Do you have a free plan?
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.
What are my payment options?
For month-to-month users, you must have a credit card on file with us. For annual users, you can pay in monthly installments via credit card, or upfront via credit card, check, or ACH. Regardless, sales tax may be added to your subscription depending on where your office is located.
Do you have nonprofit pricing?
Yes! You can have access to the month-to-month plan for only $99/mo. 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.
Will my account automatically renew?
It depends on your account type. For month-to-month accounts, yes. For annual accounts, we will reach out to get your approval for renewal.
Why do annual plans cost more than month-to-month plans?
The annual plans include the ability to export organizations and personnel records in bulk. You can create CSV spreadsheet reports chock-full of organization and/or personnel details with our powerful export wizard
, and download XLSX spreadsheets directly from the Table view within your searches
. The annual plans also include thousands of exported records per month as part of the plans.
What's included in the Benchmarking Add-on?
Our Benchmarking Add-on includes 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 Add-on 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.
What's included in the Data Enrichment Add-on?
The Data Enrichment Add-on includes our CSV Upload Tool
and our Salesforce integration
. The CSV Upload Tool allows you to upload and match rows from a CSV file to corresponding entities in Cause IQ, which 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. Our Salesforce integration allows you to both create and update Leads, Contacts, or Accounts in Salesforce, either individually or in bulk.
Do you have discounts for more than one user?
Yes! The best deal for multiple users is our Enterprise Plan, which is for five or more users. For between two and five users, each additional user costs $500 less per year. So if you wanted three users with with the Data Enrichment Add-on, that would be $8,500 per year (first, second, and third user costs being $3,000, $2,500, and $2,000 respectively, and the add-on costing $1,000).
What is a record?
A record is an individual organization or person exported from Cause IQ -- a row in a spreadsheet -- regardless of the number of fields on that record. The included use is for unique records within a 30-day window, so if you export a list of organizations and decide next week you need to re-export to add a revenue column, we won't double-count the exported organizations.
Do my unused export records roll over each month?
No. However, we only count unique records within a 30-day period, so if you export the same organization or person multiple times in a 30-day period -- regardless of whether the columns are the same or different -- we will only count that export once.
Can I purchase additional export records?
Absolutely. Additional records beyond your included amount are $0.25 per record. For exports beyond 10,000 records, or for complex data pulls, we will often work with you to craft a custom data extract.
Can I export data in bulk with the month-to-month plan??
Yes! The best deal if for our Enterprise plan, which is for five or more users. For between two and five users, each additional user costs $250 less per year, and each additional add-on also costs $250 less per year. So if you wanted three users with with the Prospecting Add-on, that would be $7,500 per year (first, second, and third user costs being $2,000, $1,500, and $1,000 respectively, and the add-on costing $1,000, $750, and $500 respectively). Note that you cannot mix-and-match users and add-ons. If you purchase an add-on, you must purchase it for all users.
Can a license be shared?
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 Enterprise Plan is a great value.
Do you have an API?
Yes! Our API is available as part of the Data Enrichment Add-on, and provides access to programmatic searches and organization profiles. Check out the documentation
What does the free trial include?
The free trial includes everything in the Month-to-Month plan, free for 14 days. Free trials have access to all filters, grant and foundation data, and personnel and vendor information in organization profiles. Note that free trials do not include the ability to export, or have access to the data enrichment or advanced benchmarking tools.
How do I cancel my account?
For month-to-month users, use the button in your Account Settings
page at least 24 hours before renewal. For annual 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.
Who do I contact if I have a billing question?
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.