Blackbaud CRM Tools

Learn to love your CRM

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.

Convert Organization to Individual

Easily convert an organization record to an individual record. Sometimes these records are created incorrectly and need to be changed. This customization easily converts the record and any posted detail (revenue, interactions, etc.) will remain intact.

Read the detailed description to learn more.

Constituent Tiles

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!

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