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.
   

Upgrade or Downgrade Edition

To upgrade to any paid edition from the Free edition 

1. Go to the profile icon in the top-right and click UPGRADE. 
   
   
2. You will be directed to the Zoho Store. Click Upgrade below the plan you like to subscribe to. 
   
   
3. Select your pay period—Monthly or Yearly—and enter the number of user licenses you'd like to purchase. Click Next.
4. On the Add-ons page, choose your advanced support type. You can check the summary and the total amount. If you change your mind to revise your preference, you can change the number of users, or the pay period or even the plan by clicking Change Plan and choose the desired plan.
   
   
5. Review the summary and click Proceed.
6. On the Payment page, enter the billing address and review the total amount. 
   
   
7. Under Payment Method, choose between the two options

   Non-recurring Payment: You can pay just once and you will receive a renewal reminder prior to your next renewal date.

   Zoho Subscription Balance: You can add funds that can be used for purchasing one-time add-ons/licenses and for future auto-renewal payments.
8. Click Make Payment.
   

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.

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. On the Zoho Store page, click Upgrade Users/Add-ons or Downgrade Users/Add-Ons.
3. Select the number of users or add-ons you want to add or remove in the dropdown list.
   
   
4. Check the upgrade or downgrade summary and click Proceed.
5. Check the final summary and click Make Payment.
   

Note

When you downgrade your edition, if 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. 

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. The details you provide are secured and authenticated by VeriSign.

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 Transaction History

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

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.