If you're paying for Zoho CRM Plus but only actually use Zoho CRM from the bundle, moving back to a standalone Zoho CRM subscription is done simply by cancelling your CRM Plus trial or subscription, rather than through a separate migration process.
What Happens When You Cancel
Cancelling your CRM Plus trial or subscription moves you back to whichever edition of Zoho CRM and Zoho SalesIQ you were on before you signed up for CRM Plus, with your customisations, setup, and users all kept intact. For example, if you were on Zoho CRM Professional edition before upgrading to CRM Plus, cancelling CRM Plus returns you to Professional edition, not to Free.
Note: The other applications bundled in CRM Plus, such as SalesInbox, Campaigns, Desk, Projects, Social, Survey, and Motivator, move to their respective Free plans rather than reverting to a previous paid edition, since CRM and SalesIQ are the only two applications that revert to their prior standalone state.
Your Data Is Not Affected
Cancelling your Zoho CRM Plus subscription and moving to the individual applications does not result in any data loss.
How to Cancel
- Click the User icon in the upper-right corner and select Manage Billings from the Subscription section.
- On the Subscription Details page, hover over your current plan and click Cancel Subscription.
- Confirm and provide your reason for cancelling.
- Choose whether the downgrade should take effect immediately, or at the end of your current billing cycle.
Need help? 1 Cloud Consultants can help you plan a smooth move from Zoho CRM Plus back to standalone Zoho CRM without disruption.
Book a discovery call with 1 Cloud Consultants.