How to Get a Freshworks CRM Subscription Refund

• Account Information: Your Freshworks account email and password to access your account details.
• Transaction ID: The specific transaction ID associated with your subscription payment, which can usually be found in your billing history.
• Subscription Details: The name of the subscription plan you are currently using, along with the start and end dates.
• Reason for Refund: A clear explanation of why you are requesting the refund, including any relevant issues experienced with the service.
• Billing Documentation: PDF copies of your payment receipts or invoices from Freshworks as proof of the transaction.
• Communication Records: Any prior correspondence with Freshworks support regarding issues you encountered, as this may support your refund claim.
• Bank Statement: A screenshot or PDF of the bank statement showing the charge from Freshworks, which helps verify your claim.
• Applicable Terms Agreement: Reference to the terms of service agreement at the time of subscription, especially if citing refund eligibility.

*Working days are Monday to Friday, and don't include public holidays.

At Freshworks CRM Subscription, users have specific rights regarding their subscriptions, particularly in terms of eligibility for refunds. As a subscription-based service, Freshworks offers tools and features designed to enhance customer relationship management. Users are encouraged to familiarize themselves with the scenarios that may qualify for refunds, which are dependent on individual account management and usage circumstances.

The following situations may qualify for refunds within the context of Freshworks CRM Subscription:

• Service Downtime: If there are extended periods where the service is unavailable due to system maintenance or unexpected disruptions, users may be eligible for a refund.
• Account Downgrades: If a user has downgraded their account type and believes they were charged for the higher plan, they may inquire about refund eligibility for the difference in plan cost.
• Unused Subscription Days: In cases where users have not utilized their subscription services within a billing cycle, they might be eligible for a refund based on the days not used, depending on the terms of their subscription agreement.
• Billing Errors: If a user identifies an issue with their billing – such as discrepancies in charges aligned with the agreed subscription rates – they may be able to request clarification and potential adjustments, which could lead to a refund.
• Trial Conversions: Users who transitioned from a trial account to a paid subscription but did not intend to do so might inquire about refund eligibility for the charged amount, depending on their trial agreement and subsequent actions.

It’s important for users to consult the specific terms of their subscription and any relevant communication from Freshworks to ensure they fully understand their rights and options regarding refunds.

Freshworks CRM Subscription provides users with an array of tools for managing customer relationships and optimizing sales processes. Here are some realistic user scenarios where refunds were successfully claimed:

• Subscription Plan Change: A user initially subscribed to the premium plan but realized that the basic plan sufficed for their needs. After contacting Freshworks to discuss their account, they successfully received a refund for the difference in cost when they downgraded their subscription.
• Short-Term Plan Selection: A customer purchased a short-term plan for a specific project but found the service redundant when the project was delayed. They reached out to Freshworks support to clarify their subscription status and were able to receive a partial refund for the unused period.
• Account Misconfiguration: After setting up their account, a user discovered that they had selected the wrong features during the onboarding process. They communicated their situation to Freshworks and were able to rectify the issue with a refund for the additional charges accrued.
• Service Interruption: A customer experienced temporary interruptions in service due to scheduled maintenance that extended beyond the communicated timeframe. Upon reaching out to Freshworks support for clarification, they received a refund for the affected billing cycle as a goodwill gesture.

Tracking your refund status for your Freshworks CRM Subscription is simple and efficient. Follow these tips to ensure you stay updated on your refund progress:

• Email Notifications: Keep an eye on your email inbox for any updates from Freshworks. Look specifically for emails with the subject line "Refund Update" which detail your refund status at various stages.
• In-App Notifications: Log into your Freshworks CRM account and check for in-app notifications. These alerts may provide real-time updates regarding your refund and can be found in the notification bell icon at the top right of the dashboard.
• Account Dashboard: Navigate to your account dashboard by clicking on your profile icon. Under the Billing section, you can view the Order History which displays all transactions and their current statuses, including refunds.
• Billing Section: Specifically, in the Billing tab, you’ll find a dedicated section for refunds. This area clearly outlines the status of any pending refunds, including processing times and expected completion dates.
• Mobile App: If you use the Freshworks CRM mobile app, you can also check your refund status directly from your mobile device. Simply navigate to Billing > Order History to see updates in real time.
• Refund Progress Information: Freshworks provides detailed information about the refund process. In your account’s Billing section, you can click on a specific refund request to see its status: whether it’s pending, completed, or if any issues have arisen.
• Support Ticketing: If you need further clarification on your refund status, submit a support ticket through the Freshworks help center. Reference your order number so that support can assist you promptly.