Blackbaud CRM Tools

Expert Access Solutions by Zuri Group

Blackbaud CRM Tools

Expert Access Solutions by Zuri Group

Limited Versions of Custom Tools for Blackbaud CRM by Zuri Group

Zuri Group has created several customizations to help Blackbaud CRM clients streamline the use of their system by better managing, engaging, and stewarding donors.

Limited versions of the Constituent Converter, Constituent Tiles, and Constituent Summary View can be downloaded free of charge. Our team is available to help your organization deploy these customizations at no extra cost. Contact us if you need assistance.

The full suite of custom CRM tools is available through Expert Access.

Constituent Converter

Easily convert an organization into an individual record or an individual into an organization record.

Constituent Tiles

Customize the layout of your key data for better accessibility and an improved user experience.

Constituent Summary View

View the prospect manager’s name next to the lookup ID.

Have an idea for a Blackbaud CRM customization you’d like to see?

Our developers want to know! Visit our Idea Board to share your suggestion and vote on other enhancement ideas from your colleagues.

© Zuri Group 2020
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