Trial and Licensing
While logging into crmplus.zoho.com, one of my users gets the message that the account is disabled. What should I do?
If you are the administrator of CRM Plus, check whether you have disabled your user's account in the Users page of the Admin Panel. If you find that the user is deactivated, activate the user's account to enable them access Zoho CRM Plus.Can I run multiple businesses with one CRM Plus account?
Yes, you can run multiple businesses with one CRM Plus account. Let's consider the following scenario. Derrick has two companies Zylker Travels and Zylker Industries. He is currently using Zoho CRM Plus plan for Zylker Travels. He wants to use Zoho ...I have canceled my CRM Plus trial to use the Free edition of CRM. Still, I am getting an error that my account is deactivated. Why am I getting this error message?
You need to access crm.zoho.com and not crmplus.zoho.com.The domain in my support email address (for example, support@zylkerinc.com) created in Desk is different from my company's domain email address (for example, zylkerinc.com). How can I change the support email address?
You can create an email forwarding rule in Zoho Desk to change the support email address. For more information, see "Forwarding your Support Emails to Zoho Desk."I have 10 paid licenses in Zoho CRM Plus and I have deactivated five users. For how many users will I be charged now?
You will still be charged for 10 user licenses. However, if you don't require 10 user licenses, you can reduce the number of user licenses. For more information , see "Reduce User Licenses."I am trying to add a user in CRM within CRM Plus and I get a message that the user is already part of a different CRM account. How can I add this user in CRM?
A user can be part of only one CRM account. To add this user, the user has to close his/her CRM account. After the account is closed, you can add this user in CRM.Can I pause my CRM Plus subscription?
No. However, if you are a paid user, you can cancel your CRM Plus subscription. You will then move to the Free Plan of the individual applications with all your data intact. You can reactivate your account anytime if required.I want to grant access to Zoho CRM for a user in my organization in CRM Plus. However, he doesn't need all the features of CRM Plus? How can I purchase a license for this user?
When you purchase CRM Plus license for a user, the user is entitled to use all the applications in the CRM Plus suite. However, you can disable or enable access to a specific application for a user in CRM Plus. In your case, you can grant access to ...Can I add unlimited users in Zoho Projects within Zoho CRM Plus? And will I be charged for it?
You can add users in Zoho CRM Plus based on the number of user licenses you have purchased. For Zoho Projects, since you can add unlimited users, you don't need to pay additional charges.What is the difference between Zoho CRM Plus and Zoho One?
Zoho CRM Plus is a customer experience platform that unifies the sales, support and marketing teams of your business on a unified interface, which gives your customer-facing teams a 360-degree view of your customers across all touch points to provide ...Who can resend an invitation to pending users or delete user accounts in Zoho CRM Plus?
You can resend an invitation to pending users if you are an Administrator in CRM Plus or an Administrator in any of the individual CRM Plus applications. To delete a user account, you must be a CRM Plus Administrator or an Owner in Zoho CRM Plus.Can I revoke administrative privileges for a user in Zoho CRM Plus? How can I do it?
Yes, you can revoke administrative privileges for a user if the user no longer needs to be an Administrator in Zoho CRM Plus. To revoke administrative privileges for a user: 1. Access Zoho CRM Plus and click the Users icon ( ). You'll see a panel ...How do I add Administrators in Zoho CRM Plus?
1. Click the Users tab displayed to the left of the page in the Admin Panel. You will see the list of users with the applications assigned to them. 2. Click Add Admin. 3. Click inside the text box in the Add Admin pop-up window, and enter the user's ...I am a user in Zoho CRM. When I click the Admin Panel, I receive a message that the page is not available. How do I access the Admin Panel?
You need to be an Administrator in Zoho CRM or CRM Plus to access the Admin Panel. Contact the Owner of CRM Plus, or the Administrator of CRM or CRM Plus, and ask them to add you as an Admin. Once you are added, you will be able to access the Admin ...I have 5 user accounts and I want to remove one. How will this affect my email limit in Zoho Campaigns?
You can have a maximum 5000 leads or contacts for a user license. In this case, your email limit in Campaigns is 25000 (5000 x 5). If you downgrade one user license, you will have four user licenses, restricting your email limit to 20000 (5000 x 4).Can I change my payment method once I upgrade to the CRM Plus Plan?
Yes. Update your existing credit card details, or change the payment method from Credit Card to PayPal in the Manage Zoho CRM Plus Subscription page. To learn more, see "Manage Zoho CRM Plus Subscriptions."Who are Lite Users?
Users who are only assigned to Analytics, Projects or as Light Agents in Desk are considered Lite Users in CRM Plus. In Projects and Analytics, lite users will have access to the features/data based on the role that's assigned. In Desk, they can ...What will happen to my data if I cancel my CRM Plus account?
When you cancel your Zoho CRM Plus account, your data will be restored and there will be no data loss.How can I change the Owner in Zoho CRM Plus?
1. Log on to https://crmplus.zoho.com/ and sign in using your email address and password. 2. Click the User icon displayed on the top-right corner of the page. You'll see a panel slide to the right. 3. Click the Admin Panel link displayed in the ...Can users be restricted from accessing applications in Zoho CRM Plus?
Yes, Administrators can restrict application access for users in Zoho CRM Plus. When application access is provided for users by Administrators, the users will have access only to those applications assigned to them.Will I lose my data if I cancel my Zoho CRM Plus account and move to the individual applications?
No, you will not lose any data if you cancel your Zoho CRM Plus account and move to the individual applications.I am a paid user of Zoho CRM Plus, but the only application I want to use in the suite is Zoho CRM. How do I move from CRM Plus to CRM?
If you are using the trial version of Zoho CRM Plus or are paid user, you can log on to Zoho CRM Plus and cancel your trial or subscription. Once you do this, you will move to the previous edition of CRM and SalesIQ you were using, with your ...How do I cancel my Zoho CRM Plus trial?
You must be an Owner to cancel your trial version in Zoho CRM Plus. Once you cancel your trial version, you will move to the previous edition of CRM and SalesIQ you were using, and to the Free Plan in the other applications (SalesInbox, Campaigns, ...What will happen if my subscription renewal fails?
If the subscription is not renewed within the due date, your access to the applications will be restricted. You can either contact support@zohocrmplus.com to reactivate your account, or cancel your Zoho CRM Plus account and move to the free plan in ...Will you stop billing for the deactivated users automatically?
No you have to downgrade the user licenses for us to stop charging your deactivated users.I am an existing customer of Zoho CRM and Zoho Desk with 20 unique users in each of these applications. What will happen if I end up purchasing only 20 CRM Plus user licenses?
In this case, you have 40 unique users (20 for CRM and 20 for Desk) and 20 user licenses. We will keep all 40 user accounts active for 24 hours. After 24 hours, the system will automatically deactivate the 20 user licenses you've purchased (giving ...I am an existing customer of Zoho CRM and Zoho Desk with 20 unique users in each of these applications. How many CRM Plus licenses should I purchase?
You have to purchase 40 Zoho CRM Plus licenses because each user login is unique, regardless of the applications they use.How does the per-user licensing work?
Your CRM Plus user license is based on all ten associated applications. For example, let's say you purchased 5 user licenses for CRM Plus. You then activated applications within CRM Plus based on the users' needs. The table below lists the ...Can I upgrade, downgrade, or cancel my account any time?
Yes, there are no long-term contracts. You can choose to upgrade, downgrade, or cancel your account at any time by logging into your CRM Plus account.Can I reactivate my Zoho CRM Plus account any time?
Yes, you can reactivate your Zoho CRM Plus account any time by upgrading to the paid plan of CRM Plus. All your existing customizations and settings will be retained.What happens when my trial ends?
At the end of your 30-day trial, you can either purchase a subscription plan or deactivate your account. To know more click here. 1. If you purchase a CRM Plus subscription, your data and configurations remain intact and you can continue using CRM ...What does the Zoho CRM Plus trial include?
Zoho CRM Plus has a 30-day free trial period for 10 users. It includes a total of 9 services. CRM for Salesforce Automation Campaigns for email marketing automation Desk for managing your support helpdesk SalesIQ for website visitor Tracking Social ...
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