Zoho CRM allows you to add the first three users free of subscription charges. Only from the Fourth user onwards, you need to pay the subscription charges as given below:
Zoho CRM - Editions:
- Professional Edition: USD 12 / user /month
- Enterprise Edition: USD 25 /user /month
Additional Services:
- Zoho CRM Plug-in for Microsoft Outlook: USD 3 /user /month
- Zoho CRM Plug-in for Microsoft Office: USD 3 /user /month
-
Zoho Mail Add-on
- Professional or Enterprise Edition Users: USD 3 /user /month
- Free Edition Users: USD 5 /user /month
- Data Export: USD 10 /request
- Extra 100 MB file storage: USD 5 /month
- Extra 250 MB file storage: USD 10 /month
- Extra 500 MB file storage: USD 19 /month
- Extra 1 GB file storage: USD 30 /month
In Subscription Manager, you can perform the following operations:
Subscribe for Additional Users
You can subscribe for additional users in the Manage Subscriptions & Credit Card Information pages where you will be guided to specify your service details. The following table describes the various standard fields in the form.
| Field Name |
Description |
Data Type |
| Subscription Period |
Select the subscription period. The choice of subscription period defines the payment option. You can choose any one of the following:
|
Pick list |
| No of User |
Select the number of Zoho CRM users |
Pick list |
| No. of Outlook Plugin Users |
Select the number of Outlook Plugin users |
Pick list |
No. of Zoho Mail Add-on Users
|
Select the number of Zoho Mail Add-on users
|
Pick list
|
| No. of Office Plugin Users |
Select the number of Office Plugin users |
Pick list
|
| Extra Storage |
Select the extra file storage capacity for your organization from the following available options:
- 100 MB
- 250 MB
- 500 MB
- 1 GB
|
E-mail, alphanumeric and special characters (100) |
| Total Amount |
Displays the total amount as per your selection. |
|
Billing Address*
- Address
- ZIP/Postal Code
- Country
|
Specify individual's /company's billing address. |
- Street, alphanumeric (250)
- Postal Code, alphanumeric (30)
- Country, alphanumeric (30)
|
| Card Type |
Select Master or Visa. Note: Other type Credit Card holders are requested to contact sales@zoho.com or call at:+1 888 900 9646 |
Pick list |
| Card Number |
Specify correct Card Number as embossed on the instrument. |
|
| Card Verification Number |
Specify your Card CVV number. |
|
| Card Expires On |
Specify your card expiry date. |
|
| Terms of Service |
Select the check-box to process your payment. |
|
To Add more users
- Click the Setup > Admin Settings > Users > Manage Subscriptions.
- In the Manage Subscriptions page, under the Add Subscriptions section, specify Zoho CRM Users, Outlook Plug-in Users, and Extra File Storage as per your business requirements.
- Click the Update Account button.
- In the Credit Card Information page, specify your Credit Card information. For more details, refer to the List of Standard Subscription-related Fields section.
- Click Update button to process your payment or Cancel to modify your subscription details.
Activating Users
You can activate/deactivate users in your Zoho CRM system according to the maximum number permitted in your subscription. In case you have added more users during evaluation and later decided not to subscribe for all the users, you can deactivate some of the test users otherwise they cannot access the Zoho CRM system.
To activate users
- Click on Setup > Subscription Manager > Activate Users.
- In the Users List page, click on the edit button to change the status of the users (Activate / Deactivate), according to your subscription requirements.
- Click Save.
Unsubscribe Users
To unsubscribe users
- Click the Setup link.
- In the Setup page, click on the Admin Settings > Users >Manage Subscriptions > Manage your Plan.
- In the Manage Subscription page, go to Action and click Downgrade check-box
- In the Reduce Subscription section, select the number of users to reduce.
- Click on Update Account.
Subscribe / Unsubscribe Process Steps:
Note: You need to personally complete the downgrading process to avoid further subscription charges for downgraded users.
Viewing Order History
You can view all your previous orders archived for a better visibility on your user subscription.
To view order history
- Click on Setup > Subscription Manager > License Order History.
- In the License Order History page, the old order details are displayed with information such as, order number, start date/end date, amount, etc.
Frequently Asked Questions
In the free version if I add a 4th user, do I have to pay for all the four users?
No, you do not have to pay for all the four users. In Zoho CRM, the first three users are absolutely free. When you add the 4th user, you only pay for the additional 4th user but all the 4 users enjoy the benefits of the upgraded edition (Professional or Enterprise).
When I upgrade from the free edition, what happens to my existing customization?
Even after upgrading, your existing customization remains intact. You do not have to start the customization from the scartch.
