How to upgrade my account?
Ans: To upgrade your account, log in to your Zoho CRM account with administrator privilege; click
on the Upgrade link at the top right corner. select your plan, add the number of users
and add-on details and proceed with your credit card details.
How to downgrade my account?
Ans: To downgrade users, login
to Zoho CRM, click on Upgrade link at the top, scroll down the page,
click on Manage your plan, check downgrade option, select the number of
user licenses and plugin licenses to downgrade and update your plan
To downgrade to Free Edition, click on upgrade link, and click on "Downgrade Plan" icon to downgrade to the respective editions
When a user is de-activated, does the service downgrade the user and stop the payment automatically?
Ans: By de-activating the user, we don't downgrade or stop payment automatically. You have to downgrade the user license to stop the auto payment.
How can I receive an invoice for the payment made?
Ans: For every purchase or
renewal an auto invoice is generated and sent to primary contact via
e-mail. If you have missed the invoice, request one by sending e-mail
to payments@zohocorp.com. To change the primary contact, goto setup,
admin setup, company details, edit and change the primary contact
information.
Is the payment automatically swipped for the subscription period selected?
Ans: Yes, payment happens
automatically at the selected subscription period. To stop the auto
payment, you have to downgrade your service.
Where do I change credit card information?
Ans: Login to Zoho CRM, click
on Upgrade link at the top, scroll down the page and you will find
"update credit card" details as a separate link
I have only 2 users. How do I upgrade to Professional or Enterprise?
Ans: You have to purchase minimum one user license, so that you can use the paid plan features.
When I upgrade from the free edition, what happens to my existing customization?
Ans: Even after upgrading, your existing customization remains intact. You do not have to start the customization from the scartch.
Can I have one user with Enterprise Edition and the rest in Professional Edition?
Ans: No, all the users should be in Professional or Enterprise edition
After the trial period or edition downgrade, what happens to the
features associated with the paid editions? Do they remain inactive or
they are wiped off?
Ans: Your account will be downgraded
completely to Free Edition and all the features in
Professional/Enterprise will be disabled automatically.
Do you start billing me automatically after the trial period is over?
Ans: No, we don't automatically bill after the trial period. You have to click on "Upgrade" link inside the service to add additional users.
Do you accept AMEX card?
Ans: Yes, we do accept AMEX. Select AMEX card option and proceed with AMEX card details. If you have any issues, please e-mail sales@zohocorp.com
Check out subscription help document at http://zohocrm.wiki.zoho.com/Managing-Subscriptions.html
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