How Tos - Payments and Billing

How to subscribe for additional CRM users?

Ans: Zoho CRM offers free user license for the first three users. For additional users (USD12 per user per month), subscribe from the Subscriptions  >  Manage Subscriptions page.

How to subscribe for Outlook Plug-in license?

Step 1: Firstly, subscribe for the additional Outlook Plug-in user licenses (USD3 per user per month) from the Subscriptions  >  Manage Subscriptions page.

Step 2: Activate Outlook Plugin for users from Setup > Subscription Manager > User Activation page

How to subscribe for additional file storage?

Ans: Zoho CRM offers unlimited data storage (leads, contacts, cases etc.) and free limited file storage (doc, xls, ppt, pdf etc.) to users as given below:

• Free Edition - 100 MB
  
• Professional Edition - 250 MB
• Enterprise Edition - 500 MB

For additional file storage, subscribe (Available in 100Mb, 250Mb, and 500 Mb batches) from the Subscriptions  >  Manage Subscriptions page.

Pricing Details:

• 100 Mb - USD5 /month /organization
• 250 Mb - USD10 /month /organization
• 500 Mb - USD19 /month /organization

How to upgrade from Free to Professional or Enterprise Edition?

Ans: We are pleased to offer the first three users free of cost for your organization. Afterward, you can add additional users by subscribing to the Professional  or Enterprise Edition as per your organization requirements.

You can add additional users from Setup > Subscription Manager > Order More Users page.

How to delete users permanently from our CRM account?

Ans: You cannot delete users from Zoho CRM service. Instead you can inactivate the existing users and then add new users as per your subscription limit.

You can inactivate users from Setup > Admin Settings > Users page.

If you still want to delete the users permanently, please send support request to support at zohocrm dot com with details about your users to be deleted. While sending request, include the following details:

• Your contact phone number
• Mailing Address
• Your CRM Account Name
• Zoho CRM User IDs to be deleted
• Reason for the Account Change

Zoho CRM support team will review your request and delete the users after confirmation of the details.

I've some problems in Zoho CRM registration. Whom should I contact?

Ans: Please contact support at zohocrm dot com with details about your problem.

Whether I've to be a paying customer to use the Mass Email functionality?

Ans:  Yes, we are offering 250 mass emails per day only to the paid customers. To enable the mass email functionality you have to subscribe for the Zoho CRM service.  For more details, contact us at: support at zohocrm dot com

For more details, refer: Zoho CRM - Pricing

I bought Outlook Plug-in and when I try to login, it states that I need to buy a license. How can I get this to work?

Ans: First you have to enable Outlook Plug-in for your user account.

For more details, refer Activating Outlook Plugin section in Working with Outlook Plug-in chapter.

Before subscribing for additional users, I added a test user. Now I can't delete the user. Does this inactive user is counted as one of my paid users?

Ans: No, inactive users are not counted as paid users. If you don't want the inactive users, contact us at support at zohocrm dot com so that we will delete the inactive users as per your request.

How to update my Credit Card information?

Ans: As part of  your Zoho CRM service subscription, periodically you can update your credit card information from the Setup > Admin Settings > Users > Manage Subscriptions >Update Credit Card Details page.

For any clarification, contact us at: sales at zohocrm dot com or call: +1 888 900 9646

How to downgrade my Zoho CRM account?

Ans: You can downgrade (reducing number of users) your Zoho CRM account from the Subscriptions  >  Manage Subscriptions page.

How can I cancel Zoho CRM account permanently?

Ans: At present, you cannot cancel your Zoho CRM account automatically. For cancellation of your account, please contact support@zohocrm.com with the following details, so that we will delete your account from our Servers permanently.

• Zoho CRM Login details
• Business Address with Phone Number (For verification purpose)
  
•  Reason for Cancellation

Note: Before cancellation, please ensure that you have exported all your data from Zoho CRM system.