Billing matters often slip our minds until an unexpected charge surfaces, such as an automatic subscription renewal. This guide is designed to help you understand how refunds work with Freshworks CRM, detailing who is eligible and the straightforward steps to request your money back efficiently. With this information at your fingertips, you can navigate the refund process with confidence and ease.
What You Should Prepare Before Applying For Refund
Account Information: Your Freshworks CRM account email address and login credentials to verify your identity.
Transaction ID: Locate the specific transaction ID for the payment you are seeking a refund for, which can be found in your payment confirmation email.
Subscription Details: Provide information regarding your subscription plan, including the start and end dates, to clarify the terms associated with the transaction.
Reason for Refund: A clear explanation of why you are requesting the refund, including any issues with the service or specific dissatisfaction.
Supporting Documentation: Attach any relevant communications with Freshworks support regarding the issue, such as ticket numbers or email chains that contextualize your refund request.
Proof of Payment: Include a copy of your invoice or receipt that confirms the payment was made and details the amount charged.
Cancellation Confirmation: If applicable, provide any confirmation of cancellation from Freshworks CRM to substantiate the refund request.
Email Correspondence: Retain copies of any recent emails or messages exchanged with Freshworks CRM related to your account or refund inquiries.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit/Debit Card
5-7 working days
PayPal
3-5 working days
Bank Transfer
5-10 working days
Stripe
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 certain rights regarding their subscriptions and billing. Eligibility for refunds is considered in the context of the services provided and the specific circumstances surrounding their subscription. As a subscription-based service, Freshworks CRM's refund policy primarily addresses scenarios related to account management and changes in service usage.
Service Downgrade: If a user opts to downgrade their subscription plan, they may be eligible for a pro-rata refund for the difference in fees for the unused portion of their previous plan.
First-Time Users: New users may qualify for a money-back guarantee, typically offered within a specified trial period, allowing them to evaluate the service risk-free.
Billing Errors: Any discrepancies or issues noted during the billing cycle may potentially qualify for review, wherein users could inquire about a refund for charges that do not align with their agreed-upon subscription terms.
Product Transition: If there are significant changes to the services or features included in the subscription that differ from what was originally agreed upon, users might inquire about adjustments to their billing or potential refunds.
Account Closure: Upon the responsible closure of an account, users may be entitled to a refund for any remaining unused service days in line with the subscription policy.
Step-by-Step Process to Request Your Freshworks CRM Refund Like a Pro
If you purchased through Freshworks CRM.com:
Visit the Freshworks CRM official website.
Log in to your account using your credentials.
Navigate to the top right corner and click on your profile icon.
Select 'Billing' or 'Account Settings' from the dropdown menu.
Look for a section labeled 'Purchase History' or 'Subscriptions.'
Identify the specific subscription or charge you wish to dispute.
Click on the 'Request Refund' button associated with that transaction.
In the messaging section, emphasize that you were unaware of the upcoming renewal, mentioning "I did not receive notice of renewal."
Submit the request.
Check your email for a confirmation of your refund request.
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.'
Find the Freshworks CRM subscription in the list and tap on it.
Tap 'Cancel Subscription' to initiate a non-renewal.
Open the App Store and scroll to the bottom to tap 'Support.'
Navigate to 'Request a Refund' on the support page.
Choose the most recent charge related to Freshworks CRM.
In the message section, mention that "the service was unused" to increase success rates.
Submit your request.
If you purchased through Google Play:
Open the Google Play Store app.
Tap on the menu icon (three horizontal lines) at the top left.
Select 'Subscriptions.'
Find Freshworks CRM in your subscriptions list.
Tap 'Manage' then select 'Cancel Subscription.'
Open the Google Play website on your desktop.
Click on 'Account' on the left-hand side and scroll to 'Order History.'
Locate the Freshworks CRM charge you wish to refund.
Click on 'Request a refund' and select the reason for your request.
Use phrases like "I wasn’t informed about the automatic renewal" to enhance your chances.
Submit your refund request.
If you purchased through Roku:
Go to your Roku device and press the Home button.
Scroll down and select 'Streaming Channels.'
Find and select 'Manage Subscription.'
Locate Freshworks CRM from the list of subscriptions.
Select 'Cancel Subscription' to stop future billing.
Visit the Roku website and log into your account.
Navigate to 'My Account' and then 'Order History.'
Find the Freshworks CRM transaction you wish to dispute.
Click on 'Report a Problem' next to the transaction.
In the description, mention that the subscription renewed without adequate notification.
Follow through with the submission.
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].
If applicable, I have attached relevant documentation for your review.
I kindly ask for confirmation 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 request has been initiated but not yet processed.
Your refund is in the queue. Please wait for the processing to begin, which usually takes up to 48 hours.
Processing
The refund is currently being reviewed and processed by our team.
This stage may last up to 5 business days. You will receive an update soon.
Refunded
The refund has been successfully processed and your account has been credited.
You will see the refunded amount in your account within 3-5 business days.
Partially Refunded
A portion of your refund request has been approved and processed.
You have received a partial refund. Check your statement for the credited amount.
Completed
The refund process has been finalized and all transactions are closed.
Your refund is finalized. No further actions are required from your side.
Canceled
The refund request has been canceled either by the user or by the system.
No refund will be processed. If this was an error, please contact support.
Real User Scenarios: When and How Refunds Were Successfully Claimed
In the realm of customer relationship management, users often encounter various situations that lead them to request refunds from Freshworks CRM. Here are some real user scenarios where customers successfully claimed refunds:
Subscription Downgrade: A user decided to downgrade from a premium subscription to a basic plan after realizing that the advanced features were not being utilized. Upon contacting Freshworks CRM support, the user was able to receive a pro-rated refund for the unused portion of the premium service.
Service Interruption Resolution: A marketing agency experienced an unexpected service interruption that affected their ongoing campaigns. After addressing the issue with customer support, the agency was granted a refund for the service downtime, acknowledging the disruption in their workflow.
Billing Cycle Adjustment: A small business owner mistakenly assumed their subscription had been renewed for the upcoming quarter instead of the monthly cycle they had intended. After clarifying their subscription details with Freshworks CRM, they successfully received a refund for the additional charges related to the unnecessary renewal.
Feature Set Mismatch: A user purchased a plan that promised specific integrations for their existing tools but realized after signing up that those integrations were not included. After discussing the situation with customer service, they received a full refund upon confirming that the plan did not meet their needs.
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 is essential to ensuring a smooth transactional experience. The platform offers various tools and notifications to help you stay updated on the status of your refunds.
Check Your Email Notifications: Freshworks CRM sends automated email updates regarding your refund status. Look out for emails titled "Refund Update" which provide detailed information on your refund process.
Use the In-App Notifications: When logged into your Freshworks CRM account, keep an eye on in-app notifications that may pop up in the dashboard. These alerts will guide you through the current status of your refund.
Access Your Account Dashboard: Navigate to your dashboard to view the latest updates on your refund. The relevant section will often display refund requests along with their current status, allowing you to track progress effectively.
Review Order History: In the order history section of your account settings, you can find a comprehensive log of all transactions, including any refunds. Each entry will state whether a refund is pending, completed, or rejected.
Billing Section Insights: Head over to the billing section where you can find detailed information about your refunds. This area often lists all financial activities and current refund statuses in one convenient location.
Use the Mobile App: If you’re using the Freshworks CRM mobile app, you can also track your refund status on the go. Check the notifications and dashboard within the app to stay updated.
Explore Dashboard Analytics: Utilize Freshworks CRM’s dashboard analytics feature which may provide insights on refund trends, giving you a broader perspective on refund processes and timings.
FAQ
If you've missed the cancellation deadline for your Freshworks CRM subscription, refunds may not be issued as per the company's policy. However, it's always a good idea to reach out to their customer support team; they may be able to assist you or provide further clarification on your options.
Refunds from Freshworks CRM typically take 5 to 10 business days to process. The exact timing can vary depending on your bank or financial institution's policies. You will receive a notification once the refund has been initiated from our side.
If you see a charge but do not have an active subscription with Freshworks CRM, please first check your account for any ongoing trials or subscriptions. If you still have questions, contact Freshworks customer support with your transaction details for further assistance.
If you're unable to secure a refund directly from Freshworks CRM, consider reaching out to their customer support team again for further assistance. You might also explore escalating your request within their support system to ensure it receives the proper attention. Additionally, reviewing your account details may provide insights that could facilitate the resolution process.
If Freshworks CRM declines to issue a refund, you may want to review their refund policy for further clarification on their terms. Additionally, consider reaching out to their support team again for further assistance or clarification on your specific situation. It may also be helpful to check your account details for any discrepancies that could influence their decision.
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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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