Dashboard: Log in to your Freshworks CRM account and navigate to the Dashboard. Here, you can find a dedicated section for Order History, where you can see the status of your refunds along with other transaction details.
Update Alerts via In-App Notifications: Ensure that your in-app notifications are enabled to receive real-time updates about your refund status directly within the Freshworks interface.
Explore the Billing Section: Go to the Billing section in your account settings. This area contains comprehensive information about your payments, including pending and completed refunds, along with expected timelines.
Mobile App Access: If you use the Freshworks CRM mobile app, you can check refund statuses on the go. Look under the notifications or order history tabs for instant updates.
Review the Refund Progress History: In the Order History section, each refund request will have a detailed log indicating its current status, when it was initiated, and anticipated completion dates.
FAQ
If you forgot to cancel your Freshworks CRM subscription on time, you might still be able to request a refund depending on the circumstances. It's best to reach out to their customer support for guidance on your specific situation, as they can provide detailed information on their refund policy.
Refunds from Freshworks CRM typically take between 5 to 10 business days to process. The time it takes for the funds to reflect in your account may vary based on your bank's processing times. It's advisable to check with your financial institution if you have concerns about the timeline.
If you see a charge but do not have an active subscription, please reach out to Freshworks CRM support with details of the transaction, including any reference numbers. They can help you investigate the charge and provide guidance on the next steps to resolve the issue.
If you're unable to secure a refund directly from Freshworks CRM, consider reaching out to their customer service for further assistance or clarification. You may also look into escalating your issue within their support system to ensure it receives the attention it requires. Reviewing your account details and payment history may also help in understanding your eligibility for a refund.
If Freshworks CRM declines to issue a refund, it's advisable to thoroughly review their refund policy to understand the conditions that apply. You may also want to contact their support team again for clarification on the decision, or ensure that all account details were accurately provided during your initial request.
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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