Zoho CRM Plus
Who are Light Users?
Users who are only assigned to Projects or as Light Agents in Desk are called Light Users. A 'Light User' can also be assigned as user in Projects as well Light Agent in Desk.
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 trial period for 10 users. It includes Sales Automation, an Exclusive Email Client for Sales People, Visitor Tracking, Helpdesk, Projects Collaboration, Marketing Automation, Social Media, Customer Survey, Activity ...
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 ...
Glossary
CRM Plus administrator A user who has administrative privileges in CRM Plus, allowing him or her to access all applications and perform all operations. Applications Individual services within CRM Plus are called applications. For example, Zoho Desk ...
Viewing subscription information
The subscription information can be viewed if you have access to the Admin Panel of Zoho CRM Plus. Click the Subscription icon () to the left of the page in the Admin Panel. The Subscription Information page will be displayed, showing the current ...
Subscription Managers
Subscription Manager is a privilege given to a user inside Zoho CRM Plus, allowing them to handle payments which is a privilege only available to the admins by default. Users can see "Subscription Managers" present as a component inside the ...
Assigning Users to Applications and Changing Application Owners
Click the Applications tab () to access the Applications page in order to view the owners of the specific Zoho CRM Plus applications and the number of active users in each application. From this page, you can assign users to an application, view ...
Assigning Users to Applications and Changing Application Owners
Click the Applications tab () to access the Applications page in order to view the owners of the specific Zoho CRM Plus applications and the number of active users in each application. From this page, you can assign users to an application, view the ...
Assigning Users and Applications
You can add users to your organization and grant them access to individual applications in Zoho CRM Plus. This allows you to manage users and their application access to Zoho CRM Plus's features and functions, making it easy to limit who has access ...
The Admin panel - Overview
As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access. The solution for effective security and user ...
Campaigns
Getting Started New to Zoho Campaigns? Set yourself up to explore the product. Set up your account Once you sign up to Zoho Campaigns account, you need to add your company and personal information. Apart from this information, you can send invite to ...
Motivator
Getting started Before you start using Zoho Motivator, we recommend configuring your account settings and exploring the interface a bit. Be sure to check out Dashboards, Targets, Contests, and TV Channels to get a better understanding of the ...
Surveys made easy
Zoho Survey provides a user-friendly interface for creating customized surveys to help you start gathering customer feedback right away. Learn more.
Social media marketing
There's so much to social media marketing—scheduling and publishing content, listening to and engaging with your audience, and analyzing performance across social networks. We understand that your presence on social media is an integral part of ...
Project management
Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Learn more ...
Visitor tracking
Zoho SalesIQ is an easy-to-use, quick-to-implement, live chat software solution designed for small and medium-sized businesses. Zoho SalesIQ streamlines the implementation process, so you can connect with customers in minutes and instantly start ...
SalesInbox
SalesInbox is an intelligent tool for email, which seamlessly integrates with Zoho CRM to combine email and CRM information in one place. SalesInbox automatically populates work email into the respective columns based on CRM data, which helps in ...
Sales automation
Zoho CRM is a unified platform that helps you juggle multiple business activities efficiently. It's designed to help you sell, market, analyze, manage better and collaborate with customers and employees. You can gather powerful insights from ...
Zoho CRM Plus - Getting started guide for Sales teams
Every business goes through a sales cycle, from acquiring, nurturing, and following up on prospects to closing business deals with them. There may be many activities involved in each phase, such as scheduling appointments with your customers, ...
Getting started with CRM Plus
When you sign up for any application, there are always key user details you need to enter during the setup phase. When you set up a CRM Plus account for your organization as an administrator, you will need to enter some general information about your ...
Overview
Many organizations use different software systems to manage emails, calls, customer relationship management, etc. for their sales, marketing, and support teams. Since customer information is in silos, it's difficult to understand customer behavior, ...
Overview
As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access. The solution for effective security and user ...