Pricing | CIM-PRO

CIM-PRO Pricing Plans

Flexible plans for solo brokers to multi-office firms.
No per-deal charges. No document limits. No VDR add-ons. No hidden fees.

$ 375 From $375 per month

1-4 users
Office Fee: $310 / month
User Fee: $65 / month / user
Onboarding & Support: $2,250 (one-off)
Full CIM-PRO platform
Unlimited usage
No per-deal charges

$ 560 From $560 per month

5-9 users
Office Fee: $285 / month
User Fee: $55 / month / user
Onboarding & Support: $3,150 (one-off)
Full CIM-PRO platform
Unlimited usage
No per-deal charges

Popular

$ 700 From $700 per month

10+ users
Office Fee: $250 / month
User Fee: $45 / month / user
Onboarding & Support: $3,850 (one-off)
Full CIM-PRO platform
Unlimited usage
No per-deal charges

$ 1280 From $1,280 per month

2+ offices w/ 20+ users
Office Fee: $250 / month / office
User Fee: $39 / month / user
Onboarding & Support: $7,500 (one-off)
Full CIM-PRO platform
Unlimited usage
No per-deal charges

Plan Inclusions

All plans include the complete CIM-PRO platform with unlimited usage.
The only difference is the price which is based on the number of users and offices.

AI Powered CRM

Unlimited Contacts

Unlimited Listings

Unlimited Campaigns

Unlimited CIMs

Unlimited Appraisals

Unlimited Proposals

Unlimited Pitchbooks

Unlimited Teasers

Unlimited Automations

Unlimited Data Rooms

Real-time Analytics

Granular Permissions

AI Powered Matching

Premium Onboarding

Premium Support

Prepay & Save 10%

Pay 12 months upfront and save 10% on your office and user fees. Onboarding fees excluded.

How Pricing Works

The office fee covers your firm workspace, security, reporting, and deal infrastructure.
The user fee covers access for each team member.

Example Monthly Costs

Quick pricing examples so you can sanity check it.

$ 375 1 office, 1 user

1-4 users
2 users = $440 / month
3 users = $505 / month
4 users = $570 / month
Onboarding & Support: $2,250 (one-off)

$ 560 1 office, 5 users

5-9 users
6 users = $615 / month
7 users = $670 / month
8 users = $725 / month
Onboarding & Support: $3,150 (one-off)

$ 700 1 office, 10 users

10+ users
15 users = $925 / month
20 users = $1,150 / month
25 users = $1,375 / month
Onboarding & Support: $3,850 (one-off)

$ 1280 2 offices, 20 users

2+ offices w/ 20+ users
3 offices, 30 users = $1,920 / month
4 offices, 50 users = $2,950 / month
5 offices, 75 users = $4,175 / month
Onboarding & Support: $7,500 (one-off)

Trusted by Professional Deal Teams

And over $1B in deals each year.

2026 Gold Sponsor

International Business Brokers Association

Supporting business brokers with secure CIM delivery and controlled due diligence access for serious buyers.

2026 Exclusive CRM Sponsor

The Leading Association for Lower Middle Market M&A Advisors

Built for lower-middle market advisors who require structured, compliant buyer management and document control.

2026 Event Sponsor

ACG DealMAX - North America’s Premier M&A Conference

Proud to support one of North America’s most respected dealmaking conferences and advisor community.

As trusted by leading advisors at:

What dealmakers say:

Switching from another system?

Most firms don't switch from 'nothing'. They switch from stitched systems.

CIM-PRO is commonly used to replace or consolidate setups like:

DealCloud

(when firms want tighter CIM + buyer workflow integration)

Salesforce / HubSpot

(when teams want M&A-native execution, not sales CRM logic)

Dropbox / Google Drive

(when confidentiality and access control matter)

Standalone VDRs

(when firms want mandate + buyer + VDR reporting in one place)

Word + Excel workflows

(when deal volume outgrows manual tracking)

If you’re currently using a mix of tools, we’ll show you exactly how CIM-PRO fits in a 15-minute workflow preview.

Frequently Asked Questions

Do you offer free trials?

Yes — we offer a 14-day free trial. Book a workflow preview and we’ll guide you through setup.

Is there a minimum term?

Yes. We require a 12-month minimum commitment.

Can I change plans if my team grows?

Yes. You can scale up or down at any time.

Do you offer volume discounts?

Yes. Your per-user rate reduces automatically as you move into the next plan tier.

What does the onboarding fee cover?

Onboarding is structured and tailored to your firm so you’re live quickly and correctly.

It includes:

Firm workspace setup (roles, permissions, security)
CRM configuration and team structure
CIM templates and mandate workflow configuration
NDA and access workflow setup
Buyer tracking and pipeline reporting setup
Team training (partners, associates, admin)
Launch support during your first live mandates

Most firms are fully live within 1–3 weeks.

How long does onboarding take?

Typically 1–3 weeks depending on team size and structure.

Do you provide training?

Yes. Every plan includes tailored onboarding and training sessions for your team.

How do I know my data is secure?

CIM-PRO includes enterprise-grade security, granular permissions, complete audit trails, and SOC 2 Type II compliance with local data residency.

Ready to Transform your Business?

We would love to give you a complementary, personalized tour of CIM-PRO. No pressure. No hard pitch. Just at a 15-minute walkthrough tailored to your firm.