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 period, 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.

What are my payment options?

You can pay in monthly installments or upfront, the total amount is the same regardless. You can pay via check, bank transfer, or credit card -- we accept Visa, MasterCard, and American Express. Typically we will send you an invoice, which can either be paid immediately with credit card or forward to accounts payable. Sales tax may be added to your subscription depending on where your office locations are, which will be reflected in your invoice.

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' worth 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.

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 a month-to-month plan?

We do not currently have a month-to-month plan, although you can pay for your annual plan in monthly payments instead of all up-front.

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.

Do you have an API?

No. However, we'd love to hear your interest in an API, so if this is something important to you please reach out and we can brainstorm.

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.

Will my license automatically renew?

No. We will reach out to get your approval for renewal.

How do I cancel my license?

We will reach out to ask about renewal between 30 and 45 days before your account expires. Just let us know that you don't 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.