CRM Business Tools CRM Software Business Tools Information News
Attention Zoho CRM Users: Here’s What You Need to Know About Ending Your Trial
Greetings, fellow Zoho CRM users! If you’re reading this article, it’s likely that you are either approaching the end of your CRM trial, or you want to know more about the process of switching from the trial to a paid plan that suits your needs. In this article, we will provide you with all the information you need to smoothly end your CRM trial and choose the right plan for your business.
The Importance of Choosing the Right Zoho CRM Plan
Before we dive into the details of ending your trial, we’d like to emphasize the importance of choosing the right Zoho CRM plan for your business. The CRM platform is widely used in various industries and is known for its user-friendly interface, automation capabilities, and value for money. However, since there are multiple plans available, it’s crucial for you to assess your business needs and choose a plan that aligns with them.
Many businesses assume that the standard plan, which is the default option for new users, is sufficient for their needs. While this may be true for some businesses, it’s always better to evaluate your CRM requirements and consider other plans that may offer more features and customization options.
Zoho CRM Plans: Which One is Right for You?
Zoho CRM offers four pricing plans for businesses of different sizes and requirements:
| Plan Name | Price (per user/month) | Features |
|---|---|---|
| Standard | $12 | Basic CRM features, 100,000 records, 10 workflow rules |
| Professional | $20 | Advanced CRM features, 250,000 records, 50 workflow rules, social CRM |
| Enterprise | $35 | Full CRM features, unlimited records, 100 workflow rules, multiple currencies, and territories |
| Ultimate | $100 | Advanced analytics, AI-powered assistant, 1,000,000 records, and more |
As you can see, each plan offers unique features and pricing, allowing you to choose a plan that fits your budget and requirements.
How to End Your Zoho CRM Trial
Now that you have a better understanding of the CRM plans, let’s get into the process of ending your trial. When your Zoho CRM trial comes to an end, you will be prompted to either subscribe to a paid plan or upgrade your account. Here’s what you need to do:
Step 1: Log into Your CRM Account
Go to https://crm.zoho.com and log in using your email address and password.
Step 2: Choose a Plan
Select the plan that matches your business needs and proceed to the billing page. Once you’ve made your decision, click ‘Subscribe’.
Step 3: Enter Your Payment Information
You will be redirected to the billing page where you can enter your payment information. You can pay via credit card, PayPal, or bank transfer.
Step 4: Confirm Your Subscription
Once you’ve entered your payment information, confirm your subscription by clicking on ‘Confirm Subscription’.
And that’s it! You’ve successfully upgraded from the trial version to a paid plan of your choice.
FAQ About Ending Your Zoho CRM Trial
1. How much does Zoho CRM cost after the trial?
The cost of Zoho CRM varies depending on the plan you choose. The standard plan starts at $12 per user/month, while the ultimate plan costs $100 per user/month.
2. How long is the Zoho CRM trial?
The Zoho CRM trial lasts for 14 days.
3. Can I extend my Zoho CRM trial?
Unfortunately, you cannot extend your Zoho CRM trial.
4. Can I switch plans after choosing one?
Yes, you can switch plans at any time.
5. What happens to my data when my trial ends?
Your data will be saved for 30 days after the trial ends. During this time, you can still access your data and export it if needed. After 30 days, your data will be deleted permanently.
6. How many users can I add to my Zoho CRM account?
The number of users you can add depends on the plan you choose. The standard plan allows up to 3 users, while the ultimate plan can accommodate up to 100 users.
7. Is Zoho CRM suitable for small businesses?
Yes, Zoho CRM offers plans that are specifically designed for small businesses. The standard and professional plans are perfect for small businesses that need basic CRM features and automation capabilities.
8. Can I try Zoho CRM before purchasing it?
Yes, you can sign up for a 14-day free trial of Zoho CRM to test its features and capabilities.
9. Can I cancel my subscription at any time?
Yes, you can cancel your subscription at any time.
10. Does Zoho CRM offer customer support?
Yes, Zoho CRM offers customer support via email, phone, and chat.
11. Can I import my data from other CRM platforms to Zoho CRM?
Yes, Zoho CRM offers data import options from other CRM platforms such as Salesforce, HubSpot, and SugarCRM.
12. Does Zoho CRM offer mobile apps?
Yes, Zoho CRM offers mobile apps for both Android and iOS devices.
13. Can I customize my Zoho CRM dashboard?
Yes, you can customize your Zoho CRM dashboard to suit your preferences and requirements.
Conclusion
In conclusion, ending your Zoho CRM trial and choosing the right plan for your business is a crucial step in maximizing the benefits of this platform. By following the simple steps outlined in this article and considering the unique requirements of your business, you will be able to make an informed decision and select a plan that aligns with your goals. Remember, customer relationship management is a crucial aspect of any business, and Zoho CRM is an excellent tool for streamlining your sales pipeline and improving your bottom line. So, what are you waiting for? Subscribe to Zoho CRM today and take your business to the next level!
Closing/Disclaimer
This article is intended solely for informational purposes and does not constitute professional advice. The author and publisher disclaim any liability or responsibility for any loss or damage incurred by any user of this article. Readers are advised to seek professional advice before making any decisions based on the information provided in this article.
