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đź‘‹ Welcome Readers!
Are you wondering how to cancel your Zoho CRM subscription? Maybe you have found a better CRM software or no longer require it for your business. Whatever the reason may be, canceling Zoho CRM is a straightforward process when you know how to do it.
In this article, we will guide you through the process of canceling your Zoho CRM subscription step by step. From understanding the cancellation policy to actually canceling your subscription, we cover everything you need to know! So, let’s get started!
👉 What is Zoho CRM?
Zoho CRM is a cloud-based Customer Relationship Management (CRM) tool designed to help businesses manage their sales, marketing, and customer support activities. Zoho CRM is highly customizable and scalable, making it a popular choice for businesses of all sizes and industries.
Zoho CRM offers various pricing plans, including a free plan and paid plans with different features and functionalities. While Zoho CRM is a great tool for businesses, it’s not uncommon for users to cancel their subscription for various reasons.
đź“‹ Understanding Zoho CRM Cancellation Policy
Before canceling your Zoho CRM subscription, it’s essential to understand its cancellation policy. Zoho CRM’s cancellation policy varies based on the plan you have and the duration you’ve been using it.
If you’re on a monthly subscription, you can cancel your subscription at any time. However, if you’re on an annual subscription, you’ll have to wait until the end of the subscription period to cancel it. Also, if you cancel your subscription before the end of the subscription period, Zoho CRM will not refund any amount for the remaining period.
If you’re on a paid plan, you’ll have to settle any outstanding payments before canceling your subscription. Additionally, if you’ve purchased any add-ons or extensions, you’ll have to cancel them separately before canceling your subscription.
đź’» How to Cancel Zoho CRM?
Now that you understand Zoho CRM’s cancellation policy let’s walk you through the process of canceling your subscription. Here’s a step-by-step guide:
| Step | Action |
|---|---|
| Step 1 | Log in to your Zoho CRM account using your login credentials. |
| Step 2 | Click on the gear icon located on the top right of the screen and select “Subscription.” |
| Step 3 | Click on the “Cancel Subscription” button located at the bottom of the page. |
| Step 4 | Select the reason for canceling your subscription and indicate whether you want to cancel immediately or at the end of the subscription period. |
| Step 5 | Provide feedback (optional) and click on the “Submit” button. |
| Step 6 | If you have any add-ons or extensions, cancel them separately. |
| Step 7 | Settle any outstanding payments and wait for the confirmation email that Zoho CRM has received your cancellation request. |
Step 1: Log in to your Zoho CRM Account
The first step to canceling your Zoho CRM subscription is to log in to your account using your login credentials. You can log in to your account by visiting the Zoho CRM website and clicking on the “Login” button located on the top right corner of the screen.
Once you’ve entered your login details, click on the “Sign In” button, and you’ll be redirected to your Zoho CRM dashboard.
After logging in to your Zoho CRM account, click on the gear icon located on the top right of the screen. This action will open a drop-down menu with several options. From the dropdown menu, select “Subscription.”
The “Subscription” option will redirect you to the Subscription page, where you can manage your subscription plan.
Step 3: Cancel Your Subscription
On the Subscription page, scroll down until you find the “Cancel Subscription” button located at the bottom of the page. Click on the “Cancel Subscription” button.
Step 4: Select Reason for Canceling
After clicking on the “Cancel Subscription” button, you’ll be redirected to a page where you can select the reason for canceling your subscription. Choose the appropriate reason and indicate whether you want to cancel immediately or at the end of the subscription period.
Step 5: Provide Feedback (Optional)
If you want to provide feedback about your experience with Zoho CRM or the reason for canceling your subscription, you can do so on this page. Providing feedback is optional, and you can skip this step if you don’t want to share feedback with Zoho CRM.
Step 6: Cancel Add-Ons or Extensions Separately
If you have any add-ons or extensions connected to your Zoho CRM subscription, you’ll have to cancel them separately before canceling your subscription. To cancel add-ons or extensions, go to the “Add-Ons” section under the “Subscription” page, and cancel them by clicking on the “Cancel” button.
Step 7: Settle Outstanding Payments and Wait for Confirmation Email
If you have any outstanding payments, settle them before canceling your subscription. Additionally, after canceling your subscription, wait for the confirmation email from Zoho CRM that they have received your cancellation request.
đź“ť Frequently Asked Questions (FAQs)
Q1. Can I cancel my Zoho CRM subscription at any time?
Answer: If you’re on a monthly subscription, you can cancel your subscription at any time. However, if you’re on an annual subscription, you’ll have to wait until the end of the subscription period to cancel it.
Q2. Will I get a refund if I cancel my Zoho CRM subscription before the end of the subscription period?
Answer: No, Zoho CRM will not refund any amount for the remaining period if you cancel your subscription before the end of the subscription period.
Q3. What if I have outstanding payments when I cancel my Zoho CRM subscription?
Answer: You’ll have to settle any outstanding payments before canceling your subscription.
Q4. Do I have to cancel add-ons or extensions separately before canceling my Zoho CRM subscription?
Answer: Yes, you’ll have to cancel any add-ons or extensions you’ve purchased separately before canceling your subscription.
Q5. What happens to my data after canceling my Zoho CRM subscription?
Answer: After canceling your subscription, you’ll have 30 days to export your data from Zoho CRM. After 30 days, your data will be permanently deleted.
Q6. How can I reactivate my Zoho CRM subscription after canceling it?
Answer: You can reactivate your Zoho CRM subscription by logging in to your account and clicking on the “Reactivate” button under the “Subscription” page.
Q7. Can I upgrade or downgrade my Zoho CRM subscription after canceling it?
Answer: Yes, you can upgrade or downgrade your Zoho CRM subscription after canceling it by selecting a new plan on the “Subscription” page.
🤝 Conclusion
Cancelling your Zoho CRM subscription can be a simple and straightforward process when you know how to do it. By following the steps provided in this guide, you’ll be able to cancel your subscription without any hassle.
Remember to keep in mind Zoho CRM’s cancellation policy and to cancel any add-ons or extensions separately before canceling your subscription. Additionally, if you have any outstanding payments, settle them before canceling your subscription.
We hope that this guide has been helpful in understanding how to cancel your Zoho CRM subscription. If you have any questions or need further assistance, feel free to reach out to Zoho CRM’s customer support team.
âť— Closing or Disclaimer
The information provided in this article is intended to be a guide to canceling Zoho CRM. The cancellation policy and instructions may vary based on the plan you have and the duration you’ve been using it. We recommend that you consult Zoho CRM’s terms and conditions or contact their customer support team before canceling your subscription.
Additionally, we do not guarantee the accuracy, completeness, or reliability of the information provided in this article. Therefore, we shall not be held liable for any losses or damages arising from the use of this information.
