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Custom Tools for Blackbaud CRM by Zuri Group
Zuri Group has created several customizations to allow Blackbaud CRM clients to better manage, engage, and steward donors. Download free of charge, and streamline your use of the system.
Our team is also available to help your organization deploy these customizations at no extra cost. Contact us if you need any assistance.
What do you need? Our developers want to know. Share on our Idea Board and make Blackbaud CRM even more effective for your organization.
Zuri Group has developed a simple customization that can be installed into your CRM instance that will convert an organization record into an individual record or an individual record into an organization record. This customization easily converts the record and any posted detail (revenue, interactions, etc.) will remain intact.
Read the detailed description to learn more.
Make your key data more accessible and improve user experience.
Pledges – Want to quickly see and manage your donor pledges?
Recurring Gifts – Recurring giving is one of the most important fundraising channels…move these front and center!
Sponsorship – Are you a child sponsorship organization? Wouldn’t you want quickly see and access your child sponsorships? With this tile you now can!
Pending Interactions – Put upcoming interactions at your fundraiser’s fingertips!
Prospect Manager – Constituent Summary View
Download this package to see the prospect manager’s name next to the lookup ID in the constituent summary view form of Blackbaud CRM.
Read the blog post and watch the video tutorial to learn more.