Price your CRM

Setting Price Details

Pricing your Vertical CRM is very important, because the price you set is a major deciding factor for the success of your application. There are no restrictions on the features that will be available for your Vertical CRM application. All the applications that you create will have features and functionalities available in the Enterprise version of Zoho CRM. You can limit only the number of modules that will be available to your subscribers based on the plan they choose. You can create different plans at different price. You can create a maximum of three plans per application.

Your plan's pricing consists of three major elements

  • CRM Base - This is a fixed base price for your application. This is the share that Zoho CRM gets from the sale of your application. The base price is common for all the plans and is fixed at $30 per user per month. This value cannot be changed.
  • Partner Markup - This is the price that can be fixed by you. The markup price is the share that goes to you, our Zoho Partners for the apps that you create and sell.
  • Setup Fee - This is an one time fee that can be charged from your user for setting up their Vertical CRM account. Charging this from the subscribers is under the discretion of Zoho Partners. This setup fee is common for the entire organization irrespective of the number of users.
    All these three together sums up to the cost your application.
    For example, You fix the Partner Markup as $10 per user per month and Setup Fee as $15. The customer who signs up for 10 users, will have to pay $400 (CRM base+Partner markup) with an additional $15 for the setup fee for the first month. For the following months, the customer will have to pay $400 per month.
Note
  • When a new user signs up for your application, they will be provided a trial version of your application.
    The trial version will have all the features and modules
  • The duration of the trial period would be 15 days.
  • You can also provide discounts to your subscribers who make their payments on annual basis. But the discount should not exceed the Partner's markup price.
  • When new users sign up for your Vertical CRM application, you can manage your payments through Zoho Store.
    See Also Managing Payments 

 Set up Pricing Page

Your pricing page displays all your existing plans and allows your users to view all the available plans and their price details.

To set up your pricing page

  1. Login to Zoho Developer Console and click CRM for Verticals.,
  2. Select the application for which you want to set up a pricing page and click Edit.
  3. Click Pricing in the left pane of the App Details page.
    If you have not created any plans yet, first create a plan  before setting up your pricing page.
  4. In the Define Pricing page, click (the Edit icon) near the title.
  5. In the Edit Title and Description page, do the following:
    • Specify the title of the pricing page in the text box.
      By default, the title will be <application name>- Editions and Pricing.
    • Add a description for the pricing page.
      This is not mandatory.
    • Click Save.
  6. Click (the Edit icon) in the footer section to include a footer, if required.
  7. In the Edit text pop up, type the footer description and click Save.

 Create a Plan

You can create a maximum of three plans per application. Creating a plan includes setting the markup price, the modules that will be available in this plan, the setup cost and the discount.

To create a new plan

  1. Login to Zoho Developer Console and click CRM for Verticals.,
  2. Select the application for which you want to set up a pricing page and click Edit.
  3. Select Pricing in the left pane of the App Details page and click Create Plan (if this is the first time you are creating a plan).

    If you have already created a plan in your pricing page, the Create Plan option will not be available. Instead you will have Add Plan option, which help you to add new plans.
  4. In the New Plan window, do the following:
    • Specify a name for the plan in the given text box.
    • From the list of modules available in the application, select the modules that will be available for the users of this plan.
    • Specify the price of this plan including the Partner Markup.
      You can also include a discount (for the users paying on annual basis) and a one time setup/consultation fee
    • Write a brief description of the plan in the text box provided.
  5. Click Save.

 Edit Existing Plans

Sometimes, you may want to add/remove certain modules in an existing plan or change the pricing of a particular plan, based on customer requests or performance of the plan. You can achieve this by editing the existing plan.

To edit an existing plan

  1. Login to Zoho Developer Console and click CRM for Verticals.,
  2. Select the application in which you want to edit the pricing plan and click Edit.
  3. Click Pricing in the left pane of the App Details page and click (the Edit icon) corresponding to a plan.
  4. In the Edit Plan page, make the necessary changes.
  5. Click Save.

Note

  • Editing a plan will not affect the existing users of that particular plan.
    The changes will be effective only for the users who sign up after the change is published.

 Delete Existing Plans

To delete an existing plan

  1. Login to Zoho Developer Console and click CRM for Verticals.,
  2. Select the application from which you want to delete the pricing plan and click Edit.
  3. Click Pricing in the left pane of the App Details page and Click (the Delete icon) corresponding to a plan.
  4. In the pop up box, click OK to confirm.

Note

  • Deleting a plan will not affect the existing users of that particular plan.
  • The existing users will be able to continue with the same plan.
  • The new users who sign up for your Vertical CRM will not be able to subscribe to this plan.
  • There should be atleast one plan for the product.

 Related Topics

Manage your Payments  | Review and Publish  | Branding your Application 

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