Cancel Your Zoho CRM Subscription
Zoho CRM is a comprehensive customer relationship management platform that helps businesses of all sizes manage their sales, marketing, and customer support activities in one unified system.
How to Cancel Zoho CRM Subscription
Follow the step-by-step instructions based on your device/platform.
Cancel Paid Subscription
- 1Click the User icon in the upper-right corner and select 'Manage Billings' from the Subscription section.
- 2In the Subscription Details page, hover the cursor over your current plan and click 'Cancel Subscription'.
- 3Select the checkbox and click 'Confirm Downgrade', then provide a reason for canceling.
- 4Choose to either downgrade immediately or at the end of your current billing cycle, then click 'Confirm Downgrade' again.
Cancel Free Trial
- 1Log on to crmplus.zoho.com and click your image icon in the upper-right corner.
- 2Navigate to the 'Subscription' section, click the down arrow, and select 'Cancel Trial' from the dropdown.
- 3In the pop-up, enter your password and a reason for canceling.
- 4Click 'Cancel my Zoho CRM Plus Account' to finalize the cancellation.
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You MUST Export All Your CRM Data
CRITICAL: Before you cancel, you must perform a full data export. This includes your leads, contacts, accounts, deals, and notes. Go to 'Setup' > 'Data Administration' > 'Export'. Your customer data is your most valuable asset; do not lose it.
Your Workflow Automations Will Be Deleted
VERY IMPORTANT: All workflow rules, custom functions, and automation you have built will be permanently deleted after a grace period. Make sure to document your key automations before you cancel.
Third-Party Integrations Will Break
Any integrations you have set up with other applications (like Mailchimp, your website forms, or accounting software) will stop working, which may disrupt your lead capture and sales processes.
Inform Your Entire Sales and Support Team
Cancelling the CRM is a major operational change. Ensure your entire team is aware, has a plan to migrate to a new system, and has exported any personal reports or views they rely on.
Find Your Hidden Subscription Costs
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What is the best way to back up my Zoho CRM data?
The most reliable method is to use the built-in 'Data Export' feature in the 'Setup' menu. This will allow you to download all your modules as a set of CSV files.
Will my data be deleted immediately after I cancel?
No. Zoho typically provides a grace period (e.g., 30 days) after your subscription ends, during which your data is retained before being permanently deleted. However, you should export your data *before* you cancel.
Can I downgrade to a free version of Zoho CRM?
Yes, Zoho offers a free plan for up to 3 users. When you cancel a paid plan, your account will typically revert to this free edition, but with significant feature and record limitations.
Do I get a refund for my annual Zoho CRM plan?
Generally, no. Zoho subscriptions are non-refundable. Your access will continue until the end of your current billing period.
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