On downgrade, you are bound to lose some plan specific features. 

ARTICLE NAVIGATION

Here is the detailed list of your plan based limitations for all three editions.

Sales Cloud Edition 

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:

  • 50 Auto-assignment rules for contacts, accounts and deals

  • 50 Workflows

  • 50 Sales teams

  • 25 Quick Access Files

  • 50 custom roles

  • API access: 2000/account/hour

 

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

  • 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

  • Predictive 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

 

Marketing Cloud Edition

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

  • Predictive contact scoring

  • US, EU, IN, ANZ Data centers

  • Default reports

  • Custom reports

  • API access

  • Marketplace

The following features will be present with some limitations:

  • 100 Active Contacts

  • 2 popups that have Freshworks branding

  • Email marketing campaign limit per month : 200

  • 1 Footer in campaign

  • 4 Subscription Centers


Customer for Life Cloud Edition

 

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

  • Predictive 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