Billing & Payments
How can I cancel my Zoho CRM account permanently?
You can close your Zoho CRM account permanently by logging in to https://accounts.zoho.com, clicking Preferences and selecting the Close Account option at the bottom. Important Note: On closing your account, you will not be able to access any of the ...
When I upgrade from the Free Edition, what happens to my existing customization?
When you upgrade from the Free Edition, your existing customization remains intact. You need not customize from scratch.
What does "100,000 records" mean in the Features & Availability chart?
The entry "100,000 records" in the Features & Availability chart means that you will get to add a total of 100,000 records across all modules in Zoho CRM. In Zoho CRM, every row or entry you make is called a record. For example, you add a lead ...
Can I make payments using my Amex card?
Yes. You can make payments using your Amex card. While entering the credit card details, you can select the Amex card option from the drop-down list. Related Link How to update my Credit Card information?
How to subscribe for additional CRM users?
To purchase user licenses, login to Zoho CRM, click on the Upgrade Link on the top, choose your plan, number of users & add-on licenses and proceed to check out.
How to subscribe for Outlook Plug-in license?
Step 1: Subscribe for the additional Outlook Plug-in user licenses (USD3 per user per month) from Subscription > Upgrade > Manage your plan. Step 2: Activate Outlook Plugin for users from Setup > Subscription Manager > Activate Users.
How do I subscribe for additional file storage?
Zoho CRM offers file storage as given in this link. For additional file storage, follow these steps: Click Subscription > Manage your plan. In the Manage Subscription page, under Add Subscriptions, choose the Extra Storage Space from the drop-down ...
How do I change my payment method from annual to monthly?
Please contact payments@zohocorp.com.
What does 'per user per month' mean in your pricing model?
A user is a person who accesses Zoho CRM to manage records. Sales representatives, sales managers, CRM Administrators, the CEO, marketing managers, and support agents are common types of CRM users. How many users you can add to your CRM is based on ...
How much does Zoho CRM cost?
The price varies based on the edition that you subscribe to and the number of user licenses you purchase. Zoho CRM offers four editions: Standard, Professional, Enterprise, and Ultimate, which each have different features and limits. You can see a ...
How to update my Credit Card information?
As part of your Zoho CRM service subscription, you can update your credit card information periodically. Note that your credit card details are not stored anywhere in our applications. The details you provide are secured and authenticated by ...
Is my data safe in Zoho CRM?
Yes, your data is extremely safe with us. We take different steps to ensure the safety of your data. These include Physical security practices (24x7x365 security, video monitoring, biometric access, bullet-resistant walls, etc.), Network security ...
What types of payment do you accept?
We accept payment via Visa, MasterCard, American Express and PayPal (you must have an account with PayPal). We also accept payment by wire transfer for yearly subscriptions. For more details, please contact sales@zohocorp.com.
Does Zoho CRM charge me for the inactive users?
Zoho charges you for the total number of user licenses that you buy for your account. It doesn't depend upon the fact that whether the user is active or inactive. In case you want to deactivate a user from your account in order to be not charged, you ...