CDM+ Essentials and the information presented on this page is currently undergoing development. This is a draft document. Pricing, features, and availability are subject to change without notice.

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.

How much does CDM+ Essentials cost?

  • $25/month
  • Unlimited users
  • Unlimited records
  • $15/month per additional organization
  • $75/month if adding Accounting & Payroll

See CDM+ Plans for more details.

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)

What does CDM+ Essentials include?

Giving

  • 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

Events

  • 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?

Giving

  • 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

Registration

  • 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.

Is there an API available?

Yes, see Suran API for details.

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.

DRAFT JULY 2022