CDM+ Plans
What are the available plans?
CDM+ Essentials
CDM+ Starter
CDM+ Grow 1
CDM+ Grow 2
CDM+ Core
CDM+ Choice
CDM+ Complete
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 |
What are the available programs?
- Membership/Attendance
- Contributions
- Accounting/Payroll
- Event Registration
- Roommate Facilities Manager
- Check-In/Check-Out
- Sales Orders
- Regional
- Essentials (limited version of Contributions and Event Registration)
How do user licenses work?
CDM+ Desktop uses a concurrent license model. You can install CDM+ on as many computers as you need, but only a certain number of users may use the program concurrently (unless you are on CDM+ Essentials or our unlimited Complete plan).
When the maximum number of users are logged in, the next login attempt will notify you that you’ve reached this maximum. Ask another client to log out or increase your licenses to bypass this message.
There is no limit to the number of Engage or CDM+ Mobile users, concurrent or otherwise.
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)
- $1.00 per batch plus $0.30 for each employee bank account (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 are CDM+ plans billed?
CDM+ SAAS is paid monthly via auto-draw ACH.
Can I pay annually, or by credit card/check?
No. All SAAS plans must be paid monthly via auto-draw ACH.
Is the pricing the same for clients based outside the US?
Non-US-based clients can receive a $20/month discount on any plan and configuration that includes one or more of the following programs:
Contributions
Accounting & Payroll
Event Registration
This discount is not available for CDM+ Starter.
This discount is provided for two reasons:
Merchant accounts are not available for non-US-based organizations. As such, features for electronic giving/payments and payroll direct deposit are not available to non-US-based clients.
CDM+ Payroll does not natively calculate non-US tax withholdings or produce non-US tax reporting. While it is possible to use CDM+ Payroll for income and withholdings for other regions, this requires manual work that is not required for US-based payroll.
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
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.
What if I want to transition to a different plan or add/remove programs?
Simply contact sales to notify us you want to move to a different plan or change your configuration with your next renewal and we will update your plan/configuration accordingly. Your available features will update to match those of the new plan immediately.
You can only downgrade to a cheaper plan or remove programs once every 3 months.
User licenses can be added/removed at will, but additional licenses must be billed at least once month before being removed.
Removing a program does not delete that program's data, but will prevent you from accessing it in CDM+. You can re-add the program at a later date to access your data.