Upgrading to Zoho CRM Plus is now a proper subscription flow within the product itself, rather than simply visiting a separate URL to trigger an automatic upgrade.
How to upgrade
- Open the Subscription panel. Click the User icon in the upper-right corner of Zoho CRM Plus. A panel slides out from the right.
- Start the upgrade. Click Upgrade in the Subscription section, then click Upgrade again on the CRM Plus plan.
- Choose your billing period. Select monthly or yearly payment, and the price per payment will update accordingly.
- Set your users and add-ons. Enter the number of users and any add-ons you need, then click Proceed.
- Complete payment. Enter your billing details and card information, then click Make Payment.
Alternative route: You can also start this from the Admin Panel. Click the User icon, then Admin Panel, then the Organization or Subscription tab, then Billing, to reach the same upgrade flow.
What's included by default
A CRM Plus subscription bundles several products together with their own default allowances, such as additional storage per user for CRM, a monthly visitor allowance for SalesIQ, and a set number of brands for Social, alongside the other included applications. Check the current subscription page for the full up-to-date list, since bundled allowances are adjusted periodically.
Need help? 1 Cloud Consultants can help you decide whether Zoho CRM Plus is the right upgrade for your business, and manage the transition.
Book a discovery call with 1 Cloud Consultants.