Navigating billing can often take a back seat until an unexpected charge catches us off guard, especially with automatic renewals lurking in the background. This guide aims to simplify the refund process for Freshworks CRM, ensuring you understand who is eligible for a refund and outlining the straightforward steps to request your money back swiftly. With clear instructions and helpful insights, we are here to assist you in reclaiming your funds efficiently.
What You Should Prepare Before Applying For Refund
Account Information: Your Freshworks CRM account email and password to access your account details.
Subscription Details: The specific subscription plan you are on (e.g., Growth, Pro, or Enterprise) along with the start and renewal date.
Transaction ID: A copy of the transaction ID from your purchase confirmation email or billing statement.
Payment Method: Details about your payment method used (credit card, PayPal, etc.), including the last four digits for verification.
Reason for Refund: A clear explanation for requesting a refund, highlighting any issues encountered with the service.
Proof of Issues: Any relevant documentation or screenshots that demonstrate issues with Freshworks CRM, such as error messages, downtimes, or unmet expectations.
Past Correspondence: Include any previous communications with Freshworks CRM support regarding the issue, such as ticket numbers or email exchanges.
Refund Eligibility: Review the Freshworks CRM refund policy to ensure your request is compliant with their terms and conditions.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit Card
5-10 working days
PayPal
3-7 working days
Bank Transfer
5-15 working days
Debit Card
5-10 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 provides a subscription-based service designed to help businesses manage their customer relationships effectively. As users engage with Freshworks CRM, it is important to understand their eligibility for refunds, which relates to specific scenarios regarding account management and subscription terms. Below are the situations where users may qualify for a refund:
Service Downtime: Users may be eligible for a refund if they experience significant service interruptions that affect their usage of the CRM platform, provided the downtime is beyond the normal service level agreements.
Incorrect Billing Periods: If there is a discrepancy in the billing cycle that affects the amount charged for a subscription, users might be eligible for a refund of the difference.
Product Transition Issues: If users encounter problems during product migrations or upgrades that hinder their access to essential features, they may qualify for a refund during that transition period.
Additional Services Not Utilized: If users have purchased add-ons or services that they were unable to activate or access, they could be eligible for a refund for those specific services.
Plan Downgrade Refunds: If a user decides to downgrade their subscription and notices that their account was charged at the higher rate after the downgrade was processed, they may qualify for a refund for the period after the downgrade.
It is always recommended for users to review their subscription terms and reach out to Freshworks CRM customer support for specific inquiries regarding eligibility scenarios tailored to their individual account situations.
Step-by-Step Process to Request Your Freshworks CRM Refund Like a Pro
If you purchased through Freshworks CRM.com:
Visit the Freshworks CRM website and log in to your account.
Navigate to the Account Settings section.
Select Billing from the left menu.
Locate the Subscriptions tab and select the subscription you wish to refund.
Click on Request Refund next to the subscription details.
In the message box, mention that the subscription renewed without prior notice.
After submitting, check your email for confirmation of the refund request.
If you purchased through Apple:
Open the Settings app on your iPhone or iPad.
Tap on your Apple ID at the top of the screen.
Select Subscriptions.
Find and select the subscription related to Freshworks CRM.
Tap on Report a Problem at the bottom.
Choose Request a Refund from the dropdown options.
Add a note indicating that the subscription was unused and the renewal was unexpected.
Submit the request and await confirmation from Apple.
If you purchased through Google Play:
Open the Google Play Store app on your device.
Tap on the Menu icon (three horizontal lines) in the top left corner.
Select Account.
Under Purchase History, find the Freshworks CRM subscription.
Tap on the item, then select Refund.
In the Reasons section, state that the subscription renewed without notice.
Submit the refund request.
Check your email for updates regarding the refund status.
If you purchased through Roku:
Go to the Roku website and sign in to your account.
Navigate to the Manage Account section.
Select Subscriptions from the menu.
Locate your Freshworks CRM subscription in the list.
Click on Cancel Subscription first, then note that you also wish to request a refund.
In the cancellation confirmation, mention that the subscription was not used and was renewed unexpectedly.
Submit your request and wait for a response from Roku.
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.
Regarding my recent billing situation, [describe reason].
I would like to request a refund in the amount of [Amount].
If applicable, I have attached documentation for your reference.
Could you please confirm receipt 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 submitted but is awaiting approval.
You will be notified once your request is reviewed, usually within 24-48 hours.
Processing
The refund is being processed. This may take a few days.
Funds are being transferred back to your original payment method, typically within 3-5 business days.
Refunded
The refund has been successfully completed.
You should see the credited amount in your account shortly, depending on your bank's processing times.
Partially Refunded
A portion of your payment has been refunded.
The amount of the partial refund will be credited to your account. You will be notified of the details.
Completed
The refund process is fully completed with no further actions needed.
You can view the completed refund in your transaction history within the Freshworks CRM.
Canceled
The refund request has been canceled by the initiator.
If you wish to request a refund again, please submit a new request through the support portal.
Real User Scenarios: When and How Refunds Were Successfully Claimed
Freshworks CRM aims to streamline customer interactions and account management for businesses. Users occasionally encounter situations where refunds are applicable due to account management decisions. Here are a few specific scenarios illustrating how refunds were successfully claimed:
A User Experience Adjustment: A small business owner decided to upgrade their Freshworks CRM plan mid-billing cycle to access more advanced features. After realizing that their operations did not require additional functionality, they contacted Freshworks support, and successfully received a prorated refund for the unused portion of the upgraded plan.
Plan Change Clarification: A marketing agency had initially subscribed to an annual plan but later opted for a monthly subscription after reassessing their needs. Upon reaching out to customer service for clarification regarding the billing adjustment, they received a timely refund for the difference between the two plans for the remaining billing period.
Trial Transition: A user signed up for a trial period of Freshworks CRM and decided to cancel their subscription before the trial ended. After recognizing they were charged unintentionally due to a lapse in cancellation, they contacted support and were granted a refund as they had not utilized the service post-trial.
Feature Misalignment: An e-commerce client purchased a specific feature add-on for their CRM, only to find that it did not integrate as expected with their existing systems. They reached out to the support team to address the issue, and after discussing their specific needs, were issued a refund for the add-on that did not meet their expectations.
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 can save you time and ensure you're always in the loop regarding your financial transactions. Here are some specific tips tailored to the Freshworks CRM ecosystem:
Email Notifications: Keep an eye on your email inbox for updates from Freshworks CRM. Look for emails titled 'Refund Update' which provide important information regarding the status and processing time of your refund.
In-App Notifications: Upon logging into your Freshworks CRM account, check the notification bell in the top right corner. Freshworks often sends in-app notifications when your refund status changes.
Account Dashboard: Navigate to your account dashboard and locate the 'Billing' section. Here, you can view a summary of recent transactions, including the status of any pending refunds.
Order History: Visit the 'Order History' tab under your account settings. This section displays a detailed overview of all your orders, including their refund statuses, with timestamps of any updates made.
Refund Details: When checking your refund status, you may find specific information regarding the refund amount, the original transaction date, and any comments related to the processing of your refund.
Mobile App Access: If you use the Freshworks CRM mobile app, you can access refund status updates directly from your device. Navigate to the 'Accounts' section and tap on 'Billing' to find real-time updates.
Merchant-Specific Tools: Utilize the ‘Refund Tracker’ built into Freshworks CRM. This can be found in the 'Billing' tab and is designed to give you a live view of your refund progress and expected timelines.
FAQ
If you forgot to cancel your subscription on time, Freshworks CRM's refund policy typically does not allow for refunds on payments already processed. However, it’s advisable to reach out to their support team to see if any options may be available for your specific situation.
Refunds from Freshworks CRM typically take 5 to 10 business days to process, depending on your bank's policies. Once initiated, you will receive a confirmation email with the details, and the amount should reflect in your account shortly thereafter.
If you see a charge from Freshworks CRM but do not have an active subscription, please check your account for any expired subscriptions or previous trial periods that may have converted into a paid plan. Additionally, you can reach out to Freshworks support with your account details for clarification and assistance in resolving the charge.
If you are unable to secure a refund directly from Freshworks CRM, consider reaching out to their customer service for further assistance or clarification. Additionally, you may escalate your inquiry within their support system to ensure your concerns are addressed. Reviewing your account details and any relevant service agreements might also provide insights into your situation.
If Freshworks CRM refuses to issue a refund, you might want to review the refund policy outlined on their website to ensure that your request aligns with their guidelines. Additionally, consider reaching out to their support team for further clarification or to discuss your situation. Checking your account details to confirm any applicable terms may also provide more insight.
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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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