Plans and pricing

Yes! You can sign up for a free account. However, you will only have access to a limited number of search filters, many funding, vendor, and personnel data and tools are not available.

For Core Subscription users, you must have a credit card on file with us. For Pro Subscription users, you can pay upfront via credit card, check, or ACH (or in monthly installments via credit card on a case-by-case basis). Regardless, sales tax may be added to your subscription depending on where your office is located.

Yes! You can have access to the Core Subscription for only $299/month (cancel any time), or the Pro Subscription for $4,488/year. You must be an employee of a 501(c)(3) nonprofit that is in the IRS Busienss Master File. We need your work email address and EIN to process your signup.

You can learn more about our available nonprofit subscriptions here, which includes pricing for each plan, a breakdown of tools and features included, and suggestions for choosing the right subscription for your organization.

Special pricing is available for Core subscriptions with 5+ users. For nonprofit teams with more advanced tool needs, our Pro Subscription includes three user licenses, access to bulk downloading, a Salesforce integration, and more. Pro costs $4,488/year and requires an annual commitment.

It depends on your subscription type. For Core Subscriptions, yes. For Pro Subscriptions, we will reach out to get your approval for renewal.

Our benchmarking tools include a purpose-built benchmarking tool to compare up to 250 organizations to their peers or executive compensation for personnel with specific roles. The tool has both web-based and downloadable Excel reports, and allows you to download all of the raw data to construct the benchmarking results as well. The benchmarking tools also includes the ability to export the past five years of financials on thousands of organizations as once, to provide the raw data you need to conduct your own analysis.

Our data enrichment tools include our CSV Upload Tool, which allows you to upload and match rows from a CSV file to corresponding entities in Cause IQ. With this, you can filter down to specific types of organizations or augment with additional columns and export. Its typical uses are for finding out which organizations in an attendee list are worth pursuing further, augmenting CRM records, and finding whitespace opportunities by cross-referencing searches against your existing records.

Yes! Cause IQ also has an API-based Salesforce integration, which is available for an extra fee. Our Salesforce integration allows you to both create and update Leads, Contacts, or Accounts in Salesforce, either individually or in bulk.

Yes! For our Pro Subscription, each addition user is just $1,250 annually (or $1,000 for nonprofits). For more than five users, our Enterprise Subscription is recommended.

For our Core Subscription, yes! If you pay upfront for a year, our Core Subscription is just $1,999/year (or $1,499/year for nonprofits), which is basically two months free.

Yes! You can export data in bulk, but we will charge you for each record (i.e., row) exported. Each record costs $0.50, so a spreadsheet report with 250 organizations would cost $125. Pro Subscriptions do not charge per export, and there are no hard caps on number of exported records.

Our foundation search tool allows you to drill down on specific types of foundations and grants. To download these lists (up to 3,000 foundations or grants per download), our Pro Subscription is required. This also allows you to download lists of key personnel and board members at the foundations. Please note that we do not currently offer ad-hoc exports of grant and foundation data for Core subscribers.

A record is an individual organization or person exported from Cause IQ -- a row in a spreadsheet -- regardless of the number of fields (i.e., columns) on that organization or person.

With our Pro Subscription, you can export the same record as many times as you want. With our Core Subscription, each time you export a given record you will be charged. We recommend you name your exports so that you can tell the system to only export records haven't not previously exported.

You can export as many organizations and personnel as you want. However, we do limit each export to 3,000 records, to protect the overall experience of other Cause IQ users. As part of the export wizard, you can exclude records that you previously exported, to help you download the records that you want.

No. However, if you need to delegate access to your Cause IQ account for a specific task or project, that is okay. If you're looking to have many colleagues using Cause IQ, our Pro and Enterprise Plans are a great value.

Yes! Our API is available as part of the Pro and Enterprise Subscriptions, and provides access to programmatic searches and organization profiles. Check out the documentation.

For Core Subscription accounts, use the button in your Account Settings page at least 24 hours before renewal. For Pro Subscription accounts, we will reach out to ask about renewal between 30 and 45 days before your account expires. Just let us know that you do not want to renew and no further action is necessary. Canceling your account before the contract ends is not possible.

If you are logged in, click the orange circular chat button at the bottom-right of the screen to start a chat session with us -- we should be able to resolve the issue immediately. To change your credit card on file, go to the billing section of your account settings. Otherwise, just use our contact us page to send us a message, and we will get back to you quickly.