Manage Zoho CRM Plus Subscriptions

After you upgrade to Zoho CRM Plus, you can use the Manage Subscription page to adjust the parameters you set during signup. Here are some of the things you can do to customize your setup:

Note:

  • If you have chosen the monthly subscription, you have the option to switch to the yearly plan. You'll see the amount displayed, based on what you've selected. Click Make Payment to pay through Credit Card or PayPal.​
  • To manage your CRM Plus subscription, access the Admin Panel, navigate to the Organization page, and click Billings.

Add User Licenses

To add a user license:

  1. Click the User icon () displayed in the upper-right corner of the page. Click Manage Billings in the Subscription section​ from the sliding panel. You'll see the Manage Zoho CRM Plus Subscription page.​
  2. Hover the cursor over the CRM Plus Plan section and click Add.​
  3. Enter the number of users you want to add.
  4. Click Continue.
  5. Click Make Payment. Once the payment is processed, a message will appear that the new users have been successfully added.
  6. Click Close to return to the Manage Zoho CRM Plus Subscription page.

Note:

  • If the currency used for payment is INR, the GST amount will be included in your total amount and displayed in the Confirm Order pop-up window.

Reduce User Licenses

To reduce the number of user licenses in your subscription:

  1. In the Manage Zoho CRM Plus Subscription page, hover the cursor over the CRM Plus Plan section​.
  2. Click Reduce in the pop-up window.
  3. Enter the number of user licenses you want to remove.
  4. Click Downgrade.
  5. Click Confirm. You will be notified that your user licenses have been successfully reduced.
  6. Click Close to return to the Manage Zoho CRM Plus Subscription page.

Purchase Optional Add-ons

Purchase more add-ons at any time to keep up with your business needs.

To purchase add-ons:

  1. Navigate to the Manage Zoho CRM Plus Subscription page.
  2. Hover the cursor over an add-on in the list to see available actions, then click Add​.

  3. Enter the number of units you want of this add-on. The Upgrade pop-up window displays the amount this add-on will add to your subscription price.
  4. Click Continue.
  5. Click Make Payment. A confirmation message will appear once your payment is processed.
  6. Click Close to return to the Manage CRM Plus Subscription page. If you want to purchase another add-on, hover the cursor over another item in the list and repeat the steps above to purchase.

Note:

  • When you purchase additional add-ons, if the payment currency used is INR, the GST amount applicable will be included in the total amount and displayed in the Confirm Order pop-up window.

Reduce Add-ons

To remove add-ons or reduce their quantity:

  1. Navigate to the Manage Zoho CRM Plus Subscription page.
  2. Hover the cursor over an add-on to see available actions​, then click Reduce.
  3. Enter the number of units you want to remove from your subscription​.
  4. Click Downgrade.
  5. Click Confirm. A confirmation message will appear to let you know that the add-on has been successfully reduced.
  6. Click Close to return to the Manage Zoho CRM Plus Subscription page. If you want to remove or reduce another add-on, hover the cursor over another item in the list and repeat the steps above.

Update your Payment Method and Billing Details

The billing details area lets you change your payment method for subsequent payments, update your billing address, add email recipients to send purchase notifications or invoices, and view your subscription details.

To change your payment method:

  1. Navigate to the Manage Zoho CRM Plus Subscription page.
  2. Click Your Store Details on the upper-right corner​ of the page.
  3. Select Payment Method from the drop-down menu. The Payment Method tab will be automatically selected, with the payment details displayed in the Billing Details page.​
  4. Click Change. The Change Payment Method window will appear.
  5. You have two options for payment:
    • To pay with a Credit Card, enter your card details and click Update.
    • To pay with PayPal, switch to the PayPal tab and click Continue to go to the PayPal Login page. After you've entered your PayPal account information and logged in, click OK to return to the Billing Details page.​​


  6. A confirmation message will appear to let you know that your credit card or Paypal details have been updated.
  7. Click OK to return to the Manage Zoho CRM Plus Subscription page.

To view your subscription details:

  1. Navigate to Manage Zoho CRM Plus Subscription page.
  2. Click Your Store Details on the upper-right corner​ of the page.
  3. Select Payment Method from the drop-down menu. The Payment Method tab will be automatically selected with the payment details displayed in the Billing Details page​.
  4. Click View Subscriptions.

  5. Click () to return to the Billing Details page.

To update your billing address:

  1. Navigate to the Manage Zoho CRM Plus Subscription page.
  2. Click Your Store Details on the upper-right corner of the page​.
  3. Select Billing Details from the drop-down menu. The Billing Address & Other Info tab will be automatically selected with the address details displayed in the Billing Details page. You can also click the Billing Address & Other Info tab directly in the Billing Details page​ to view and update your billing address.
  4. Click Change.
  5. Make your changes and click Update. You'll see a message that your billing address has been updated successfully.

Add Email Recipients

You can add email addresses of other users to send purchase notifications and invoices.​

To add email recipients:

  1. Click Your Store Details on the upper-right corner of the Manage Zoho CRM Plus Subscription page.
  2. Select Email Recipients from the drop-down menu. The Email Recipients tab will be automatically selected with the recipient's name, email address, product, and action displayed in the Billing Details page​​. You can also click the Email Recipients tab directly in the Billing Details page to add email recipients.
  3. Click Add Recipient​. Enter the name and email address of a recipient. Click the plus sign () to add more email recipients, if needed.
  4. Specify whether you want to email the recipients for all products or only for specific products by clicking the appropriate tab.
  5. Click the drop-down list and select the corresponding check box to specify whether you want to send only purchase notifications, or invoices, or both to the recipients.​
  6. Click Add​. You'll see the Confirm Recipients pop-up window.
    .
  7. Select the check box to send subscription-related emails to the recipients if required, and click Confirm. You'll see a message that the email recipients have been added successfully. The email recipients' details are displayed in the Billing Details page.
    .

Note: You can click the Delete icon () corresponding to the recipient's name in the Billing Details page to delete a recipient from the list.

View your Transaction History

To view your Zoho CRM Plus account transactions:

  1. Navigate to the Manage Zoho CRM Plus Subscription page.
  2. Click Your Store Details on the upper-right corner​ of the page.
  3. Select Transaction History from the drop-down menu.
  4. Click PDF to the right of a transaction to download the invoice for viewing or printing.

Notes:

  • Choose a relevant option from the drop-down list to view all transaction history details or view them based on transaction types such as purchases, upgrades, renewals, or downgrades.
  • Select Filter By Period from the drop-down list to view transaction history details for a specific date range.

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