What do the plans cost and include?
Most plans have a base price that provides 1 program and 1 concurrent user license, then a separate price to add additional users, licenses, and organizations.
All pricing is listed monthly. |
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 include unlimited users.
- Licenses can be dropped and added at any time.
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?
- Donor management with basic contact info
- 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
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- 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
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What are some features that aren't available in CDM+ Essentials?
- 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
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- 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
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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 are a designed to help smaller organizations grow at a price point suited to their budget. These plans include 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.
When archiving records please note each archive database is subject to the record limitation of your plan. |
CDM+ Starter and CDM+ Grow 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 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.
How does CDM+ Complete work?
CDM+ Complete is a truly unlimited plan. It includes every CDM+ program, service, and an unlimited number of concurrent user licenses.
Can my existing data be imported?
Yes! Our expert data technicians can import data from just about any system. We will work with you each step of the way to ensure no information is lost and that you know exactly where to find your data in CDM+.
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, need additional conversions at a later date (including for an additional organization), or need an especially complex conversion. Contact CDM+ sales for more information.
