1. Upgrade to CRM Plus
   
2. Purchase User Licenses and Add-ons
   
3. Make Payment

Upgrade to CRM Plus

1. Click the User icon () displayed on the upper-right corner of the page. You'll see a panel slide out to the right side of the page.
   
2. Click Upgrade in the Subscription section. The page to upgrade your plan will be displayed.
   
3. Click Upgrade in the CRM Plus plan.
4. Select whether you'd like to pay monthly or yearly. Based on the payment schedule you've selected, the amount per payment will appear.
   
5. Enter the No. of users, and specify the Add-ons required.
   
6. Click Proceed.
   
7. Enter the Billing Details and the Credit Card information.
8. Click Make Payment.

Note

1. You can also upgrade your plan by accessing the Admin Panel. Log on to Zoho CRM Plus and click the User icon displayed on the upper-right corner of the page. You'll see a panel slide out to the right side of the page. Click the Admin Panel link in the sliding panel. Click the Organization or Subscription tab to the left of the page and then click Billing from the Organization or Subscription Information page to upgrade to the CRM Plus plan.
   

Purchase User Licenses and Add-ons

Zoho CRM Plus includes the following add-ons by default.

1. CRM - 1 GB +1 GB/user
   
2. SalesIQ - 5000 visitors/user/per month
   
3. Social - Number of brands - 5
   
4. Survey - 2500 responses
   
5. Campaigns - 5000 subscribers/user
   
6. Reports - 5 million rows
   
7. Projects Client Users - 5 * Number of user licenses purchased. 

Note

1. Projects - Client Users add-on can be purchased in multiples of 5. 
   

1. In the Add-Ons stage, enter the total number of user licenses you want to purchase.
   
2. Click the down arrow button and select the add-on you need of each product from the respective drop-down list under Add-Ons. Your total subscription amount will be updated according to the number of user licenses and add-ons you've selected.
   
   
3. Click Proceed.
   

Make Payment

1. Credit Card - Displayed when your payment schedule is 'Yearly' or 'Monthly' and the payment currency used is either 'Dollar' or 'INR.'
   
2. PayPal - Displayed when the payment schedule selected is 'Yearly' or 'Monthly' and the payment currency used is 'Dollar' or 'Euro.'
   
3. Debit Card/Netbanking/Wallet/UPI - Displayed when the payment schedule selected is 'Yearly' or 'Monthly' and the payment currency used is 'INR.'
   

1. Choose the Pay with Credit Card tab, Pay with PayPal tab, or Debit Card/Netbanking/Wallet /UPI tab.
   
2. For payment through credit card, enter your Billing Details and click Make Payment. (If you are paying with PayPal, enter your billing details and click Continue to be redirected to the PayPal Login page, and accept the PayPal user agreement. If you are paying through Debit Card/Netbanking/Wallet/UPI, enter your billing address and click Proceed to Pay.)
   
   
3. Once the payment is processed, you'll see a notification that your account has been successfully upgraded from the Free Plan to the Zoho CRM Plus Plan.
   

Notes

• To view your subscription details, click View Your Subscription or click Go To Zoho CRM Plus to start using Zoho CRM Plus.
• If you already have a paid account for any of the individual components of Zoho CRM Plus and you sign up for the bundle, your payment amount will be adjusted so that you don't get duplicate charges.
• If the payment currency used is INR, you can:
  
  • Use Credit Card or Debit Card/Netbanking/Wallet/UPI to make monthly or yearly payment.
  • Select a business type. When you select the business type as "Business", you can specify GSTIN (Goods & Services Tax Identification Number). Once your payment is processed, the GST (Goods & Services Tax) amount applicable will be added to your subscription amount. The total tax amount and your subscription amount will be displayed in the notification sent to you once you upgrade to the plan.