2021 SAAS Plan Changes
The following information applies to clients with a SAAS license. See 2021 Traditional Plan Changes if you have a traditional licenses.
Webinar
Watch the recording of our March 18, 2021 webinar explaining our new plans and pricing.
New Plans and Prices Pre Show Slides (Keynote)
New Plans and Prices Pre Show Slides (PowerPoint)
What is changing?
- We are introducing 4 new plans for SAAS licenses
- All SAAS plans now include Engage
- Everyone is either gaining new features or saving money
Why are you changing these plans?
Suran aims to achieve a number of goals with these changes:
- Offer better value (more features for less money)
- Attract new clients
- Increase competition in our market, especially for smaller organizations
- Provide access to more services without needing to consider the buy-up cost
- Implement a price increase to reflect recent enhancements
- Fund new development and services
What are the new plans?
- NEW CDM+ Grow 1
- NEW CDM+ Grow 2
- NEW CDM+ Core
- CDM+ Choice (previously just CDM+ SAAS)
- NEW CDM+ Complete
What do the new plans replace?
- CDM+ SAAS
- Shared Hosting
- Engage Standard
- Engage Payroll
- Engage Complete
- Engage Complete (Additional Account)
There are dozens of different combinations of these plans in use today. The combinations will be reduced to the options listed above.
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.
CDM+ Essentials | CDM+ Starter | CDM+ Grow 1 | CDM+ Grow 2 | CDM+ Core | CDM+ Choice | CDM+ Complete | |
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Base Price (1 program, 1 user) | $25 | $25 | $50 | $75 | $100 | $50 | $175 |
Per additional program | $50 for Accounting | n/a | $25 | $25 | $25 | $25 | n/a |
Per additional user | ∞ | $5 | $5 | $5 | $5 | $5 | ∞ |
Per additional organization | n/a | n/a | $15 | $15 | $15 | $15 | $15 |
Upgrades |
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Hosting |
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Help Center Support |
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Unlimited Email and Phone Support |
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Mobile and Engage | Engage Only |
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Programs |
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Max Individual Records | ∞ | 50 | 75 | 100 | ∞ | ∞ | ∞ |
Max Giving Unit Records | ∞ | 25 | 50 | 75 | ∞ | ∞ | ∞ |
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 | $125/hour; Includes 1 hour per program per year | $125/hour; Includes 1 hour per program per year |
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.
How do per-organization costs work?
Additional organization licenses are not available for the CDM+ Essentials and CDM+ Starter plans. Each organization must enroll in its own CDM+ plan.
Organizations with distinct Federal Employee ID Numbers (FEINs) that share administrative staff can enroll all organizations under a single plan. Examples of these organizations include:
- A cluster of churches that share administrative staff
- A church with attached childcare that has its own FEIN
- An organization whose staff administer a separate foundation or ministry with their own FEIN
Each additional organization adds $15/month to their plan. All organizations have access to the full set of features and the programs owned by the parent. Each additional organization can have their own merchant account.
There is a maximum of $30/month for additional organizations (unless the additional organization adds its own merchant account; see below for How do additional merchant accounts work?):
- 1 additional organization: $15/month
- 2 additional organizations: $30/month
- 3 additional organizations: $30/month
- 4+ additional organizations: $30/month
How do additional merchant accounts work?
A separate merchant account for giving/payments can be added to an account for an additional $15/month. This will result in a separate/account database. There is no limit to the number of additional merchant accounts that can be added, and there is no limit to the $15/month cost for each organization.
The following combinations constitute one (1) merchant account:
- Giving/Payments only
- Payroll only
- Giving/Payments + Payroll
It is advised to use a single merchant account and separate income using CDM+ Accounting instead of creating separate merchant accounts.
What are the transaction fees?
$0.30 per transaction plus 2.9% (Visa/MasterCard/Discover)
$0.30 per transaction plus 3.5% (American Express).
$0.30 per transaction plus 0.8% (eCheck/ACH)
$0.50 per transaction (Payroll Direct Deposit)
Some clients may be eligible for special Flat ACH transaction fee pricing. Contact our sales team for more information.
Are there fees for Text Giving?
Carriers (AT&T, T-Mobile, Verizon) require SMS messages like text giving to come from a registered sender. This registration process incurs additional fees, which are passed along to your organization.
Visit Text Giving Fees to learn more.
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?
What are some features that aren't available in CDM+ Essentials?
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. Standard conversion fees are listed below. Suran Systems, Inc. reserves the right to charge additional conversion fees when necessary. Additional fees will be quoted prior to conversion. Contact CDM+ sales for more information.
Program | Standard Conversion Fee |
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Membership | $500 |
Contributions | $250 |
Accounting | $250 |
Other | Contact Sales |
How do I know what my current plans and configuration are?
In CDM+, go to CDM+ (macOS) or File (Windows) → About CDM+ → System Information. You can see your programs, user licenses, Engage plan, and license model.
What is the difference between support, training, and consulting?
Training
Training is conduced online via screen-sharing or in-person and is usually arranged in advance to teach staff about the use of CDM+. Training teaches Suran's best practices for how to use our products, but can be adjusted to your specific needs. In short, training answers the question:
How do I perform this task?
Consulting
Consulting is also conducted via screen-sharing or in person and is often project based. Consulting works directly with your specific situation and data by connecting you to CDM+ experts. These tasks can be small and simple, or large and complex. Consulting answers the request:
Help me achieve this result.
Support
Support can answer the same questions as training and consulting, provided they are on a small scale. Support can also help explain certain program behavior, provide technical assistance with installations, troubleshoot bugs or in general assist you accomplish your work in our software. Support answers the following questions/requests:
How do I perform this task?
Help me achieve this result.
Why does the system behave this way?
What determines if support becomes training or consulting and is therefore billable?
Ultimately Suran's support technicians determine if a support instance should be classified as training or consulting based on the content and length of resolving the issue. However, there are a few guidelines we also follow:
Training is often explicitly arranged for new staff or product purchases and designated as "training" in advance
Large-scale assistance with Accounting or Payroll issues tend to because consulting, usually based on the scope of the work
Phone calls that exceed 30 minutes in length
As soon as a support technician determines an issue should be classified as consulting or training, we will communicate that designation to you to negotiate agreement of training/consulting and to arrange payment (including use of bundled training/consulting hours with your plan).
What complimentary training is available?
We offer complimentary training under three circumstances:
New plan enrollments
Adding a new program to your plan
New key staff
This training is offered in addition to the complimentary training included with your plan.
Training for Plan Enrollments
When you purchase CDM+, you are entitled to one hour of complimentary training per program. For example, a plan with Membership & Attendance, Contributions, and Accounting & Payroll would include 3 hours of complimentary training.
This training covers:
How to log in and navigate CDM+
How to locate your migrated data (if data was migrated)
Basic setup and usage on each program
How to obtain further help through the CDM+ Help Center, support, or additional training
Training for Added Programs
When you add a program or programs to your CDM+ enrollment, you are entitled to one hour of training per program.
This training covers:
Basic setup and usage on each program
How to obtain further help through the CDM+ Help Center, support, or additional training
Training for New Key Staff
When your organization has new staff who are primarily responsible for administering and using a program or programs in CDM+, we will provide up to 2 hours of training to help that staff person become familiar with CDM+.
This training applies to a single key staff person per program. Additional staff or volunteers should be trained by your organization or provided access to CDM+ support and training resources.
This training covers:
How to log in and navigate CDM+
How to locate your existing data
Basic usage on each program
How to obtain further help through the CDM+ Help Center, support, or additional training
Is there still a 50% discount for Church Plants?
No. Church Plants are encouraged to choose a CDM+ Grow plan.
What happened to the Engage Plans?
In September 2020 we announced three Engage Plans:
- Engage Standard
- Engage Payroll
- Engage Complete
All three plans have been combined and there are no longer 3 levels of Engage. All Engage features—including online giving, billing, and payroll direct deposit—are now included in every SAAS plan.
What happened to the extra $60/year payroll support fee?
We've merged the payroll support fee into these new plans.
Am I required to be on a software plan?
You will need an active plan to access your data in CDM+ and use CDM+ services like Mobile and Engage. If you no longer want to access these services you can obtain a CSV data dump.
How do I cancel my plan?
Contact CDM+ Sales to arrange cancellation and schedule a data dump as described above.
When will pricing these new plans go into effect?
- Your next payment beginning April 2021
- You can transition to a different plan at any time
- SAAS users are locked into their purchase price for 2 years; you will transition to the new rates after this period if you are still within the first two years UNLESS you change your configuration at which time you will transition to a current plan
When will I receive the benefits of these new plans?
Immediately! Even if your pricing doesn't change for many months you still get access to new features today.
How will I be transitioned to the new plans?
You will receive communication from Suran detailing:
- Your current plan and configuration
- Your new plan
- Your new rate
- When your new rate goes into effect
Plans will be transitioned as follows:
| Current Plan | New Plan | Notes |
|---|---|---|
| SAAS | CDM+ Choice or CDM+ Complete | Will move to CDM+ Complete if new price > $175.00 |
| SAAS + Engage | CDM+ Choice or CDM+ Complete | Will move to CDM+ Complete if new price > $175.00 |
If you have shared hosting or additional Engage accounts these will be added to your plan as additional organizations.
What if I want to transition to a different plan?
Simply contact sales to notify us you want to move to a different plan with your next renewal and we will move you to that plan. Your available features will update to match those of the new plan immediately.
Why is my cost going up?
Not everyone's cost is going up, and anyone with a cost increase is gaining Engage.
We want to make the CDM+ Software an invaluable tool in your ministry. The best way to do this is to provide access to ALL of CDM+, which includes Engage. No matter what your increase is, you will have access to more CDM+ than you did previously.
I can't afford the new pricing. What are my options?
You can consider moving to a CDM+ Grow tier if you meet the record limitation requirements.
We strongly encourage you to consider all your software solutions and the new value these plans add to see if your total cost of ownership is increasing due to these new plans.
Online giving, online directories, payroll direct deposit, and other included features may provide time savings or allow you to eliminate the cost of another software package, thereby reducing your overall expenses of time and money.
If you want to move to a lower tier simply contact our sales department as sales@cdmplus.com and we will be happy to facilitate this change.