Introduction
Greetings to all Zoho CRM users! If you’re reading this, you may be wondering how to deactivate Zoho CRM. Perhaps you’re transitioning to a new CRM, or maybe you simply no longer need Zoho’s services. Whatever your reason may be, rest assured that deactivating Zoho CRM is a straightforward process that we’ll guide you through step-by-step. So without further ado, let’s get started!
What is Zoho CRM?
Zoho CRM is a cloud-based customer relationship management software that helps businesses manage their sales, marketing, and customer support activities. It offers features such as lead and contact management, sales forecasting, analytics, and email integration. However, if you find that Zoho CRM no longer fits your needs, deactivating it is a simple process.
Why Deactivate Zoho CRM?
There are several reasons why you may want to deactivate Zoho CRM. Perhaps you have switched to a different CRM provider, or maybe you have decided to handle your sales and customer support in-house. Whatever your reason may be, deactivating Zoho CRM is a necessary step to ensure that you’re not billed for a service you no longer need.
Is Deactivating Zoho CRM the Same as Deleting Your Account?
No, deactivating Zoho CRM is not the same as deleting your account. When you deactivate your Zoho CRM account, your data will be retained for up to 60 days in case you decide to reactivate your account. After 60 days, your data will be permanently deleted. If you want to delete your Zoho account entirely, you’ll need to go through a separate process.
What Happens When You Deactivate Zoho CRM?
When you deactivate Zoho CRM, your account will be suspended, and you’ll no longer have access to any of its features. Your data will be retained for up to 60 days, during which time you can reactivate your account if you change your mind. After 60 days, your data will be permanently deleted.
How to Prepare Before Deactivating Zoho CRM
Before deactivating Zoho CRM, it’s essential to prepare by doing the following:
- Export your data: Export any important data that you want to keep, such as contacts, leads, and deals. You can do this by going to the “Export” option under the “Settings” menu.
- Cancel your subscription: If you’re on a paid plan, make sure to cancel your subscription before deactivating your account. This will prevent any additional charges from being incurred.
- Remove any integrations: If you have integrated Zoho CRM with other software, make sure to remove these integrations before deactivating your account.
How to Deactivate Zoho CRM
Now that you’re prepared, let’s go through the steps for deactivating Zoho CRM:
Step 1: Log in to Your Zoho CRM Account
Log in to your Zoho CRM account using your username and password. Once you’re logged in, click on the “Settings” icon in the top right-hand corner of the screen.
Step 2: Go to the “Subscription” Tab
In the “Settings” menu, click on the “Subscription” tab. This will take you to your subscription page, where you can see your current plan, billing cycle, and other details.
Step 3: Deactivate Your Account
Scroll down to the bottom of the subscription page, where you’ll find the “Deactivate Account” button. Click on this button to deactivate your account.
Step 4: Confirm Deactivation
Zoho CRM will now ask you to confirm that you want to deactivate your account. Click on the “Confirm Deactivation” button to proceed.
Step 5: Provide Feedback
Once you’ve confirmed your deactivation, Zoho CRM will ask you to provide feedback on why you’re deactivating your account. This is optional, but your feedback can help Zoho improve its services in the future.
Step 6: Export Your Data
After providing feedback, you’ll be taken to the data export page. Here, you can select which data you want to export and in what format. Once you’ve made your selections, click on the “Export” button.
Step 7: Cancel Your Subscription
If you’re on a paid plan, make sure to cancel your subscription before deactivating your account. This will prevent any additional charges from being incurred.
Table: Summary of Steps for Deactivating Zoho CRM
Step |
Description |
|---|---|
Step 1 |
Log in to your Zoho CRM account |
Step 2 |
Go to the “Subscription” tab in the “Settings” menu |
Step 3 |
Click on the “Deactivate Account” button |
Step 4 |
Confirm your deactivation |
Step 5 |
Provide feedback on why you’re deactivating your account |
Step 6 |
Export your data |
Step 7 |
Cancel your subscription (if applicable) |
FAQs
1. Can I reactivate my Zoho CRM account after deactivating it?
Yes, you can reactivate your Zoho CRM account within 60 days of deactivation. After 60 days, your data will be permanently deleted.
2. Will I be charged after deactivating my Zoho CRM account?
No, you will not be charged after deactivating your Zoho CRM account. However, if you’re on a paid plan, make sure to cancel your subscription before deactivating your account to prevent any additional charges.
3. What happens to my data after deactivating my Zoho CRM account?
Your data will be retained for up to 60 days after deactivation. During this time, you can reactivate your account if you change your mind. After 60 days, your data will be permanently deleted.
4. Can I export my data before deactivating my Zoho CRM account?
Yes, you can export your data before deactivating your Zoho CRM account. This is recommended to ensure that you don’t lose any important information.
5. Can I delete my Zoho CRM account entirely?
Yes, you can delete your Zoho CRM account entirely by going to the “Settings” menu and selecting “Delete Account”. Note that this is different from deactivating your account, and your data will be permanently deleted.
6. Is deactivating Zoho CRM the same as canceling my subscription?
No, deactivating Zoho CRM is not the same as canceling your subscription. If you’re on a paid plan, make sure to cancel your subscription before deactivating your account to prevent any additional charges.
7. How long does it take to deactivate Zoho CRM?
Deactivating Zoho CRM takes just a few minutes, depending on how long it takes you to export your data and cancel your subscription (if applicable).
8. Can I reactivate my Zoho CRM account after 60 days?
No, you cannot reactivate your Zoho CRM account after 60 days. After this time, your data will be permanently deleted.
9. Will I receive a confirmation email after deactivating my Zoho CRM account?
Yes, Zoho CRM will send you a confirmation email after you deactivate your account.
10. What if I change my mind after deactivating my Zoho CRM account?
If you change your mind within 60 days of deactivating your Zoho CRM account, you can reactivate your account. After 60 days, your data will be permanently deleted.
11. How do I prepare for deactivating my Zoho CRM account?
Before deactivating your Zoho CRM account, make sure to export your data, cancel your subscription (if applicable), and remove any integrations you may have.
12. Will I lose my data after deactivating my Zoho CRM account?
Your data will be retained for up to 60 days after deactivation. After 60 days, your data will be permanently deleted.
13. Can I pay to retain my data after deactivating my Zoho CRM account?
No, you cannot pay to retain your data after deactivating your Zoho CRM account. Your data will be retained for up to 60 days, after which it will be permanently deleted.
Conclusion
Deactivating Zoho CRM is a simple process that can be completed in just a few minutes. By following the steps outlined in this article, you can ensure that your account is properly deactivated and that your data is exported before it’s permanently deleted. Remember to prepare before deactivating your account and to cancel your subscription (if applicable) to avoid any additional charges. As always, if you have any questions or concerns, feel free to contact Zoho’s customer support for assistance.
Thank you for reading this article, and we hope that it has been helpful to you. Good luck with your future endeavors!
Closing/Disclaimer
This article is intended for informational purposes only and should not be construed as legal, financial, or professional advice. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage, including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of or in connection with the use of this article.
