What are the features you tend to lose on downgrade?
Modified on: Sat, 30 Sep, 2023 at 11:35 PM
On downgrade, you are bound to lose some plan-specific features.
Here is the detailed list of your plan-based limitations for all three editions.
Freshsales
On downgrade to Pro |
The following features will be lost on downgrade from the Enterprise plan: Custom sales activities Sales and marketing home dashboard Custom Modules Auto profile enrichment Sales Forecasting Deal Teams Audit Logs Holiday Calendar Holiday Routing Call Recording Opt-out Call Center Agent Statuses Queue Callback (Virtual Hold) Website Tracking Web application event tracking Field-level permissions Advanced Metrics Dedicated Account Manager
The following features will be present with some limitations: |
On downgrade to Growth |
In addition to all the above limitations, the following features will also be lost. Offline events Advanced CRM customization Auto-assignment rules for contacts, accounts and deals Time-based workflows Product Catalog Multiple sales pipelines Sales Goals Multi-currency Sales Teams Warm Transfer Bring Your Own Carrier (B.Y.O.C) After Call Work Pause recordings IVR (phone trees) Advanced Call Queues Agent Extensions Smart Escalations Non-Business Hours Routing SIP connections Real-time Queue Visibility Real-time Agent Activity Conference calling Intelliassign Chat auto-resolve rules Chat campaigns WhatsApp integration Apple Business Chat integration Smart matches (deduplication) Lead gen bot Answer bot Deal insights Next best action Out-of-office detection Smartforms Custom roles Territory management Offline Mobile Activity
The following features will be present with some limitations: 20 Workflows 2GB File storage per user 5 Sales sequences per user 10 Quick Access Files API access: 1000/account/hour
|
On downgrade to Free |
In addition to all the above plan (Pro and Growth) limitations, the following features will also be lost. Activity Home Dashboard Custom fields - Basic fields Merge records Clone records Record Tags Email template tags Workflows Visual Sales pipeline Rotten deals Weighted pipeline Contextual collaboration with Slack In-app notifications Email notifications Mobile push notifications Desktop notifications File Storage Recycle bin Conversations view including awaiting response Two-way email sync Team inbox Email forwarding Personalized bulk emails (manual) Sales Sequences per user Email subscriptions Bulk email metrics Email scheduling Email templates Email tracking Real-time email alerts Number Porting Call Masking Ringtone Customisation Forward to Phone Hold Music Customisation Product Catalog Basic Wait queues Team Routing External Number Routing Voicemails Voicemail Drop Call Recording Business Hours Chat history beyond 30 days Read receipts Typing indicator Canned response Custom view Default Business hours Chat assignment rules Conversation Labels FAQs Unread email notification Quick Access (Files) Offline Experience Private notes SMS Integration Facebook Messenger Integration Contact scoring Classic Forms US, EU, IN, ANZ Data centers Default reports Custom reports API access Zapier Integration Google Apps Integration Gmail Add-on Integration Google Calendar integration Office 365 Calendar integration Google Contact Sync Outlook Contact Sync Freshdesk integration Marketplace Automatic Call Logging Check-in Bulk emails Files
|
Freshmarketer
On downgrade to Pro |
The following features will be lost on downgrade from the Enterprise plan: Sales and marketing home dashboard Auto Profile Enrichment Transactional Emails Field-level permissions Advanced metrics for report Dedicated account manager
The following features will be present with some limitations: 25 Quick Access Files 50 custom roles API access: 2000/account/hour Email marketing campaign limit per month: 5 times of number of contacts purchased Email Deliverability for 10 custom domains 10 popups 20 active journeys 100 Email templates 25 footers in email campaign
|
On downgrade to Growth |
In addition to all the above limitations, the following features will be lost. Behavioral Segmentation Offline events Sales and Marketing home dashboard Advanced CRM customization Auto Profile Enrichment Email Personalisation (Send for different segments/lists in one campaign) Reply Tracking Folders for email marketing campaigns Transactional Emails Behavioural Targeting (Custom Event based Trigger) Intelliassign Chat Auto resolve Chat Campaigns WhatsApp Integration Apple Business Chat Integration Smart matches (Deduplication) Lead Gen Bot Answer bot Custom roles Field-level permissions Advanced metrics Dedicated Account Manager
The following features will be present with some limitations: Email marketing campaign limit per month : 3 times of number of contacts purchased 20 email templates 1 footer in campaign 5 Subscription Centers Email deliverability - 1 custom domain Marketing journey builder - 3 popups Basic Webhooks 5 Active journeys 10 Quick Access (Files) API access: 1000/account/hour
|
On downgrade to Free |
In addition to all the above limitations (Pro and Growth), the following features will be lost. Basic Segmentation Custom fields - Basic Merge records Clone records Record Tags Drag-n-Drop Email Editor Option to Remove "Freshworks" from footer Email Templates Upload your own template Email Personalisation (Merge Tags) Email Campaign Scheduling Custom Domains Webhooks Active Journeys Journey Templates Internal Notification Sales Blocks in Journeys Adding Delays Split Traffic Scheduling a journey Multiple Journey entry Journey Config Checker Live Tracking In-app notifications Email notifications Mobile push notifications Desktop notifications Recycle bin Chat history beyond 30 days Read receipts Typing indicator Canned response Custom view Default Business hours Chat Assignment rules Conversation Labels FAQs Unread email notification Quick Access (Files) Offline Experience Private notes Facebook Messenger Integration Contact scoring US, EU, IN, ANZ Data centers Default reports Custom reports API access Marketplace
The following features will be present with some limitations: |
Freshsales Suite
On downgrade to Pro |
The following features will be lost on downgrade from the Enterprise plan: Custom sales activities Sales and marketing Home dashboard Custom modules Auto profile enrichment Sales forecasting Deal Teams Transactional Emails Audit Logs Holiday Calendar Holiday Routing Call Recording Opt-out Call Center Agent Statuses Queue Callback (Virtual Hold) Field permissions Advanced Metrics Dedicated Account Manager
The following features will be present with some limitations: 3000 active contacts 50 auto-assignment rules for contacts, accounts and deals 50 Workflows 50 Sales Teams Email marketing campaign per month: 5 times the number of contacts purchased 100 Email templates 25 Subscription Centers Email Deliverability for 10 custom domains 10 pop-ups 20 Active journeys 25 Quick Access Files 5 GB file storage per user 10 sales sequence per user 50 custom roles API access: 2000/account/hour
|
On downgrade to Growth |
In addition to all the above limitations, the following features will be lost. Behavioral segmentation Offline events Advanced CRM Customization Auto-assignment rules for Contacts, Accounts and Deals Time-based workflows Product Catalog Multiple sales pipelines Sales Goals Multi currency Sales Teams Email Personalisation (Send for diff segments/lists in one campaign) Reply Tracking Folders for email marketing campaigns Behavioural Targeting (Custom Event based Trigger) Warm Transfer Bring Your Own Carrier (B.Y.O.C) After Call Work Pause Recordings IVR (phone trees) Advanced Call Queues Agent Extensions Smart Escalations Non-Business Hours Routing SIP connections Real-time Queue Visibility Real-time Agent Activity Conference calling IntelliAssign Chat Auto resolve Chat Campaigns WhatsApp Integration Apple Business Chat Integration Smart Matches (Deduplication) Lead Gen Bot Hallway bot Answer bot Deal insights Next best action Out-of-office detection Custom roles Territory management Offline Mobile Activity
The following features will be present with some limitations: 1000 Active Contacts 20 Workflows Email marketing campaign limit : 3 times the number of contacts purchased 20 Email templates 1 Footer in campaign Email deliverability: 1 custom domain Marketing journey builder : 3 pop-ups Basic Webhooks 5 active journeys 10 Quick Access Files 2GB file storage per user 5 sales sequence per user 10 Quick Access Files API access: 1000/account/hour
|
On downgrade to Free |
In addition to all the above limitations (Pro and Growth), the following features will be lost Basic Segmentation Activity Home Dashboard Custom fields - Basic fields Merge Records Clone Records Record Tags Email template tags Workflows Visual Sales pipeline Rotten deals Weighted pipeline Contextual collaboration with Slack Drag-n-Drop Email Editor Remove "Freshworks" from footer Email Templates Upload your own template Email Personalisation (Merge Tags) Email Campaign Scheduling Dedicated IP Address Support Custom Domains Webhooks Active Journeys Journey Templates Internal Notification Sales Blocks in Journeys Adding Delays Split Traffic Scheduling a journey Multiple Journey entry Journey Configuration Checker Live Tracking In-app notifications Email notifications Mobile push notifications Desktop notifications File Storage Recycle bin Conversations view including awaiting response Two-way email sync Team inbox Email forwarding Personalized bulk emails (manual) Sales Sequences Email subscriptions Bulk email metrics Email scheduling Email templates Email tracking Real-time email alerts Number Porting Call Masking Ringtone Customisation Forward to Phone Hold Music Customisation Basic Wait queues Team Routing External Number Routing Voicemails Voicemail Drop Call Recording Business Hours Basic Call Queues Chat history beyond 30 days Read receipts Typing indicator Canned response Custom view Default Business hours Chat Assignment rules Conversation Labels FAQs Unread email notification Quick Access (Files) Offline Experience Private notes SMS Integration Facebook Messenger Integration Contact scoring US, EU, IN, ANZ Data centers Default reports Custom reports API access Zapier integration Google Apps integration Gmail Add-on Google Calendar integration Office 365 Calendar integration Google Contact Sync Outlook Contact Sync Freshdesk integration Marketplace Automatic call logging Mobile App Check-in Bulk emails via mobile app Files in mobile app
The following features will be present with some limitations: 100 Active contacts Email marketing campaign limit per month : 200 1 Footer in Email Campaign 4 Subscription Centers Available under Marketing journey builder: 2 pop-ups having Freshworks branding
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