Once you've made the purchase, you can manage the CRM edition, user licenses, and add-ons based on the information provided in this document.

1. If you don't have a CRM account, click here to sign up.
   
2. If you'd like to try other editions before making a purchase, simply click the profile icon and select Try other editions.
   
   
3. If you no longer need the paid plan, you can switch to the free edition. To fully stop using the CRM and delete your account, follow the steps here: Delete Zoho CRM Account.
   

Free Edition users can try out the 15-day trial of other editions before making a purchase.

Upgrade or Downgrade Edition

To upgrade to any paid edition from the Free edition 

1. Go to the profile icon and click Manage.
   
   
2. Click Change Edition under Subscription Details on the Payments page.
   
3. Select the edition and click Upgrade.
4. In each screen, enter or choose your subscription details (payment frequency, number of user licenses, additional storage, etc) and proceed to the next screen.
5. Finally, review the details and click Proceed to pay.
   Once the payment is confirmed, your Zoho CRM account will be upgraded. 
   

Users are the people who can log in to your Zoho CRM account, access CRM data and use features according to the permissions set in your account. You can purchase or cancel user licenses whenever you want in Zoho CRM. There are two kinds of users in Zoho CRM: Regular users and team users. For an overview of user management in Zoho CRM, see: overview.

Please note that when you deactivate a user, their user license is not canceled. You will be billed for the number of user licenses that you purchased. You will need to cancel the user license if you no longer want it.

To upgrade users or add-ons

1. Go to the profile icon and click Manage.
   
   
2. Click Upgrade Users/Add-ons or Downgrade Users/Add-Ons on the Payments page. 
   
3. Select the number of users or add-ons you want to add or remove in the dropdown list.
   
4. Click Proceed.
5. Click Proceed to pay.
   
   Once the payment is confirmed, the users or add-ons will be added or removed as required. 
   

Note

1. If, when you downgrade your edition, you have already reached the record creation limit for the new edition, you will not be able to create new records. However, you will be able to edit the existing records. See the customization limits when downgrading edition here. 
   

Team users

Update Credit Card Details

You can update your credit card details at any time. Note that your credit card details are not stored anywhere in our applications. If a payment is declined by your card issuer for any reason, you will have a period of 15 days to make the payment. After this period elapses, you will be asked to select Renew subscription, Choose another edition, or Move to Free Edition to continue using your Zoho CRM account. You will be locked out of your account until you choose an option. These options will be available for two months, after which your account will be moved to the Free Edition and you will be able to log in to your CRM account. 

To update your credit card details

1. Go to the profile icon and click Manage.
   
   
2. Click Your Store Details in the top right corner of your screen.
   
3. Select Payment Method.
4. Navigate to the card you wish to modify.
   
5. Click the Change button to make the necessary changes. Click Update.
6. To remove a payment method, click the Delete button next to the respective card if you no longer wish to use it for payments.
   

View Subscription History

You can view all your previous transactions in your Zoho CRM account.

To view your transaction history

1. Go to the profile icon and click Manage.
   
   
2. Click Your Store Details in the top right corner of your screen and select Transaction History.
   
   
   The transaction history will be available showing the transaction ID, amount, date, and other details for each transaction.