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Info

All pricing is listed monthly.

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CDM+ Essentials

CDM+ StarterCDM+ Grow 1CDM+ Grow 2CDM+ Core

CDM+ Choice

CDM+ Complete
Base Price (1 program, 1 user)$25$25$50$75$100$50$175
Per additional program$50 for Accountingn/a$25$25$25$25n/a
Per additional user$5$5$5$5$5
Per additional organizationn/an/a$15$15$15$15$15
Upgrades(tick)(tick)(tick)(tick)(tick)(tick)(tick)
Hosting(tick)(tick)(tick)(tick)(tick)(tick)(tick)
Help Center Support(tick)(tick)(tick)(tick)(tick)(tick)(tick)
Unlimited Email and Phone Support(tick)(tick) (tick)(tick)(tick)(tick)(tick)
Mobile and EngageEngage Only(tick)(tick)(tick)(tick)(tick)(tick)
Programs
  • Essentials (Contributions + Registration)
  • (Optional) Accounting/Payroll
  • Membership
  • Contributions
  • Membership
  • Contributions
  • Accounting/Payroll
  • Membership
  • Contributions
  • Accounting/Payroll
  • Membership
  • Contributions
  • Accounting/Payroll
  • (can add more)
AnyAll
Max Individual Records5075100
Max Giving Unit Records255075
Training/Consulting$125/hour;

Includes 1 hour per program per year

$125/hour;

Includes 1 hour per program per year

$125/hour;

Includes 1 hour per program per year

$125/hour;

Includes 1 hour per program per year

$125/hour;

Includes 1 hour per program per year

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$125/hour;

Includes 1 hour per program per year

$125/hour;

Includes 1 hour per program per year

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Programs and User Licenses
Programs and User Licenses
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How do per-user costs work?

  • There is no up-front cost for additional concurrent users.
  • For all plans except CDM+ Essentials and CDM+ Complete each user is $5/month.
  • CDM+ Essentials and CDM+ Complete includes include unlimited users.
  • Licenses can be dropped and added at any time.

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Per-Organization Costs
Per-Organization Costs

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scrollEditorDisplayTitleTransaction Fees
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Transaction Fees
Transaction Fees

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Text Giving Fees
Text Giving Fees

What is CDM+ Essentials?

CDM+ Essentials focuses on fund raising for non-profits and faith-based organizations. CDM+ Essentials provides selected features from full CDM+ to offer essential online fundraising, events, and basic donor management at a reduced price.

What does CDM+ Essentials include?

Expand
titleGiving...
  • Donor management with basic contact info
    • Address
    • Name
    • Phone
    • Email
  • Unlimited giving funds
  • Online giving
    • Card/ACH giving 
    • Single gift
    • Recurring gifts
    • Guest giving
    • Anonymous gift
    • Fee Assist for donors to cover transaction costs
    • QR Codes
    • Customizable giving forms (coming soon)
    • Embeddable giving forms
  • Text Giving that allow for full giving through SMS (once an account is created)
  • Donor portal
    • Manage giving
    • Manage payment methods
    • View historical giving (online and in-person)
    • Expiring payment notifications
  • Dashboard to snapshot large trends (coming soon)
  • Cash/check donations
  • In-kind donations
  • Receipts for online/text gifts
  • Online Giving statements (coming soon)
  • Customizable reports and exports
  • Custom terms and field names
Expand
titleRegistration...
  • Unlimited events
  • Unlimited registrations
  • Event activities to allow tickets, add-ons, discounts, etc.
  • Event capacity tracking
  • Activity capacity tracking
  • Online registration
    • Register one or multiple people at a time
    • Partial payment at time of registration
    • Pay balances due at a later time
    • Customizable forms (one per category; custom terms; requiring notes)
    • QR Codes
    • Embeddable registration links
  • In-person/manual registration
    • Saved alongside online registration
    • Same features as online registration for pay later online, activity registration
  • Fees
    • Per event
    • Per activity
    • Optional processing fee for online registration
  • Customizable reports and exports

What are some features that aren't available in CDM+ Essentials?

Expand
titleGiving...
  • Robust donor tracking and segmentation
  • Personal and professional connection tracking for development
  • Bulk email and communication features
  • Push notification reminders and donor note tracking
  • Pledging
  • Memorial gift/in honor of gift tracking
  • Comparison reports for analyzing giving history, donor demographic profiles, pledge vs. actual performance
  • Mailing labels, mail merge engine, post cards
  • Print and email giving statements
  • Receipts for in-person gifts
  • Bulk gifts entry
  • Event statistics tracking
  • Query engine for data mining
  • User-defined data and paperless document storage
  • Canadian Receipt generation
  • Check reader integration
  • Native mobile app to view donor information on the go
Expand
titleRegistration...
  • Linking registration to a membership database
  • Customizable name badges
  • Email, letter, and post card follow-up to registrants
  • Tracking camp/youth events with emergency contact information
  • User-defined data and paperless document storage for release forms, health information, and more
  • Query engine for data mining


What upgrades are available from CDM+ Essentials?

You can add the complete CDM+ Accounting and Payroll package to CDM+ Essentials.

Otherwise, upgrades to the other CDM+ Plans are available to add features like full Contributions or Registration, Membership tracking, Calendars, Child Care, etc.

Contact CDM+ sales for more information.

Is CDM+ Essentials just for non-profit organizations?

CDM+ Essentials is available with both non-profit and faith-based terms. You can further customize the terminology to fit your unique mission.

Does CDM+ Essentials integrate with QuickBooks?

Giving, Event, and Transaction information can be exported from CDM+ Essentials. However, CDM+ Essentials does not offer a specific QuickBooks integration.

We recommend using CDM+ Accounting for true fund accounting and one-click posting of online gifts/payments and fees to the General Ledger (GL). Contact CDM+ sales for more information, including to learn about our free data migration from QuickBooks.

Can I move to CDM+ Essentials?

Yes, but it's possible you will lose access to existing data. The data will not be deleted, but will be unavailable unless you return to full CDM+.

How do the CDM+ Starter and Grow plans work?

CDM+ Starter and CDM+ Grow is are a designed to help smaller organizations grow at a price point suited to their budget. These plans include our three most popular programs at a set price:

  • Membership
  • Contributions
  • Accounting and Payroll (Grow 1 and Grow 2 only)

Each level of CDM+ Grow limits the maximum number of Individual records and Giving Unit records that you can enter into CDM+. When you reach the maximum number of records you will be unable to create additional records of that type until you upgrade your plan or delete or archive records of that type.

Note

When archiving records please note each archive database is subject to the record limitation of your plan.

CDM+ Starter and CDM+ Grow includes include all the same features as CDM+ Choice and CDM+ Complete. The only limitation is the number of Individual and Giving Unit records you can enter.

Can I move to CDM+ Starter or CDM+ Grow?

If CDM+ Starter or CDM+ Grow is cost-effective you can move to either CDM+ Starter, CDM+ Grow 1 or CDM+ Grow 2. However, if you have more individual or giving unit records than your new plan allows you will be unable to add new records until you upgrade your plan or you delete/archive excess records.

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This data conversion is offered FREE with new subscriptions that remain active for a minimum of 12 months. Conversion fees will apply if you cancel your subscription within the first 12 months or , need additional conversions at a later date (including for an additional organization), or need an especially complex conversion. Contact CDM+ sales for more information.

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